Products

Digital Products

Practical analytics tools, templates, and guides to help you get started on your own—or supplement your custom projects. All products are version-controlled and delivered automatically when you purchase.

What’s Included

Each product includes working files, documentation, and examples. Updates are delivered automatically—just re-download from your account whenever we release improvements.

Available Products

Browse our digital products below. Each product is designed with real-world operations in mind—the same patterns and best practices we use in client projects.

Power BI Sales Dashboard Template

Complete Power BI dashboard template focused on sales performance: Complete PBIX file with sample data Customization guide and data model documentation Best practices for sales reporting Ready to connect to […]

Financial Metrics Dashboard Suite

Complete financial reporting solution: Multiple financial dashboards (P&L, cash flow, budget variance) Advanced data models Full documentation and training materials Ready-to-use templates for finance teams

Data Modeling Starter Kit

Everything you need to get started with data modeling: SQL integration scripts for ERP/CRM connections Power BI data model templates ERP/CRM integration examples Comprehensive documentation and best practices

Power BI Inventory & Operations Template

Operations-focused dashboard template: Inventory tracking and performance metrics Integration examples with common ERP systems Performance metrics and KPIs guide Manufacturing and distribution use cases Complete Power BI dashboard template for […]

SQL Script Library

Reusable SQL patterns for common analytics tasks: ERP and CRM specific queries Data transformation and cleaning scripts Documentation and use cases for each script Common patterns for ERP/CRM integrations

BI Quick-Start Guide Pack

Three essential guides to get you moving with practical analytics: Getting Started with Power BI – What it takes to go from zero to a first useful dashboard Defining Metrics […]

Tier 1 – Entry Level ($99-$149)

BI Quick-Start Guide Pack – $99

Three essential guides to get you moving with practical analytics:

  • Getting Started with Power BI – What it takes to go from zero to a first useful dashboard without overcomplicating your data model
  • Defining Metrics That Matter – Choosing a small set of core KPIs that leadership and operations can agree on
  • Bringing ERP/CRM Data Together – Patterns for stitching together data from systems that were never designed to talk to each other

Includes Excel templates for data collection and validation, plus video walkthroughs (screen recordings).

SQL Script Library – $149

Reusable SQL patterns for common analytics tasks:

  • ERP and CRM specific queries
  • Data transformation and cleaning scripts
  • Documentation and use cases for each script
  • Common patterns for ERP/CRM integrations

Tier 2 – Templates ($199-$249)

Power BI Sales Dashboard Template – $199

Complete Power BI dashboard template focused on sales performance:

  • Complete PBIX file with sample data
  • Customization guide and data model documentation
  • Best practices for sales reporting
  • Ready to connect to your data sources

Power BI Inventory & Operations Template – $199

Operations-focused dashboard template:

  • Inventory tracking and performance metrics
  • Integration examples with common ERP systems
  • Performance metrics and KPIs guide
  • Manufacturing and distribution use cases

Data Modeling Starter Kit – $249

Everything you need to get started with data modeling:

  • SQL integration scripts for ERP/CRM connections
  • Power BI data model templates
  • ERP/CRM integration examples
  • Comprehensive documentation and best practices

Tier 3 – Premium ($299+)

Financial Metrics Dashboard Suite – $299

Complete financial reporting solution:

  • Multiple financial dashboards (P&L, cash flow, budget variance)
  • Advanced data models
  • Full documentation and training materials
  • Ready-to-use templates for finance teams

Questions?

Not sure which product fits your needs? Book a discovery call and we’ll help you figure it out.

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