Clear metrics. Better direction

We help small and mid-sized businesses turn financial and operational data into clear dashboards, KPI reporting, and decision-ready insights without the cost of a full-time analyst.

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Business Benefits

See performance clearly

Turn complex data into intuitive visual dashboards that highlight your most important KPIs instantly.

Save time on reporting

Streamline recurring reporting to reduce manual work and reporting errors.

Make informed decisions

Achieve high-level perspective to lead your business with confidence while you reduce the risk of reporting errors.

Core Services

Power BI Dashboards

Custom interactive dashboards built to provide a clear view of performance, with a refresh schedule suited to your data and operational health.

KPI & Management Reporting

Clear, consistent reporting structures that align your management team around the metrics that drive growth and efficiency.

Financial & Operational Analysis

Deep-dive analysis into your data to uncover trends, identify bottlenecks, and support strategic decision-making.

Recurring Reporting

Optimizing workflows by creating a clear view of performance, with a refresh schedule suited to your data to save time.

Sample reporting – Prairie Peak HVAC

Prairie Peak Heating & Cooling is a fictional Chicagoland business created to demonstrate our Power BI reporting capabilities using sample data.

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Executive Performance

Sample reporting: revenue, gross profit, jobs completed, and performance against budget.

Why Compass & Gauge

Practical insights, not theory

We focus on delivering actionable data that solves specific business questions, moving beyond abstract concepts to real-world application.

Reporting built around your business

Your dashboards and KPI sets are customized to your unique operational flow, ensuring that every metric measured actually matters.

Flexible analyst support

Get high-level expertise when you need it most, providing the deep insights of a full-time analyst without the overhead cost.

How It Works

01

Discuss your questions

We start with a conversation to understand your specific business challenges and reporting needs.

02

Organize and clarify your data

We work with your available financial and operational data to organize it into a clear, usable reporting structure.

03

Build and refine reporting

Custom dashboards and management reports are developed to highlight your most critical KPIs.

04

Put insights to work

Utilize decision-ready data to drive strategy and optimize your business performance.