AI Data Cleanup & Dashboards

Unify spreadsheets, CRMs, and marketing tools into dashboards leadership trusts.

Implementation is handled through a consultation while our automation backend is offline.

Where this delivers outsized wins

• Consolidated revenue, pipeline, and retention metrics
• Automated anomaly alerts for finance and RevOps
• Executive dashboards refreshed daily from a single source

How the engagement unfolds

1. Inventory current tooling and exports
2. Stand up cleaned warehouse + dbt-style models
3. Publish dashboards with alerting + access controls

Engagement snapshot

Starts at $1497/mo

Share your goals during the booking call so we can tailor the rollout once tooling reopens.

Data cleanup FAQs