One set of numbers everyone in the room trusts

When marketing, sales and finance bring three different revenue numbers to the Monday meeting, no decision gets made. We join your sources into one clean warehouse and build calm dashboards you actually open.

Business intelligence drawing: data from ads, CRM, Stripe/ERP and product flows into a dbt semantic layer with a single metric dictionary, powering CEO scorecards and Monday Slack digests executive.bi.blueprint sources · dbt · dictionary · views ADS SPEND CRM DEALS STRIPE / ERP PRODUCT DB SINGLE METRIC DICTIONARY (DBT + WAREHOUSE) Net Revenue · CAC · Margin · LTV · Cohort Retention Reconciled to the dollar with Finance MONDAY EXECUTIVE SCORECARD NET REVENUE$412k MER / ROAS3.8× PAYBACK2.4 mo Updated hourly · Data freshness verified ✓ MONDAY 08:00 SLACK DIGEST + ANOMALY ALERTS Pings the owner when conversion, margin or spend drifts

THREE EXECUTIVE VIEWS

Same underlying truth, tailored to the seat

CEO · Weekly Pulse

Are we growing profitably and where is the bottleneck?

Build this view ↗
Net Revenue (MTD)$412k · +14%
Contribution Margin34.2%
Cash & Runway18.5 mo
Net Retention108%

One Monday morning screen joining Stripe/ERP revenue, ad spend and payroll.

Executive dashboard charts on a laptop screen
Less noise, faster decisions If a chart does not change a decision this week, we leave it off the top screen
Spreadsheet fatigue?

Still spending Sunday night exporting CSVs for Monday?

In two to three weeks we automate your core sources into one live scorecard and a Monday morning summary.

WHAT WE BUILD

Four layers from raw events to boardroom clarity

01

One metric dictionary across finance, sales and marketing

End the Monday meeting argument about whose spreadsheet is right.

We sit with finance, marketing and ops to define "revenue", "active customer", "CAC" and "margin" once in documented SQL models, so every dashboard and weekly report reads the exact same number.

Metric dictionarydbt semantic layerFinance-reconciledVersioned SQL
Fix our metric definitions ↗
02

Calm executive and board dashboards

Five numbers that drive a decision, not fifty charts nobody opens.

We design clean, fast views in Looker Studio, Metabase, Power BI, Tableau or a custom web view, built around the questions you actually ask every Monday and before every board meeting.

Looker / MetabasePower BI / TableauMonday digestMobile friendly
Build an executive dashboard ↗
03

Full-funnel attribution and cohort retention

See which campaigns and cohorts still make money six months later.

We join ad platform spend, website events, CRM pipeline and billing renewals so you can judge channels by payback and cohort retention, not just cheap first clicks.

Spend-to-revenueCohort retentionLTV : CACChannel payback
Connect spend to revenue ↗
04

Anomaly alerts and weekly plain-English digests

When a metric breaks, it pings Slack before the end of the month.

Automated checks watch conversion rate, payment declines, margin and spend daily, sending a short summary to Slack or email every Monday morning.

Slack / email digestAnomaly detectionData freshness checksOwner per metric
Set up weekly digests ↗

WAYS TO START

Start with the Monday scorecard

Fast clarity

CEO Scorecard Sprint

One trusted Monday dashboard joining revenue, spend and pipeline.

2 to 3 weeks
  • Connect 3 to 5 core data sources
  • Written metric dictionary (10 KPIs)
  • Executive dashboard + mobile view
  • Automated Monday Slack/email digest
Build my CEO scorecard ↗
Most asked

Full-Stack BI & Warehouse

Clean data warehouse, dbt models and dashboards for every department.

6 to 8 weeks
  • BigQuery / Snowflake / Postgres setup
  • Automated connectors (Ads, CRM, ERP)
  • dbt transformation & quality tests
  • Executive, growth & ops dashboards
Scope a BI system ↗
Ongoing

Fractional Analytics Pod

A data engineer and BI analyst maintaining your reporting each month.

Monthly
  • New connectors & dashboard views
  • Cohort, pricing & retention deep-dives
  • Data quality & pipeline monitoring
  • Monthly leadership review
Ask about analytics care ↗

Adjacent disciplines

Model · Join · Decide

Ready for a Monday scorecardeveryone trusts?

Tell us which tools hold your revenue, spend and customer data. We reply with a simple plan and fixed scope.