Turn your data into reporting.
Connected systems, working dashboards and automated reports. Built in your accounts and handed over.
Foundation
One dashboard and up to three data sources.
A core KPI dashboard, scheduled refresh and a handover walkthrough.
Integrated
Several systems that need to work together.
Cross-system modeling, operational and executive dashboards, automated reports and team training.
Advanced
Complex reporting across teams or entities.
Everything in Integrated, plus deeper modeling, alerting, access controls and multi-entity reporting.
We'll scope it with you.
No need to choose a package before we talk. Tell us what you want to fix.
Full scope and feature comparison
Foundation
What's included
- One core KPI dashboard
- Up to three data sources connected
- Scheduled refresh & delivery
- KPI definitions documented
- Handover walkthrough
Integrated
What's included
- Cross-system data modeling
- Unlimited data sources in scope
- Automated report distribution
- KPI definitions documented
- Handover walkthrough
- Data validation & reconciliation
- Operational & executive dashboards
- Team training session
Advanced
Everything in Integrated, plus
- Advanced data modeling
- Threshold alerting & anomaly flags
- Multi-entity consolidation
- Historical data backfill
- Role-based dashboard access
- Full lineage documentation
- Priority support during build
- 30 days of post-handover support
| What's included | Foundation | Integrated | Advanced |
|---|---|---|---|
|
KPI dashboards
|
One dashboard
|
Operational + exec
|
Multi-team
|
|
Data sources connected
|
Up to 3
|
Unlimited in scope
|
Unlimited + backfill
|
|
Automated report delivery
|
Scheduled refresh & delivery |
Automated distribution |
Automated distribution + role-based access |
|
Data validation
|
Basic checks
|
Reconciliation
|
Full lineage
|
|
Threshold alerting
|
- |
Basic
|
Anomaly flags
|
|
Data modeling
|
Single source
|
Cross-system
|
Advanced modeling
|
|
Documentation & training
|
KPI definitions + handover walkthrough |
Documented handover + team training |
Full lineage documentation + team training |
|
Priority Support
|
- |
- |
During build |
|
Post-handover support
|
- | - |
30 days
|
Built to be handed over
Everything is built in your accounts, documented and walked through with your team. If something we delivered does not work as scoped, we fix it. You are never renting access to your own reporting.
Fixed fee, scoped to your work. Typically four to six weeks to the first dashboard. Your team owns the accounts, reporting and documentation. Third-party tool costs are separate from our fees.