DataNorth helps organizations get reliable, decision-ready reporting without over-engineering.
Most teams don’t need more dashboards — they need clear definitions, trustworthy numbers, and reporting that doesn’t break as the business grows.
The approach is grounded in three principles: structure, standardization, and ownership.
These ensure dashboards and reports are useful today and remain reliable and understandable over time.
Start Here (Recommended): Analytics & Reporting Foundations Diagnostic
A fixed-scope diagnostic designed to reduce reporting risk before dashboards, automation, or governance work begins. This engagement clarifies what can be trusted, what needs to change, and what the right next step is.
- Review of core KPIs and metric definitions
- Data source inventory and reliability / risk assessment
- Reporting workflow review (how data becomes a number)
- Identification of gaps, inconsistencies, and manual risk points
- Prioritized roadmap with recommended next steps
- Deliverables: executive-ready findings summary, identified reporting risks, and a scoped delivery roadmap
- Investment: $1,500 fixed fee
Data Governance (Practical / Lightweight)
For teams that need basic reporting standards behind their dashboards — without heavy enterprise governance. This engagement implements the foundations identified during the diagnostic, establishing ownership, standardized definitions, and documentation so reporting stays trustworthy as it evolves.
- Data source inventory (systems, owners, and access notes)
- Core KPI and metric definition document (standardized definitions)
- Starter data dictionary (key tables / fields used in reporting)
- High-level data lineage for priority KPIs (source → transformation → output)
- Data quality checks and validation notes
- Refresh cadence expectations and responsibility notes
- Personal data (PII) classification notes where applicable
- Change log / version history template
- Deliverables: data source inventory, KPI definitions, data dictionary, lineage notes, and governance documentation suitable for ongoing use
- Investment: $1,500 – $3,500 (depending on scope)
Reporting & Dashboard Delivery
For organizations that need decision-ready reporting leadership can rely on. Delivery is scoped after the diagnostic to ensure clear definitions, reliable data sources, and outputs designed for real business use. Built using Power BI, Excel, SQL, and Power Query as required.
- Power BI dashboards and data models
- Excel-based reporting systems
- Sales, operations, and performance reporting
- Executive-ready outputs with consistent KPI definitions
- Documentation and handoff for maintainability
- Deliverables: production dashboards, supporting data models, and documentation for ongoing use
- Investment options:
- Starter Delivery: $3,000 – $4,000 (1–2 dashboards using existing data sources and defined KPIs)
- Full Delivery: Starting at $5,000 (scoped after the diagnostic)
Sales & Operations Analytics
For revenue, sales operations, and operational teams that rely on accurate performance metrics. This engagement focuses on performance visibility, accountability, and decision support — not vanity dashboards.
- Pipeline, performance, and conversion reporting
- Commission and incentive tracking
- Forecasting and trend analysis
- Process visibility and bottleneck identification
- Executive-ready reporting outputs
- Deliverables: operational performance reporting, KPI definitions, and executive-ready reporting outputs
- Investment: Starting at $5,000 (scoped after the diagnostic)
Data Process & Workflow Optimization
For teams spending too much time preparing data instead of using it. Focused on reducing manual steps, improving repeatability, and minimizing handling errors.
- Automation using Excel, Power Query, and SQL
- Reduction of manual steps and data handling errors
- Improved repeatability and reporting consistency
- Deliverables: automated workflows, updated process documentation, and implementation notes
- Investment: scoped based on complexity and automation opportunities
Training & Enablement
For teams that want to understand, maintain, and own their reporting. Designed to reduce long-term dependency and make internal ownership realistic.
- Dashboard walkthroughs and interpretation
- KPI definition and usage guidance
- Documentation and structured handoff
- Optional post-delivery support
- Deliverables: training materials, documentation, and structured handoff for internal ownership
- Investment: included with delivery or scoped separately based on team size and depth