AI Data & Analytics
Choose a plan built for your stage — from quick dashboards to governed pipelines, trusted forecasts, and monthly insights your team actually uses.
Core
Fast, practical analytics using accessible tools. Launch a KPI dashboard your team understands and actually checks.
- Executive KPI dashboard for revenue, pipeline, and growth
- Light integrations via connectors or exports (read-only)
- Clean, labeled metrics definitions and documentation
- Monthly insights email with highlights and next steps
- Baseline alerts on key threshold changes
- Stakeholder review and lightweight training session
- Basic governance: PII masking in inputs and reports
- Example technologies: Looker Studio, Google Sheets, GA4, BigQuery (free tier)
Best for lean teams needing clarity, fast.
Enhanced
Modern data stack with tested models, governed metrics, forecasting, and alerts—managed and improved every month.
- ELT pipelines into a warehouse (scheduled, monitored)
- dbt models with tests and documentation for core entities
- Central metrics layer for consistent KPIs across reports
- Baseline forecasting for revenue, demand, and retention
- Stakeholder workshops and enablement materials
- Example technologies: Airbyte, dbt Core, BigQuery or Snowflake, Metabase
Best for growing teams centralizing data and metrics.
Enterprise
Enterprise-grade reliability, governance, security, and performance for complex teams and higher stakes decisions.
- SSO/SCIM, RBAC, and audit logs for governed access
- PII classification, masking, and retention policies
- Change control, CI/CD for dbt models, and approvals
- Private networking, data residency, and VPC peering
- Lineage, data contracts, and observability with alerts
- Performance tuning and high-volume readiness testing
- Example technologies: Snowflake, Databricks, dbt Cloud Enterprise, Looker, Monte Carlo
Best for enterprises with strict governance and SLAs.
Make Every Metric Matter
Give leaders a single source of truth and the cadence to act on it.
Core delivers clarity quickly with a dependable dashboard built on tools your team already knows. Enhanced adds modern ELT, tested dbt models, and a metrics layer so numbers align across every report. Enterprise brings governance, lineage, security, and performance for complex orgs where data is mission critical.
We design pipelines to be transparent, documented, and safe to change. Forecasts are explainable, alerts are actionable, and the metrics you care about are defined in one place for consistency across leaders and teams.
As you scale, we extend models and sources without starting over. We track adoption and outcomes, share monthly insights, and iterate with tight feedback loops so analytics keeps pace with the business.
- Trust the numbers: documented metrics definitions and tests ensure the same answer in every dashboard.
- Move faster: governed pipelines turn raw data into insights your team can use without waiting on ops.
- See around corners: baseline forecasting and alerts surface risks and opportunities before they snowball.
- Scale safely: RBAC, PII policies, and change control reduce risk as adoption grows across teams.
- Adopt with confidence: workshops and documentation make insights stick and drive measurable decisions.
Why It Works
- Reliable, explainable metrics with tests and docs
- Forecasts and alerts to drive timely action
- Governed access to protect sensitive data
- Built to evolve as questions change
What’s Included
- Connectors/exports from CRM, billing, product, and marketing
- Warehouse setup and cost-aware configuration
- Modeled data with a shared metrics layer
- Dashboards, forecasts, and alerting
Use Cases
- Revenue forecasting and pipeline health by segment
- Cohort retention, LTV, and payback analysis
- Marketing attribution and channel efficiency
- Product usage trends and activation funnels
Who It’s For
Founders, RevOps, and product leaders who need reliable metrics, not more spreadsheets—teams ready to align decisions to shared, trustworthy numbers.
Outcomes
- • One source of truth for KPIs
- • Forecasts and alerts that drive action
- • Lower reporting toil with governed access
Timeline
- • Week 1: discovery, sources, and KPI map
- • Week 2: pipelines, modeling, dashboards
- • Week 3: launch, alerts, enablement
Turn data into decisions
Put reliable metrics in front of your team and act with confidence.
Frequently Asked Questions
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