See where your money actually goes.
You see the top-line number and nothing underneath it. We follow the dollar through your business and build the reporting that shows you where you're making money, and where you're losing it.
Talk to StephenYou could see the whole picture, not just the top line?
You run a tight operation, and you know this business better than anyone. But knowing it and seeing it laid out are different things. You get the revenue number and almost nothing underneath it. A customer misses their committed volume and you find out after the quarter closes. Cash is tied up in inventory that isn't moving and nothing tells you which. A customer leaves for a competitor and the complaints that drove them off were never tracked. When margins are thin, those are the leaks you can least afford, and the ones hardest to see. None of it is a technology problem. It's reporting that's done all it can for you. We replace it with reporting that follows the dollar through your business, pulled straight from the systems you already run, so you can finally see what's making margin and what's bleeding it.
Three places money moves, and three places you can't see it.
Falling behind almost never shows up labeled as a data problem. Research out of MIT Sloan puts the revenue lost to poor data quality at 15 to 25 percent a year, and Gartner found nearly 60 percent of companies never even measure it. Follow the dollar and here's where it hides.
You can't see who's missing their commitments
You get the top-line number and nothing underneath it. Which customers aren't meeting their contracts, which aren't hitting their committed volumes, how the year is pacing against plan. Do you find out a customer fell short of their obligations while you can still do something about it, or after the month has already closed?
You can't see your working capital
Cash gets tied up in assets instead of working for you. Inventory that isn't moving, receivables that are aging, work that's started but not billed. Some of it's necessary and some is just sitting there, but it all looks the same on the books. You feel the crunch without being able to point to what's causing it.
You can't see why customers are leaving
A customer complains. It gets handled, but it keeps happening, because nobody's tracking the pattern. So they order less, then less again. By the time you realize it, your strategic customers are sourcing elsewhere. The signs were there for months. You just couldn't see them.
Built for mid-market manufacturers.
Ten years and more than fifty plants taught us where the money hides in a manufacturing business, and how to make the numbers around it trustworthy. What's coming in, what's tied up, what's slipping away. It's the work we do best.
Multi-plant operations
When every plant runs its own systems and keeps its own version of the numbers, you can't get one trustworthy picture of where the money is across all of them. Which sites are carrying the margin, which are tying up cash, which customers are slipping at one plant while another covers for it. Pulling that into one set of numbers is exactly what we do.
Single-plant operations on an ERP
You run on a real system, but getting a usable answer out of it is its own full-time job. So everyone exports to Excel and you still can't see who's missing commitments, what's tied up in inventory, or which customers are quietly pulling back. The money story is in there. Nobody can see it.
Growing single-plant shops
You've outgrown the spreadsheet. Volume's up, the customer list is longer, and more cash is moving through the business than ever. But the reporting hasn't moved, so you're running a bigger, more complex operation on the same workbook you built when it was half this size. You don't need an analytics team. You need to see where the money's going.
The same problem shows up outside manufacturing too. If you're running the business on reporting that can't keep up, it's worth a conversation.
What it looks like when you can see the whole dollar.
Your reports are ready when you open them, instead of getting rebuilt by hand over the last three days of the close.
You can see which products and customers make you money and which ones lose it. You prioritize off what's actually profitable, instead of learning months later that your biggest customer was your thinnest.
You catch a problem while you can still do something about it. A customer falling short of their committed volume, cash tied up in inventory that isn't moving, or a complaint that keeps coming back reaches you in time to act, not at month-end after the damage is done.
You stop hearing about problems from your customers. You stop guessing which products and customers actually make you money. You stop spending the back half of the month rebuilding the front half. That's seeing the whole dollar instead of just the top line.
A product manufacturer could see sales. They couldn't see what was behind them.
Midwest product manufacturerTheir sales lived in a spreadsheet, so they got the top-line number and nothing underneath it. They couldn't dig into what customers were actually buying, couldn't tell which products were pulling the revenue, and couldn't see mid-month whether they were on pace. Planning was mostly guesswork.
We rebuilt that spreadsheet on a real data model, so they could finally get under the top-line number. We built custom visuals that tracked sales through the month against a daily goal, and broke out the customer and product mix so they could see which products were actually making them money.
Now they know which products actually make them money, so they push those in their sales conversations instead of guessing. And they can see where the month stands while there's still time to do something about it.
Start with one report. Build to the whole picture.
Messy systems. Real decisions. Tools you already pay for. Here's how we get you from a top-line number you can't act on to seeing the whole dollar, starting small or going all in.
Sales Flash Report
The easy way to start. Send us last month's sales data and in about a week we hand back a report that breaks the month out day by day, so you can see how it actually paced against goal and which products and customers drove it. You go from a top-line number you can't act on to seeing your sales clearly. Fixed price, fixed timeline, a real report you keep.
Full Reporting System
We follow the dollar through your business and build the reporting for each stage:
- Sales Report: what's coming in, who's buying, who's slipping against target
- Inventory Report: where your cash is tied up, what's moving and what's dead
- Customer Complaint Report: where customers, and the revenue they carry, are leaking out
One system, delivered in focused sprints so you see each piece working before the next begins.
Ongoing Support
The live layer that keeps your reporting working: data kept current, alerts that flag a problem before a customer does, and new reports and dashboards built as the business changes. From keeping the lights on to a standing analyst seat, for a fraction of a full-time hire.
I know exactly what makes reporting work. I've built it where it counts.
Good reporting comes down to a few things done right: data that's validated, a model built to last instead of just to demo, and reports built around the decisions you actually make. I built operations analytics across more than fifty plants, where the numbers ran the business. I know what works because I've done it.
For you, that means reporting that shows you where the money's coming in, where it's tied up, and where you're losing it, built by someone who's done this at scale. You get the report your team actually uses, scoped to the decisions that move the business. And if a build won't earn its keep, I'll tell you before you spend a dollar.
Built from the inside
I've done the work behind the numbers, not just the charts on top of them. The kind of work where a wrong figure meant a missed shipment or a bad call, real consequences.
Built to be used
If your team won't open it, it's worthless. I design for how people actually work, not how a consultant wishes they did.
Your tools, not mine
Power BI, Tableau, Looker, whatever you already pay for. No rip-and-replace, no new software for anyone to learn.
No fluff
I tell you what you need, build it, and make sure it works. If I can't actually help, I'll say so.
Most BI consultants have done one of these.
I've done all three.
Author of The Data Culture Handbook. Graduate-level instructor at Elmhurst University and Southern New Hampshire University. Over a decade running operations analytics across more than fifty plants, where the numbers ran the business. The reporting I build holds up because I've built it where it counts.
Let's figure out if we can help.
Not every business needs what we do. Book a 30-minute call, tell us where you're deciding blind, and we'll give you a straight answer on whether a build makes sense and what it would take.
Talk to Stephen