Package 1 - Data Foundation Setup

“Get your data organized and connected”

Best for:

Businesses using multiple systems (QuickBooks, Excel, CRM, etc.)
No centralized reporting
Messy or unreliable data

What’s included:

Data source audit (all systems reviewed)
Connect up to 3–5 data sources:
- Accounting (QuickBooks, Sage, etc.)
- Excel / Google Sheets
- CRM (optional)
Data cleaning & normalization
Build structured data model (Power BI ready)
Define core KPIs with client
Documentation of data structure

Deliverables:

Clean, unified dataset
Data model ready for dashboards
KPI definition sheet

Timeline:

2–4 weeks

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