Included with VHQ
Included with every monthly VHQ engagement — at no additional cost. Capabilities & Spec →
Before the System

Imagine buying software capable of running your entire business.

It manages marketing.
Sales.
Operations.
Finance.
Capacity.
Forecasting.
Performance.

It was built to help leadership understand how the entire business works.

But you only use 10% of it.

You use it to enter customers.
Schedule jobs.
Run payroll.
Generate reports.

The software isn’t the limitation.

Your understanding of what it can reveal is.

Most businesses operate exactly this way.

Their CRM, ERP, and reporting platforms contain far more information than leadership ever extracts.

They mistake using the system for understanding the business.

Every month the reports arrive.

Every month the surprises continue.

Not because the data was missing.

Because the relationships inside the data were never made visible.

The visibility gap isn’t a technology problem.

It’s an interpretation problem.

Most companies don’t need more data. They need to extract more understanding from the data they already possess.

Built for Home Improvement Operators — $3M to $300M

Every lead source ranked.
Every vendor decision supported.

BI shows you data. Spreadsheets store it. This system delivers decisions.

The Revenue Intelligence System is a universal, autonomous analytics platform built specifically for home improvement companies that buy leads. It measures and manages every affiliate marketing source, supports vendor decisions at daily, weekly, and monthly cadences, and delivers sophisticated cost control signals that no existing spreadsheet can match — across six dimensions, in real time. Full capabilities →

6
Performance Dimensions
10x
More Efficient Than Any Spreadsheet
<10
Minutes to Deploy
$0
Beyond Excel License
Get Your RIS Configured → Included with VHQ · No additional cost
The Output

Not data. Decisions.

Every dimension produces a ranked output with a prescribed action. The RIS does not show you what happened and ask you to interpret it. It tells you what to do — across every source, rep, market, and territory — with the reasoning visible behind every recommendation.

Most tools show you data and ask you to interpret it. This system delivers decisions — SCALE, OPTIMIZE, WATCH, PAUSE — with the reasoning visible behind every recommendation. You don't need a data scientist. You need a decision.
Scale
This dimension is producing above-benchmark retained revenue.
Increase investment, expand allocation, or replicate the conditions that produced the result. The RIS identifies the specific operating factors driving the performance and quantifies the projected revenue impact of scaling.
Optimize
This dimension is performing below potential but above the level that justifies pausing.
A specific constraint is reducing return. The RIS identifies which constraint — source quality, rep routing, speed to lead, or market fit — and what to adjust.
Watch
This dimension shows early signals of deterioration.
Performance is declining but has not crossed the threshold that warrants action. The RIS tracks the trajectory and alerts when the watch condition changes — before it becomes a problem.
Pause
This dimension is producing negative retained revenue per marketing dollar.
Investment is not returning at the rate required to justify continued allocation. The RIS identifies exactly what would need to change before investment should resume — and what to do with the reallocated budget.
The Speed Elite Differentiator

Most companies do not measure speed to lead. The ones that do dominate.

Speed to first contact is the single most predictive variable in close rate outside of lead quality. The RIS measures it automatically across every rep, every source, and every market — and identifies your Speed Elite: the reps who contact fast and convert at the highest rate.

Speed Elite
Fast contact. High conversion. Low cancel rate.
The RIS automatically identifies your Speed Elite reps — the operators who combine speed to first contact with close rate and cancel rate into a single retained-revenue efficiency score. These are not your highest-volume reps. They are your highest-value reps. The distinction changes how you allocate leads, how you structure comp, and how you build your bench. Speed Elite reps are identified by name. Lead routing recommendations are generated automatically. See dimension 02 for the full rep intelligence view.
The Cost of the Status Quo

Power BI shows you what happened.
This system shows you what to do.

One is a dashboard. The other is a command center.

Most 8- and 9-figure companies spend $1M+ annually on data teams, engineering, and BI licenses to produce dashboards that still don't tell them where revenue leaks are. The RIS delivers the same visual quality — plus prescriptive intelligence — in minutes, at zero additional cost.

Power BI — What It Does Well
  • ✓ Interactive, polished dashboards
  • ✓ Automated cloud data refresh
  • ✓ Collaboration across teams
  • ✓ Enterprise-scale data volumes (Premium)
  • ✓ AI integration (Microsoft Fabric)
A legitimate choice for large teams with existing Microsoft commitments.
The RIS — What It Adds
  • ✓ $0 beyond Excel license
  • ✓ Minutes to deploy
  • ✓ 0 FTEs required
  • ✓ SCALE / OPTIMIZE / WATCH / PAUSE built in
  • ✓ Speed Elite automatically identified
  • ✓ Affiliate vendor decisions supported daily
  • ✓ Auto-discovery of all sources, markets, columns
A decision-making engine, not just a visualization layer.
What Power BI Does Not Do
  • ✕ Tell you which affiliate vendors to renew and which to cut
  • ✕ Identify Speed Elite reps automatically
  • ✕ Separate rep skill from lead quality in the same view
  • ✕ Compare source performance across markets without custom development
  • ✕ Auto-discover new sources, markets, or columns
  • ✕ Deliver prescriptive vendor decisions at daily, weekly, and monthly cadences
Power BI gives you beautiful, interactive dashboards that show you what happened — after months of implementation and thousands of dollars in costs. The Revenue Intelligence System gives you beautiful, interactive dashboards that tell you exactly what to do — in minutes, at zero cost. One shows data. The other delivers decisions.
Dimension Power BI Revenue Intelligence System
Cost$14/user/month Pro · $20/user/month Premium · $4,995+/month Enterprise$0 beyond existing Excel license
Implementation Time3–18 monthsUnder 10 minutes
Data Team Required3–15 FTEs0
Prescriptive IntelligenceNone — shows data, requires interpretationSCALE / OPTIMIZE / WATCH / PAUSE — built in
Vendor Decision SupportNot availableDaily, weekly, monthly affiliate vendor recommendations
Speed to Lead AnalyticsCustom development requiredSpeed Elite — built in
Multi-Market ComparisonCustom DAX + complex modelingSource-Market Matrix — built in
Auto-DiscoveryManual setup for every new data elementAny source, any market, any column — auto-discovered
Self-HealingNot availableAuto-fixes errors, duplicates, missing data
Data RefreshAutomated (cloud)Manual or Power Automate
CollaborationNative — cloud sharing, workspacesFile-based — SharePoint or OneDrive
When to choose each.
Choose Power BI when you need
Enterprise-scale cloud BI with automated refresh
Real-time collaboration across dozens of users
Native mobile apps for executives
Billions of rows at Premium capacity
Choose the RIS when you need
Prescriptive affiliate vendor decisions — daily, weekly, monthly
Speed to Lead and Speed Elite identification
Lead source management that replaces your spreadsheet
Multi-market source comparison out of the box
Zero-cost deployment in minutes
How You Receive It

Two deliverables. One engagement.
Included at no additional cost.

The monthly VHQ engagement includes the Revenue Intelligence System — configured for your sources, your reps, your markets, and your vendors, updated each month — and a Monthly Interpretive Brief that explains what the RIS found and what to do about it. The instrument produces the intelligence. The brief delivers the judgment. Both arrive monthly. Neither costs extra.

Deliverable 01
Revenue Intelligence System
Configured for your sources, reps, markets, verticals, and territories. Updated each month with your latest CRM export. SCALE, OPTIMIZE, WATCH, and PAUSE recommendations across all six dimensions — with vendor-level detail and rep routing recommendations. Ready within 24 hours of data receipt.
Deliverable 02
Monthly Interpretive Brief
A written brief interpreting the RIS output in the context of your diagnosed constraint. Not a data summary — a decision document. It does not summarize the data. It interprets the data through the lens of your diagnosed constraint. Specific action items, vendor recommendations, constraint trajectory, and the operating relationships that produced the month's movement. Delivered monthly with the updated RIS.
What This Means in Practice
The instrument identifies. The brief explains. You decide.
Most intelligence tools produce output and stop. This engagement produces output and then delivers a written interpretation — by someone who understands your constraint, your operating sequence, and the framework that identified your exposure. The brief tells you what the RIS found, why it matters, and what to do about it this month.
01Engagement confirmed. Monthly VHQ subscription active. RIS configuration begins using your CRM structure.
02Data export provided. Standard CRM export in any format — any columns, any source structure. Auto-discovery handles the rest.
03RIS delivered. Six-dimension intelligence output with SCALE, OPTIMIZE, WATCH, and PAUSE recommendations including vendor-level detail — within 24 hours of data receipt.
04Monthly Interpretive Brief delivered. Written interpretation of the RIS output — specific action items, vendor recommendations, constraint trajectory, and operating relationship analysis. Delivered monthly alongside the updated RIS.
Begin Your VHQ Engagement →