BI Dashboard Consulting
Identify the sales number your team relies on most, trace it to its source, and bring reporting into one trusted dashboard that reduces scattered data and memory-based updates.
Turn scattered sales data into reporting your team can trust. Ventus Optera traces key numbers back to their source, connects CRM and business systems, and builds practical dashboards around the questions leaders actually need answered. The result is clearer pipeline visibility, fewer spreadsheet disputes, and analytics your team can use confidently across growing operations.
Practical analytics services that connect sales data, clarify reporting, and support more confident operational decisions.
Identify the sales number your team relies on most, trace it to its source, and bring reporting into one trusted dashboard that reduces scattered data and memory-based updates.
Connect Salesforce or HubSpot with surrounding tools so sales, support, and leadership can work from a more consistent customer record and reporting foundation.
Build dashboards, internal tools, portals, or integrations when generic software cannot adequately support the way your sales operation works.
Sales analytics should answer business questions rather than create more spreadsheet debates. Ventus Optera maps how information moves through your operation, identifies where numbers become scattered or unreliable, and builds reporting around the metrics that matter. CRM integrations, dashboards, and custom tools can work together so your team spends less time reconciling data and more time acting on it.
Get operations insight and technical execution from one partner focused on practical, owned solutions.
Work with a partner who evaluates the process behind the data, not only the dashboard displaying it.
Bring CRM, support, and business tools together so teams can work from more consistent information.
Retain ownership of the software and data built for your business instead of relying on disconnected rented tools.
Rank improvement opportunities and focus investment on targeted changes that fit how your team already works.
Hands-on operations and product expertise for growing businesses.
Founder, Operations and Product
Michael O'Brien is the founder of Ventus Optera, an operations and product firm based in Boston, Massachusetts. With a decade of hands-on operations experience at industry leaders including Uber, iAdvize, and Boston Dynamics, Michael brings a rare combination of operational insight and technical skill to every engagement. He personally writes the software he builds for clients, allowing him to translate real-world workflow challenges directly into practical, owned solutions. His expertise spans process improvement, custom software development, CRM integrations, and AI-enabled automation tailored to how each business actually operates. Michael is deeply committed to helping small and mid-size businesses move beyond spreadsheets and generic tools, ensuring clients retain full ownership of the systems and data built for them. His approach centers on practical assessment, clear prioritization, and targeted execution that drives lasting operational improvement.
Sales analytics consulting can include reviewing how sales data is captured, tracing important metrics to their source, improving CRM and system connections, and creating dashboards around recurring business questions. The work is shaped around your existing processes and tools. Where standard reporting is insufficient, custom dashboards, internal tools, or integrations may be considered.
Talk through your reporting challenges and potential next steps.
Share the reporting questions, systems, and workflow challenges your team is facing. Ventus Optera can help identify a practical path forward.
You can also send us a quick email at michael.obrien@ventusoptera.com.
You can also send us a quick email at michael.obrien@ventusoptera.com.