Free Discovery · 30 minutes
Stop opening dozens
of spreadsheets to find out
if your company is doing well
Find out which numbers really matter for your business — and how to have them on a dashboard that updates itself. If you live in Excel and depend on scattered reports to decide, this conversation was made for you.
Book a free 30-minute Discovery and understand which KPIs to prioritize, which data to use and what the most efficient path is to automate your view of the business.
Sound familiar?
Do any of these situations look familiar?
- ×You open several spreadsheets every day to understand what is happening in the company.
- ×Each team presents different numbers to answer the same question.
- ×Reports take so long to get ready that decisions have already lost their timing.
- ×Your team spends hours consolidating information by hand.
- ×You know you need dashboards, but don't know where to start.
- ×You tried BI before, but the project got too complex or was never used.
If any of this sounds familiar...
...there is probably an opportunity to simplify your operation
And to increase confidence in decisions — without depending on manual consolidations and late reports.
Free · 30 minutes · No commitment.
Before and after
From a spreadsheet marathon to a single screen
“This is not a traditional sales demo. It is a structured conversation to understand your scenario.”
Loyal Consulting · DiscoveryWhat happens during the Discovery
A structured conversation to understand:
Which answers you need about the business
For example:
How those answers are produced today
We will map:
What the highest-impact first delivery would be
By the end, you will have clarity on:
Expected outcome
By the end of the meeting, you will have more clarity on:
Who it is for
Who is this Discovery recommended for?
Yes, if you:
- You manage teams or operations
- You make decisions based on reports
- You use Excel frequently to track results
- Your information is spread across different systems
- You want more speed and confidence in data analysis
Maybe not the right time if:
- ×You don't track any business KPI yet
- ×There is no openness to changing current processes
- ×The goal is just to create charts with no clear business need
How it works
Three steps. Zero friction
Scheduling
Pick the best time for us to talk.
Discovery
A meeting of about 30 minutes to understand your current scenario and business goals.
Next steps
If there is a fit, we present a proposal suited to your company's reality.
Frequently asked questions
Common questions before booking
Does the Discovery cost anything?
No. The goal is to understand your current context and check whether we can generate value for your business.
Do I need to have Power BI?
No. The meeting focuses on the problem and the company's needs, regardless of the tools you use today.
Do I need to know exactly what I want?
Also no. Many companies arrive with nothing more than the feeling that “the current process is not sustainable”. The Discovery exists precisely to bring clarity.
Do you only work with dashboards?
Not necessarily. Depending on the scenario, we can also look at report automation, data consolidation, simple integrations and other initiatives related to the practical use of data.
Maybe you don't need another spreadsheet
Maybe you just need the right information, organized the right way, to make decisions with more confidence. Book your free Discovery and find out the smartest next step for your scenario.
Free assessment
Tell us about your scenario — and get a personalized recommendation
Our team reviews your context and gets in touch to outline an analytics plan tailored to your company.