Dashboards & KPIs
See sales, profitability, job performance, and other key metrics together in an easy-to-use report.
Power BI · ExcelBUSINESS INTELLIGENCE, SIMPLIFIED
Bringing clarity to your data.
Your business has numbers. We turn them into answers. Dataluma builds clear dashboards, better spreadsheets, and practical reports for small businesses ready to make more confident decisions.
Project-based pricing starting at $149 · Flexible monthly support
Business performance
Illustrative dashboard · Sample data
Year to date ▾
Total revenue$482.4K↑ 12.4% YoY
Jobs completed1,284↑ 8.2% YoY
Average ticket$376↑ 3.7% YoY
Monthly revenue
Service mix
↗Know your numbers.
Move with confidence.
Move with confidence.
Built for small businessesClear, upfront pricingPractical reporting solutionsOptional ongoing support
WHAT WE DO
Less spreadsheet frustration. More useful insight.
From a single messy workbook to a connected reporting system, we help you get more value from the information you already collect.
Spreadsheet Solutions
Clean up files, repair formulas, organize information, and make everyday reporting more manageable.
Excel · Google SheetsReporting Automation
Reduce repetitive updates with dependable reporting workflows and supported data connections.
Refresh setup · Data transformationMonthly Business Insights
Get a consistent summary of your numbers, trends, and notable changes without digging through raw files.
KPI summaries · Performance reportsData Cleanup & Modeling
Combine, standardize, and prepare data so reports are based on consistent, reliable information.
Power Query · SQL · Data modelingForms & Workflows
Streamline simple intake, registration, and tracking processes with organized form-to-report workflows.
Forms · Sheets · AutomationYour confidential data stays out of AI models.
Share files through an agreed secure channel for local processing, or ask about a standalone dashboard that reads CSV files on your device.
OUR PROCESS
Simple from the first conversation.
You don't need to speak the language of analytics. Tell us what's challenging, and we'll help define a sensible project.
01
Tell us the problem
What questions do you need answered? What files or software do you use today?
02
Get a clear quote
We'll review the scope and agree on deliverables, timeline, and price before starting.
03
Review your solution
We build, validate key numbers, and walk through the report or workflow with you.
04
Keep it working
Take ownership of your deliverable or choose optional ongoing support and reporting.
PACKAGES & CUSTOM QUOTES
Professional analytics. Practical pricing.
Choose a fixed-price package or request a custom quote for a dashboard that connects to your systems. Add monthly support when you need it.
Spreadsheet Rescue
$149
For messy workbooks, formulas, and simple reporting fixes.
- One Excel or Sheets workbook
- Cleanup and formula corrections
- Basic summary chart or table
- One revision
- Up to 2 hours of included work
Business KPI Dashboard
$399
A focused one-page dashboard from your existing data.
- One usable Excel/CSV data source
- Five business KPIs
- Three to five visualizations
- Basic filters and data cleanup
- PDF + editable deliverable
- One revision and 30-minute walkthrough
- Up to 5 hours of included work
Connected Analytics Dashboard
Custom Quote
An interactive dashboard built around your team’s needs. Before quoting, we review:
- Data sources and integrations
- Power BI licensing and where the report will be hosted
- Refresh schedule and gateway needs
- Who needs access and how the report will be shared
See the before and afterTry the Spreadsheet Rescue walkthrough
SPREADSHEET RESCUE · SAMPLE DATA
Ask about the $149 rescue
Find the money hiding in a messy workbook.
Drag the slider to turn an unreliable invoice export into a collections report. At the end, you can see who to call and how much is overdue.
Raw export. A duplicate, a text amount, and a short formula make the total unreliable.
| Invoice | Customer | Due | Status | Amount |
|---|---|---|---|---|
Invoiced total | ||||
Total invoiced
Open balance
Overdue
Who to follow up with first
Introductory prices in USD. Final quotes depend on data quality, access, complexity, and agreed scope. Power BI licensing, paid software, gateways, and third-party subscriptions are not included. Monthly plans require a separately completed setup and do not include unlimited support. Projects typically require a 50% deposit before work begins.
EXAMPLE SOLUTIONS
A clearer picture of what's possible.
Explore illustrative project concepts that show how analytics can serve different organizations. These are demonstrations using sample data—not client testimonials or completed customer engagements.
INTERACTIVE DASHBOARD · SAMPLE DATA
Build your own dashboard.
Choose up to three metrics for a home services business. Select any metric card to see its six-month trend, then carry your choices into the quote form.
Use my metrics in a quoteHOME SERVICES / SAMPLE DATA
Performance overviewDEMO PROJECT · SYNTHETIC DATA
Home Services Performance Dashboard
An illustrative HVAC reporting dashboard covering sales, job volume, average ticket, and seasonal trends.
Try Find the Leak
30-SECOND CHALLENGE · SAMPLE DATA
Find the leak.
An HVAC business grew revenue from $50,000 to $56,000. Over the same period, profit fell from $10,000 to $8,000. Where would you look first?
Revenue+12%
Profit−20%
HVAC OPERATIONS / TWO-MONTH COMPARISON
Sales rose. Profit fell.
What would you like to uncover in your business?
Compare one of the three metrics to see what changed.
SAMPLE CONCEPT · NOT CLIENT WORK
Small Business Monthly Reporting
A sample executive summary showing revenue, expenses, key changes, and month-over-month performance.
WHY DATALUMA EXISTS
Good decisions start with understanding the numbers.
ABOUT DATALUMA
Enterprise-level thinking. Small-business practicality.
Dataluma is an independent business intelligence and analytics service focused on helping smaller organizations make sense of their data.
Built on experience in business intelligence, data analysis, pricing, and reporting, our approach combines technical rigor with practical business context. No jargon-heavy presentations—just useful solutions built around your real questions.
✓Practical reporting for owners and teams without a dedicated BI department
✓Clear project scopes and pricing agreed before work starts
✓Flexible project work with optional monthly support
FREQUENTLY ASKED QUESTIONS
Questions, answered.
What data do I need to get started?
Many projects begin with an existing Excel or CSV file. Depending on the project, we may also work with Google Sheets, supported cloud storage, or an approved database connection. We'll review the source and quality before confirming a quote.
How is a Connected Analytics Dashboard priced?
We prepare a custom quote after reviewing your data sources and integrations, Power BI licensing, where the dashboard will be deployed, how often it needs to refresh, whether a gateway is needed, and who needs access. We confirm the scope and price before work starts.
Will my dashboard update automatically?
The $399 Business KPI Dashboard is built from a supplied dataset and does not include scheduled refresh. For Connected Analytics, we confirm which sources support scheduled refresh and whether a gateway is needed before we quote any setup or testing.
Do I need Power BI licenses?
Excel and PDF are options for file-based reports. If you need to share an interactive report through Power BI, we’ll review licensing for the people who will publish and view it as part of your custom quote.
Do you keep my business data?
We keep raw files only as needed for the agreed work and follow the retention and deletion schedule we agree with you. See our client data-handling policy.
What if I need something outside the listed packages?
That's fine. Complex integrations, additional dashboard pages, advanced calculations, and extended support can be estimated as a custom project with an agreed scope and price.
How does payment work?
The proposed standard project terms are a 50% deposit before work starts and the remaining 50% at completion, with scope and revisions documented in writing. Any exceptions would be agreed before starting.
Client data-handling policy
Our operating policy is “No confidential client data submitted to AI models.” We keep confidential client datasets and extracts outside AI-accessible workspaces. AI may assist with code or templates using only synthetic data or examples sanitized to remove confidential information.
Secure file sharing and local processing
You share only the files or fields needed through an agreed, access-controlled channel, preferably one you manage. We process the files locally using non-AI tools.
Standalone HTML dashboard
When a file-based dashboard fits your needs, we can build it using sample data. You open the HTML file and import a CSV in your own browser. The dashboard reads the CSV on your device without uploading it to a server, and you can use it without sending the dataset to Dataluma.
Access, storage, and deletion
- We limit access to the people who need it and use read-only permissions when possible. We keep project files in access-controlled locations.
- We agree on a retention and deletion schedule before you share files. We keep raw data only as long as needed for the agreed work and delete our copies on that schedule.
- Projects that use cloud storage, connected reporting, or other third-party services use tools and access arrangements agreed with you. The AI policy applies to those projects too.
What this policy covers
This policy covers client data we handle for project work. Website visitor data, such as contact form details and hosting logs, is outside its scope.
START A PROJECT
Let's make your numbers more useful.
Tell us what you're working with and what you'd like to understand. We'll use that to start a conversation about scope and pricing.
No-obligation project conversationClear project-based estimatesSolutions sized for small businesses