Independent analytics for growing businesses
Your numbers tell a story.
Find out why.
I help growing SMEs understand what is really driving business performance, quantify the financial impact and decide what to do next – using the data they already have.
I work with owners and senior managers in data-rich but insight-poor businesses, typically 20 – 150 employees, €3Μ – €30M revenue, where ERP, CRM, spreadsheets and dashboards exist but management still struggles to explain revenue, margin, customer or operational performance.
For owners, CEOs and senior managers · Greece & remote
When the reports stop short
You have the data.
You still need an answer.
ERP, CRM, spreadsheets and dashboards can show what happened without explaining it. I work with growing businesses where management needs to connect the numbers to a decision.
01 / PERFORMANCE
Revenue changed.
Which driver moved?
Separate volume, price, mix, customer behaviour and timing to locate the change that matters.
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, define the KPIs and build a management view that supports the same decisions every month.
How I can help
Start with one
important business question.
A focused diagnostic is the starting point. Further work follows the need: clearer reporting, reliable data flows or deeper analysis.
The Starting Point
Business Performance Diagnostic
Why is revenue slowing? Which customers or products are eroding margin? Is the decline structural, temporary, or a reporting issue?
I investigate a defined performance question, test the likely drivers and quantify the opportunity or risk 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 and comparisons.
The drivers supported by the evidence
Including uncertainty and alternative explanations.
A quantified impact assessment
Measured effects separated from estimated opportunities.
A decision and a review plan
Priorities, owner, KPI and evaluation period or a reason to monitor.
KPI & Management Reporting
When monthly reporting describes results but leaves the management questions unanswered.
Deliverables: KPI definitions, Tableau dashboards, driver drilldowns and a performance review workflow.
Data Integration & Automation
When reporting relies on repeated exports, manual spreadsheets and inconsistent data.
Deliverables: reusable SQL models, integrated data flows, reconciliation controls and reporting automation.
Advanced Analytics
When a decision needs a deeper view of customers, growth, pricing or future demand.
Deliverables: retention and cohort analysis, segmentation, predictive analysis or decision scenarios matched to the question.
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.
A diagnostic snapshot
“Sales are down.
Should we intervene?”
Explore the reasoning behind the example above.
01 / What changed
A 6% decline is a starting point.
Before recommending action, check the comparison period, working days, returns and revenue definitions. Establish whether the change is real and comparable.
02 / Why it changed
The apparent decline is explained.
In this simplified decomposition, seasonality accounts for 4 percentage points and a large customer’s ordering cycle for another 2. Gross margin remains within its normal range.
03 / What to do next
Monitor before taking corrective action.
No corrective action is justified yet. Review the next month against the seasonally adjusted expectation and confirm whether the customer’s deferred order arrives.
Selected portfolio work
The reasoning behind
the dashboard.
Portfolio demonstration · sanitized data
2021–2025
SQL Server · Tableau · Python
Revenue fell. Higher order value masked a much deeper volume problem.
An e-commerce project connecting sales, customer, marketing, fulfilment and cost data into one management view.
-64.6%
Recognized revenue, 2023-2025
€1.57M to €556K
-65.7%
Completed orders, 2023-2025
9,844 to 3,373
€378K
Deterioration in contribution before opex
€304K to -€74K
WHAT I BUILT
A KPI hierarchy and reusable SQL models across 24 connected tables, with five management views covering commercial performance, customer demand, marketing, operations and product economics
WHAT THE ANALYSIS SHOWED
Fewer orders, weaker acquisition economics and service failures accompanied the decline. Average order value rose 3.5%, so order value alone could not explain the loss.
Explore the evidence and management priorities
Finding
Evidence
Management priority
Acquisition economics weakened
ROAS: 5.94× to 2.39×
Blended CAC: €63 to €162
Review channel economics before scaling spend.
Delivery reliability declined
Late delivery: 37.2% to 51.7%
Investigate warehouse and carrier bottlenecks.
Product quality risk was concentrated
Smart Home unit return rate: 41.6% in 2025
Isolate the affected SKUs and suppliers.
This project uses a retailer and sanitized transactional data. These are analytical findings, not achieved client improvements.
Recommendations require implementation and evaluation. No commercial uplift is claimed.
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.
MBA · Chapman University
BSc · Computer Information Systems
SQL
Tableau
Python
Excel
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 Opportunity Review, 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