Owner overview Revenue • KPIs • Trends
Sales Executive Overview
Quick answers: How are we doing? What changed? Where are we winning or slipping?
Dashboards + automation built for real-world small businesses
🎉 Cinco de Mayo Special: Free workflow review this week
Stop spreadsheet chaos.
Get clear answers—automatically.
If you’re spending hours exporting, copy/pasting, or “gut-feeling” your way through decisions—this is for you. We connect the tools you already use and give you simple dashboards that show revenue, labor, cash, and KPIs in one place.
Limited-time Cinco de Mayo offer: Get a FREE workflow review and cut hours of manual reporting.
● Owner-friendly dashboards (phone + desktop)
● Less manual reporting
● Built by an ops + revenue cycle analyst
Save time every week
Replace recurring exports and spreadsheets with automated updates and a single dashboard.
Trust your numbers
We clean up the definitions so revenue, labor, and KPIs mean the same thing to everyone.
Make decisions faster
Know what changed, what matters, and what needs attention—without digging for it.
How It Works
Simple, predictable, and designed for busy owners.
1
Quick discovery
We learn what you use (QuickBooks, Excel, Square, Shopify, etc.) and what you’re trying to answer each week.
2
Connect + clean
We pull your data together, clean it up, and define KPIs in plain English so numbers are consistent.
3
Dashboard + support
You get a dashboard that’s actually usable—and optional monitoring, updates, and review calls.
Who We Help
If any of these sound like you, you’re in the right place.
- You have 2–200 employees and decisions are moving faster than your reporting.
- You’re tired of copy/paste, exports, and spreadsheets that don’t match.
- You want to see revenue, labor, cash, and KPIs in one place—without a data team.
- You use tools like QuickBooks, Excel, Square, Stripe, Shopify (or industry systems) and want them connected.
Home services & trades
Clinics & healthcare
Retail & e-commerce
Professional services
Operations-heavy teams
What We Do
We focus on outcomes first: save time, reduce errors, and make decisions easier.
Pick a tab on the left
You’ll see exactly how we help owners and managers get clarity without adding busywork.
We work with the tools you already use. If it’s on this list, we can probably connect it (and if it’s not, ask).
Examples
Live previews. If you want a demo that matches your industry, ask—it's faster than you think.
Retail performance Revenue • Profit • Customers
Store Sales Overview
Track revenue, profit, and customer trends—then drill into what’s driving the change.
Operations hub Service • SLAs • Staffing
Call Center Performance Hub
Know workload, service levels, and who needs help—without sorting through reports.
Want a demo that matches your business?
Tell us your tools (QuickBooks, Excel, Square, Stripe, Shopify, etc.) and what you want to see weekly. We’ll send a tailored example.
Tailored demos
Fastest way to see if this fits: show us your workflow and we’ll match it.
Plans & Pricing
Straightforward monthly pricing. Focused on outcomes. No confusing packages.
Starter
Monthly: $75/mo
Replace your first recurring spreadsheet. One simple dashboard that answers your core weekly questions.
- 1 dashboard page (owner view)
- Basic cleanup + connection setup
- Great for: “I just need to see how we’re doing.”
- Includes: license + 1GB storage + standard pulls
HOT
Growth
Monthly: $100/mo
Run the business from one place. Multi-page dashboard for revenue, labor, and KPIs.
- 2–3 dashboard pages (owner + manager views)
- Stronger automation + cleaner definitions
- Great for: “I want fewer surprises each month.”
- Includes: license + 2GB storage + custom API layer
Professional
Monthly: $150/mo
More sources, more refreshes, more control. Best for ops-heavy businesses or multiple locations.
- More pages + deeper drill-downs
- More data sources and refresh frequency
- Great for: “I need to manage teams/locations/services.”
- Includes: license + 5GB storage + multi-API management
Enterprise
Monthly: Custom
Long-term analytics partner. Custom integrations, governance, and SLAs.
- Custom architecture + advanced integrations
- Dedicated support & SLAs
- Great for: “We need this to be rock-solid.”
Excel Assistance
Monthly: Custom
Make Excel stop being fragile. Automation, templates, cleanup, and upgrades.
- VBA / Power Query automation
- Smart templates and repeatable reporting
- Great for: “We’re not ready for BI yet.”
Compare plans (details)
| Feature | Starter | Growth | Professional | Enterprise |
|---|---|---|---|---|
| Deliverables | ||||
| Branding (colors/logos) | ✔️ | ✔️ | ✔️ | ✔️ |
| Custom report pages | 1 page | 2–3 pages | More + drill-down | Fully custom |
| Data & refresh | ||||
| SQL storage | 1 GB | 2 GB | 5 GB | Scaled |
| Refresh cadence | Monthly | Weekly | Daily (up to 3×) | Up to 8×/day |
| Support | ||||
| Monitoring | Quarterly | Monthly | Weekly | Custom SLA |
| Power BI license included | ✔️ | ✔️ | ✔️ | ✔️ |
Optional Add-Ons
Extra services small business owners ask for all the time. Pick what helps you most.
KPI Strategy Session
One focused call to pick the few KPIs that matter and define them in plain English.
Weekly Snapshot Email
A short weekly summary: revenue, labor, cash, key trends—delivered automatically.
Training for You + Team
Short, practical training so people actually use the dashboard (and stop asking for spreadsheets).
Bookkeeping Partner Referral
If your books are messy, we can point you to a bookkeeping partner so dashboards stay accurate.
Results
Real-world wins: clarity, speed, fewer manual steps.
Clinic revenue cycle dashboard
A multi-location health system needed to see denials, AR aging, and staff productivity in one place. Result: leadership spots trends faster and sees cashflow risk earlier.
Overtime variance tracker
Leaders were manually reconciling overtime and approvals. Result: manual checking was eliminated and issues surfaced automatically.
Small business sales & cashflow view
The owner needed real-time visibility without living in QuickBooks. Result: month, quarter, and projections in one click.
About
Big-company clarity, sized for small business reality.
Data Visuals M.A.D. helps small and mid-sized businesses stop relying on “gut feel” and fragile spreadsheets. The goal is simple: fewer manual steps, cleaner numbers, and dashboards that answer the questions you ask every week.
With a background in revenue cycle, operations, and analytics, we build solutions that match how your business actually runs.
🕒 Typical timeline: 2–8 weeks from idea to live dashboardsCommon projects
- Owner dashboard (revenue, labor, cash, KPIs)
- Automating recurring reports and month-end workflows
- Connecting QuickBooks, time clocks, spreadsheets, POS
- Cleaning and centralizing data into SQL/PostgreSQL
- Overtime, staffing, productivity, and ops tracking
Talk to us
Tell us what’s annoying you right now—and what you wish you could see in one click.
On a quick call we’ll cover:
- What you’re using today (QuickBooks, Excel, POS, time clock, etc.)
- What takes too long (exports, copy/paste, reconciliation)
- What you want to see weekly (revenue, labor, cash, KPIs)
- What “a win” looks like in the next 90 days