Basic Analytics Package — Power BI Dashboard for Small and Medium Businesses

One Data Source. One Dashboard. Total Clarity.

Stop Guessing. Start Knowing.

Most small businesses and growing companies are sitting on valuable data they never actually use. Not because the data isn’t there, but because there’s no system to make it readable, explorable, or actionable.

The Basic Analytics Package gives you that system. We build you a professional Power BI dashboard from your existing data, hand it back fully operational, and show you how to use it yourself. No analyst required, no ongoing retainer.

What You Get

A complete, self-service Power BI dashboard built on your data so you and your team can explore, filter, and answer your own questions without coming back to us every time something changes.

• Full data cleaning and preparation
• Custom KPI development tailored to your business
• Professional Power BI dashboard, interactive and branded
• Filters, slicers, and date controls you operate yourself
• Trend lines, breakdowns, and performance indicators
• Onboarding call to align on goals and metrics
• Handoff walkthrough so your team can refresh data independently

Built for People Who Run Businesses, Not Data Teams

Power BI is the world’s leading self-service BI platform, and we build dashboards that actually live up to that promise. No pivot tables, no manual reports, no waiting on someone else to pull numbers.

You get a live, filterable view of your business that you control. Sales down this week? Filter by product. Customer volume dropping? Drill into the trend. Inventory moving slower than expected? The answer is already on your screen.

Who It’s For

Small business owners and operators making decisions from spreadsheets and gut feel. Founders and startups that need an analytics layer before they can scale. Mid-size companies generating real data volume without a dedicated BI team.

If you have data but no clear way to read it, this is the starting point.

How It Works

1. Onboarding Call — We learn your business, your data source, and the decisions you want to make better.

2. Data Preparation — We clean, structure, and transform your exported file into an analysis-ready foundation. This is where most DIY dashboards fall apart, and where we spend a significant portion of the project.

3. KPI Development — We define the metrics that matter for your specific operation: revenue, customers, inventory, compliance, or whatever is most relevant to how you run the business.

4. Dashboard Delivery — You receive a fully functional Power BI dashboard with a live walkthrough so your team can take it from day one.

Works With Your Existing Data

QuickBooks, Shopify, Excel, POS systems, CRM platforms, METRC, Square, CSV exports and more. If it exports data, we can almost certainly build on it.

FAQs

Do I need Power BI experience? No. We build it, walk you through it, and design it for operators rather than analysts.

Can I update it myself after delivery? Yes. Refreshing your data takes a few minutes and requires no technical background.

What if my data is messy? That is what the preparation phase is for. Most source files need work before they are usable and that work is included.

How long does it take? Typically 7 to 10 business days from the time we receive your data.

What if I have multiple data sources? This package covers one source. Multi-source builds are available through our Standard and Advanced packages.