Business Intelligence & Analytics
Turn Business Data Into Better Decisions.
You already have the data, spread across accounting, CRM, operations, and marketing. We connect the sources and build reporting that shows what is happening across the business.
Problems we solve
What Typically Holds Organizations Back
Spreadsheet reporting
Reports are stale when they arrive.
Conflicting numbers
Every department has its own figures.
No margin visibility
Revenue is visible; profit is not.
Unclear marketing return
Spend can't be tied to revenue.
Services & deliverables
What Business Intelligence & Analytics Includes
- Executive dashboards
- KPI reporting
- Financial analytics
- Operational reporting
- Revenue and margin visibility
- Sales pipeline performance
- Marketing attribution
- Data integration
- Power BI development
- Data quality and governance
- Advanced enterprise analytics in collaboration with Swish BI
Demonstration
What Leadership Reporting Can Look Like
Fictional data, shown for demonstration only.
Executive Overview
Demonstration dashboard · fictional data
Revenue (MTD)
$482K
+6.2%
Gross margin
38.4%
+1.1 pts
Open pipeline
$1.21M
64 deals
Jobs in backlog
47
5.3 wks
Monthly revenue trend
Leads by source
- Organic search34%
- Google Ads27%
- Referrals22%
- Other17%
Need enterprise data engineering or a modern data warehouse? Explore Swish BI
Example use cases
Where This Makes a Difference
Executive weekly scorecard
Sales, backlog, production, and cash in one view.
Job profitability
Margin by job type, from real cost data.
Lead-to-revenue tracking
Marketing sources tied to invoiced revenue.
Business benefits
Outcomes to Expect
- Faster, more confident decisions
- One trusted version of key metrics
- Less time spent building reports
- Visibility into margins and performance
- A foundation for advanced analytics
Engagement process
How We Work Together
- 01
Define
Agree on the KPIs leadership needs.
- 02
Connect
Integrate and clean the source data.
- 03
Visualize
Build dashboards with your team's input.
- 04
Adopt
Train users and refine as they use it.
FAQ
Common Questions
How does this relate to Swish BI?
Swish Technologies delivers business reporting within a broader technology strategy. For enterprise data engineering and advanced analytics, we collaborate with our sister company, Swish BI.
Do we need a data warehouse?
Not always. Many organizations start by connecting a few sources directly.
Which tools do you use?
Power BI is common on Microsoft 365, but tooling follows your environment and needs.
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