Define the question
Agree on the decision, audience, metrics, and level of detail.
Data insights
Reporting built around the questions your team has to answer.
Bring finance, operations, marketing, and program information into a view people can use. We combine research and analytics with metric definitions, source reconciliation, and the everyday work of making reports dependable.
Talk through your projectFor finance, operations, marketing, and program leaders
Does this sound familiar?
A useful place to start.
- Different departments report different numbers for the same question.
- Board, funder, or leadership reporting depends on manual spreadsheet work.
- You need to understand a pattern, test an assumption, or preserve reporting knowledge.
What we deliver
From the question to the working system.
Reconcile the evidence
Map sources, define calculations, examine quality, and identify what the available data can support.
Build the analysis
Develop reports, Power BI dashboards, research, or models that address the question.
Make it repeatable
Validate outputs with users, document the process, establish ownership, and train the team.
What you leave with
Agreed metric definitions, usable reports or analytical outputs, documented limitations, and a repeatable process for maintaining the work.
Start with the question
Can this report be trusted and repeated?
A useful answer needs agreed metrics, reconciled sources, validation with the people using the report, and clear ownership of the next reporting cycle.
See the reporting-continuity work →Relevant work
See the approach in practice.
Nonprofit · Reporting & continuity
Nashville CARES
Critical reporting knowledge became a shared, validated process, followed by reporting support, data-platform development, and organizational transition work.
Continuity phase delivered · modernization continues
See the workNonprofit · Salesforce & reporting
Corner to Corner
Salesforce workflows, connected program data, Power BI dashboards, and staff training—delivered as one connected engagement.
Implementation delivered · ongoing support
See the workBefore we begin
Useful questions.
Do you only build dashboards?
No. We also work on source reconciliation, metric definitions, research, analytical models, reporting continuity, documentation, and training.
Can you support finance reporting without Weaver?
Yes. Finance data integration, reconciliation, reporting, and analytics are services in their own right. Weaver is an additional product for decision preparation and follow-through.
Can you help marketing teams?
Yes. Customer and campaign data, segmentation, CRM-to-revenue reporting, and measurement questions can be part of the scope. We begin with the decisions and evidence available.
A useful first conversation
Let’s talk about Analytics & Reporting.
Bring the systems, reporting questions, and constraints you already know.