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Make More Time to Play,
Hire Excellent Reports Today!

  • No Red flags!
  • Reporting that results in the green!
  • No need to overthink your reporting partner.
  • Avoid analysis paralysis and too many slices of data!
  • Add decisiveness, calmness and trust to your reporting!

Guarantees

  • Automate and streamline reporting

  • Uncover retention drivers

  • Identify at-risk customers

  • Data integrity

  • FREE Consultation
     

  • Monthly Retainer Pricing

  • Project Based Pricing
     

  • Hourly Rate Available

Top Experiences

  • SaaS Subscription Services

  • CX Customer Experience

  • RevOps

  • GTM Go To Market

  • Sales & Marketing

  • Customer Success / Post Sales

  • Continuous Improvement

  • Retention/Renewals Metrics

  • Model raw data into ARR datasets

  • Revenue recognition (bookings vs billings)

  • MRR / ARR / Churn reporting 

  • Invoices/Payment reporting

  • Track sales pipeline reporting 

  • Channel attribution 

  • Segmentation strategies

  • Predictive modeling / Forecasting 

  • Engagement metrics / CSAT / NPS scoring

  • LEAN / Agile trained / PDCA supporter and consultant

  • Optimization Initiatives KPIs

  • ROI / Cost Savings / P&Ls

  • Streamline Audits & Tracking

Expertise

  • Data Analytics

  • Data Engineering

  • Business Intelligence Dashboards

  • Report Streamlining

  • Automation embracing AI

  • Strong SQL, Power BI, Snowflake and dbt /Github

  • Data Mine and Build sustainable data pipelines utilizing best data practices 

  • Develop BI dashboards Unveiling extraordinary insights

  • CRM guru (i.e. Salesforce) 

  • Excel SME

BONUS

Become a client and receive a free O-T Golf Club shirt! 

  • Does your game have too many red flags?  Feel like you’re losing your mind?

  • Keep it together knowing you aren’t the only one in this club!

  • Go ahead and wear the shirt proudly while you overthink your golf game: 

    • Analysis Paralysis

    • Too Many Swing Thoughts

    • Focusing on Technique

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TESTIMONIALS

“Lisa has elevated our retention reporting to an entirely new level.”

Project Manager

Dora Bridges

GET A FREE CONSULTATION

Services
Schedule an appointment
October 2025
SunMonTueWedThuFriSat
Week starting Sunday, October 19
Time zone: Coordinated Universal Time (UTC)Phone call
Tuesday, Oct 21
10:00 AM - 11:00 AM
11:00 AM - 12:00 PM
12:00 PM - 1:00 PM
1:00 PM - 2:00 PM

Clearwater FL, Boston MA, Denver CO

Mail: solutions@excellentreports2point0.com

Tel: 262-232-1909

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