Yellowjacket Analytics transforms messy sales, finance, and operations data into decision tools that actually move the needle — custom dashboards, automation, forecasting, and AI-assisted analytics built for how your business runs.
Most analytics tell you what happened last quarter. They stop short of the question your team actually needs answered: what do we do about it?
Disconnected CRMs, Excel trackers, and BI tools that don't talk to each other create blind spots at exactly the moments decisions need to be made.
Yellowjacket builds the infrastructure between your data and your decisions — structured, automated, and specific to how your team actually works.
Every engagement starts with your real problem — not a template. Projects range from one-time builds to ongoing advisory retainers.
Custom dashboards in Power BI, Excel, or web-based tools that surface what matters — updated automatically, designed for the people who use them daily.
Rep-level productivity analysis, territory carve modeling, account prioritization, and attainment tracking built around how your sales motion actually works.
Eliminate spreadsheet-based commission calculations and the disputes that follow. Automated, auditable, and accurate — with scenario modeling for plan design changes.
What-if analysis, revenue forecasts, and simulation models that let leaders evaluate tradeoffs before committing — not after results are already locked in.
AI-assisted tools, decision-support applications, and interactive data products built for specific workflows — not generic BI that requires an analyst to interpret.
Clean, normalize, and connect your data sources. Build the underlying infrastructure that makes reliable reporting possible — SQL pipelines, automated ETL, and data definitions that stick.
Every project starts with understanding your operation — not pitching you a platform. Here's how engagements typically run.
We map your data sources, pain points, and decision-making process. No jargon — just a clear picture of where visibility breaks down and what a useful output looks like.
Clean, structure, and connect your data. Whether it's SQL, Excel, CRM exports, or a mix — we define the source of truth before building anything on top of it.
Dashboards, models, tools, and automations built in tight feedback loops. You see working prototypes early and steer — not a six-week black box.
Documentation, training, and a system your team can actually own. Optional ongoing support to evolve the tools as your business changes.
Yellowjacket works best with leaders who know their business deeply but need better systems to act on what they know.
Need rep-level clarity, forecast confidence, and commission systems that don't require a weekly reconciliation meeting to trust.
Running cross-functional teams where the data lives in five different tools and nobody has a single view of what's actually happening.
Growing past the point where gut-feel and spreadsheets are enough — and needing real reporting infrastructure without a full analytics hire.
Building scenario models, board-ready reporting, and planning tools that actually reflect how the business makes money — not just accounting output.
We meet you where your data lives — no platform lock-in, no requirement to buy new software to get started.
Tell me what you're trying to see, decide, or automate. Most conversations start with a 30-minute scoping call — no pitch deck, no pressure.
hello@yellowjacketanalytics.com