DiLoLid Business Analytics Audit

Find what your business data is not showing you yet

If sales, customer and operational data already live in Excel, CRM, BAF or SQL, we turn them into a clear view of the business: where revenue is lost, what drives performance and which growth opportunities should be tested first.

Excel / CSVCRMBAF / ERPSQL7–10 business days*
Questions we investigate
01What is really happening to revenue and margin?
02Which customers, products and segments drive the result?
03Where are churn, losses, anomalies or weak points?
04Where does the data point to growth potential?
* Typical timing for a standard audit after receiving analysis-ready data. Scope and timing are confirmed after the initial data review.
When it helps

You already have data, but not one coherent answer to the business question

Business Analytics Audit is an entry product for companies that have accumulated transactional or customer data while analytics remains fragmented, manual or focused mainly on reporting.

E-commerce

Orders, repeat purchases, channels, categories and margin.

Retail & Distribution

Sales, assortment, regions, customers and revenue concentration.

Service Businesses

Repeat visits, utilization, revenue per client and retention.

B2B Sales

Pipeline, customer base, churn risk and revenue concentration.

What we analyze

Not one dashboard, but a connected set of analytical views

The exact analysis depends on your business model and data quality. This is the typical audit scope.

01

Data Quality

Structure, missing values, duplicates, field consistency, periods and reference data.

02

KPI & Trends

Key metric dynamics, seasonality, rate changes and inflection points.

03

Customer Intelligence

Segmentation, repeat behavior, retention, churn, cohorts and customer value.

04

Revenue & Profitability

Revenue, margin, products, categories, customers and revenue concentration.

05

Anomalies & Risks

Unexpected changes, drops, dependencies, weak signals and potential risks.

06

Growth Opportunities

Segments, products, channels and scenarios where data indicates hidden upside.

What you receive

Not just numbers — priorities for the next decisions

The audit is designed to give decision-makers a short, evidence-based list of what should be tested, changed or measured next.

Assessment of data structure and quality
Key KPIs, trends and segments
Customer / product / revenue analytics
Retention / churn / repeat behavior where supported by the data
Detected anomalies, risks and weak signals
5–10 growth opportunities or management hypotheses
Priorities and recommended next actions
Recommendation for the next analytics / BI layer
Process

From raw files to decision-ready findings

We first inspect what data is actually available. Only then do we lock the final audit scope.

01

Business Question

Define what the business needs to understand.

02

Data Review

Check sources, fields, time coverage and quality.

03

Analysis

Build relevant KPIs, segments and diagnostic views.

04

Opportunity Discovery

Identify risks, anomalies, hidden reserves and growth hypotheses.

05

Decision Brief

Prioritize findings and recommend the next analytical steps.

What you need to start

One clean export can be enough for the first step

An initial audit does not require a full BI implementation or systems integration. A relevant-period export is often enough.

DATA

Excel / CSV

Sales, orders, customers, products, payments, interactions or operations.

SYSTEMS

CRM / BAF / ERP

Exports from business systems without permanent access at the first stage.

DATABASE

SQL / structured data

Structured tables or extracts if the company already maintains its own database.

FAQ

About the format

Do we need Power BI or a data warehouse already?

No. The audit can start from Excel/CSV or CRM/BAF exports. A BI solution is only recommended if it is justified by the next stage.

Do you transfer scripts and internal methodology?

The standard product delivers analytical results, findings and agreed deliverables. Source-code transfer is outside the base scope unless separately agreed.

What if the data quality is poor?

That is still a valuable audit result. We identify what prevents reliable analysis and what should be fixed first.

Can we continue after the audit?

Yes. The next stage can include recurring analytics, BI/reporting, customer or profitability intelligence, and data-preparation automation.

Start with your data

Show us what data you have — we will identify the most useful first analysis

Send a short description of your data sources, time period and business question. You do not need to share confidential data for the initial discussion.