Clarity that drives revenue
Dashboards are everywhere - but actionable insights are rare. We help you define, track, and act on the KPIs that actually move revenue, win rates, and profitability. No noise, just metrics that drive better decisions.
What you're probably not tracking (but should be)?
Most teams stick to basic metrics like "number of calls" or "deals won". We help you implement next-gen KPIs that show what’s really driving your growth:
- Speed to first touch - how fast your team responds to new leads (a major conversion lever)
- Lead-to-demo conversion rate - broken down by lead source
- Quote-to-close velocity - how long it takes to move from proposal to signed deal
- Follow-up rate per stage - are your reps following up when it matters most?
- Forecast accuracy per rep - who consistently over/underestimates?
Why consider reviewing the KPIs you use now?
As your team scales, so do the blind spots. Without clear, aligned KPIs, you risk stalled deals, weak forecasts, and misaligned coaching. The right metrics bring focus, speed, and better decisions - and the earlier you implement them, the more they compound over time.
What we do (beyond just dashboards)?
- Audit your current KPIs – identify what’s working, what’s noise, and what’s missing
- Recommend high-impact metrics – tailored to your sales process and goals
- Clean and structure your data – so KPIs are accurate and reliable
- Build user-friendly dashboards – ideally inside your CRM, or any tool you prefer
- Train your team – so they understand what to track and how to use it
- Provide real analysis and insights – benchmarks, patterns, and priorities
Why choose us?
We’re both sales and data experts, which means we don’t just build dashboards - we connect metrics to your real sales motion. We focus on outcomes, not reports.
What you get
- Up to 25% higher win rates through smarter targeting. Track performance by industry, geography, or segment - and double down on what actually convert.*
- Better pipeline visibility. See where deals are stuck and act faster.
- Smarter 1:1s and forecasts. Coach based on data, not gut feeling.
- Aligned, focused team. Everyone knows what to track and why it matters.
- Faster decisions. Spot trends 2–3 weeks earlier with real-time KPIs.
*Sources: Gartner, HubSpot, Forrester. Benchmarks vary by industry and sales team maturity.
Our pragmatic approach
Week 1: Discovery + KPI audit
Week 2: Dashboard planning + data cleanup
Weeks 3: Buildout + training
Weeks 4-7: Ongoing support, tuning, and deeper insights
We’ve worked with companies that had dozens of charts but didn’t know what they meant. We helped them focus on a few core KPIs that reveal the costliest mistakes and enable real-time action.
So what's next?
In 30 minutes, we’ll help you separate interesting data from truly useful insights. Book your free KPI strategy session.