Custom dashboards and automated reporting that help you see what matters, act faster, and grow with confidence.
*Standard deployments with clean cloud systems, 1–3 data sources, and minimal historical cleanup can launch in as little as 2 weeks. Savings estimate compares Data Forge to hiring an in-house developer or analyst before infrastructure, software, benefits, recruiting, and overhead.
Most growing companies already have the numbers. The problem is that the numbers are scattered across tools, spreadsheets, reports, and inboxes.
You find out what went wrong after the job, month, or quarter is already over.
QuickBooks, CRMs, scheduling tools, databases, and manual trackers all tell a different story.
An in-house analyst or developer can cost far more than salary once benefits, tools, recruiting, and infrastructure enter the picture.
The platform is powerful, but setup, data modeling, and maintenance can become a second business.
See revenue, pipeline, operations, profitability, and cash flow in one place.
We connect your tools, clean the data, and build a reporting layer your team can trust.
Get managed analytics without carrying the full cost of salary, infrastructure, software, benefits, recruiting, and overhead.
Powered by Tableau Cloud, built and maintained for business owners, operators, and managers.
A practical launch package built around the questions owners and managers ask every week.
We handle data setup, pipelines, dashboard design, QA, publishing, and maintenance.
Interactive dashboards on an enterprise-grade BI platform your team can use without code.
Your reporting environment is private, access-controlled, and separated from other clients.
Start with the essentials, then add departments, sources, and custom reporting as you grow.
Revenue trends, gross profit, EBITDA, cash balance, locations, and top-level KPIs in one leadership view.
Pipeline, win rates, deal sizes, rep performance, source trends, and forecast visibility.
Job completion, on-time performance, backlog, capacity, team productivity, and service bottlenecks.
P&L visibility, actual vs budget, expenses by category, margin trends, and cash flow waterfall.
These are website-ready mockups showing what Data Forge can build in Tableau for service businesses with repeatable operations and scattered data.
Built for owners who need to see billable hours, missed visits, caregiver performance, payer mix, and compliance issues before they become payroll and cash-flow problems.
Track case starts, treatment acceptance, collections, chair utilization, referral sources, insurance aging, and provider productivity in one clean executive view.
Designed for service leaders who need real-time visibility into revenue, callback rates, technician utilization, dispatch efficiency, memberships, inventory exceptions, and branch performance.
Start with a focused reporting package, then expand as your team needs deeper analytics, automation, and custom reporting.
Available for our first 3 clients on Growth plans and above.
Data Forge sits between expensive headcount and do-it-yourself BI chaos.
| What You Need | In-House Developer / Analyst | Data Forge | DIY Tableau |
|---|---|---|---|
| Monthly Cost | $5,000–$7,000+ before overhead | $500–$1,500+ monthly | $2,000+ licenses and setup time |
| Estimated Savings | Baseline | 70%+ vs hiring* | License savings only |
| Ongoing Maintenance | ✓ | ✓ | ✕ |
| No Hiring Risk | ✕ | ✓ | ✓ |
| Tableau Expertise Included | Varies | ✓ | ✕ |
| SQL and Data Pipeline | Varies | ✓ | ✕ |
| Scale Up or Down Easily | ✕ | ✓ | Somewhat |
*Before infrastructure, software, benefits, recruiting, onboarding, and management overhead.
Most standard deployments launch in as little as 2 weeks. More complex environments typically launch within 2 to 4 weeks depending on integrations, data quality, and reporting complexity.
We learn your business, your data sources, and the decisions you need to make faster.
We connect your tools, build the database layer, and prepare your data for reporting.
We design, review, and refine dashboards with your feedback until the story is clear.
Your team gets access to a private Tableau site and starts using the dashboards.
Yes. The Launch package gives smaller teams a practical starting point with 4 reports, a private report access site, 1TB storage, and one free custom report every month. You can expand when the reporting starts paying for itself.
Data Forge starts at $500 per month. A full-time developer or analyst can cost several times that before benefits, tools, infrastructure, onboarding, and management time. The savings become even clearer once those hidden costs are included.
Your dashboards are delivered through a private, access-controlled Tableau environment. We use secure connections and keep client reporting environments separated.
That person’s time is worth more than copying, pasting, and rebuilding reports. We automate the reporting so your team can focus on decisions.
No long-term contracts by default. You keep your data, and you are not trapped by a contract. We keep clients because the service keeps proving itself.
Yes. Many clients start with finance, operations, or sales, then expand once the first dashboards become part of weekly decision-making.
Book a free 30-minute demo. We will walk through your current reporting setup and show you what Data Forge could automate for your industry — no pitch deck, just real answers.
Fill out the form and we will reach out to schedule your session.
We will reach out within one business day to schedule your free 30-minute demo session.