Quick Summary:

Many businesses use cloud-based software tools, known as SaaS (Software as a Service), for everything from web analytics to finance and project management. I help you unlock and take control of the valuable data inside these platforms, giving you deeper insights and custom reports in the tools you already use. No more struggling with limited dashboards or messy exports-just the answers your business needs.

The Challenge: SaaS Analytics Limitations

Many small and medium businesses rely on excellent cloud-based software platforms-often called SaaS, or Software as a Service, like Umami for web analytics, HubSpot CRM or Salesforce for customer management, Xero or QuickBooks for finance, and Trello or Asana for project management to manage key parts of their operations.

I use Umami myself to track the DataBooth website and web apps I’ve developed, and I’m continually impressed by its granular, privacy-friendly analytics and ease of use. However, when I want to ask more probing questions-like analysing detailed customer journeys or combining data with other sources-the built-in dashboards aren’t enough.

At that point, I either export the data or, preferably, connect directly via an API. An API (Application Programming Interface) is like a secure, automated bridge that lets me access your SaaS data directly, without manual downloads. Think of it as a waiter who takes your order (a data request) and brings you exactly the dish (data) you want from the kitchen (the SaaS platform), fresh and ready to use.

While many SaaS platforms allow you to export data as CSV or Excel files, these exports often come as a single, flat dump that breaks the natural relationships between data tables. This can make analysis cumbersome, error-prone, and inefficient-especially when your business questions require combining multiple data sources or e.g. drilling down into complex customer journeys.

SaaS tools like Umami are designed for simplicity and ease of use. But what happens when you need to:

• Drill down into individual customer journeys?
• Combine data from multiple sources?
• Customise reports for your unique business needs?
• Use familiar tools like Excel, Google Sheets, Power BI, or Tableau for deeper analysis?

Most SaaS platforms provide only basic dashboards and limited exports. This leaves many businesses stuck with surface-level insights-missing out on opportunities to optimise marketing, sales, or operations.

My Approach: Unlock, Integrate, Empower

I help you take control of your SaaS data, with a process that’s secure, affordable, and tailored to your workflow:

1. Unlock Your Data

Connect directly to your SaaS platform’s API (e.g., Umami, Xero, Shopify, etc.) to extract raw data securely and with full control.

2. Integrate with Your Tools

Seamlessly deliver data into Excel, Google Sheets, Power BI, Tableau, or your preferred platform. Automated data refreshes keep your reports up-to-date.

3. Customise & Analyse

Build custom dashboards and reports that answer your questions-not just what the SaaS vendor provides. Enable deep dives into customer journeys, financials, sales funnels, or operational metrics.

4. Empower Your Team

Work in the environment you’re comfortable with-no need to learn new tools. I provide training and support to maximise your data’s value and ensure the solution both fits your needs, is easy to use and is sustainable.

Data transformations and relocations are my bread and butter, enabling me to prepare your data perfectly for your preferred tool-whether that’s Excel, Google Sheets, Power BI, Tableau, or even Python for advanced analysis.

The Benefits

• Deeper Insights: Go beyond basic dashboards to uncover actionable trends
• Cost-Effective: No need for expensive enterprise analytics suites
• Familiar Tools: Excel, Google Sheets, Power BI, Tableau, or your preferred platform
• Custom Solutions: Get answers to the questions that matter for your business
• Data Ownership: Your data, your way-secure, private, and under your control

Ready to unlock the full value of your SaaS data? Contact me today for a free consultation.