Data & BI Dashboards for Professional Services
Client reporting assembled by hand across dozens of accounts every month.
Business intelligence work consolidates data from ad platforms, CRM, your product and your accounting system into one warehouse, with agreed metric definitions, and presents it as dashboards. For a professional services firm, the work is judged on a booked consultation with someone who can sign. Automated client dashboards from one pipeline, branded per client.
What is costing you money today
Client reporting assembled by hand across dozens of accounts every month.
A site full of adjectives and no evidence, which loses to a competitor with three specific case studies and a named team.
What changes once this is in place
Automated client dashboards from one pipeline, branded per client.
How professional services actually buys
Two weeks to two months, decided on credibility and referral more than on price, with the website acting as the reference check.
- The unit of value
- a booked consultation with someone who can sign
- The common mistake
- A site full of adjectives and no evidence, which loses to a competitor with three specific case studies and a named team.
- What we do instead
- Publish the work, the method and the people. In this vertical the proof is the product.
What it has to talk to
A build for a professional services firm is mostly integration work. These are the systems we expect to exchange data with:
- CRM
- Calendar booking
- Proposal software
- Email sequences
The words your buyers actually use
Generic service copy loses to copy written in the vocabulary of the vertical. These are the terms that carry intent here, and the ones the pages we build are structured around:
- case studies
- our process
- book a consultation
- retainer vs project
- team credentials
The rules this sits under
Professional advertising rules vary by body — legal and accounting practices in particular have restrictions on solicitation and on claims of expertise.
What you get
- Metric dictionary — Every metric that matters, defined in a sentence, agreed by the people who use it. The most valuable and least exciting deliverable here.
- Data pipelines — Automated extraction from ad platforms, CRM, store, product and accounting systems, with failure alerting.
- Warehouse — A modelled layer where the joins and transformations live once, so every dashboard reads the same numbers.
- Dashboards — Executive, marketing, sales and operations views, each built around the decisions that audience actually makes.
- Attribution model — Spend joined to leads joined to closed revenue, with the model's limitations stated rather than hidden.
- Automated distribution — Scheduled summaries to email or Slack, so the numbers reach people who will not open a dashboard.
- Alerting — Thresholds on the metrics that matter, so a problem announces itself rather than waiting for the monthly review.
- Documentation and training — How the data flows, what each metric means, and how to add a chart without breaking anything.