Sales & invoicing
GoodInvoices are consistent and dated. Safe to report on straight away.
94% usable today
$650 · 5 business days
Data Health Check
A written audit of the numbers your business already collects, what is broken, and the three you should watch every week.
What it is
Most small businesses in Baldwin County are not short on data. They are short on one trustworthy view of it. Sales sit in one system, jobs in another, payroll in a third, and a spreadsheet ties it together until the person who built it goes on vacation.
The Data Health Check looks at all of it and writes down what is there, what is duplicated, what is missing, and what it would take to fix. You end up with a document you can act on, whether you hire Mobile Bay Data for the next step or not.
What you get
- An inventory of every system and spreadsheet the business relies on
- A list of what is broken, duplicated, or quietly wrong
- The gaps — numbers you should be collecting and are not
- The three numbers to watch weekly, with how to pull each one
- A prioritised list of what to fix first, with rough effort for each
- A 45-minute walkthrough call, recorded so others in your organization can watch it later
Price and timeline
Price
$650
One payment, fixed
Delivery
5 days
Business days from the kickoff call
Who it is for, and who it is not
A good fit if
- You suspect your numbers disagree with each other
- You are about to buy software and want to know what you actually need
- You are growing and the spreadsheet system has stopped keeping up
- You want a second opinion before hiring anyone
Not a good fit if
- You already know exactly what dashboard you want — go straight to the build
- You need bookkeeping or tax work; that is an accountant's job, not ours
- You want someone to fix the underlying software you bought
- Nobody internally has 30 minutes to explain how the business runs
A sample of the report
Finding 3 of 11
Job revenue is recorded twice and the two numbers do not match.
Invoiced totals in QuickBooks are 6.4% higher than job totals in the field app for the same period, because change orders are added to the invoice but never back to the job. Any profitability number pulled from the field app is therefore too low. Fix: record change orders against the job, or treat QuickBooks as the single source for revenue. Effort: about two hours of process change.
The full example report
Every data area scored, the record quality behind each score, the three numbers to watch and the written findings — the whole thing, right here.
Bay Coast Services is a fictional home-services company in Baldwin County, Alabama. Example data — a made-up business, not a real client.
Data Health Check — example report
What the audit looks like for Bay Coast Services
Jobs & scheduling
PatchyA quarter of jobs have no completion time, so crew hours can't be trusted yet.
71% usable today
Customer records
PatchySame household entered up to three times, which hides repeat business.
63% usable today
Job costs & materials
MissingMaterial costs sit in a separate spreadsheet and aren't tied to jobs.
34% usable today
Marketing & lead source
MissingMost calls are logged without a source, so ad spend can't be judged.
28% usable today
Record quality by area
Share of records that are usable, incomplete or duplicated
Overall data readiness
The same scores seen as one shape — the dents are the work
Three numbers to watch every week
Number 1
Gross margin per job
Tells you which work actually pays, not just which work is busiest.
Where it comes from: Invoices plus the materials sheet, once costs are tied to job numbers.
Number 2
Repeat-customer rate
Cheapest revenue you have. Today it looks lower than it is because of duplicates.
Where it comes from: Customer records, after de-duplicating by phone number and address.
Number 3
Booked-to-completed rate
Shows how much scheduled work quietly falls off the calendar each week.
Where it comes from: Scheduling system, once completion times are required at close-out.
Findings, in plain English
Customer duplicates are understating loyalty
About 18% of customer records are duplicates. Once merged, repeat work rises from a reported 41% to roughly 58% of jobs.
Job costs live outside the job
Materials are tracked by supplier invoice, not by job. That makes per-job profit a guess, which is the single biggest gap found.
Lead source is optional at intake
Two thirds of calls have no source recorded, so there is no honest way to judge the monthly ad spend.
The reporting you already have is sound
Invoicing is clean and consistent. That is a real strength and it means useful reporting can start within weeks, not months.
Scorecard data
Every area, rated, with the record counts behind the rating
| Area | Rating | Usable | Incomplete | Duplicated |
|---|---|---|---|---|
| Sales & invoicing | Good | 94% | 4% | 2% |
| Jobs & scheduling | Patchy | 71% | 22% | 7% |
| Customer records | Patchy | 63% | 19% | 18% |
| Job costs & materials | Missing | 34% | 58% | 8% |
| Marketing & lead source | Missing | 28% | 66% | 6% |
Questions about the audit
What do I need to give you?
Read-only access or exports from the systems you already use, plus 30 minutes to walk me through how the business runs. Nothing needs cleaning first.
Is $650 really the whole price?
Yes. One payment, no hourly add-ons. If the scope turns out to be much larger than described, we tell you before doing anything extra.
What if the audit says I don't need anything built?
Then that is the answer and you saved the cost of a dashboard you would not have used. That happens and we will say it plainly.
Can the audit be applied to a later project?
Yes. If you commission a dashboard build within 60 days, the audit fee comes off the build price.
Ready for something built instead? See the Dashboard Build or ongoing Monthly Reporting.
Book the Data Health Check
Start with a free 20-minute call. I will confirm the scope and send a fixed-price agreement the same day.