Four numbers you trust beat forty you do not.

Every tool has its own dashboard and they disagree. Revenue in the store is not revenue in accounting. Marketing reports clicks, not customers. The owner keeps a spreadsheet because it is the only thing they believe.

All of Data & reporting

Business Dashboards

One dashboard reading from one source of truth, refreshed on a schedule.
Sales, customer, inventory, revenue and marketing views with the filters that matter.
Employee performance dashboards that measure what you actually manage by.
Definitions written down, so “revenue” means one thing everywhere.
Metabase, Looker Studio or Power BI, so your team can build their own charts.
Alerts when a number crosses a line you set.

The honest bit

A dashboard on bad data is a faster way to be wrong. If your systems disagree, we fix the pipeline first, and that is where most of the work is.

Platforms we use here

Postgres

GCP

QuickBooks

Shopify

HubSpot

One source

every chart reads from the same warehouse

What you get

Dashboard set
Metric definitions
Refresh schedule
Alerts

From $2,800

On data you already have. Warehouse and pipelines separately.

Add to package

Every price sits on the pricing page. Real numbers, no gate.

Usually bought with this

Data & Reporting

Automated Reports

The Monday report, the month-end packet and the investor update, assembled and sent on their own.

From $1,600

Data Warehouse & Pipelines

ETL and ELT from every system into a warehouse you own, so every report reads from one place.

From $8,000

Book the 30 minutes. Worst case, you leave with a plan you can hand to someone else.

No deck. No pitch. You talk about what your week actually looks like and we write down what we would fix first.

pst@balsamsolutions.com

The answering desk never closes. Nights, weekends, holidays, storm weeks.