Business intelligence for small businesses

Your whole business, on one screen, every morning.

We connect the tools you already use — QuickBooks, Square, Shopify, your spreadsheets — and build a dashboard that answers the questions you keep asking your bookkeeper.

Typical first dashboard live in 3–4 weeks · No new software to learn
What we build

Three dashboards most small businesses actually need.

Every business is different, but the questions keeping owners up at night are remarkably similar. We start with one of these and tailor it to you.

Refreshes daily · Owner + bookkeeper

Cash & profit

Where the money is going, and whether you'll make payroll in six weeks — without opening QuickBooks.

  • Cash runway forecast13 wk
  • Profit by product or jobmargin
  • Overdue receivablesaging
Refreshes hourly · Owner + sales

Sales & customers

Who buys, how often, and which customers quietly stopped coming back last quarter.

  • Sales by day, channel, locationtrend
  • Repeat vs new customerscohort
  • Clients who stopped bookingflagged
Refreshes daily · Owner + ops

Operations

Appointments, inventory, and staff hours in one view so you can spot the bottleneck before it costs you a week.

  • Bookings & no-show rateweekly
  • Inventory turns & stockoutsalerts
  • Labor cost vs revenueratio
We connect to
  • QuickBooks
  • Xero
  • Square
  • Shopify
  • Stripe
  • Google Sheets
  • Excel
  • HubSpot
  • Jobber
  • Toast
How it works

From first call to live dashboard in about four weeks.

01 · Weeks 1–2

Discover

Two calls and a look at your books. You tell us the numbers you wish you could see every morning; we map where they live in your current tools.

02 · Weeks 2–3

Connect

We hook up your accounting, sales, and spreadsheet data. Read-only access, nothing changes in your systems.

03 · Weeks 3–4

Build

We build the dashboard, then review it with you twice. If a number looks wrong, we chase it down together.

04 · Ongoing

Handoff

You get a secure login. Data refreshes on its own. We check in monthly and add views as the business changes.

Pricing

One fee to build it. One flat subscription to keep it working.

Every engagement has two parts: a one-time build fee that gets your first dashboard live, and a monthly subscription that keeps it updated, maintained, and growing with your business. No per-seat surprises.

Step 1 · Initial project

Build fee

One-time · quoted after your free data review

Covers everything it takes to get your first dashboard running: discovery calls, connecting your data sources, building and QA‑ing the views, and handoff. Paid once, up front.

  • Discovery and data mapping
  • Read-only connections to your tools
  • Dashboard build with two review rounds
  • Secure logins and handoff
Step 2 · Ongoing

Subscription

Monthly · starts when your dashboard goes live

Keeps the dashboard accurate and useful after launch. Data refreshes automatically, we fix anything that breaks when a source changes, and we keep building on it as your questions change.

  • Automatic data refresh and hosting
  • Maintenance when sources or tools change
  • New views, KPIs, and alerts as you need them
  • Analysis and review calls (plan-dependent)

Build fees typically scale with the number of data sources and dashboards. Cancel the subscription anytime and keep the last version of your dashboard.

Subscription · Starter
$450/month
One dashboard, up to 2 data sources. Right for a single-location shop or solo service business.
  • Cash & profit or Sales dashboard
  • Daily refresh
  • 2 user logins
  • Email support
Start with Starter
Subscription · Multi-site
Custom
Several locations, franchises, or a business with its own database. We scope it with you.
  • All three dashboards, per location
  • Roll-up owner view
  • Unlimited logins
  • Priority support
Talk to us
Free data review

Tell us what you're trying to see.

We'll take a look at your current tools and send back a short note on what a dashboard could show you — before you pay anything. No pitch deck, no pressure.

ryan@brooksanalytic.com
Huntsville, AL · working with clients nationwide