* ROI and value figures based on Keystone Intel internal model assuming a $300/hr blended opportunity cost and 10+ hours/month of recovered executive time, plus estimated value of one avoided financial decision error per quarter. Individual results vary.
You have the data.
You don't have the insight.
Most businesses are sitting on everything they need to make better decisions. The problem isn't access to data — it's that nobody's translating it into conclusions fast enough to act on.
By the time the monthly report lands, the quarter is already off track. By the time the board deck is built, the opportunity to act has already passed. The insight arrives too late — if it arrives at all.
- Performance issues compound for weeks before anyone sees them
- Board decks get built from scratch the night before every meeting
- No consistent narrative — different numbers, different framing, every time
- Decisions get made on gut feel because the right data isn't surfaced yet
- Months pass before a margin squeeze or pipeline gap becomes visible
Connected once.
Insight, every week.
Not data. Not a dashboard.
Conclusions.
- Revenue, margin, and cash performance vs. budget
- Pipeline health with weighted value and velocity
- Week-over-week trend analysis
- Keystone Intel Point — one proprietary insight per week
- Risk flags and threshold alerts
- Executive summary with P&L vs. budget
- Pipeline funnel with RAG status by stage
- Operations dashboard and initiative tracker
- Priorities and asks for the coming month
- Conclusion-first slide titles — no setup required
- Threshold-based alerts (margin, AR, pipeline)
- Trend velocity alerts — catching problems early
- Benchmark comparison against industry patterns
- QuickBooks (financials)
- HubSpot (pipeline and CRM)
- Google Sheets (custom KPIs)
- Fully traceable — every number has a source and formula
Most clients recoup the cost
in the first decision.
One margin issue caught three weeks earlier. One pipeline gap spotted before it hit revenue. One board meeting where the conclusions were already written. The value isn't in the report — it's in what you do with it faster.
- One-time KPI audit and report
- Custom KPI scorecard for your business
- 30-minute walkthrough call
- No ongoing commitment
- Weekly KPI report — delivered every week
- Monthly board deck — delivered every month
- Risk flags and anomaly alerts
- QuickBooks + HubSpot integration
- Keystone Intel Point — one proprietary insight per report
- Quarterly strategy check-in
- Everything in Command
- Custom KPI dashboard (live)
- Monthly strategic briefing call
- Industry benchmark reporting
- Priority support and custom requests
See what your business
looks like with real clarity.
Book a 30-minute call. We'll map your core KPIs, show you exactly what your weekly intelligence brief would look like, and build your scorecard live. No prep required.