Data Analytics – Business Intelligence Dashboarding
One of the keys to success in business is being able to make more good decisions than bad ones over time. The main question then becomes how you inform those decisions. Sapling’s Business Intelligence (BI) services are designed to assist you with using your data to inform your decisions and measure performance, as opposed to just collecting it.
Order book and inventory
Our Approach

Sapling’s approach to dashboarding begins with Defining the Key Performance Indicators (KPIs), by working with your company to gain access to your data systems and to determine where the data exists to support certain KPIs. We also use our finance and consulting experience to suggest KPIs that may be useful today and down the road as your company is growing.

The next step in the process is Automating the Data, which begins through data extraction from your company’s various systems, which may involve coding custom API calls, establishing database server connections, and processing emailed .csv reports. We then build a database that will serve as a “data warehouse”, hosting the automatically fed and updated data.

The last phase is Building the Dashboard. Our dashboards are designed to support drill down capability, offer real-time insights, and consolidate information from multiple data systems. We build different dashboards for different members on your team: the CFO, the COO, GP Investment Team, Regional Manager, etc. We primarily use Power BI, as well as Tableau, to create custom dashboards that provide a clear view of your business performance.

Business Intelligence Dashboarding Demo

Who It’s For
  • Chief Financial Officer (CFO)
  • Chief Restructuring Officer (CRO)
  • Entrepreneur / Business Owner / Chief Executive Officer (CEO)
  • Private Equity Partner/Associate
  • Professional Service Provider - Referral
  • Professional Service Provider - White Labelling

  • Automotive Manufacturing & Distribution

  • Metal Recycling

  • Dental Support Organization

  • Dietary Supplements

  • Insurance Agency

Automotive Manufacturing & Distribution

Metal Recycling

Dental Support Organization

Dietary Supplements

Insurance Agency

Our Business Intelligence Dashboarding service provides a powerful way to digitally transform and automate your planning and reporting capabilities. With our expertise and tools, you can gain real-time insights into key business metrics, and make informed decisions faster than ever before. Our team is a full-stop shop providing you with the full 360 financial and IT in-house expertise needed to create the dashboards you need.

We work closely with you to identify the key metrics that matter most to your business, and we design custom dashboards that provide insights into these metrics. We believe in delivering high-quality results quickly, so you can start using your dashboards to make informed decisions as soon as possible.

As businesses scale, they often rely on multiple platforms—accounting software, payroll tools, ERP systems, and more. But when data lives in silos, it’s difficult to get a comprehensive view of business performance. Centralizing data gives you a clear, connected view of your business. It enables deeper analytics, streamlines reporting, and frees up your team to focus on insights, not manual work. We help businesses unify their systems to make faster, smarter decisions.

We will help your business to digitally transform your planning and reporting capabilities, by bridging the gap between finance and IT. Any organization has several software systems and data sources (accounting system, ERP, CRM, HR, inventory management, operational logs, etc.). Depending on the size and volume of your business, the data encompassed in these systems could be very large, on the order of millions of rows, beyond the capabilities of Excel. Often, the data is also siloed, since the systems are not integrated. This combination usually results in your finance team spending extensive amounts of time manually producing reports, and generally spending more time producing reports than interpreting the data.

Standard BI Dashboards

We also offer Standard BI Dashboards designed for mid-sized businesses. These dashboards help turn raw data into strategic insights, enabling smarter, faster decision-making across teams. Implementation requires collaboration to gather and integrate your data, ensuring the dashboards provide meaningful and actionable insights.

High-Quality Dashboards at a Competitive Price

Give businesses a competitive edge by offering advanced, easy-to-use reporting tools at a price point that’s both accessible and cost-effective.

Actionable Insights for Smarter Decisions

Give businesses a competitive edge by offering advanced, easy-to-use reporting tools at a price point that’s both accessible and cost-effective.

Stronger Collaboration Through Smarter Design

Help leadership teams align on the same data set to improve clarity, speed up decision-making, and strengthen cross-team effectiveness.

STANDARD BI DASHBOARDS WE OFFER

Customer Analysis and Retention

Our service analyzes customer behavior, churn trends, and lifetime value (LTV) to build effective, data-driven retention strategies. By combining these insights with external ratings and reviews, we help teams identify high-value segments, prioritize actions, and improve decision-making.

ERP to GL Reconciliation

Our ERP to GL Reconciliation service helps finance teams save time, reduce errors, and gain clearer visibility into revenue and expense data. By automating revenue matching across systems and enabling detailed drill-downs, we improve financial accuracy, streamline month-end close, and strengthen internal controls, giving you confidence in your numbers.

AR/AP, Net Working Capital, and Liquidity Analysis

Our solution delivers daily cash flow visibility with detailed insights into aging accounts receivable (AR) and accounts payable (AP), enabling teams to forecast cash needs with confidence. We track liquidity ratios, covenant compliance, and net working capital, factoring in inventory levels and seasonality. Interactive, predictive dashboards help monitor liquidity health and support smarter financial decisions and resource planning.

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