KPI Dashboard Packages

Smarter data. Sharper decisions. Stronger growth.


Whether you're just getting started or scaling fast, our custom-built KPI dashboards are designed to meet you where you are and take you further.   Below are common configurations with custom solutions available.



Core-KPI Launch

Perfect for lean teams just getting started with KPIs.


  • KPI Audit and Recommendation Analysis
  • CEO Dashboard (Financial and Operational KPIs)
  • Board Dashboard (Budget and Performance KPIs)
  • Quarterly Review Calls


$4,995 Annually

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Growth Insights Suite

Designed for growing teams ready to align metrics with scale.


  • Complete CORE-KPI Suite PLUS +
  • Retention Analysis to identify your Ideal Customer (or member) Profile
  • Market Share Analysis to pinpoint growth opportunity areas
  • Market Share Dashboard (Current market share KPIs)
  • Sales Dashboard (Sales and Pipeline health KPIs)
  • Events Dashboard (Registrations and Engagement KPIs)


$7,995 Annually

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EPIC-BI Custom

For executive leaders who want tailored insights and full strategic partnership.


  • Complete Growth KPIs PLUS +
  • Profitability Analysis for deeper insight into customer (or member) profitability over time
  • Retention Dashboard (retention analytics)
  • Customer (Member) Journey Dashboard
  • Engagement Dashboard (LinkedIn, Website, Meta, KPIs)
  • Board Deck Creation + Ongoing CEO Professional Development for sustained strategic growth


Starting at $12,995 Annually

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