Data in a thousand places
ERP, invoicing, the bank and spreadsheets nobody touches.
Data analytics & BI
Data analytics and BI: let your company answer you
Invoiced in September$41.4M+$1.8M vs August
Gross margin22.4%Target: 22%
No purchases in 45 days
- Downtown Hardwareused to buy every 15 days
- North Distributiondown 60% in August
Tenders line14.2%Below the 18% minimum
Main causeFreight+22% cost since July
Overdue more than 90 days · $0.9M
- South Construction$420K
- Paz Studio$310K
- Delta Agro$170K
Best seller2.5 mm cable18% of invoicing
Fastest growingLED lighting+34% vs August
Below minimum · 3 items
- 110 PVC pipelasts 4 days
- 2x20 breakerlasts 6 days
- Insulating tapeout of stock
Undelivered72 orders$9.8M in goods
Late11over 5 days
September orders · $48.2M
- Central region$19.6M
- North region$16.1M
- South region$12.5M
Collected in September$35.3M85% of invoicing
Overdue$6.1M+$0.3M vs August
Orders today$2.3M31 orders
Vs last Tuesday+12%at the same time
Top buyers in September
- Valley Works$3.4M
- Martinez Electric$2.9M
- South Construction$2.1M
Most ordersLaura Gomez$11.2M in September
Fastest growingMartin Ruiz+28% vs August
New customers17in September
First purchase$180Kaverage per customer
Over 5 days late · 11 orders
- Valley Works8 days
- Martinez Electric7 days
- Delta Agro6 days
No movement$4.7Mover 90 days
Items128no sales since June
Freight in September$1.9M4.6% of invoicing
Vs July+22%same volume
Increases since July
- Rapid Freight+22%
- Plata Cables+9%
- Iluminar+6%
Cash available$12.6Mtoday
Supplier payments$9.4Mdue this month
Invoiced in 2026$342M+14% vs 2025, through September
September+11%vs September 2025
The questions you ask every Monday, answered with numbers your team trusts. We review what information you have, connect the sources we agree on and build the dashboards, KPIs and reports.
Before we talk numbers, we tell you what we see in your data and whether it makes sense to move forward.
Three areas, three numbers, no decision
The meeting goes into arguing where each figure came from, not into deciding what to do.
Sales$48.2MOrders spreadsheet
Finance$41.4MInvoicing
Operations$39.9MDelivery notes
One single number$41.4M
- Sale
- Issued invoice, net of credit notes
- Read from
- Invoicing system
- Owner
- Finance
Behind it there is almost always one of these four things:
Missing information
Some decisions can't be made with what is recorded today.
Someone reconciles by hand
Hours a week copying and pasting. If that person is out, there is no report.
It arrives late
Knowing on the 20th how last month closed is history, not management.
The result: which product to push, which customer is worth it or whether to hire is decided by gut feeling.
A dashboard for each role
A few well-chosen KPIs, with the detail available when you need it. Pick a role and see what each one sees.
Dashboard· September 2026
Sample
Management
How the company is doing this monthInvoiced$41.4M+$1.8M vs August
Gross margin22.4%target: 22%
Overdue$6.1M+$0.3M vs August
Undelivered72orders
To check today
Tenders margin: 14.2%Below 18%
$0.9M overdue more than 90 days3 customers
Sales
Orders and customersOrders$48.2M+$3.0M vs August
Active customers214bought this month
Average ticket$225Korders ÷ customers
No purchases2in 45 days
To check today
2 customers with no purchases in 45 daysCall
$5.1M in orders not yet invoicedFollow up
Operations
Deliveries and stockDelivered$39.9M$1.5M invoiced, not delivered
Undelivered72+2 vs August
On time91%target: 95%
Low stock3items
To check today
Low stock on 3 itemsToday
38 orders older than 7 daysPrioritize
Finance
Collections and cashCollected$37.8Min September
Overdue$6.1M+$0.3M vs August
Overdue 90+ days$0.9M3 customers
Days to collect38target: 30
To check today
$0.9M overdue more than 90 days3 customers
Days to collect: 38Target 30
From your sources to an answer
Everything the service includes, in the order the data travels.
In
Connecting the agreed sources
Each connection is listed in the proposal, with its update frequency.
The core
Data model and definitions
What a sale, an active customer and a margin are, and where each one is read from. Without this, any dashboard repeats the argument.
- Sale
- invoice net of credit notes
- Active customer
- bought in the last 90 days
- Margin
- sales minus cost of goods sold
Out
DashboardsOne screen per role: management, sales, operations, finance.
Management KPIsA few numbers, each with a written definition and an owner.
Automatic reportsThe report that used to be built by hand, sent on its own.
AlertsLow stock, margin below the minimum, overdue collections.
Rollout with your team. We stay with you the first weeks: a dashboard nobody opens is an expense, not an investment.
On the tools you already have or on a base of ours. If the data isn't recorded yet, we solve it with custom software.
No surprises
What goes separately, said before we start
We'd rather this is clear in the proposal, not halfway through the project.
- Quoted separately
- Agreed in the proposal
- Another service
- New sources and connectionsThose outside the agreed scope are assessed and quoted separately. Quoted separately
- Cleaning up data entryIf the source is very messy: what gets cleaned, who does it and how far we go. Quoted separately
- Frequency, users and accessThey change the effort and the infrastructure cost. Agreed in the proposal
- Changes to your systemsSo they deliver data they don't provide today. We cover it in technology architecture. Another service
- Ongoing maintenanceNew KPIs or changes in the sources: support and maintenance, or your team with the documentation. Another service
How we work
From the decision to the dashboard, in six steps
First a focused version that gets used soon, not a year-long project.
-
Assessment
What you decide every week and what you are missing to do it.
-
Sources
Where each piece of data is, in what state and who enters it.
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Definitions
What each KPI means, validated with each area.
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Written scope
Sources, dashboards, frequency, access and what stays out.
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Build
Automatic loading, dashboards and reports. A useful version first.
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Adoption
We train, adjust and document. Then, more areas.
Is the problem earlier, in systems that don't talk or in manual entry? We tell you and solve it separately with technology architecture or custom software.
When it makes sense and when it doesn't
You don't need a big team: one source and one person who decides is enough.
It makes sense if…
- Someone builds reports by hand every month.
- Two sources that should match don't.
- You decide with last month's data, or without data.
- You want profitability by product, customer or project.
- You have the data, but nobody trusts it.
- You want to see the trend, not just today's snapshot.
Better to wait if…
The base data is very dirty and nobody will clean it.Instead: clean up data entry first, as an earlier stage.
Nobody inside will look at the KPIs and act.Instead: we define who decides before building anything.
The data isn't recorded anywhere.Instead: the first step is to start recording it.
"Everything fits in a spreadsheet."It may be hiding hours of manual work and errors nobody sees. We look at it in the assessment; if it really is enough, we tell you.
Keep going
Does the problem start before the dashboard?
Sometimes what's missing is a system or an integration. We do that too.
If the data isn't recorded anywhere
Custom software
We build the system that captures that data where the work happens.
See custom software If your systems don't talkTechnology architecture
We organize how systems, data and integrations connect.
See architecture If you want to see resultsSuccess stories
How we solved it at other companies, step by step.
See success storiesLet's start with the decisions, not the data
We look at your systems, spreadsheets and processes, and you leave with a written plan:
- Which KPIs to build first, based on what you decide every week.
- Where each piece of data comes from and what is missing.
- What needs cleaning up first so the number can be trusted.
It's yours even if you later decide to do it on your own.
The self-assessment gives you a first snapshot in a few minutes. From there you book the assessment with the team.
FAQ
What people ask us about their data
If your question isn't here, message us on WhatsApp.
Ask on WhatsAppWhat is business intelligence, in plain words?
Tools and agreements that turn your company's data into information to decide: dashboards, KPIs and reports with shared definitions, so everyone reads the same thing.
Is it for small businesses or only for large companies?
It depends on how many decisions you make today without reliable information, not on size. It can work with a single data source and a single person who decides.
Which tool do you build the dashboards with?
With the one you already have, if it works, or on a technology base of ours. We define it in the assessment based on your sources, your users and the cost of maintaining it.
Do I have to change the systems I already have?
Not necessarily: the starting point is reading what you already have. If a system doesn't let the information out, we find a way (a connection, an automatic export) and, if there is extra work, it is quoted separately.
Can it be done if most of the information is in spreadsheets?
Yes, it is very common. Spreadsheets are read automatically; what is needed is agreeing how they are filled in and keeping that structure stable.
What if my data is messy?
That is the most common case. In the assessment we see how bad it is: sometimes automatic cleaning rules are enough and sometimes it is better to clean up data entry as an earlier stage. We tell you before starting.
Do I need a data team?
No. You need someone who will look at the KPIs and decide with them. We do the technical part and leave it documented.
How long does it take?
With few sources and reasonably tidy data, a first version with an area's key KPIs can be running in a few weeks. We give you the timeline after the survey, not before.
How much does it cost?
It depends on how many sources need connecting, how many dashboards and users, and the update frequency. After the assessment we send you a proposal with fixed scope and cost.
How often are the dashboards updated?
As often as we agree for each source: several times a day, daily or monthly. Not every source allows the same frequency.
Who can see each dashboard? Is my data safe?
Each person only sees what they should: access and permissions are defined with you. Connections to your systems use the minimum permissions needed and are documented.
Can I see it on my phone?
Yes. The dashboards can be viewed on a computer and on a phone, with the same permissions.
Who maintains the dashboards afterwards?
Your choice: your team with the documentation we leave, or us with a support and maintenance agreement, with defined scope and response times.