KPI dashboards for small and midsize businesses
Your business numbers on one dashboard that updates itself
Stop rebuilding the weekly report by hand. I connect your spreadsheets, accounting and databases and deliver a live dashboard in as little as 3 business days.
Hi, I'm Jon's intake assistant, an AI. What should the dashboard show, and where does that data live today?
About 3 minutes. You pick a call time at the end.
Pays for itself in the reporting hours your team gets back
Pay nothing until you approve the written scope.
- Wrong numbers fixed free
- 30 days of fixes included
“In a few weeks, he asked critical questions and worked with me to develop a dashboard for the org that was better, cleaner and easier to understand than some others that took many quarters to create.”
What manual reporting costs you
Use your own numbers. Nothing is sent until you submit the form below.
$20,800 a year
416 hours, about 10 work weeks, spent building reports by hand.
What you get
One page, up to 8 metrics
Pulled from up to 3 sources, in the BI tool you use or one I recommend.
One definition per metric
Written down, so finance and operations report the same number.
Readable in a minute
Plain labels and a single page, so anyone on the team can use it.
How it works
Tell me what you need
A few questions, about 3 minutes.
Discovery call
We confirm the metrics, sources and deadline, and whether I'm the right fit.
Written scope and price
Approve it, then a refundable $250 deposit reserves your build slot.
Build and handoff
I build it, reconcile every number to your source and hand it over.
Who builds it
Jon Kim, Founder, ClearMetric, Dallas, Texas
- 10 years in analytics and data science, including Square and UMB Bank
- MS in Economics, Purdue University
You work with me directly, from the first call to delivery.
“I gave him access to our 'not terribly robust' CRM, and he analyzed two years worth of data very quickly.”
“Jonathan went above and beyond to help me with this project. When it turned out more complicated than I first anticipated, he even reached out to his network to get additional expertise.”
Works with
- Excel
- Google Sheets
- QuickBooks
- SQL databases
- Stripe
- HubSpot
- Any API or CSV export
Questions
How fast can you deliver?
As little as 3 business days once I have access to your data. Bigger scopes take longer, and the written scope sets the date before you pay.
What if I need more metrics or sources?
It's quoted separately, before any work starts.
Why not use an AI tool?
AI can write a query. It can't connect your systems, keep the refresh running or fix it when a source changes. I use AI to build faster and handle the rest.
Book a free discovery call
Pay nothing until you approve the written scope. 6 required questions, then you pick a time.