Truvaldi
What We Build · Business Intelligence

Know your numbers without opening a spreadsheet.

Custom dashboards that pull from your real systems, show what actually matters, and update themselves.

Most businesses make decisions based on gut feeling or month-old reports. By the time someone exports data, builds a spreadsheet, and formats a chart — the insight is stale. We build live dashboards that connect directly to your systems and show you what's happening right now.

What we build

Client-Facing Dashboards

Branded reporting portals where your clients log in to see KPIs, campaign performance, project status, and deliverables. Real-time data pulled from your systems, presented in a way that makes sense to non-technical stakeholders.

Result: Clients stop asking "how are we doing?" — they can see it themselves, anytime.

Operational Dashboards

Internal command centers for your team: lead pipeline, conversion rates, appointment volume, revenue tracking, team utilization, and capacity planning. One screen that shows what matters.

Result: Morning standups take 5 minutes instead of 30. Everyone sees the same numbers.

AI Tool Performance Analytics

Track how every AI tool, chatbot, and calculator you deploy is performing: completion rates, drop-off points, conversion attribution, and engagement trends. Know which tools drive revenue and which need optimization.

Result: Data-driven decisions about what to build next based on actual tool performance, not guesses.

Marketing Attribution

Multi-touch attribution that shows which channels, pages, tools, and content pieces contribute to closed deals. Connect ad spend to actual revenue, not just clicks or form fills.

Result: Stop guessing which marketing works. See the full journey from first touch to signed contract.

Financial Reporting

Revenue dashboards, expense tracking, profitability by service line, client lifetime value, and cash flow forecasting. Built from your actual accounting and billing data, refreshed automatically.

Result: Know your numbers without opening spreadsheets. Spot trends before they become problems.

Custom KPI Tracking

Whatever metrics matter to your business — patient satisfaction scores, case resolution times, review velocity, referral rates, capacity utilization — tracked, visualized, and alerted on automatically.

Result: The metrics that actually drive your business, visible at a glance, with alerts when something needs attention.

Not another BI tool login

We don't hand you a Tableau license and walk away. Our dashboards are custom-built, branded, and embedded — either in your existing portal, a standalone app, or a white-labeled reporting interface you can share with clients.

Data sources connect via API integrations (not manual exports). Dashboards refresh in real time or on schedule. Alerts fire when KPIs breach thresholds. And when your business changes, we update the dashboards — because we built them, and we maintain them.

What metrics drive your business?

Tell us what you need to see. We'll design and build the dashboard that shows it — connected to your real data.

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