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Data Analytics & Business Intelligence

Pipeline, job-cost, and finance dashboards in Zoho Analytics or your BI tool, fed from CRM and accounting data. Built for operators who need decisions, not a generic BI brochure.

Book a call What you get
  • Bilateral NDA protected
  • 100% client code & IP ownership
  • 2–4 week agile sprints
Data Analytics & Business Intelligence

Data Analytics & Business Intelligence: key facts

What it is
Insyrge builds dashboards and reporting that bring CRM, finance and operations data together, so pipeline, job cost and revenue figures come from one trusted source.
Who it is for
Leaders who get different numbers from sales, finance and operations; Teams that build reports by exporting to spreadsheets every week.
Main deliverables
Metric definitions, Data integration, Data model, Dashboards, Refresh and alerts.
Works with
CRM, accounting, operations tools, databases or warehouses and your BI tool.
How it starts
A free 45-minute discovery call, then a written scope agreed before any build starts.
Ownership
You own the code, configuration and documentation. Ongoing support is optional.

Overview

How we approach Data Analytics & Business Intelligence

Who it is for

Owners and operators who need clear pipeline, job-cost and finance reporting from the CRM and accounting data they already have.

Who it is for and the problems it solves

Who it is for

  • Leaders who get different numbers from sales, finance and operations
  • Teams that build reports by exporting to spreadsheets every week
  • Businesses that need real-time visibility of pipeline, jobs or cash

Problems it solves

  • Reports are assembled by hand and are out of date when shared
  • The same metric is defined differently by each team
  • Data is spread across CRM, accounting and operational tools
  • Dashboards exist but nobody trusts or uses them

What you get

Tested deliverables, included in this service

Clear milestones agreed in writing, with the code and configuration handed over to you.

  • 01

    Data integration and centralization

  • 02

    Dashboard and reporting systems

  • 03

    KPI tracking and performance insights

  • 04

    Business intelligence tools

  • 05

    Real-time analytics

What each deliverable includes

Metric definitions
An agreed list of KPIs with exact definitions and owners.
Data integration
Pipelines that bring CRM, accounting and operations data into one model.
Data model
Clean, documented tables designed for reporting.
Dashboards
Role-based dashboards for leadership, sales, finance and operations.
Refresh and alerts
Scheduled or real-time refresh, with alerts on thresholds you choose.
Training
How to read, filter and extend the reports.

The process

How an engagement runs

Scope and deliverables are agreed before any build starts.

  1. Step 01

    Discovery

    We review your goals, current setup and the tools involved.

  2. Step 02

    Plan

    Scope, deliverables and timeline agreed in writing before work starts.

  3. Step 03

    Build and test

    Data connections and dashboards are built and checked against your source systems, checked against real scenarios.

  4. Step 04

    Handover

    A walkthrough of each dashboard and notes on how the data is sourced.

Typical timeline and what you receive at each phase

  1. Phase 01

    Audit

    Current site, tracking, campaigns or content reviewed against your goals.

  2. Phase 02

    Plan

    Priorities, measures and the work for the first cycle agreed in writing.

  3. Phase 03

    Implement

    Fixes, content, campaigns or pages delivered and tracked.

  4. Phase 04

    Measure and iterate

    Regular reporting tied to enquiries in your CRM, and the next cycle planned.

Durations depend on scope and are set in the written proposal. Build work runs in 2–4 week sprints.

Platforms & capabilities

Tech this service works with

  • BI tool
  • CRM
  • Integrations
  • Dashboards & reporting
  • Accounting
  • Analytics

Typical integrations

  • CRM

    Leads, pipeline, activities and won revenue.

  • Accounting

    Invoices, payments, costs and margin.

  • Operations tools

    Jobs, projects, tickets or inventory.

  • Data warehouse or database

    Central storage for reporting.

  • BI tool

    Dashboards and scheduled reports.

  • Spreadsheets

    Legacy data and manual inputs, during transition.

Questions about Data Analytics & Business Intelligence

Still unsure? Email info@insyrge.com

What does a business intelligence project include?

Agreeing metric definitions, connecting data sources, building a clean data model and creating dashboards, plus refresh schedules and training.

Which BI tools do you work with?

We work with mainstream BI and dashboard tools and recommend one based on the systems and licences you already have.

Do we need a data warehouse?

Not always. Small setups can report directly from source systems; a warehouse or database helps when you combine several sources or need history.

How do you make sure the numbers are right?

We reconcile dashboard figures against source systems before launch and document every metric definition.

Can dashboards update in real time?

Yes, where the source systems allow it. Many reports work well on a scheduled refresh instead.

Can you report on data from our CRM and accounting together?

Yes. Combining sales and finance data, for example pipeline with invoiced revenue or job cost, is a common starting point.

Do we own the dashboards and data model?

Yes. Everything is built in your accounts and documented.

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