TrueMonthWhat you get
Everything that turns raw data into a number you can act on.
Every plan includes the same core deliverables. Plans differ in how many locations and systems they cover, how often data refreshes, and how many changes we make each month.
| Live dashboard | Your KPIs by location, team, source and period, with targets and comparisons on every tile. Works on desktop and phone. Location-limited views for branch managers and franchisees. |
|---|---|
| Scheduled refresh | Weekly on Starter, hourly on Growth and Scale. Every sync is logged; a failed or short sync alerts us, not you. |
| Weekly snapshot | Every Monday morning: the five numbers that matter most, the change against last week and target, and anything that needs a look. |
| Monthly review | One page: what moved, why it moved, and three things to look at next. Sent before a 30-minute call where we walk through it. |
| Metric glossary | The written rule behind every number: what counts, what is excluded, which date it uses and which system it comes from. |
| Data health page | When each source last synced, how many records arrived, and any gap we are working on. |
| Changes on request | New views, targets, locations or measures. Logged in a change log you can read. |
| Access control | Named users, multi-factor sign-in, and per-location access. Owners add and remove their own team. |
| Your data, portable | Export any table at any time, or have us publish to Looker Studio or Power BI if your team already uses them. |
02The monthly review
One page. What moved, why, and what to do next.
The dashboard tells you what happened. The review tells you what it means. We read your numbers every month, write up the changes that matter in plain English, and walk through them with you on a 30-minute call.
Each review ends with three things to look at next month, so the call ends with decisions, not just charts.
| What moved | Why |
|---|---|
| Close rate up at Riverside | Two new techs passed probation |
| Paid search jobs down 11% | Budget cap hit on the 19th |
| Callbacks up at East county | One install crew, three jobs |
- Raise the search cap before the cold snap
- Ride-along for the East county install crew
- Agreement renewals due in November: 212
03Boundaries
What we don't do.
Clear lines keep the work clean and your data safe.
- Bookkeeping, tax or audit work. We report from your books; your accountant keeps them.
- Running your ads or your CRM. We measure them, and leave the settings alone.
- Writing back to any system. Every connection is read-only.
- Patient health information. We don't take on work that involves HIPAA-covered data.
Next step
See your own numbers on one screen.
Twenty minutes: your systems, the five or six numbers that run the business, and what a first dashboard would cover. No slides.
On the call
Which systems hold the numbers, who needs to see them, and how often. You leave with a written scope for a first dashboard and a quote within two business days.
Or email [email protected]