Scale & Business Systems · Automate with AI
AI Analytics & Business Intelligence
Build dashboards and reporting workflows that surface the metrics that matter most for scaling your business.
10 lessons · 495 minutes
Before starting: Completed CRM & Client Management Setup
Start courseWhat you walk away with
- Build a working funnel dashboard in Sheets, your CRM, or Metabase tracking leads through wins
- Calculate CAC, LTV, and payback period from your own numbers
- Attribute wins to channels so budget follows evidence instead of habit
- Forecast revenue with commit versus upside scenarios instead of single-point guesses
- Run a weekly metrics review ritual that ends in decisions
- An automation map for one repeated handoff, with exceptions, an owner, and a review step. Every artifact saves to your workspace, so you keep it after the course ends.
- A knowledge-check quiz and a visual walkthrough inside every one of the 10 lessons, about 8 hours of guided work.
- Most lessons close with a checklist, template, or do-it-this-week task, so progress shows up in your work, not just in the app.
The 3 Questions Your Metrics Must Answer
Stop tracking vanity metrics that feel productive but don't drive decisions. Learn the only 3 questions your business metrics need to answer to focus your time and grow your revenue.
Funnel Dashboard: Leads → Meetings → Proposals → Wins
Build the single most important view of your business - a conversion funnel dashboard that shows you exactly where clients are dropping off and what to fix to grow your revenue.
Pipeline Velocity: Average Days Between Stages
Learn how to measure and accelerate your sales pipeline velocity -- because a slow pipeline is a dying pipeline. Small improvements in speed compound into major revenue growth.
Commit vs Upside Forecasting
Learn a simple, bias-proof system to predict your monthly revenue with 70-80% accuracy -- stop over-forecasting and start planning with confidence.
CAC, LTV, and Payback Period for Small Business Owners
Learn the three numbers that determine if your business is truly profitable - Customer Acquisition Cost, Lifetime Value, and Payback Period - and build a simple dashboard to track them.
Revenue Tracking: New vs Expansion vs Churned MRR
Learn to track your monthly recurring revenue by component -- new, expansion, contraction, and churn -- to diagnose the real health of your business, not just the vanity metric of total revenue.
Channel Attribution: Which Source Drives Wins?
Learn how to track which marketing channels actually drive new clients and revenue for your small business -- so you can stop guessing and start scaling what works.
Building Dashboards in Sheets, CRM, or Metabase
Learn how to build a simple, actionable dashboard using Google Sheets, your CRM, or Metabase to track your core business metrics and make better decisions every week -- without expensive tools.
Weekly Metrics Review Ritual
Learn how a simple 30-minute Friday ritual can turn your business data into actionable insights and drive revenue growth -- without working more hours.
Your Analytics Playbook
Complete your analytics system with a final audit, a 7-day implementation sprint, and a plan to connect insights to AI-powered automation -- turning data into growth.