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Business Intelligence
Dashboards that connect CRM, marketing, and revenue data into a single source of truth. Built for operators, not analysts.
What this looks like
—Executive dashboards with CRM and revenue data
—Marketing performance and attribution reporting
—Sales pipeline analytics and forecasting views
—Cross-platform data aggregation and normalization
—Automated reporting and scheduled data refreshes
—Self-serve analytics for non-technical stakeholders
Let's talk about your project
30 minutes. No pitch, no pressure.
Other services
SalesforceAdministration, Apex development, Flow automation, integrations, and migrations.HubSpotCRM setup, Marketing Hub, Sales Hub, Operations Hub, and workflow automation.Revenue OperationsPipeline design, lead routing, attribution, forecasting, and GTM plumbing.AI Agents & AutomationCustom AI agents that handle the repetitive ops work your team shouldn't be doing.Integrations & MigrationsConnecting your CRM to the rest of your stack. Marketing platforms, billing systems, and moving between systems without losing data.Custom DevelopmentInternal tools, client portals, APIs, and web applications.RedtailCRM configuration, workflow automation, data cleanup, and reporting for teams running Redtail.WealthboxCRM setup, workflow automation, pipeline management, and integrations for teams on Wealthbox.