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.

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Food & Beverage

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

Key metric: Gross margin by SKU
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Pet Services

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

Key metric: Revenue per square foot
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Retail

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

Key metric: Sell-through rate
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Health & Wellness

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

Key metric: Revenue per appointment
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Professional Services

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

Key metric: Effective hourly rate
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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.

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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.

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Executive Dashboards

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

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KPI Framework Design

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

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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.

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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.

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Data Source Integration

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

Engagement Options

Business Intelligence Packages

Every engagement starts with a free 20-minute Business Health Check to assess your data landscape and determine the right level of support.

Founding Client Pricing - We're offering reduced rates for our first clients as we build our local practice. Limited availability.
One-time engagement

Insight Starter

$2,500 $2,000
Founding Client Rate
Delivered in 7 days

We identify the 2-3 decisions costing your business the most money and give you the clarity to fix them. You get an interactive Clarity Snapshot dashboard accessible from any device, plus a guided walkthrough session where we translate the numbers into actions you can take this week.

✓ Custom Clarity Snapshot dashboard
✓ Dashboard Orientation Session
✓ 1-page Executive Summary with 3 action items
✓ Private branded URL - access from any device
✓ 30-day post-launch support
AI Analyst available at Tier 2 and above. The Insight Starter is a static one-time snapshot; the AI Analyst requires a live data layer to interpret.
Get Started
Most Clients Start Here One-time engagement

Growth Dashboard

$4,500 $3,500
Founding Client Rate
Delivered in 14 days · 3-source integration

You get the ongoing clarity to make better decisions faster. Your own Clarity Tracker dashboard shows you the metrics that actually drive your business. Upload fresh data from QuickBooks, your POS, or any spreadsheet and your KPIs update instantly. Industry benchmarks and smart alerts are built in so you know when something needs your attention.

✓ Everything in Insight Starter, plus:
✓ Custom Clarity Tracker with self-service data upload
✓ Industry benchmarks and alert thresholds
✓ Column mapping configured to your data structure
✓ Training session for you and your team
✓ 30-day check-in to review and adjust
AI Analyst Ask your dashboard questions in plain English
Brownstone AI Analyst built into your Clarity Tracker
Quick-ask buttons for instant insight on any KPI
Self-service interpretation, available 24/7
Get Started
One-time engagement

Executive Intelligence

$9,000 $7,500
Founding Client Rate
Delivered in 30 days · Full ETL build

You get the strategic foundation to make high-stakes decisions with confidence. Multiple custom Clarity Trackers combined with financial modeling, scenario analysis, and strategic advisory. Revenue forecasting, break-even projections, and a written analysis you can present to partners, investors, or lenders.

✓ Everything in Growth Dashboard, plus:
✓ Multiple Clarity Trackers (operations, financial, customer)
✓ Financial modeling and scenario analysis
✓ Predictive insights from historical trends
✓ 2-3 strategic advisory sessions
✓ Comprehensive written analysis for stakeholders
AI Analyst Strategic synthesis across every dashboard
Multi-dashboard synthesis across operations, financial, and customer views
Scenario forecasting under base, upside, and downside cases
Structured strategic outputs with supporting evidence and recommendations
Get Started
Keep Your Intelligence Sharp

Clarity Ongoing

After your initial engagement, Clarity Ongoing gives you a monthly KPI review, dashboard updates as your business evolves, and a quarterly strategic check-in to make sure you are always looking at the right numbers. Think of it as having a data analyst on retainer - without the full-time salary.

$750/mo $600/mo
Founding Client Rate
Same-day refresh · Weekly insights
✓ Monthly dashboard refresh and anomaly review
✓ Monthly KPI summary email with recommendations
✓ Quarterly strategic check-in (30 min)
✓ Priority email support between sessions
✓ Dashboard evolution at no additional cost
AI Analyst Month-over-month intelligence with Paul in the loop
Memory layer - the AI remembers every prior month
Monthly KPI summary email drafted by AI, signed by Paul
Variance alerts when key metrics move outside thresholds
Start Clarity Ongoing
Full Strategic Partnership

Fractional CDO Retainer

Your Chief Data Officer, without the C-suite salary. Fractional CDO gives you a senior analytical partner who knows your business, manages your Clarity Live dashboards, and sits at the table when important decisions are being made. Weekly strategic sessions, financial modeling on demand, and investor-ready reporting.

$4,000/mo $3,500/mo
Founding Client Rate
30-day onboarding · On-demand advisory
✓ Everything in Clarity Ongoing, plus:
✓ Clarity Live - fully managed, continuously updated dashboards
✓ Weekly or bi-weekly strategic sessions
✓ Financial modeling on demand
✓ Board and investor-ready reporting
✓ Direct access - call, text, or email as needed
AI Analyst Paul's strategic force multiplier - curated, not raw
Board memos, investor materials, and scenario models drafted in hours
Full historical archive plus financial modeling environment
Every output reviewed and curated by Paul before delivery
Talk About a Retainer
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.

The AI Analyst is the speed layer in every Clarity Tracker (Tier 2 and above). Paul's judgment is the value layer. Both work together - the AI handles interpretation and synthesis at scale, while Paul provides the strategic diagnosis, benchmarks, and advisory that make the intelligence actionable.

Google Data Analytics Certified · Google Business Intelligence Certified · Microsoft Power BI Certified · Syracuse University - B.P.S. Knowledge Management, Summa Cum Laude · MWBE Certified
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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.