Data Chaos to Data Clarity
How 89% of Companies Stay Stuck
And What the Smartest 11% Know About Custom Dashboards
“You can’t scale what you can’t see.”
Most business owners think they need better systems, better
team members, or better marketing.
But underneath all of that is something deeper:
They don’t have a clear view of what’s really happening in their business. Their data is spread across CRMs, ad platforms, spreadsheets, support tools, dashboards that don’t sync, and folders with names like "Final_Final_Updated_Q2".
They’re not leading with data. They’re leading with assumptions.
The Real Problem: Fragmented Data = Fragmented Decisions
What’s Really Happening: You’re Running Blind
1.
Time Lost to Manual Data Collection
Your team is losing up to 12 hours a week pulling reports, copying data into spreadsheets, and verifying numbers across platforms.
"It takes longer to get the numbers than to act on them."
2.
Decisions Made with Partial/Outdated Data
You’re making critical decisions with last week’s data—or worse, incorrect data. That delay could cost you thousands.
“We launched a promo based on last month’s numbers. The market had already shifted.”
3.
Poor Visibility into KPI Performance
You track goals. Your team reports weekly. But you still have no idea if you're actually on track mid-week—or if you’re drifting without knowing.
“By the time we realize we’ve missed the mark, the quarter’s already
gone.”
Case Snapshot: How One Dashboard Saved $50K in a Week
Client: DTC eCommerce Brand
Problem: Rising ad spend, falling conversions
Dashboard Revealed:
ROAS (Return on ad spend) dropped 32% over 4 days
AOV (Average Value Order) dipped below breakeven threshold
CS (Customer Service) tickets on “missing package” surged
Action Taken: Paused ads → fixed fulfillment → relaunched 6 days later
Result: Prevented ~$50,000 in wasted spend during that window
That’s the power of seeing everything, in time to act.
Our Process
1.
Define Dashboard Goals
We'll ask what your goals are for your business. What do you plan on accomplishing in the next year? What do you expect the dashboard to give to you? What does your business need?
2.
Create Dashboard Strategy
We'll decide on what 7-10 core KPIs you want to see on the dashboard. We'll get a list of your data sources. We'll decide if you want a CEO dashboard, a specific role-based dashboards (Sales, Ops, Marketing), or a combination of those.
3.
Custom Dashboard Build
We'll integrate your data sources into one dashboard and show only the KPIs that matter most to you. We'll review the initial dashboard and make changes to fit your company.
4.
Dashboard Analysis
We'll discuss the dashboard and unravel the story your data is telling you. We'll discuss how to read the dashboard and what the metrics are telling us. Then we'll discuss possible plans of actions based on those metrics.
What's Possible with Dashboards?
Do this: Make decisions with clarity, control, & calm
Instead of: Make decisions in chaos, by guessing, and be reactive
Do this: Make decisions fast by seeing real-time, accurate data
Instead of : Hesitating over decisions due to outdated & inaccurate data
Do this: See where the issues are and know what needs to be done to fix them since data is visible.
Instead of : See data but are not sure where the issues are and are unable to fix them.
Some of the Platforms we track data from
Data in the Dash
About Denise Haley, owner of Data in the Dash.
My career began in finance, where I quickly learned that numbers tell powerful stories. With experience in accounting, I’ve served as a financial analyst, controller, and trainer—gaining hands-on experience across the field.
But it was through teaching that I discovered my true passion: making finance accessible and empowering.
I specialize in translating complex financial data into clear, actionable insights. Whether through training, workshops, or consulting, I help individuals and businesses understand their numbers and use them to make confident, informed decisions.
My mission is simple—equip others with the financial knowledge and tools to thrive. Because when businesses understand their finances, they don’t just manage them—they transform them.
Book a call today!
Clarity Wins. Always. Get started today.
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