Business Intelligence

Your Business Is Generating Data.
Most of It Is Going to Waste.

You don't need more data. You need someone who can tell you what it means and what to do next. AI can build a dashboard in 10 minutes. It cannot diagnose WHY your margins are declining, earn the trust to see the real numbers, or validate its recommendations against actual outcomes. Brownstone delivers Fortune 500 analytical judgment at a price that makes sense for growing businesses.

Revenue Analysis KPI Dashboards Financial Modeling Operational Intelligence Forecasting Fractional CDO
The Gap

You're Making Big Decisions on Incomplete Information

Most business owners know something is off - they just can't pinpoint where. That's not a data problem. That's an intelligence problem.

1
"Is this worth it?"

Before you invest in equipment, staff, marketing, or expansion - know whether the numbers actually support the decision.

2
"What will it cost - really?"

Realistic budgeting built from your actual data, not optimistic vendor projections or gut-feel estimates.

3
"Are we spending wisely?"

Continuous tracking of what's working, what's bleeding margin, and where to redirect resources for maximum return.

A Fortune 500 company has an entire analytics department answering these questions every day. Brownstone gives your business the same clarity - without the six-figure overhead.

Who This Is For

We Work With Growing Businesses Across Every Industry

If you're making decisions that affect real money, you need real intelligence behind them. The industry doesn't matter. The questions do.

🍰
Food & Beverage

Recipe costing, margin by product line, catering vs. retail revenue mix, seasonal demand forecasting.

Key metric: Gross margin by SKU
🐾
Pet Services

Visit frequency analysis, membership vs. drop-in revenue, capacity utilization, staff scheduling ROI.

Key metric: Revenue per square foot
📚
Retail

Inventory turnover, top-performing categories, customer purchase patterns, break-even analysis by location.

Key metric: Sell-through rate
💆
Health & Wellness

Service margin by treatment type, booking conversion rates, membership model viability, capacity planning.

Key metric: Revenue per appointment
⚖️
Professional Services

Billable hour utilization, client profitability ranking, pipeline velocity, realization rate tracking.

Key metric: Effective hourly rate
🏥
Healthcare Practices

Patient volume trends, payer mix analysis, collections rate, revenue cycle visibility, staffing efficiency.

Key metric: Net collection rate
See It In Action

This Is What Your Business Looks Like With Brownstone

Select your industry and explore a live sample dashboard - the same analytical depth we bring to every engagement.

Business Intelligence
Live Demo
Serenity Wellness Studio Q1 2026 · Executive Summary
Month 4 · Above Break-Even
Monthly Revenue Trend
Margin by Service
Our Approach

What Brownstone Actually Does

We're not a software vendor. We're not a bookkeeper. We're the analytical judgment layer your business has been missing.

🔍

Business Health Assessment

We start by diagnosing where you are. Revenue trends, margin leaks, operational inefficiencies, and the one number that should be on your dashboard every morning.

📊

Executive Dashboards

Custom Power BI dashboards built around your business model - not generic templates. Connected to your actual data sources with automated refresh.

💡

KPI Framework Design

We identify the 5-7 metrics that actually drive your business forward, then build the reporting structure to track them consistently.

📈

Financial Modeling

Scenario analysis before major decisions. New location, new hire, new product line - we build the model so you know what the numbers say before you commit.

🔄

Ongoing Advisory

Monthly strategy calls, dashboard evolution as your business grows, and a standing answer to "does this make financial sense?" without the overhead of a full-time hire.

🔗

Data Source Integration

QuickBooks, Shopify, Square, Amazon Seller Central, Google Analytics, and more - connected, cleaned, and flowing into one unified view of your business.

What We Solve

The Questions Your Dashboard Should Already Be Answering

Before we talk about engagement scope, let's talk about what's actually keeping you up at night.

🏦 When your lender asks

"Can you show me cash runway by month?"

You pull up a live answer in seconds instead of building a spreadsheet the night before the meeting.

📋 When your auditor asks

"Where's the documentation behind this number?"

Every KPI traces back to the source data, no scrambling, no reconciling three versions of the same report.

🎯 When your gut asks

"Is this actually working?"

You stop guessing whether the new hire, new location, or new campaign is paying for itself, and start knowing.

See It In Action

Built For Businesses Like Yours

Real dashboards we've built across industries. Each one is tailored to how that business actually makes money, not a generic template.

Restaurant & Hospitality dashboard

Restaurant & Hospitality

Food cost, labor ratios, and revenue by daypart, tracked daily.

View live demo →
Healthcare Practices dashboard

Healthcare Practices

Collections, payment accuracy, and patient flow with compliance flags.

View live demo →
Retail & E-Commerce dashboard

Retail & E-Commerce

Revenue, margin, CAC, and cohorts with a built-in AI Analyst.

View live demo →
Retail Storefront dashboard

Retail Storefront

Seasonal revenue trends and gross margin by product category.

View live demo →
Real Estate Portfolio dashboard

Real Estate Portfolio

Rent collection, occupancy, and NOI margin by property type.

View live demo →
Sales & Business Development dashboard

Sales & Business Development

Pipeline health, deal aging, and a risk-ranked follow-up call list.

View live demo →
Workspace & Membership dashboard

Workspace & Membership

Lead-to-signed funnel, conversion by source, and net member growth.

View live demo →
Government Contracting dashboard

Government Contracting

Capability scores, win rates, and CMMC readiness, the way primes evaluate it.

View live demo →
Predictive & Forecasting dashboard

Predictive & Forecasting

Six-month revenue forecasts with scenario modeling and risk projection.

View live demo →
Restaurant & Hospitality dashboard

Restaurant & Hospitality

Food cost, labor ratios, and revenue by daypart, tracked daily.

View live demo →
Healthcare Practices dashboard

Healthcare Practices

Collections, payment accuracy, and patient flow with compliance flags.

View live demo →
Retail & E-Commerce dashboard

Retail & E-Commerce

Revenue, margin, CAC, and cohorts with a built-in AI Analyst.

View live demo →
Retail Storefront dashboard

Retail Storefront

Seasonal revenue trends and gross margin by product category.

View live demo →
Real Estate Portfolio dashboard

Real Estate Portfolio

Rent collection, occupancy, and NOI margin by property type.

View live demo →
Sales & Business Development dashboard

Sales & Business Development

Pipeline health, deal aging, and a risk-ranked follow-up call list.

View live demo →
Workspace & Membership dashboard

Workspace & Membership

Lead-to-signed funnel, conversion by source, and net member growth.

View live demo →
Government Contracting dashboard

Government Contracting

Capability scores, win rates, and CMMC readiness, the way primes evaluate it.

View live demo →
Predictive & Forecasting dashboard

Predictive & Forecasting

Six-month revenue forecasts with scenario modeling and risk projection.

View live demo →

Drifts automatically · hover or tap to pause · use the arrows to browse

See What Your Own Data Is Already Telling You

Every engagement starts with a free Business Health Check, not a quote. We'll show you what your numbers reveal before we ever talk about scope or cost.

Book Your Free Business Health Check

No pricing on this page on purpose. Every business's data tells a different story, so every engagement is scoped to what we find, together, on the call.

How We Work

Start With One Question.
Grow Into a Decision System.

Every engagement answers one thing first: which numbers actually run your business, and what to do about them. Start small, prove the value, and add depth only when it earns its place.

Illustrative → Real

The free look uses the shape of a business like yours. Everything after uses your actual numbers.

Read → Operate

First we hand you a picture you read. Then you get an instrument you run yourself, every month.

Tools → Judgment

The tiers deliver the tools. The top stage delivers a strategist thinking alongside you.

Start Here
0
Free · No Obligation

First-Look Diagnosis

"Is there something here worth a closer look?"

Free

Shows you how we think, not what your books say. A one-page read built from the shape of a business like yours: a verdict, a snapshot of the metrics that matter in your world, and three questions worth answering. Enough to see our judgment before you spend a dollar.

What You Get
  • A verdict naming the real open question
  • A snapshot of the metrics that define your industry
  • Three findings, each a question worth answering
  • Delivered as a one-page read, yours to keep
What Comes Next
  • The paid work uses your real numbers
  • This look is illustrative, to show our approach
  • It raises the questions worth paying to answer
Request Your Free Look →
Line 1Illustrative becomes real. Before, the shape of a business like yours. After, your own numbers on the table.
1
Front Door · Credits Toward Any Tier

Decision Analysis

"Answer this one thing, from my real numbers."

Your first real answer, small and sharp. This is the moment your actual data enters. One question, one board, one plain-language readout with a recommendation you can act on this month. The smallest way to put us to work on something real.

What You Get
  • One focused question answered from your data
  • One board built specifically to answer it
  • A plain-language readout with a clear recommendation
  • Credits toward any Insight, Growth, or Executive engagement
What Comes Next
  • Breadth: from one question to the whole business
  • A branded tool of your own
  • A standing picture, not a single analysis
Start With One Question →
Build a System
2
Insight Starter

Insight Starter

"Where do I stand right now?"

A clear, honest snapshot of your whole business at a glance, not just one question. A photograph of where you stand, built from the data you hand us, with the three moves that matter most.

What You Get
  • Custom Clarity Snapshot dashboard
  • Dashboard orientation session
  • One-page executive summary with three action items
  • Private branded URL, any device
  • 30 days of post-launch support
What Comes Next
  • The ability to feed it new data yourself
  • A living tool, not a snapshot in time
  • Alerts, benchmarks, and the AI Analyst
Book a Conversation →
Line 2A picture becomes an instrument. Before, a photograph you read. After, a camera you own and run yourself, every month.
3
Most Popular
Growth Dashboard

Growth Dashboard

"How do I stay on top of this myself, every month?"

The snapshot becomes a living tool you run yourself. Upload your own data anytime, get alerted when something crosses a line, and ask the Brownstone AI Analyst questions in plain language. Not a bigger photograph, a camera.

What You Get
  • Everything in Insight Starter, transformed
  • Clarity Tracker with self-service data upload
  • Industry benchmarks and alert thresholds
  • Brownstone AI Analyst, ask in plain language
  • Team training session, plus a 30-day check-in
What Comes Next
  • Multiple lenses: operations, financial, customer
  • Forward modeling and scenario analysis
  • Standing strategic advisory sessions
Book a Conversation →
4
Executive Intelligence

Executive Intelligence

"Help me decide on a major move, with the numbers behind me."

Decision support for a major move, not just monitoring the present. Multiple trackers across the business, models that project forward, and your judgment in the room for a specific big question.

What You Get
  • Everything in Growth Dashboard, plus:
  • Multiple trackers: operations, financial, customer
  • Financial modeling and scenario analysis
  • Predictive insights from historical trends
  • Strategic advisory sessions and a written analysis
Keeping It Running
  • Ongoing upkeep as the business changes
  • A standing strategic relationship
  • See Clarity Ongoing and Fractional CDO below
Book a Conversation →
Keep It Running
5
Monthly

Clarity Ongoing

"Keep this alive and current as my business changes."

The maintenance layer under any build above. Keeps your tools current and your eyes on the right numbers as the business evolves. A data analyst on retainer, without the full-time salary.

What You Get
  • Monthly KPI review
  • Dashboard updates as your business evolves
  • Quarterly strategic check-in
  • Continuity: the relationship does not end
What Makes It Different
  • Maintains the tools; does not re-architect strategy
  • Best paired with any build above
  • Month to month
Book a Conversation →
Line 3Tools become judgment. Before, we keep your instruments sharp. After, we help decide whether they are measuring the right things at all.
6
Monthly

Fractional CDO

"Be my data strategist. Think alongside me."

A standing seat at your table as your data strategist. Not a deliverable, access to judgment itself: ongoing thinking about what to measure, what it means, and what to do next. Executive-level analytical thinking, priced for a growing business.

What You Get
  • Ongoing senior advisory on your data strategy
  • Continuous judgment on what to measure and why
  • A strategist in the room as decisions arise
  • The question behind the questions, always in view
What Makes It Different
  • Delivers thinking, not just artifacts
  • Decides whether you are asking the right questions
  • For owners who want a partner, not just a build
Book a Conversation →

No pricing listed on purpose. Every business's data tells a different story, so every engagement is scoped to what we find, together, on the call.

Why Brownstone

Fortune 500 Analytical Judgment.
Without the Fortune 500 Price Tag.

15+
Years Fortune 500 Experience

Amazon. Mastercard. Charter Communications. The analytical rigor that built enterprise-scale intelligence systems - applied to your business.

3
Questions We Answer for Every Client

Is this worth it? What will it cost? Are we spending wisely? Every engagement is built around these - because these are the questions that move businesses forward.

0
Cookie-Cutter Dashboards

Every dashboard is built around your business model, your data sources, and the decisions you're actually trying to make. Not a template with your logo on it.

Brownstone delivers three things AI cannot replicate:

1

Strategic Diagnosis

We identify which patterns from 15 years of Fortune 500 work apply to your situation - not just what the data shows, but what it means and what to do next.

2

Proprietary Benchmarks

Cross-client anonymized data showing how your metrics compare to real peers in your industry and revenue band - not generic averages from the internet.

3

Ongoing Advisory

A strategic partner who knows your business, tracks your outcomes, and gives you a standing answer to "does this make financial sense?" when decisions need to be made.

Google Data Analytics Certified · Google Business Intelligence Certified · Microsoft Power BI Certified · Syracuse University - B.P.S. Knowledge Management, Summa Cum Laude · ISC2 Cybersecurity (CC) In Progress · Minority-Owned Business
🔒

Your Data, Safe and Simple

We connect to your data through the method that fits your business - whether that is an Excel spreadsheet, a QuickBooks export, or a file from your POS system. You do not need to change your existing systems or learn anything new. We work with read-only access, never store your data beyond the active engagement, and every engagement is covered by a signed confidentiality agreement before anything is shared.

Questions about your specific setup? Book a free Business Health Check →
Are you a defense contractor or regulated business? Brownstone has a dedicated Compliance Intelligence practice covering CMMC, FedRAMP, HIPAA, SOC 2, and more. The financial intelligence methodology is the same - the application is purpose-built for compliance decisions. See Compliance Intelligence →

Start With a Free Business Health Check

20 minutes. No slides, no pitch. We look at your numbers together and tell you exactly where the gaps are - and whether Brownstone is the right fit to close them.

Schedule Your Business Health Check

Free. No obligation. Just clarity.