You can’t manage what you can’t measure.

Most small businesses are flying blind. Revenue is up — but why? A client churned — but when did the warning signs appear? Growth is slowing — but which metric would have told you first? DAC7 Forecasting & KPIs builds the reporting infrastructure that gives you real, actionable visibility into your business performance — so you can make decisions based on data, not gut feeling.

Note: Forecasting & KPIs reporting is included in the System Builder and Full Transformation consulting packages. This hourly service is available for standalone engagements or clients who need extended reporting support.

What’s covered in your hourly engagement:

📊 KPI Identification & Framework Design The right metrics depend on your business stage, model, and goals. We find yours.

• Business goal and growth stage assessment
• KPI identification by business function — revenue, operations, client success, team
• Leading vs. lagging indicator mapping
• KPI definition documentation — what it measures, why it matters, how to track it
• Baseline measurement setup

📈 Forecasting Model Setup Know where you’re headed — not just where you’ve been.

• Revenue forecasting model design
• Capacity and resource forecasting
• Pipeline and conversion rate modeling
• Scenario planning — best case, base case, downside
• Historical data integration where available

🗂️ Dashboard Build & Reporting Structure Data is useless if nobody looks at it. We build something people will actually use.

• Dashboard design for your reporting tool of choice
• Executive summary view and operational detail view
• Automated data pull setup where possible
• Visual formatting for clarity and quick interpretation
• Weekly, monthly, and quarterly reporting rhythm design

📋 Ongoing Monitoring Support A dashboard is a starting point — not a finish line.

• Regular review and recalibration sessions
• KPI performance analysis and interpretation
• Anomaly identification and response recommendations
• Metric evolution as your business grows and changes
• Reporting rhythm coaching for your team

How the rates work:

$100/hr — All forecasting, KPI framework, and dashboard engagements

This service is ideal for:

• Business owners making major decisions without reliable data
• Teams that track numbers but don’t know what the numbers mean
• Companies preparing for investor conversations or funding rounds
• Clients who completed a System Builder or Full Transformation package and want extended KPI support
• Anyone who suspects their business is leaving money on the table but can’t prove where

Fortune 500 discipline. Small-business speed. Billed by the hour.

📅 Book a Session