I help startups and individuals transform messy sales data into clean, automated BI systems in 14 days — supporting them to scale with clarity, confidence, and zero manual work.
💡 Here’s What You Get — Start to Finish
Stop drowning in leads, transactions, and messy spreadsheets.
I build your automated sales reporting system, in just 14 days.
What’s Included in Your 14-Day BI Build:
– Sales Data Audit
I review your current setup (Google Sheets, Stripe, HubSpot, Notion, or wherever your data lives) to identify gaps and hidden opportunities.
– ETL Automation Setup
Your data gets extracted, cleaned, and structured into one clean pipeline: no more copy-pasting across tools.
– KPI Strategy & Mapping
Together we define high-impact metrics like CAC, LTV, conversion rates, pipeline velocity. Tailored to your business goals.
– Custom Dashboards
Interactive, scalable dashboards that update automatically and are built for real decision-making… not decoration.
– Stakeholder-Ready Reporting
Clear enough for founders, investors, or sales reps to understand at a glance.
– Live Testing + Walkthrough
You get a live walkthrough of your new system, plus a short training so your team knows how to use it day one.
– Delivered in just 14 Days
We move fast. Your system is ready to use in 2 weeks.
– Guaranteed ROI
If it doesn’t save you at least 5 hours per week, you don’t pay. Simple.
🧪 Demo
A client was managing their sales funnel in a cluttered Google Sheet — full of inconsistent data and no clear way to track performance. I cleaned and organized the data, identified key metrics (like conversion rates and revenue per lead), and rebuilt the entire funnel view in Power BI. The result? A clear, interctive dashboard that helps them understand what’s working, where leads are dropping off, and how each sales rep is performing — all in just a few clicks.
🧪 Recent Projects
✅ BI Transformation for SaaS Company (160+ Employees)
Replaced a slow, unclear Google Sheets reporting system filled with Kajabi data via Zapier, with a fast, clear BI solution using live payment data.
The dashboards helped decision-makers save 80% of the time they used to spend digging for insights.
They now have one source of truth to drive weekly ops meetings and product strategy.
✅ Scalable Acquisition System for Accounting Firm
Designed a full BI stack to track new client acquisition and retention by service line.
Replaced disconnected Excel reports with automated dashboards showing CAC, LTV, and service usage per client segment — helping them increase upsells and reduce churn.
The team uses it weekly to plan outreach and follow-ups.
✅ Live Cost & Route Insights for Logistics Company
Built a reporting system that gave leadership live visibility into route efficiency, delivery costs, and vehicle performance.
This clarity unlocked confidence to scale into 2 new cities.
The system highlights their most profitable delivery zones and driver efficiency — previously buried in operations data.
✅ Dashboards Pages Examples (click to expand view)
🎯 Who This Is For
✅ Founders overwhelmed by data they don’t trust
✅ Startups building toward real reporting systems
✅ Teams wasting time on manual reporting
✅ Sales/data-heavy teams with no clean dashboards
❌ Not for people looking for “just a pretty chart”
🗓 FAQ
➤ I don’t have Power BI. Is that a problem?
Not at all. I’ll recommend the right tools based on your tech stack and budget (Power BI, Excel, Tableau, Google Sheets, whatever fits best).
➤ My data is really messy.
That’s exactly what I specialize in. You don’t need to organize it: I’ll clean, normalize, and structure everything for reporting.
➤ We don’t even know what metrics we should track.
Perfect. I help you define the KPIs that truly matter for growth based on your sector. Think CAC, LTV, funnel velocity, and more.
➤ Our team isn’t technical. Will we be able to use this?
Yes, I build reports that non-tech founders and salespeople can understand. Maximum clarity.
➤ How secure is this? What about privacy?
Your data stays yours. I follow best practices, can sign an NDA, and will walk you through every step if you have concerns.
➤ How much does it cost?
Pricing depends on your stack and complexity. We’ll align before any work begins.
🗓 Book a Free 15-min Call
Let’s talk. I’ll review your current setup and show you exactly what I’d build — no pressure, no jargon.
👉 Book a Free Call:
⚠️ Limited spots available.
I can only take 2 clients per month to guarantee the speed and quality of delivery.