Analytics & Dashboard Reporting
Analytics and dashboard reporting that pulls out the insight, not just the numbers
TrendLab Analytics builds analytics and dashboard reporting for small and mid-size businesses that goes past the chart: Tableau and Power BI dashboards, KPI scorecards, and automated data exploration that surfaces what changed, why it changed and what to do next. We are an Atlanta, Georgia consultancy serving clients nationwide, led by a principal consultant with 17 years in healthcare finance and business intelligence who has shipped 25 or more executive dashboards to more than 500 end users at a single organization. The goal is speed to insight: the moment data lands, the report is already answering the question.
Who this is for
- •Leadership teams who get numbers late, in inconsistent formats, or only when someone has time to build them
- •Finance, sales and operations groups that want one agreed set of KPIs and one version of the truth
- •Companies with data spread across QuickBooks, a CRM, spreadsheets, PDFs and notes, and no clear view of any of it
What you get
- •Executive and departmental dashboards in Tableau, Power BI or a lightweight web dashboard, wired to live data
- •Insight layers on top of the dashboard: variance and driver analysis, anomaly flags, and plain-English narrative that explains the movement
- •Automated data exploration: scripted profiling, segmentation and outlier scans that run on every refresh so the interesting finding is waiting for you
- •Structuring of complex and unstructured data (documents, notes, emails, call logs, PDFs) into reportable fields with LLM extraction where rules are not enough
- •A KPI definition sheet, self-serve filters and drill-downs, training and a short playbook
Results from similar work
25+
self-serve dashboards
An executive dashboard suite serving 500+ end users, replacing ad-hoc spreadsheet requests with instant answers.
70%
less time on recurring reports
Claims and membership reporting automated with Python and Tableau so analysts spend their time on the judgment-heavy work.
How it works
- 1.Discovery call to list the decisions the reporting must support and where the data lives, structured or not
- 2.A one-page wireframe of each view and the insight questions it must answer, agreed before any build
- 3.Pipeline, exploration scripts and dashboard built together, reviewed weekly
- 4.Rollout with training, then a 30-day tuning window
Timeline
A first dashboard suite typically takes 3 to 6 weeks, depending on how clean and how structured the source data is.
Pricing
Fixed-scope pricing per dashboard suite, quoted after the discovery call. Tableau or Power BI licensing is separate and we help you pick the cheapest option that fits.
Tools
Tableau (advanced) · Power BI · SQL: Snowflake, BigQuery, Teradata, PostgreSQL · Python · Excel and Google Sheets · Claude and OpenAI APIs for text extraction
Analytics & Dashboard Reporting questions answered
Straight answers. If yours is not here, the discovery call is free.
What is the difference between a dashboard and dashboard reporting that produces insight?
A dashboard shows the number. Insight-driven reporting also shows why it moved, which segment drove it, whether it is unusual, and what the next action is. We build the exploration and narrative layers on top of the visuals so leaders get answers, not homework.
Can you report on unstructured data like documents, notes and emails?
Yes. We turn documents, PDFs, notes, call logs and email into structured fields using rules and large-language-model extraction, then report on them like any other table. That is often where the biggest untapped insight sits.
Tableau or Power BI, which should we use?
Power BI is usually the cheaper choice for Microsoft-centric teams; Tableau is stronger for complex visual analysis and larger user bases. We recommend based on your licenses, data sources and audience, and build in either.
Can the dashboard update automatically?
Yes. We connect it to your source systems and schedule refreshes, so nobody re-uploads a file and the insight is ready when you open it.
How much does a custom dashboard cost?
It depends on the number of views, data sources and how much exploration automation you want. Every engagement is quoted as a fixed scope after a free discovery call.
Do you work remotely?
Yes. We are based in Atlanta and serve clients across the United States remotely, with on-site sessions available in the Atlanta area.
Start with a free 30-minute call
Tell us the process, report or dataset that is costing you the most time. You leave with a clear next step, whether or not that is us.
Other services: Business Process Automation · AI & Machine Learning · Data Engineering · Agentic AI & Context Engineering