+ Reporting & Business Intelligence | Keelstone Group

Reporting & Business Intelligence

A dashboard nobody opens is not reporting.

Across every automation we build, we keep one clear monthly picture of what changed — in dollars where possible, not a wall of charts.

01 / 04

The problem

Most reporting answers questions nobody asked.

Job platforms and phone systems produce plenty of numbers. Very few of them answer the questions an owner actually has: did we lose less work this month than last, and where is the remaining loss.

So the reports get opened once, then ignored, and decisions go back to being made on the feeling of how busy the month was.

02 / 04

What we build

What we build

  • A monthly review of workflow performance in dollars where possible
  • The specific operational questions you want answered, not a generic template
  • Refinements to prompts, routing, and follow-up rules based on what the numbers show
  • New scenarios as the operation changes
  • Review of exceptions and customer feedback
03 / 04

What changes

What changes

  • You see what the automation changed, in money, once a month
  • Adjustments are made on evidence rather than on impression
  • Exceptions get reviewed instead of accumulating
  • The reporting stays short enough that it actually gets read
04 / 04

Typical scope

Typical scope

This is ongoing work rather than a one-off build, and it usually starts after the first implementation is live and producing data worth reading.

Typical range: retainer $500–$2,500/mo

All ranges are typical, not a quote. Final scope is set after the free diagnostic.

Ready when you are

Decide what your monthly report should answer.

+