Fixed-scope analytics service
Revenue is growing.
Profit isn’t.
Let’s find out why.
I identify where revenue or gross margin is leaking, why is leaking, quantify the financial impact and deliver a prioritized action plan using the data you already have.
Delivery
5 business days
Fixed scope
One business question
The management question
“Where is profit leaking, how much is it costing us and what should we fix first?”
You do not need a six-month BI program to answer one urgent commercial question. You need a bounded investigation, reliable definitions and a clear decision.
The outcome
Evidence your team
can act on.
No data everywhere. No fancy dashboard. Every output connects a quantified finding to a management action.
01
6-10 pages
Executive findings brief
Ranked customer, product and channel records your team can investigate, price differently, retain, renegotiate, or stop promoting.
02
Excel or Power BI
Decision dashboard
One clean page showing revenue, gross profit, margin trend, and the customer, product or channel patterns behind the movement.
03
Editable Excel
Prioritized action file
Ranked customer, product and channel records your team can investigate, price differently, retain, renegotiate or stop promoting.
04
60-minute call
Management readout
A focused walkthrough of the evidence, assumptions, limitations and first decisions with room for management questions.
Five-day process
From raw data to a
management decision.
The clock starts when the agreed files are complete and available.
step 01
Before Day 1
Scope & data
We agree on one management question, the required data, definitions and fixed fee.
step 02
Day 1
Validate
I reconcile the data to an accepted management number and resolve definition gaps.
step 03
Day 2-3
Diagnose
I isolate and quantify the revenue and margin drivers across the agreed dimensions.
step 04
Day 4
Prioritize
I convert the analysis into ranked findings, actions and a decision-ready dashboard.
step 05
Day 5
Decide
You receive the full package and a live management readout focused on what to do next.
Good fit
Built for growing businesses with a real decision to make.
The strongest engagements start with a specific performance change and a client who can export transaction-level data quickly.
✓
Best fit
- Growing company with roughly 5-150 employees
- SaaS, E-commerce, wholesale, retail, services or hospitality
- Revenue, margin, discount, return or product-mix concern
- ERP, accounting, e-shop, POS or CRM data available
- A decision owner who can answer data questions promptly
✗
Not a fit
- No transaction-level sales data
- Urgent bookkeeping or tax reconciliation
- A full ERP or data-warehouse implementation
- Machine-learning projects
- Reporting without a defined outcome
Defined boundaries
Clear scope protects the five-day promise.
The diagnostic covers one legal entity (business), one reporting currency and one agreed business question. Anything broader is quoted separately.
- Latest 12-24 complete months
- Up to 500,000 transaction rows
- One revision
- Up to 4 data files
- One business and one currency
Optional add-ons
Turn the answer into
a lasting capability.
The core diagnostic remains a fixed-scope, five-day engagement. Once the priority is clear, these separately scoped services can automate the work, connect the data, keep the numbers visible or deepen the analysis.
Scoped and quoted separately
01
Reporting automation
Replace recurring spreadsheet work with a reliable, documented reporting workflow.
- Scheduled data refreshes
- KPI packs and exception alerts
- Automated data extraction and handover notes
Typically 5-15 business days
02
Data integration
Bring fragmented data into one analysis layer your team can trust.
- CRM, ERP, e-commerce, marketing and finance sources
- Source mapping and validation rules
- Clean data model and data dictionary
Typically 7-20 business days
03
Dashboard creation
Turn the diagnostic into an ongoing management view with clear definitions and drill-downs
- Tableau or Excel dashboard
- KPI definitions, filters and drill-downs
- Training and ownership handover
Typically 7-15 business days
04
Advanced analytics
Go deeper on customer value, retention, acquisition economics and commercial performance.
- Decision-ready analysis model
- Management findings and action segments
- Editable output, report or dashboard
Typically 5-15 business days per analysis
Advanced analytics menu
Choose the analysis that matches the decision.
Each module is framed around a specific commercial question and not a generic data exercise
RFM customer segmentation
CLV:CAC and payback analysis
Customer and product profitability
Market-basket analysis
Cohort retention analysis
Churn and repeat-purchase analysis
Campaign and channel performance
Pricing and discount effectiveness
Core diagnostic:
find what changed, quantify the leakage and decide what to fix.
Add-on service:
operationalize, automate or deepen the answer.
Questions
Before we start.
What data do you need?
Usually sales or order lines, a product or service master, customer data, direct costs and, when relevant, returns, discounts, shipping, marketplace fees or commissions.
When does the five-day timeline begin?
After the scope is signed, the first payment is complete and all agreed data is available. Delays in definitions or missing files may move the delivery date.
Do I receive an automated dashboard?
The core diagnostic includes a decision dashboard, not an automated reporting system. A permanent Tableau, or Excel dashboard with refresh logic, documentation and handover, can be scoped as a separate add-on.
Can you connect data from several systems?
Yes. CRM, ERP, accounting, e-commerce and marketing sources can be mapped into a reconciled analysis layer as a separate data-integration engagement. Scope depends on source access, data quality and refresh requirements.
Can you run RFM, cohort, or CLV:CAC analysis?
Yes. Advanced analytics modules are scoped around one decision, for example which customer segments to retain, where acquisition spend pays back or which cohorts are weakening. Each module is quoted after a data-fit review.
What if the data quality is poor?
I validate the files before the full engagement. If data repair is required, I will explain the limitation and quote it separately rather than hiding it inside the diagnostic.
Start with the question
What changed and
what decision is waiting?
Send me the business question you are trying to answer. I’ll tell you whether this diagnostic is the right for you and whether your available data is likely to support it.