Just for You, Sam — A Smarter Way to Run Your Practice

✅ Swap in Your Own Data QuickBooks, Excel, EMRs, CRMs — plug in with one click.

📊 All-in-One Dashboard

3 Smart Tabs. Zero Guesswork.

  • 🏛 Executive Summary
  • 📈 Conversion Funnel
  • 💵 Revenue Breakdown

🧠 Preloaded Logic

Industry KPIs, smart filters, and visuals — all built in.

📅 See How This Can Work for You

We used to spend hours every week pulling reports that didn’t help us grow. After implementing the dashboard, we freed up 30 hours a month and started consistently attracting 3 new high-value clients — without hiring anyone new. That’s brought in over $70,000 in new recurring revenue per month.​

Randy D., Director Ops, High-Ticket Service Organization

WOW, WOW, WOW. This exceeded my expectations completely. It looks incredible — clean, clear, and exactly what we needed to help guide better decisions.

John D., Director of Operations Mid-Sized Food Manufacturing Company, Oregon

This dashboard looks fantastic — and we simply wouldn’t have been able to build this in-house. Your team took millions of rows of raw data and turned it into something clear, fast, and actionable. You’ve completely exceeded my expectations.

Julia K., Director of Business Insights Global Consumer Goods Company (>$3B Annual Revenue)