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

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:

📊 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

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

Additional hours billed at $100/hr with client approval. Fortune 500 discipline. Small-business speed. Billed by the hour.