Dashboards & KPI Tracking
Interactive executive dashboards that bring your most important metrics into one clear view.
- Power BI dashboards
- Executive scorecards
- Sales and operations reporting
- Real-time KPI monitoring
Business Intelligence • Data Analytics • Digital Transformation
Turn scattered data into clear decisions.
Theoria Analytics builds custom dashboards, trackers, reporting systems, research tools, and automated workflows that help businesses work smarter.
Custom-builtSolutions designed around your workflow
Easy to useClear tools your team can actually maintain
ScalableFrom one spreadsheet to full reporting systems
Business Performance
Live Report
Executive Overview
Revenue
$184,250
↑ 12.8%
Projects
48
↑ 6 this month
Completion
92%
On schedule
Monthly Growth
Last 6 months
JanFebMarAprMayJun
KPI Target84%
Automated
Updated
Powerful solutions built with the tools you already use
ExcelGoogle SheetsPower BIPower Automate
SharePointSQLRSPSS
What We Build
Practical analytics for real business needs.
Whether you need a polished spreadsheet or a complete reporting ecosystem, every solution is designed to save time, improve visibility, and support better decisions.
Financial Tracking
Organized, reliable financial tools for small businesses, teams, and independent operators.
- Budget and expense trackers
- Cash flow reporting
- Profitability analysis
- Forecasting models
Project & Event Planning
Custom systems that keep tasks, budgets, timelines, vendors, and deliverables under control.
- Project trackers
- Event planning workbooks
- Timeline and milestone tools
- Resource planning
HR & Workforce Analytics
Visualize workforce trends and make employee data easier to understand and act on.
- Recruitment dashboards
- Attendance and turnover reports
- Workforce planning
- Performance visualizations
Research & Statistical Analysis
Structured support for surveys, research projects, data analysis, and evidence-based reporting.
- Research methodology
- Survey design and analysis
- SPSS and R analysis
- Charts and written findings
Automation & Consulting
Reduce repetitive work with connected systems, automated approvals, and smarter processes.
- Power Automate workflows
- SharePoint solutions
- Data cleanup and organization
- Process improvement consulting
10+ hrssaved weekly
One sourceof truth
Built Around Your Business
Not another generic template.
Every company tracks information differently. We learn how your business operates, identify what is slowing you down, and build a solution that fits your exact process.
01
Clearer reportingTurn complex or messy information into reports people can understand quickly.
02
Less manual workAutomate repetitive updates, approvals, reminders, and data entry wherever possible.
03
Better decisionsMake performance, risks, trends, and priorities visible before they become problems.
Package-Based Pricing
Choose the level of support you need.
Every package starts with a consultation. Final pricing depends on data complexity, integrations, number of users, and turnaround requirements.
Launch
Build Your Foundation
For individuals and small businesses that need a clean, professional tool.
Starting at $299
- One custom Excel or Google Sheets tool
- Basic formulas and formatting
- One summary or reporting page
- One revision round
- Recorded walkthrough
Most Popular
Growth
Scale Your Business
For growing teams that need stronger reporting, visibility, and efficiency.
Starting at $899
- Multi-page tracker or dashboard
- Advanced formulas and data validation
- Automated reporting features
- Power BI or advanced spreadsheet visuals
- Two revision rounds
- Live training session
Enterprise Solutions
Organization-Wide Analytics
For organizations requiring a complete reporting or workflow solution.
Custom Quote
- Advanced dashboards and data models
- SQL, SharePoint, or multi-source integration
- Power Automate workflows
- Role-based reporting
- Documentation and team training
- Ongoing support options
Need something different? Custom project packages and monthly support plans are also available.
How It Works
From idea to working solution.
01
Discovery
We discuss your goals, current process, data sources, users, and the problem you need solved.
02
Build
We design, develop, test, and refine your custom tool, dashboard, analysis, or automation.
03
Launch
You receive the completed solution, training, documentation, and support for a smooth handoff.
Who We Help
Analytics support for every stage of growth.
We support founders, departments, researchers, and established organizations that need clearer reporting, stronger systems, and less manual work.
Small Businesses
Startups
Construction Companies
Healthcare Clinics
Real Estate Teams
Property Managers
Accounting Firms
Retail Businesses
Manufacturers
Nonprofits
Universities
Researchers
Event Planners
HR Departments
Consultants
Professional Services
Growing Organizations
What Problems We Solve
We don't sell software—we solve business problems.
01
Manual spreadsheets taking hours?We automate repetitive reporting and data preparation.
02
No visibility into KPIs?Executive dashboards make performance easy to understand.
03
Data scattered everywhere?We connect Excel, SQL, SharePoint and Power BI into one reporting ecosystem.
04
Business growing?Our systems scale from startups to enterprise organizations.
Additional Services
Beyond dashboards.
Data Management & Integration
- Database Design
- SQL Data Integration
- Data Migration
- Data Quality Audits
- Master Data Management
Business Consulting
- Business Process Improvement
- Operations Consulting
- Digital Transformation
- KPI Development
- Executive Reporting
Monthly Support Plans
- Dashboard Maintenance
- KPI Monitoring
- Monthly Reporting
- Automation Support
- Priority Consulting
Start Your Project
Your data should make your work easier.
Tell us what you are currently tracking, where the process breaks down, and what a better system would look like. We will recommend the right package and next steps.
theoriaanalytics@gmail.com
Serving clients remotely across Canada and beyond