You can’t manage what you can’t measure.
Most business owners are making major decisions based on gut feeling and incomplete data. DAC7 Forecasting & KPIs turns your numbers into a clear picture — so you know exactly where you stand, where you’re going, and what to do next. Available as standalone hourly support or as an extension of your System Builder or Full Transformation package.
🗂️ What’s Covered
📊 KPI Identification & Framework Design
- 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
- 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
- Dashboard design for your reporting tool of choice
- Executive summary view and operational detail view
- Automated data pull setup where possible
- Weekly, monthly, and quarterly reporting rhythm design
🔄 Ongoing Monitoring Support
- Regular review and recalibration sessions
- KPI performance analysis and interpretation
- Anomaly identification and response recommendations
- Reporting rhythm coaching for your team
Special Note — Service Delivery Options
This service is available remotely via Zoom or Google Meet. Metro Atlanta clients within 30 miles of Lawrenceville, GA may request hybrid or on-site delivery options. On-site availability and travel fees are confirmed during your discovery call.
⏱️ Scope & Billing
- Rate: $100/hr
- Minimum 5-hour block required upfront
- Additional hours billed at $100/hr with client approval
- Included in System Builder and Full Transformation packages
- Available as standalone for extended support
✅ 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
Fortune 500 discipline. Small-business speed. Billed by the hour.
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