What's included

• Data Modeling & Metrics Strategy

  Build a smarter foundation for your data. I help organizations define key metrics, map data relationships, and design the structure behind effective dashboards and analytics—so your insights are accurate, scalable, and decision-ready.

• KPI & metric framework

  Identify which metrics actually reflect success for your business and document clear definitions for each.

• Data schema mapping

  Outline how data flows between sources (e.g., CRM → Sales → Finance) so reporting stays accurate and scalable.

• Relationship model diagram

  Visual chart showing how clients, projects, teams, and revenue streams connect across tools.

• Calculation logic & naming standards

  Establish consistent formulas and labels (e.g., “Revenue per Client,” “Utilization Rate”) to eliminate confusion.

• Tool recommendations & setup plan

  Suggestions for the best platforms (Google Sheets, Airtable, Power BI, Looker Studio) and how to structure data within them.

• Loom walkthrough or 1:1 strategy session

  Review of your final model, explanation of how to expand it, and next steps for dashboard or AI integration.