Core
Data pipeline and reporting foundation
Unify source systems, document business definitions, and build reliable datasets your team can actually trust.
Source map and data auditDocumented metric definitionsAutomated quality checks
Services
End-to-end data, analytics, operations, and AI services for modern teams.
Monty Metrics is for teams that need better visibility and faster execution, without a six-month strategy deck and vague recommendations.
Service catalog
Core and specialized services are scoped the same way: defined problem, named owner, measurable outcome.
Core
Performance analytics and decision support
Identify what changed, why it changed, and which actions are most likely to move revenue, cost, and retention.
Root-cause analysisLeading-indicator trackingPrioritized action plan
Core
Financial modeling and scenario planning
Build practical operating models for margin, cash flow, hiring, and growth so leadership can make faster tradeoffs.
Driver-based financial modelBest/base/worst scenariosPlanning assumptions tracker
Core
Dashboards and executive reporting
Ship dashboards and reporting packs that are clean, current, and built around decisions instead of vanity metrics.
Role-based KPI dashboardsWeekly/monthly reporting packLeadership-ready narrative summary
Core
Operating process improvement
Reduce bottlenecks in recurring workflows and implement changes with clear owners, milestones, and KPIs.
Current-state workflow mapExecution roadmap with ownersBefore/after KPI tracking
Core
AI copilots and workflow automation
Deploy targeted AI use cases where they save real time, with guardrails for accuracy, access, and governance.
Copilot use-case blueprintAutomated workflow prototypesAdoption and quality scorecard
Specialized
RevOps and CRM optimization
Clean up CRM structure, tighten stage definitions, and improve forecasting confidence across sales leadership.
Stage and field standardsPipeline quality dashboardForecast variance tracking
Specialized
Sales and marketing funnel analytics
Connect campaign, lead, and pipeline data so marketing and sales can agree on conversion performance.
Funnel conversion breakdownLead lifecycle reportingChannel performance view
Specialized
Recurring reporting automation
Automate recurring KPI refreshes, QA checks, and stakeholder distribution so reporting does not depend on heroics.
Scheduled refresh pipelinesAutomated QA checksDistribution playbook
Specialized
Internal knowledge copilots
Enable teams to ask plain-language questions against approved internal docs, metrics, and SOPs.
Source-linked answersRole-based access controlsUsage and deflection analytics
How engagements are structured
You get defined scope, delivery cadence, and ownership from day one. No open-ended retainers without a plan.
Sprint engagement (2-4 weeks)
For one urgent problem that needs fast resolution.
- Scoping workshop
- Working build and handoff docs
- Leadership readout with next steps
Build engagement (6-12 weeks)
For foundational analytics, reporting, or RevOps improvements.
- Phased implementation plan
- Weekly delivery cadence
- Team enablement and ownership transfer
Embedded support (monthly)
For teams that want ongoing analytics execution without adding full-time headcount.
- Prioritized backlog management
- Office hours with stakeholders
- Monthly impact and roadmap review
What clients can expect
Every project includes a measurable success definition and a handoff your team can run without outside dependency.
- Named business owner and success metric for every workstream
- Clear scope, timeline, and dependencies before build starts
- Weekly status update with decisions, blockers, and risks
- Documentation and training included in every handoff
Bring a real problem. Leave with a working system.
If your team is still stitching numbers together in spreadsheets, we can scope a focused first engagement and ship usable output in weeks, not quarters.