Most small businesses sit on years of POS, CRM, and Shopify data they've never opened. We pull it together, find the story it's telling, and ship a monthly recap that drives staffing, hours, inventory, and marketing decisions.
Commerce7, WineDirect, Toast — all collecting rich data on tasting room conversion, wine club retention, shipping economics. Most owners have looked at none of it.
Square and Toast generate hundreds of reports nobody reads. We turn the data into a single one-pager showing what to actually do about Tuesdays.
Cross-store comparisons, inventory turn by SKU, basket analysis, customer journey across stores. The dashboards your POS vendor doesn't ship.
We pull from your POS, CRM, Shopify, Google Analytics, email platform — wherever the data lives — into one warehouse we host.
Built for your business, not a generic template. Tasting room conversion, club retention curves, basket analysis — whatever the questions are.
A one-pager you'll actually read. Top moves, what changed, what to do this month. Sent on the 1st of every month.
60-minute call every 90 days. Step back from the data, look at the trend lines, decide what to test next quarter.
Slack, email, phone — whichever you prefer. Ad-hoc questions answered in days, not weeks.
You can open the dashboards yourself any time. No "can you pull a number for me" tickets for things you should be able to see.
Two weeks from kickoff to live dashboards. The first monthly recap lands ~30 days later, then it's a steady cadence — monthly recaps, quarterly strategy reviews, ad-hoc questions answered in days.
We pull a sample export from each of your systems (POS, CRM, e-comm, email, GA), map every field, identify the gaps. You see what the data can answer and what's missing before we build anything. Days 1–3.
Build the pipelines that pull your data into our warehouse nightly. Validation tests on every load so silent breaks get caught before they hit a dashboard. Days 4–7.
Custom dashboards built for the questions you actually have — not a generic template. One round of revisions baked in during the week, second round optional after launch. Days 8–14.
First plain-English recap lands ~30 days after dashboards go live. Monthly cadence from there, with quarterly strategy calls and ad-hoc answers in between.
Data Analytics is custom-quoted per engagement based on the number of source systems, dashboard complexity, and refresh cadence. A one-time setup covers data integration and the initial build; a monthly fee covers hosting, dashboards, monthly recaps, and ad-hoc questions. Larger scope, like multi-million-row datasets, 5+ source systems, or sub-hourly refresh, is quoted separately.
Yours, always. We host it in a Postgres database you own — either on our infrastructure or on your own cloud account (AWS, GCP, DigitalOcean), your call. We never resell your data, never aggregate it into industry reports, never train a model on it, never use it for anything except your work. If you ever leave, you walk away with a full dump (raw + transformed tables) and the documented schema. No exit fee, no data hostage.
Pretty much anything that has an export. By vertical: wineries — Commerce7, WineDirect, OrderPort, Vin65, Toast (for tasting-room-with-food-service); restaurants — Toast, Square, Clover, TouchBistro, Resy, OpenTable, 7shifts (for labor); multi-location retail — Lightspeed, Shopify POS, Vend, Cin7, Square for Retail. On top of POS we pull CRM (HubSpot, Salesforce, Klaviyo, Mailchimp), e-commerce (Shopify, WooCommerce, BigCommerce), accounting (QuickBooks, Xero), and ad platforms (Google Ads, Meta, Klaviyo) so the picture is unified, not siloed. If your system has any kind of export — REST API, CSV, scheduled report, even a vendor portal we can scrape — we can pull from it.
Nightly refresh by default, landing in your warehouse by ~5 AM local — most decisions don't need real-time and nightly keeps cost low. For specific use cases where same-day matters (a winery's release-day allocation tracking, a restaurant's day-of staffing calls, a multi-store retail flash sale) we can run hourly, every-15-minutes, or even streaming via Postgres logical replication. We tune the cadence to the decision, not the other way around.
We rebuild the integration in the new system — typically a 3–5 day project, scheduled around the cutover. The historical data stays in our warehouse, so your trend lines survive the switch unbroken. A heads-up specifically for wineries and restaurants: many businesses' single biggest data gap comes from POS migrations where the old data was thrown out by the vendor or never exported. If you're considering a migration, talk to us before the switch and we'll snapshot everything.
Often, yes — and we'll tell you when the answer is no. Our dashboards cover what your POS reports do (sales by category, by hour, by SKU, by server) plus things they don't (cross-system comparisons, multi-year trends, custom cohorts, allocation by club tier, basket analysis across locations). Don't cancel your POS reporting — keep it as the operational ground truth — but the dashboards become your decision-making layer. Where the POS report wins is anything tied to live transactional state (open tickets, current cash drawer, today's tips); those stay in the POS.
One PDF page (or web view), three sections. Top moves: 3–5 specific actions ranked by expected impact, each with the data behind it ("Wine club retention dropped 4 points last month — concentrated in Tier 2; review the shipping cost message in the upcoming charge email"). What changed: the trend lines that moved meaningfully versus last month and last year. Watch list: early-warning numbers heading the wrong direction. No raw dashboards in the recap — you have the dashboards for that. The recap is the editorial layer on top.
Yes. Every dashboard has a read-only login your whole team gets — no per-seat charge — so they can pull the number they need without filing a ticket. For questions that go beyond what's on the dashboard ("why did Tuesday-night sales drop in March?"), you Slack, email, or call your analyst and we answer in days, not weeks. Ad-hoc analysis is included in the monthly retainer up to a reasonable bound; we'll tell you if a question is big enough to warrant a separate scope.
We work with whatever you have, and we set up the pipelines so future data accumulates cleanly. A 6-month-old business gets a less trend-heavy first dashboard and more attention to baseline-setting ("here's what 'normal' looks like for you now, so we can spot when it changes"). By month 4–6 the trend layer becomes useful. By month 12 you have year-over-year comparisons that are actually meaningful.
Carefully — and only when the benchmark is honest. Anonymized aggregated benchmarks across our own client base are available for clients in verticals where we have enough customers to make the comparison statistically reasonable (we'll tell you when that's not the case). We won't ship vanity benchmarks that don't translate to a decision, and we never share your numbers individually with anyone — only fully anonymized aggregates that can't be reverse-engineered to identify you.
All customer data is encrypted at rest and in transit. We follow PCI guidance on card data — namely, we don't store it; we only store the tokenized references your POS already gives us. For CCPA/GDPR/state-privacy laws, the data subject's rights (access, deletion, export) flow back through your POS and CRM, which is where their record of record lives; we mirror the deletion. We can also run on your own cloud account if your compliance posture requires data residency or a specific audit boundary.
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