• Two people working at a desk with laptops and papers, one holding a pencil and pointing at the papers.

    FOUNDATION

    LET’S GET THE BASICS RIGHT

    Our Foundation program is designed for businesses that need clean, reliable data without the complexity. We’ll build automated reports and dashboards that cut out manual work, saving your team valuable time. This package includes:

    - Custom Excel or Power BI dashboard setup

    - Automated data connections and reporting templates

    - A live training session to ensure your team can use and update with ease

    Best for: small businesses ready to move beyond manual spreadsheets and start making data-driven decisions.

  • Man working at a computer desk with dual monitors and a laptop, taking notes in a notebook, wearing glasses and a dark blazer

    PERFORMANCE

    TURN YOUR DATA INTO A POWERFUL DECISION MAKING TOOL

    Our Performance program helps you go deeper by adding automation, forecasting, and advanced analytics to your reporting. We’ll design systems that not only show what’s happening but help predict what’s next. This package includes:

    - Advanced forecasting models tailored to your business

    - Automated workflows (Power Query, VBA, or cloud integrations)

    - Documentation + multiple training sessions for long-term usability

    Best for: growing companies that want to use data to guide strategy, improve efficiency, and stay ahead of the competition.

  • A laptop displaying an analytics dashboard with graphs and data charts, placed on a reflective black surface in an indoor setting.

    ENTERPRISE

    BUILD A COMPLETE ANALYTICS SYSTEM TO LAST

    The Transformation Package is our full-service solution, a comprehensive rebuild of your analytics environment. From automation to forecasting to strategy, we’ll create a system that scales with your business and provides ongoing insight. This package includes:

    -Top to Bottom analytics system design and deployment

    - Multiple dashboards and reporting pipelines

    - Ongoing advisory support for 60–90 days to ensure success

    Best for: organizations ready to transform their operations with data-driven systems and long-term analytics support.

Set Up A Free Consultation

OUR VISION

At Potter Analytics Group, our vision is simple: empower businesses to make smarter decisions through the clarity of data. We believe analytics should be more than charts and numbers. It should be a tool for growth, efficiency, and innovation.

We strive to bridge the gap between raw information and meaningful insight, helping businesses of all sizes unlock the full potential of their data. By combining technical expertise with a commitment to service and quality, we aim to be more than a consulting firm, we aim to be a trusted partner in every client’s success.

Our goal is to transform how organizations view and use their data: not as a challenge, but as an advantage.

CONTACT US

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!