Sales & Finance BI for small business
Crossotech turns the data you already have — your bookings, sales, and spreadsheets — into one clear dashboard that shows what's actually profitable, where margin is leaking, and who your best customers are.
Built on your own numbers · Tied back to totals you already trust
The problem
Most owners run on instinct. The numbers that would prove what's working are scattered across your booking system, your point of sale, and a few spreadsheets nobody has time to open — so the question that matters most goes unanswered.
What we do
One clear view of revenue, profit, and the trends that matter — built in Power BI from your own data.
Which services, products, or channels actually make money after real costs — not just which sell the most.
The handful of numbers worth watching, refreshed without the spreadsheet wrangling.
Every report ties back to your own totals. No estimates, no black box — numbers you'd make a decision on.
How it works
A 20-minute call where I show you what your numbers could look like. No prep, no pressure.
If it's a fit, I prove it on a sample of your own data — before you commit to anything.
Your dashboard, delivered and explained in plain language you can act on.
Keep the data fresh and the view current as the business changes.
Who it's for
Small and mid-sized businesses across the US — wherever the data already exists, we turn it into clarity.
Why Crossotech
You work directly with the person building your dashboards. No handoff chain, no account managers.
Nothing estimated or invented — only what your records show, reorganized so you can finally read it.
You see the value on your own numbers first. The free pilot isn't a teaser — it's the proof.
A one-page check that ties the totals straight back to the figures you already trust — so you never have to wonder whether the numbers are real.
Book a free 20-minute walkthrough. No prep, no pressure.
Book a free 20-min walkthrough →or email hello@crossotech.com