Independent analytics for growing businesses
Know what changed. Understand why. Decide what to do next.
I assist management turn fragmented business data into clear answers: what changed, why it changed, what it means financially and whether action is justified.
For owners and senior managers in businesses with 20 – 150 employees, where ERP, CRM, spreadsheets and dashboards exist but the performance questions remain unanswered.
For owners, CEOs and senior managers · Greece & remote
When the reports stop short
You have the data.
You still need an answer.
A dashboard can show a change. Management needs to know whether it matters, what explains it and which response the evidence supports.
01 / PERFORMANCE
Revenue changed.
Which driver moved?
Separate volume, price, mix, customer behaviour and timing. Check whether the change is material before recommending a response.
02 / PROFITABILITY
Sales look healthy.
Where is margin going?
Trace discounts, product economics, acquisition costs and service failures to their financial effect.
03 / MANAGEMENT REPORTING
Reports disagree.
Which numbers can you trust?
Reconcile sources, agree KPI definitions and create a management view that connects exceptions with decisions.
How I can help
Start with one
important business question.
A focused diagnostic is the starting point. Further work follows the question: growth, profitability, customers, operations or planning, supported by reliable reporting and data flows.
The Starting Point
Business Performance Diagnostic
What changed? Is it material? What explains it? Should management intervene?
I investigate a defined performance question, test the likely drivers and quantify the impact within the limits of your data.
Fixed scope. Clear decision. Agreed fee.
Scope, data requirements, deliverables and timing are agreed before work begins.
What you leave with
A reconciled view of what changed
Consistent definitions, meaningful comparisons and data-quality checks.
The drivers supported by the evidence
Tested explanations, alternative causes and confidence limits.
A quantified impact assessment
Measured effects separated from estimated opportunities and assumptions.
An act-or-monitor decision
A proportionate response, owner, KPI, monitoring threshold and review period.
THE MANAGEMENT VIEW
KPI Management & Decision Reporting
Are we on track? Where are we falling behind? What needs attention? Who should act?
I turn agreed business priorities into a focused management view, with clear measures, meaningful comparisons and signals that prompt investigation or action.
Fixed scope. Clear decision. Agreed fee.
Scope, data requirements, deliverables and timing are agreed before work begins.
What you leave with
An agreed set of management KPIs
Clear definitions, targets, ownership and links to the decisions each measure supports.
A focused view of business performance
Relevant comparisons, trends and exceptions, tailored to the managers using the report.
Clear signals for investigation or action
Agreed thresholds, questions to investigate and responsibilities for follow-up.
A repeatable management review
A reporting schedule, review guidance and a way to track actions and results.
THE RELIABLE DATA FOUNDATION
Data Integration & Reporting Automation
Do the numbers agree? Can we trust them? Why does reporting take so long? What can we automate?
I connect and reconcile the data behind your reports, agree shared definitions and automate repeatable work, with checks that make errors visible.
Fixed scope. Clear decision. Agreed fee.
Scope, data requirements, deliverables and timing are agreed before work begins.
What you leave with
Reconciled sources and shared definitions
Source differences investigated, business rules agreed and unresolved gaps documented.
Connected data ready for reporting
Reusable data models that bring the agreed sources together at the right level of detail.
An automated reporting workflow
Scheduled updates and repeatable preparation steps that reduce manual handling.
Validation controls and a clear handover
Data-quality checks, failure alerts and documentation for ongoing use and maintenance.
THE NEXT BUSINESS DECISION
Advanced Analytics
Where can we grow? How do we make more from the demand we have? What are customers doing, why and which customers matter most? How can this work better? Where should we put our money, people and resources? Where are we making money and where are we losing it? What is likely to happen next and what should we do about it?
I investigate a defined business decision, compare the available options and estimate their likely value and risks, within the limits of your data.
Fixed scope. Clear decision. Agreed fee.
Scope, data requirements, deliverables and timing are agreed before work begins.
What you leave with
A clear view of the decision and options
An agreed objective, practical alternatives, constraints and criteria for choosing.
Opportunities and risks supported by evidence
Relevant patterns tested, competing explanations considered and data limits made explicit.
A quantified comparison of the options
Estimated value, costs and risks, with scenarios showing how assumptions affect the result.
A recommendation and a way to test it
A proposed next step, success measures and a review plan before wider commitment.
Ongoing support: monthly performance reviews can track the agreed KPIs and assess whether the response is working.
The analytical approach
From a management question
to a justified decision.
01 / DEFINE
Know what changed.
Agree the decision, KPI, comparison period and materiality. Reconcile the underlying data.
02 / DIAGNOSE
Understand why.
Test the drivers. Break down trends by customer, product, channel and operation. Check timing and seasonality.
03 / QUANTIFY
Measure the impact.
Estimate value at risk or opportunity. Make assumptions, confidence and implementation costs explicit.
04 / DECIDE
Choose what comes next.
Recommend a proportionate action or monitoring, with an owner, KPI and review period.
Selected portfolio work
Three projects.
The reasoning behind the numbers.
Portfolio demonstration · sanitized data
SQL · Tableau · Python
Revenue and profitability. Customer retention. Marketing investment. Each project connects a business question with evidence and a practical management response.
01 / E-COMMERCE
E-commerce Revenue & Profitability Diagnostic
Why is revenue falling and where is profit being lost?
02 / SAAS
SaaS Revenue, Churn & Retention Diagnostic
Why is recurring revenue shrinking and which accounts need attention?
03 / MARKETING
Campaign Performance & Budget Allocation
Which campaign categories create customer value and where should budget be tested next?
Pavlos Poli
Independent Business Insights & Analytics Consultant
Based in Greece.
Working on site/remotely with growing businesses.
Greek & English.
Business context. Analytical depth.
I understand the management question - and do the analysis.
My background combines strategy and operations consulting with hands-on data analytics and business intelligence. I work across commercial, financial and operational data to make performance easier to explain.
You work directly with me, from defining the question and preparing the data to presenting the findings and agreeing how the decision will be evaluated.
I use AI-assisted tools where appropriate to support delivery. I validate the calculations, test the explanations and take responsibility for the analytical recommendation. Management owns the final business decision.
MBA · Chapman University
BSc · Computer Information Systems
SQL
Tableau
Python
Excel
AI-assisted analysis
Before we start
Do we need a new data platform first?
We start by reviewing what you already have. ERP and CRM exports, transaction data and spreadsheets may be enough for a focused diagnostic. If data gaps limit the answer, I make those limits clear and agree what needs to be fixed.
What does an engagement cost?
The fee depends on the question, data condition and depth of work. After the Fit Check, I propose a defined scope, deliverables, timeline and fee. Further phases are agreed separately.
What happens in the Fit Check call?
In a 30-minute conversation, we discuss the performance question, why it matters, available data and the decision you need to make. The next step is a scoped proposal if there is a fit.
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 a conversation
What is the business question you need answered?
Tell me what changed, what you are trying to decide and where your data sits. We can start with a 30-minute Fit Check call.
Prefer LinkedIn? Send me a message