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Firstline Analytics

BI Starter for Small Businesses

BI Starter for Small Businesses

$500.00 USD
$500.00 USD
Sale Sold out

For small businesses curious about BI but wary of upfront costs.

Includes:

  • Custom Power BI setup tailored to business needs
  • Data modeling and report automation (no coding required for client)
  • Monthly performance dashboard (sales, expenses, trends)
  • Guided onboarding and quarterly strategy session
  • No infrastructure investment required — hosted and managed externally
  • Monthly check-in summary with personalized insights
  • Optional integration with existing spreadsheets
  • Empowers smarter financial decisions
  • Visual storytelling of financial health
  • Professional-grade clarity without complexity

Benefits:

  • Affordable entry into data-driven decision-making
  • Scalable as business grows
  • Builds confidence in using BI tools without technical burden

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Curious? This is how it works.

Our 3-Step Process

Helping You Organize Your Data & Make Confident
Decisions

At Firstline Analytics, we specialize in transforming data
into clear, actionable insights. Whether you're an individual managing personal
finances or a business navigating complex operations, our process is built to
deliver clarity, confidence, and results.

Step 1: Discovery Meeting

We listen!

Every engagement starts with a personalized consultation
where we:

  • Understand your goals—whether it’s budgeting, forecasting, operations, or financial planning.
  • Identify the types of data you have, from bank statements to business reports.
  • Define the scope of work, including key metrics, timeframes, and preferred
    formats.

Step 2: Data Collection

You provide the data—we make it easy.

Once we’ve aligned on goals, we guide you through a simple
data submission process:

  • Share your documents: statements, spreadsheets, app exports, or receipts.
  • Any unclear or missing data is flagged for clarification.
  • We confirm completeness before moving into analysis.

Step 3: Analysis & Delivery

We turn your data into clarity and strategy.

With your data in hand, we get to work:

  • We clean, organize, and validate your data using tools like Python, Power BI,
    and Excel.
  • We visualize trends—spending patterns, income flows, business KPIs, and more.
  • You receive customized dashboards, reports, or interactive tools tailored to
    your needs.
  • We walk you through the results and offer recommendations or ongoing support.
Contact us now!