BI & Data Visualization

Live Dashboards. Real Decisions.Clearer. Faster. Smarter.Dashboards Built for Decisions.Your Data. Live. On Demand.

Custom dashboards in Power BI, Tableau, Looker, and FathomHQ, built around your KPIs, not generic templates. From executive scorecards to operational views, we turn raw data into decisions.

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What We Build

Dashboards That Drive Decisions

We design and deploy custom BI solutions across every function, including finance, sales, ops, and executive reporting.

Executive Dashboards

Board-ready KPI views across revenue, margins, headcount, and cash, refreshed in real time.

  • Revenue & EBITDA tracking
  • Cash position visibility
  • Headcount & payroll KPIs
  • Board-ready exports

Financial Performance Reports

P&L, balance sheet, and cash flow reports presented visually, not buried in spreadsheets.

  • P&L trend analysis
  • Budget vs. actuals
  • Cash flow waterfall charts
  • Variance commentary

Sales & Revenue Analytics

Pipeline, conversion, and revenue breakdowns by product, region, rep, or customer segment.

  • Sales pipeline view
  • Win/loss rate analysis
  • Customer LTV tracking
  • Revenue by segment

Operations Dashboards

Delivery timelines, project margins, utilization rates, and SLA compliance, all in one place.

  • Project margin tracking
  • Resource utilization
  • SLA & delivery monitoring
  • Ops KPI snapshots

Custom KPI Scorecards

Define the metrics that matter for your business. We build dashboards around your logic, not generic templates.

  • Business-defined KPIs
  • Weighted scoring models
  • Goal tracking & alerts
  • Multi-entity roll-up
Why DNA Growth for BI?

Data-First. Decision-Led.

We don't just build pretty charts. We build BI solutions that connect clean data to real business decisions.

We Connect Your Data First

Before any dashboard is built, we map and clean your data sources, including accounting, CRM, payroll, and e-commerce, into one pipeline.

Built for Decision-Making, Not Aesthetics

Every chart we build has a purpose. We ask 'what decision does this enable?' before designing any visual.

Real-Time Refresh, Not Stale Reports

Dashboards update automatically using live connectors, no manual exports, no 2-day-old data.

We Train Your Team to Own It

We hand over with documentation, walkthroughs, and access so your team can explore, filter, and act independently.

BI Tech Stack

Tools We Work With

We work across the leading BI platforms, connector tools, and source systems, so your dashboards are always current.

BI Tools

Power BIPower BITableauTableauLooker StudioLooker StudioFathomHQFathomHQMetabaseSuperset

Connectors & ETL

FivetranAirbyteAirbyteStitchdbtZapierZapierMakeMake

Source Platforms

QuickBooksQuickBooksNetSuiteNetSuiteXeroXeroHubSpotHubSpotStripeStripeShopifyShopifySalesforceSalesforceGoogle Analytics
Real Results

Numbers That Matter

Outcomes our clients see after we build and deploy their BI infrastructure.

90%
Faster Reporting

From 3-day manual exports to live dashboards updated automatically

Unified
Multi-Currency Reporting

Multi-entity, multi-currency dashboards rolled up into one view

6hrs
Saved Weekly

Finance team hours reclaimed from manual data prep and formatting

4 KPIs
Per Decision Layer

Avg. KPIs surfaced per stakeholder role, no more information overload

Who Is This For

Built for Leaders Who Need Clarity

Whether you're running finance for a portfolio company or managing ops for a fast-scaling startup, we build BI that fits your role.

CFOs & Finance Leaders

Move from spreadsheet-bound reporting to live financial visibility across entities and time periods.

  • Automated P&L refresh
  • Multi-entity consolidation
  • Audit-ready data lineage

Founders & CEOs

Get a single view of your business, covering revenue, cash, ops, and headcount, without waiting on the team.

  • Daily business pulse
  • Cash runway monitoring
  • Growth KPI tracker

Private Equity & Investors

Portfolio-level roll-up dashboards with consistent KPI standards across portfolio companies.

  • Portfolio roll-up views
  • KPI standardization
  • Investor reporting packs

Ops & Growth Teams

Track delivery, conversion, and performance in real time, not at the end of the quarter.

  • Sales & pipeline analytics
  • Ops & delivery KPIs
  • Growth experiment tracking

Ready to Scale Your Operations?

Join 1200+ clients who trust DNA Growth to deliver results at scale.

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