Data, data, data—it’s all in the data, but only if you can trust it.

Start by creating a single source of truth: a clean chart of accounts, consistent product/service tagging, and clear data ownership.
Instrument the basics across customer, product, and channel so you can answer three weekly questions:

1) Where is growth coming from?

  1. What’s the true unit economics?
  2.  How fast is cash turning?

With that foundation, simple dashboards beat perfect ones—

Revenue vs. margin

CAC payback

✅Retention

✅ Working capital drivers.

When data becomes a habit, decisions get faster, risks surface sooner, and growth gets repeatable.

Email me for a starter framework and a simple one-page KPI!