We Help You Unlock the Numbers That Power Your Growth.

Executive Dashboard for SaaS Financial & Subscription Insights

Executives were flying blind. Subscription activity lived in one system, costs in another, and customer value was scattered across spreadsheets. Without a unified, real-time view, leadership couldn’t answer basic questions: Are we profitable this quarter? Are we retaining customers? Is growth sustainable? Decisions were slowed, and financial risk mounted until Lunexa Insights built a centralized dashboard that brought clarity in minutes, not months.

Data Analysis

Data Cleaning

Python

Looker

Revenue & Margin Reporting

Leadership couldn’t see if the business was actually making money. Revenue sat in one silo, costs in another, and no one had a trusted monthly view of margin. Without clarity, decisions on hiring, pricing, and fundraising risked being guesswork. Lunexa Insights delivered a transparent revenue and margin tracker that surfaced true month-over-month profitability, turning uncertainty into confident, data-backed growth moves.

UI Design

Prototyping

Analyzing Factors and User Demographics Influencing No Show Rates in VISN Clinics

Patient no-shows were quietly eroding clinic efficiency and patient care. Leadership lacked clarity on why attendance was dropping and what levers could improve it. By analyzing years of historical data, Lunexa Insights uncovered the patterns and demographics driving no-shows, giving clinics the insight to act fast, reduce wasted appointments, and strengthen care delivery.

Data Analysis

Segmentation

Power BI

Ad Hoc Analysis- Support Team Staffing Forecast model

Critical support programs risked being overwhelmed. Leadership had no way to anticipate training or helpdesk demand during program migrations or unexpected surges. If left unaddressed, service quality — and trust in the programs — would suffer. Lunexa Insights built a demand-forecasting model from historical data that allowed leaders to anticipate spikes and staff proactively, protecting service continuity.

Data Cleansing

PowerPoint

Python

Data Cleaning and Governance- HubSpot Migration

Marketing and sales data lived in silos, HubSpot exports in one corner, financial reports in another. During migration, leadership faced a critical risk: what if records were lost, mismatched, or couldn’t be tied back to revenue? Without reliable alignment, campaign ROI was unknowable, budgets could be wasted, and forecasts missed. Lunexa Insights executed a seamless migration and integration, ensuring every touchpoint, transaction, and dollar flowed into a unified, trusted dataset. The result: leadership could measure ROI with confidence and scale campaigns without fear of broken data.

ETL

Data Mapping

Stitch

Company