Turn Buried Data into Competitive Edge.
We help retailers and distributors retrieve their data, run sanity checks, and enable AI-powered recommendations—available 24/7 in cloud dashboards. No developers needed.
Data + Visuals + AI = Competitive Advantage
The most valuable combination to help retailers and distributors make informed decisions, reduce costs, optimize processes, and delight customers.
Connected Data
CRM, ERP, spreadsheets—all unified. Real-time sync from QuickBooks, Salesforce, SAP, NetSuite, and any data source you use.
Visual Dashboards
Executive-ready visualizations with drill-down. Tableau, Power BI, Google Analytics—accessible 24/7 from any device.
AI-Powered Insights
Data agents that find patterns you haven't thought to look for. Ask questions in plain English, get data-driven answers.
The Challenge
Why Data Stays Buried
Siloed Systems
Your CRM doesn't talk to your ERP. Sales data lives in spreadsheets. Getting a complete picture requires days of manual work.
Data Quality Issues
Duplicates, missing values, inconsistent formats. You don't trust your reports because you don't trust your data.
Developer Dependency
Every new report requires IT tickets. Simple changes take weeks. Your team waits while competitors move fast.
Reactive Decisions
By the time you see the report, it's too late. You need real-time insights and predictive recommendations, not backward-looking summaries.
Integrations
Connect Any Data Source
QuickBooks
ERP, Accounting
Salesforce
CRM
SAP
ERP
NetSuite
ERP
HubSpot
CRM
Zoho
CRM
Google Sheets
Spreadsheet
Excel
Spreadsheet
PostgreSQL
Database
MySQL
Database
Shopify
E-commerce
WooCommerce
E-commerce
Tableau
Visualization
Power BI
Visualization
Google Analytics
Visualization
Looker
Visualization
AWS
Cloud
Azure
Cloud
Real Problems, Real Solutions
Stop Wrestling with Spreadsheets
These are the exact scenarios our retail and distribution clients face every day. Sound familiar?
360° Business View
“No more juggling QuickBooks, Google Analytics, and Google Reviews in separate tabs”
Get your QuickBooks Desktop data, Google Analytics, and Google Reviews in one place. See sales, website traffic, and customer feedback side-by-side.
Why it matters: Stop wasting hours copying data between Excel sheets. One dashboard, one source of truth, zero errors.
Sales Territory Gap Analysis
“You're selling to the same customers while competitors grab new ones”
Compare your current customer base against Google Maps results to find where you're NOT selling. See zip codes, neighborhoods, and regions with zero penetration.
Why it matters: Direct your sales team to untapped opportunities instead of fighting over existing accounts.
Total Addressable Market
“You know what you sold, but not what you missed”
Estimate your true market size by combining actual sales, abandoned carts, and back-orders. Identify your best sellers and catch trends before competitors.
Why it matters: Stop guessing market potential. Know exactly how much revenue is on the table.
Customer Value Scoring
“You treat all customers the same, but some are 10x more valuable”
Automatically rank customers by lifetime value, purchase frequency, and growth potential. Know who deserves the VIP treatment and who's at risk of churning.
Why it matters: Focus your time on customers who actually move the needle.
Inventory Intelligence
“You're either overstocked on slow movers or out of stock on best sellers”
Real-time stock levels with AI-powered reorder alerts. See what's selling, what's sitting, and what to order before you run out.
Why it matters: Reduce carrying costs by 15-25% while improving product availability.
Data Quality Alerts
“You don't trust your reports because you don't trust your data”
Automated sanity checks that catch duplicates, missing values, and anomalies in your CRM and ERP. Get alerts before bad data becomes bad decisions.
Why it matters: Make decisions with confidence. Know your data is clean and accurate.
Competitor Pricing Monitor
“You're losing deals and don't know if it's price or something else”
Track competitor pricing and promotions. Know when they drop prices, launch sales, or change offerings—and respond before you lose market share.
Why it matters: Stop being the last to know about competitor moves.
One-Click Reports
“You spend Friday afternoons building the same reports every week”
Automated weekly, monthly, and quarterly reports delivered to your inbox. Board decks, sales summaries, and KPI snapshots—generated automatically.
Why it matters: Get your Fridays back. Reports that build themselves.
AI Data Agents
Digital Workers That Never Sleep
Designed to support research and data analysis, our AI data agents find and act on meaningful insights—all while ensuring factual integrity. They help ask questions you haven't thought of yet, then find the answers.
Pattern Discovery
Find correlations and trends humans wouldn't think to look for.
Factual Integrity
Every insight shows the underlying data, methodology, and confidence level.
Natural Language Queries
Ask questions in plain English—no SQL or technical knowledge required.
"Why did sales drop in the Midwest last quarter?"
AI Response:
Midwest sales declined 18% primarily due to: (1) Key distributor A reduced orders by 34% following inventory surplus, (2) Competitor launched aggressive pricing in 3 target markets, (3) Two top sales reps transitioned in Q2. Recommended actions...
Our Approach
From Buried Data to Business Intelligence
We don't just build dashboards—we create a data foundation that enables AI-powered insights and decisions without needing developers on staff.
Data Discovery & Audit
We connect to your CRM, ERP, and spreadsheets to map all available data. Identify what you have, what's missing, and what's buried in silos.
Salesforce • SAP • NetSuite
Data Quality Sanity Check
Automated checks for duplicates, missing values, inconsistencies, and anomalies. Fix data issues before they become dashboard problems.
Validation • Cleansing • Deduplication
Cloud Infrastructure Setup
Deploy secure, scalable data pipelines. Your data flows automatically from source systems to dashboards—no manual exports required.
AWS • GCP • Azure
AI Agent Configuration
Train data agents to understand your business context. They learn your KPIs, benchmarks, and what 'good' looks like for your industry.
Custom AI • NLP Queries • Recommendations
Dashboard Design & Deploy
Build executive-ready visualizations with drill-down capabilities. Role-based access ensures everyone sees what they need—nothing more, nothing less.
Tableau • Power BI • Looker
Monitor & Optimize
Continuous data quality monitoring, automated alerts, and monthly optimization. Your dashboards evolve as your business does.
Alerts • Monitoring • Updates
Common Questions
Everything you need to know about B/I Dashboards and data analytics.
Still have questions?
Book a Free Discovery CallBook a Strategy Session
Ready to unlock your data?
Schedule a demo to see your data transformed into actionable insights—no developers required.