The Problem

Business Intelligence Dashboards

Your data is sitting in five 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, inaccurate.

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is that pulling them together takes time your team doesn't have, and once the picture is assembled, it's already out of date.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

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 live dashboards which 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 five different systems, formatting it, chasing down the missing numbers. ClearView automates that process entirely, putting 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. This is data 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)

2-8 staff, 1-2 data sources

What’s Included:

  • Three data sources pulled into a live dashboard automatically, with no manual compilation needed

  • Data pipeline and dashboard fully hosted and managed by ClearView, with no infrastructure or software for you to maintain

  • Automated daily or weekly refresh so your numbers are always current when you open them

  • Maintenance included when your source system change, keeping it accurate without any work from you

Process of Engagement

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

  • ClearView designs dashboards around the decisions your team actually makes, builds the data pipeline, and connect your sources. You see exactly what's going in before anything goes live.

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

  • ClearView monitors your datas integrity, applies updates when your source systems change, and develops new views as your needs evolve.

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

What’s Included:

  • Everything in Essentials, plus:

  • Automated alerts when key metrics cross your thresholds, so problems surface the moment the data shows them

  • Five data sources consolidated in a fully branded dashboard, designed around how your team makes decisions

  • Separate role-based views for leadership and operations, so each person sees only what is relevant to them

  • 3 hours advisory included each month so the dashboard evolves with the business

Advanced

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

Monthly Fee:

Setup Fee:

Target Size:

$2,000/month

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

20+ staff, multiple data sources

What’s Included:

  • Everything in Growth, plus:

  • Consolidated reporting across multiple entities in a single live view, with intercompany figures handled correctly

  • Unlimited data sources connected across your operation

  • Custom KPI logic built to your business model, capturing metrics standard financial reports will not show

  • Automated anomaly detection that flags unusual data patterns before they compound

  • Priority support, an additional 3 hours of advisory and monthly strategic review