DATA ANALYTICS
the pipeline Intake.
| ID | NAME | DATE | AMOUNT | CATEGORY | STATUS | |
|---|---|---|---|---|---|---|
| 1 | 1001 | john doe | 2026/13/02 | $1,2OO | sales | OK |
| 2 | 1001 | JOHN DOE | 02-13-26 | 1200 | Sales | dup |
| 3 | 1002 | #REF! | NULL | ? | ||
| 4 | 1003 | Jane O'Hara | 13-Feb | 980.5 | servces | ok |
| 5 | mike | 2026.02.14 | -50 | sales | ||
| 6 | 1005 | ACME LLC | Feb 14 2026 | $2,000.00 | SALES | OK |
Discipline is the foundation, not an afterthought. Every engagement gets a named, versioned, auditable file registry. Tap a folder to see the rule behind it.
Every project opens with the same numbered skeleton — docs, intake, cleanup, analysis, delivery, archive. Anyone can find anything without asking, and the layout itself documents the workflow.
La Salle Beauty & Wellness Spa — a working accounting dashboard. Switch sheets below; flip between a yearly roll-up and a month-by-month view.
| Income | |
| Service Revenue | $128,000 |
| Product Sales | $46,000 |
| Membership Dues | $22,000 |
| Gift Cards | $8,000 |
| Total Income | $204,000 |
| Cost of Goods Sold | |
| Beauty Products | $18,000 |
| Salaries Expense | $62,000 |
| Total COGS | $80,000 |
| Gross Profit | $124,000 |
| Expenses | |
| Lease | $24,000 |
| Sauna Loan | $9,600 |
| Marketing | $8,000 |
| Utilities — Electric | $6,200 |
| Water & Sewage | $3,000 |
| Internet | $2,400 |
| Insurance | $5,200 |
| Supplies | $3,600 |
| Depreciation | $4,000 |
| Repairs | $2,200 |
| Bad Debt | $1,200 |
| Total Expenses | $69,400 |
| Net Profit | $54,600 |
Three industries, three builds, one discipline. Click a case to see the dashboards behind it — problem, build, outcome.
A custody case runs on records — who had the children, when, and what actually happened hour by hour. That history lived in texts, calendars, and memory.
A custody dashboard with hour-by-hour activity logs, yearly and monthly views, and comparative reporting between parties.
Court-ready exhibits and parent-side clarity on the patterns that matter.
A construction firm needed job costing, customer profitability, and invoice status tracking across years of work — and month-end took days.
A full Excel dashboard system: job-level cost, labor, and gross profit views, invoice status, and sales by month.
Month-end reporting collapsed from days to minutes — with real visibility into which customers and jobs actually pay.
Generic SaaS point-of-sale didn’t fit the business — monthly fees, locked-in data, and reports that answered someone else’s questions.
A custom POS with order entry, inventory sync, customer history, payment flow, and a daily/weekly reporting layer.
Replaced the subscription, kept ownership of every record, and the daily close became a one-screen report.
Every report is only as honest as the rows beneath it. Browse the disciplines that turn raw intake into decision-grade data — before and after, side by side.
Duplicate records are the quietest way to inflate a report — the same customer counted twice, the same invoice paid into the totals two times. Exact matching catches the copy-paste twins; fuzzy matching catches “Smyth, Jon” living at the same address as “Smith, John”; rules-based matching decides which survivor keeps the history. The discipline isn’t deleting rows — it’s merging them so nothing a duplicate carried is lost.