Financial Analytics & Reporting
Starting at
$
6,000
About this service
Summary
Deliverables
FAQ
FAQs
What do I get for the $6,000 fixed rate?
The $6,000 fixed rate covers the complete setup of your custom financial analytics solution. This includes: A real-time Custom Financial Dashboard built in Hex, tailored to your key metrics. An Automated Reporting System with up to 3 report templates, scheduled and delivered to your stakeholders. A Scenario Planning Tool with 5 adjustable variables for strategic “what-if” analysis. You also get integration with up to 2 standard data sources (e.g., Excel, QuickBooks), 2 revision rounds, and training to ensure you’re set up for success—all delivered within 18-29 days. No ongoing fees are required unless you opt for monthly support.
What does the optional $250/month support cover?
The optional $250/month support is designed to keep your solution running smoothly and evolving with your needs. It includes: Management of your Hex subscription and data connections. Minor updates, like adding new metrics or tweaking dashboards. Email support for troubleshooting or questions. One free report template adjustment per quarter. This is entirely optional—your core deliverables work independently—but it’s perfect if you want ongoing enhancements without managing the system yourself.
How do you connect to my data sources?
I use Hex’s built-in connectors to integrate directly with your data sources, such as Excel, QuickBooks, SQL databases, or cloud platforms. During the discovery phase, we’ll identify your data locations and test the connection. The $6,000 base package includes up to 2 standard integrations; additional or complex sources (e.g., custom APIs) are $750 each. I’ll validate the data flow to ensure accuracy and real-time updates before building your dashboards and reports.
Can I customize the dashboards and reports after delivery?
Yes! The solutions are built in Hex, which has an intuitive interface for basic adjustments—like tweaking filters or report schedules—without needing technical expertise. During handover, I’ll provide training and a setup guide to get you started. For bigger changes (e.g., new metrics or redesigns), the optional $250/month support includes minor updates, or you can request revisions at $300 per round post-delivery.
Why choose this over hiring a financial analyst?
My service delivers the insights of a financial analyst without the ongoing cost or headcount. For a one-time $6,000 fee, you get automated, real-time analytics and reporting tailored to your business—something that could cost $50,000+ annually with a full-time analyst. Plus, there’s no manual upkeep; Hex handles the heavy lifting, and the optional $250/month support is a fraction of an analyst’s salary if you want ongoing tweaks. It’s a scalable, hands-off solution designed for efficiency.
What's included
Custom Financial Dashboard
A fully customized, interactive financial dashboard built in Hex, designed to connect seamlessly with your existing data sources. This dashboard will display your key financial metrics (e.g., revenue, expenses, profit margins) in real-time, with intuitive visualizations like charts, graphs, and tables. It will include filters and drill-down capabilities for detailed analysis. Format: Accessible via a secure Hex web link, with optional export options to PDF or Excel. Quantity: 1 dashboard, tailored to your specific metrics and data sources. Revisions: Up to 2 rounds of revisions to refine layout, metrics, or visualizations based on your feedback. Additional Details: Initial setup includes a 1-hour consultation to define key metrics and data integration requirements.
Automated Reporting System
An automated reporting system integrated with your data sources through Hex, delivering scheduled financial reports to your stakeholders. Reports will include pre-defined insights (e.g., trends, variances, forecasts) and can be customized for different audiences (e.g., executives, department heads). Automation ensures reports are generated and distributed without manual intervention. Format: Reports delivered as PDF attachments via email or accessible in Hex, with a frequency (e.g., daily, weekly, monthly) defined by you. Quantity: 1 system setup, supporting up to 3 unique report templates. Revisions: 1 round of revisions per template to adjust content, design, or delivery schedule. Additional Details: Includes a setup guide and a 30-minute training session on managing report schedules and templates.
Scenario Planning Tool
A dynamic tool within Hex that allows you to perform scenario planning by adjusting variables (e.g., sales growth, cost increases) and instantly visualizing their impact on your financial metrics. This deliverable empowers you to test "what-if" scenarios and share results with stakeholders for strategic decision-making. Format: Embedded as a feature within the custom financial dashboard, accessible via Hex. Quantity: 1 scenario planning tool, configured with up to 5 adjustable variables based on your needs. Revisions: 1 round of revisions to tweak variables or output displays. Additional Details: Comes with a brief user manual (PDF) and a 30-minute demo to ensure you can use it effectively.
Example projects
Duration
18 days
