Custom-built dashboards

that Fuel

Revenue Growth.

Transforming fragmented client data into structured,

automated reporting systems.

Exclusively for fractional CFOs who want scalable, standardized reporting.

Custom-built

dashboards

that Fuel

Revenue

Growth.

Transforming fragmented

client data into structured,

automated reporting

systems.

Exclusively for fractional

CFOs who want scalable,

standardized reporting.

Why our dashboards make an impact

With a focus on clarity and precision, we build custom dashboards that pull data from every corner of your business into one real-time source of truth. No more digging through 12–20 tools or endless spreadsheets. Our dashboards give CEOs and teams the visibility to spot bottlenecks, make smarter decisions faster, and unlock the revenue growth hidden in their data.

We make running your business easy

We believe clarity builds confidence. Here you’ll find straightforward answers to the most common questions about our dashboard services, process, and how we help businesses scale with data-driven strategy.

making decisions should be fast and painless

Understanding your numbers shouldn’t slow you down. Our dashboards give you instant clarity, so you can make confident, data-driven decisions without the spreadsheets, guesswork, or delays.

understanding data should be simple

We turn complex, scattered information into clear insights your whole team can act on. No jargon. No endless reports. Just the answers you need to run and grow your business with ease.

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Our proven magic 5 process does these magical things for your business so you don't have to

Who Our Dashboards Are For

Our reporting systems are built for fractional CFOs who require consistent, scalable client reporting across multiple engagements.

Created for finance leaders who value structured KPI frameworks, automated reporting processes, and clear visibility that strengthens their advisory role.

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Our Process

Tailored solutions for your growth goals.

FIRST STEP

Kickoff Call

The Kickoff Call establishes the foundation for structured client reporting.

Together we assess your existing reporting workflows, define a consistent KPI framework, and determine which financial and operational data should be consolidated and automated.

SECOND STEP

Data Audit

The Data Audit evaluates your current reporting landscape.

We analyze data sources, system integrations, and KPI structures to identify gaps, redundancies, and opportunities for standardization and automation across your client portfolio.

THIRD STEP

Mock Dashboard

You receive a structured reporting blueprint outlining KPI frameworks, data flows, and dashboard architecture.

We review and refine the structure to ensure alignment with your reporting standards and multi client environment before full deployment.

FORTH STEP

Business Forecast

The Forecasting Session ensures your reporting framework supports forward looking financial analysis.

We align forecast models, key financial drivers, and dashboard structures to strengthen budgeting, cash flow planning, and strategic advisory discussions.

FIFTH STEP

Dashboard Delivery

In the final stage, we implement your reporting system and conduct a structured handover session.

You receive a guided walkthrough of the reporting framework, data flows, and KPI logic to ensure clarity, operational fit, and seamless integration into your client workflows.

What Our Clients Say About Us

Dr. Destini Copp

(founder of HobbyScool)

"Katica created an automated dashboard system that finally gave us clear visibility into everything — from registration page conversion rates to VIP pass sales and order bumps."

Deirdre Harter &

Carmen Reed-Gilkison

(formerly founders of Encore Empire)

“We can now see trends from past workshops to the present. This enables us to know what to do more of and what to do less of, effectively allowing us to hone our marketing activities to what is most essential.”

Jen Corcoran

(founder of My Super Connector)

“Katica set up my own personal dashboards so that I could see how my challenge was going in terms of live engagement, making it so much easier for me to follow up with ideal clients. Everything I learned from this
challenge I’ll tweak and perfect in the next."

Sources we Pull Data from

Social Media Platforms

(e.g., LinkedIn, Facebook, Instagram, YouTube)

Analytics tools

(e.g., Google Analytics)

Checkout Tools

(e.g., ThriveCart)

Email Service Provider

(e.g., Kit, Active Campaign)

Scheduling tools

(e.g., Calendly)

And many more Data Sources

ABOut ME

Hey, I'm Katica

(Pronounced: Ka-ti-tsa)

I began my career as a scientist and earned a PhD in chemistry before transitioning into data analytics. That background shaped how I approach reporting systems today with analytical rigor, structured thinking, and a strong focus on clarity.

Today, I work with fractional CFOs to design standardized and automated client reporting systems. I transform fragmented data environments into structured, reliable dashboards that support financial analysis and strategic advisory.

By consolidating financial and operational data into one clear and consistent view, I help strengthen reporting efficiency and create the foundation for scalable CFO practices.

Why Fractional CFOs Partner With Me

Structured and standardized reporting frameworks

Automation of recurring client reporting

White label implementation under their brand

Consistent KPI architecture across multiple clients

Scalable systems that grow with your CFO practice

Analytical rigor grounded in scientific training

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