Business Intelligence & Performance Analytics
Define KPIs, build management dashboards, and turn business data into actionable insights.
Most businesses have data. Few use it to decide. At WeTeamX, we pick the numbers that really show how you are doing, bring them into one dashboard, and help your managers read it and act on it.
01 — Sound familiar?
Signs you need BI & Analytics.
If two or more of these sound like your business, a free call is a good place to start.
Reports take days to put together, by hand, in spreadsheets.
Two managers bring two different numbers for the same thing.
You only find a problem at the end of the month.
You collect a lot of data but rarely use it to decide.
02 — What we do
Step by step.
- 01
Define the KPIs
With you, we pick the few numbers that show if the business is healthy — and agree exactly how each one is counted.
- 02
Check the data
We look at where your data lives — sales system, accounting, CRM, spreadsheets — and how reliable it is.
- 03
Build the dashboards
We connect the sources and build management dashboards that update on their own. No more copying numbers by hand.
- 04
Set up regular reports
Weekly or monthly reports that show what changed and why, not just a wall of figures.
- 05
Train the people who use them
We teach your managers to read the dashboards and turn a number into a decision.
03 — What you get
What you hold at the end.
- 01
One place to see the business
Sales, costs, customers and operations on one screen, up to date.
- 02
Numbers everyone trusts
One definition for each KPI, so meetings discuss what to do — not whose number is right.
- 03
Decisions based on data
Problems show up early, while there is still time to act.
04 — Who it’s for
Made for
- Managers who spend hours each week building reports
- Businesses with data spread across many tools
- Owners who want to see the business without asking five people
How a project runs
Four steps
- Step 01
Free consultation
A first call. You tell us where it hurts. No cost and no sales pitch.
- Step 02
Find and rank
We look at your customers, your numbers and your process, and rank what is really holding you back.
- Step 03
Build the fix
Strategy, systems, site or automation — whatever the top finding needs. Nothing else.
- Step 04
Measure
Every phase is checked against a real outcome. Then we pick the next problem.
05 — Questions
Questions about BI & Analytics.
Which tools do you use for dashboards?
We choose with you, based on the tools you already have and your budget. The goal is a dashboard your team will really open, not a particular brand.
Our data is messy. Is that a problem?
It is normal. Cleaning and connecting the data is part of the work, and we tell you where the gaps are.
Can we change the dashboards later?
Yes. We build them so your team can add and adjust views, and we can keep supporting you.
06 — Goes well with
Often paired with this.
07 — Next step