Data Analytics & AI Consulting

Empowering your business
through data insights

We combine big-firm analytics expertise with personalized, hands-on service — building interactive dashboards and AI-powered insights that turn your data into real decisions.

ANALYZING
Q2 Performance Brief
live · 14:32
Revenue, Quarter to Date
$3.42M
+24.7%
AI Insight
Q2 is pacing +24.7% above plan, driven primarily by Enterprise expansion in the East region. Forecast confidence: 94%.
Pipeline
$1.2M
↑ 18%
Win Rate
37.4%
↑ 4pt
Churn
2.1%
↓ 0.6pt
2wk
Avg. time to first dashboard
40+
Dashboards delivered
3
BI platforms supported
100%
Client satisfaction
What We Offer

Analytics built for
the way you work

From raw data connections to executive-ready dashboards, we handle the full stack so you can focus on running your business.

Dashboard Creation & Visualization

Custom dashboards in Tableau, Power BI, and Looker — tailored to your business questions. Real-time KPIs, drill-downs, and filters your team will actually use.

Data Analysis & Consulting

On-demand analysis from identifying key sales drivers to establishing ongoing reports. Think of it as having a senior data analyst when you need one — without the full-time cost.

Training & Support

We don't deliver and disappear. We train your team to explore data independently and stay available for questions, tweaks, and ongoing support.

AI-Powered Insights

We layer AI and machine learning on top of your dashboards — forecasting, anomaly detection, and natural language querying so anyone can ask questions of your data.

Your data,
supercharged by AI

We go beyond static dashboards. By integrating AI into your analytics stack, we help you predict what's coming — not just report what happened.

Predictive Forecasting

ML-driven revenue, demand, and churn forecasts built directly into your dashboards — updated automatically as new data comes in.

Anomaly Detection

Get automatically alerted when something in your data looks off — before it becomes a real problem. No more digging through reports to find issues.

Natural Language Querying

Ask your data questions in plain English. "What were our top products last quarter?" — and get an instant, accurate answer without writing a single query.

AI Analytics Assistant

What drove the sales spike in March?
👤
March revenue was up 34% vs. February. The primary driver was the East Region — accounting for 61% of the increase — led by the Enterprise tier and a successful promotional campaign that launched March 4th.
Will we hit our Q2 target?
👤
Based on current trajectory and pipeline data, you're on track to hit 93% of your Q2 target. To close the gap, focus on converting the 12 stalled enterprise deals in your pipeline.
Sample Work

Dashboards built for
real business questions

Every dashboard we build answers a specific question that matters to a specific team. Here are five we've delivered for clients.

Revenue Performance & Forecast — FY 2026 LIVE REVENUE YTD $8.42M ▲ 24.7% vs LY FORECAST EOY $11.8M 94% confidence PIPELINE COVERAGE 3.2x ▲ above 2.5x target AVG DEAL SIZE $48.2K ▼ 2.1% (mix shift) Monthly Revenue: Actual vs Forecast 12-month rolling with 95% confidence band $1.5M $1.0M $500K $0 JanMarMay JulSepNov MarJun Actual Forecast 95% CI TODAY Top Revenue Drivers Enterprise Tier $3.8M Mid-Market $2.4M SMB $1.6M Renewals $620K ✦ AI INSIGHT Enterprise expansion is tracking 18% above plan. Revenue by Region East $3.1M ▲ 32% West $2.4M ▲ 18% Central $1.8M ▲ 12% South $890K ▲ 8% Intl $220K ▼
Tableau · SaaS Client

Revenue Performance & AI Forecast

For a $10M ARR SaaS company. Combines actuals with ML-driven forecasts and confidence bands so leadership can plan hiring and capacity 6 months ahead — not react after the quarter ends.

Customer Health & Retention Monitor LIVE Portfolio Health Score 74 / 100 Healthy ▲ +6 pts QoQ Customers at Risk Predicted churn next 90 days 12 accounts $420K ARR exposure Acme Corp High Risk · $84K Globex Inc Medium · $52K Initech Ltd Medium · $48K Engagement Trend NPS +42 Product Adoption 68% Support Sentiment 87% Feature Usage 54% Cohort Retention Heatmap % of customers retained N months after signup M0 M1 M2 M3 M4 M5 M6 M7 M8 M9 M10 M11 M12 2025-Q1 2025-Q2 2025-Q3 2025-Q4 2026-Q1 2026-Q2 100 94 87 82 78 75 72 70 68 66 64 62 60 100 96 90 85 81 78 75 72 70 68 100 97 92 87 83 80 77 100 98 94 89 100 99 100
Power BI · B2B Services

Customer Health & Retention Monitor

For a B2B services firm with 200+ accounts. Surfaces at-risk customers 90 days before churn using engagement signals, NPS trends, and product adoption — so the success team can intervene early, not retroactively.

Marketing Attribution & ROI Dashboard LIVE SPEND (MTD) $184K 82% of monthly budget PIPELINE GENERATED $1.42M ▲ 7.7x ROAS CAC $842 ▼ 12% MoM LTV : CAC 4.2 : 1 healthy CONV RATE 3.8% ▲ +0.6 pts Spend vs Pipeline Generated by Channel Paid Search $48K $420K Content / SEO $22K $510K LinkedIn $36K $280K Webinars $14K $140K Display Ads $64K $70K Events Spend Pipeline Conversion Funnel Visitors · 142,800 Leads · 5,420 MQLs · 1,840 SQLs · 720 Opps · 286 Won · 84 ✦ AI-DETECTED OPPORTUNITY Display Ads are underperforming — 0.9x ROAS vs 4.2x portfolio average. Reallocating $40K from Display to Content/SEO would generate an estimated additional $720K in pipeline based on 90-day attribution patterns.
Looker · D2C E-commerce

Marketing Attribution & ROI Dashboard

For a marketing team spending $200K/month across 6 channels. Multi-touch attribution + AI-flagged underperformers means the team stops guessing which channels work and reallocates spend with confidence.

Operations & Inventory Intelligence LIVE FILL RATE 96.4% ▲ above 95% target DAYS OF INVENTORY 42 days ▲ trending high STOCKOUTS 7 SKUs ⚠ requires action INVENTORY VALUE $4.8M across 3 warehouses ALERTS 12 3 critical Inventory Levels by Category Vs. optimal range (gray band) Electronics Apparel Home Goods Sporting Beauty Outdoor Optimal range: 30–55 days of supply AI-Recommended Actions Ranked by financial impact CRITICAL · 90 MIN Reorder SKU-4421 — projected stockout $84K at risk HIGH · TODAY Mark down Apparel slow-movers Free $220K MEDIUM · THIS WEEK Rebalance West warehouse stock Save $42K + 9 more actions View all → Forecast Accuracy (last 30 days) 94.2% MAPE — best in class for retail forecasting
Tableau · Retail

Operations & Inventory Intelligence

For a multi-warehouse retailer managing 8,000+ SKUs. AI-prioritized action queue means ops managers know exactly what to do today and how much money is on the line — no more drowning in reports.

CFO Financial Command Center LIVE EBITDA MARGIN 23.4% ▲ +2.1 pts QoQ CASH RUNWAY 18 mo on current burn DAYS SALES OUTSTANDING 38 ▲ above 32 target GROSS MARGIN 68.2% ▲ +1.4 pts RULE OF 40 52 healthy SaaS metric Q2 Profit Waterfall Revenue → Net Income decomposition $3.42M Revenue -$1.09M COGS $2.33M Gross Profit -$840K Sales & Mktg -$520K R&D -$170K G&A $800K Net Income Variance vs Budget Revenue $3.42M / $3.10M +10.3% COGS $1.09M / $1.05M +3.8% Sales & Mktg $840K / $920K -8.7% R&D $520K / $510K +2.0% EBITDA $800K / $620K +29.0% ✓ Beating budget by $180K — driven by S&M efficiency 12-Month Cash Position $2.4M $3.6M projected
Power BI · Series B SaaS

CFO Financial Command Center

For a CFO managing P&L, cash, and budget across 5 departments. Replaces the monthly board-prep scramble — every metric the CEO might ask about is one screen away, with variance-to-plan baked in.

From data chaos
to clarity — fast.

Most consulting projects drag on for months. We move in focused sprints and get you to value in weeks.

01

Discovery Call

We learn your business, your goals, and your data sources. Free, no commitment required.

02

Data Audit

We assess your existing infrastructure and map the fastest path to actionable insights.

03

Build & Iterate

We build in sprints with early previews — you stay in the loop at every stage.

04

Handoff & Support

We walk your team through the deliverables and stay available for questions and future updates.

Typical project timeline

Day 1
Discovery & scoping call
Align on goals, data sources, and deliverables
Days 2–5
Data audit & connection
Access, clean, and model your data sources
Week 2
First dashboard preview
Review, feedback, and iterate together
Week 3–4
Final delivery & training
Handoff, team walkthrough, and ongoing support
Client Results

Don't take our word for it.

Hear from businesses that have made the switch from gut-feel to data-driven decisions.

★★★★★
"Data Dash delivered a fully functional sales dashboard in under two weeks. We went from gut-feel decisions to data-backed strategy almost overnight."
MR
Marcus R.
VP of Sales, Regional Distributor
★★★★★
"They didn't just build a dashboard and disappear. They explained every metric and helped us ask better questions of our data. The whole team uses it daily."
SK
Sarah K.
Director of Operations, E-commerce Brand
★★★★★
"We tried two other firms before Data Dash. The difference in turnaround and communication was night and day — big-agency quality with real personal attention."
TL
Tom L.
CEO, Professional Services Firm

Data visualization tools we work with

Looker
Tableau
Power BI
BigQuery
dbt
Snowflake

Ready to turn your data
into growth?

Let's chat about your goals and explore what's possible for your business.

Let's Work Together contactus@datadashconsulting.com