The Problem

Business Intelligence Dashboards

Your data is sitting in three different systems and nobody has a clear picture of what's actually happening in the business. When someone asks how the month is tracking, the answer is a spreadsheet pulled together the night before — manually, from memory, every time.

The numbers exist. The problem is that pulling them together takes effort your team doesn't have, and by the time the picture is assembled, it's already out of date.

A business that can't see itself clearly can't make fast decisions. And fast decisions are where growth happens.

Who is this for?

Businesses ready to lead with data

You know there's margin to be found in your business — you just can't see it clearly enough to act on it. ClearView builds a live dashboard that surfaces the numbers that matter, so you can make faster, more confident decisions about where to push harder and where to pull back. Data stops being something you chase and starts being something you lead with.

Teams spending hours on reports that should be automatic

Someone in your business is rebuilding the same spreadsheet every week — pulling from three different systems, formatting it, chasing down the missing numbers. ClearView automates that process entirely and puts the output in front of the right people on schedule. Your team gets that time back. The business gets a more reliable picture.

Leadership teams who want everyone on the same page

When different people are working from different versions of the data, decisions slow down and trust erodes. ClearView builds a single source of truth — one consistent view of the business that everyone from owner to team lead works from. Every meeting, every call, every decision starts from the same place.

Boards and owners who want to trust the numbers

The report lands in your inbox and the numbers look right. But you don't know how they were put together, what assumptions sit underneath them, or whether anyone has checked the logic. ClearView builds dashboards on a foundation of structured, independently maintained data — with clear assumptions and a pipeline that can be interrogated. It's not just visibility into the business. It's visibility you can actually rely on.

Packages & Pricing

Essentials


For solo operators and small practices who need visibility without complexity.

Monthly Fee:

Setup Fee:

Target Size:

$550/month

$2,000-$4,000 (one-time)

1-5 staff, 1-2 data sources

Whats Included:

  • Up to 2 connected data sources (e.g., Xero + job management tool)

  • Standard dashboard with core business metrics

  • Automated daily/weekly data refresh

  • ClearView-managed pipeline and hosting

  • Format maintenance — we handle updates when your source systems change

Process of Engagement

  • We map every relevant data source and assess what's usable, what's fragmented, and what needs cleaning before anything gets built.

  • We design a dashboard around the decisions your team actually makes, build the data pipeline, and connect your sources — you see exactly what's going in before anything goes live.

  • We walk your team through the dashboard so everyone leaves confident in what they're looking at and how to act on it.

  • We monitor data integrity, apply updates when your source systems change, and develop new views as your needs evolve — you don't manage any of it.

Growth


For growing teams who need richer data and more decision-makers using it.

Monthly Fee:

Setup Fee:

Target Size:

$950/month

$3,500-$7,000 (one-time)

5-20 staff, multiple data sources

Whats Included:

  • Everything in Essentials, plus:

  • Up to 5 connected data sources

  • Custom dashboard design tailored to your brand and reporting needs

  • Role-based views (e.g., separate views for leadership vs. operations)

  • Automated alerts when key metrics hit thresholds

  • Capped monthly advisory time for dashboard review and development

Advanced


For larger firms with complex data environments or multi-entity structures.

Monthly Fee:

Setup Fee:

Target Size:

$1,800/month

$6,000-$10,000+ (one-time)

20+ staff, multiple data sources

Whats Included:

  • Everything in Growth, plus:

  • Unlimited connected data sources

  • Multi-entity and multi-brand consolidation

  • Advanced calculated metrics and custom KPI logic

  • Automated anomaly detection and data integrity alerts

  • Priority support and monthly strategic review