The AI-Powered Analytics Portal
A private analytics portal, built like a luxury product — not bolted together from generic BI tools.
Visual Insights builds a fully custom analytics portal for your business — a governed data pipeline, a single source of truth for every metric, and an AI agent that answers your team's questions on demand. Every portal is designed and verified, not just connected, so leadership can trust every number it sees.
The portal and the consulting behind it, together — that’s the real value.
Interactive sample portal
See the real thing.
Click through a fully working analytics portal for a sample real estate developer: the same product your leadership team would log into, running on fictional data.
- Satellite map of every project
- Live Gantt from project to task
- Daily data health checks
- An AI assistant for your questions
Services
An analytics portal, designed — not just connected
Every portal is scoped around your business and the decisions it needs to support, built on a governed data pipeline with the same visual care you'd expect from a design studio.
AI-Powered Insights & Q&A
Ask your data questions in plain language and get answers grounded in a verified measure library — not a black box.
- Plain-language questions, verified answers
- Every measure labeled Pilot or Certified
- AI recommends new KPIs worth tracking
Interactive, Drill-Down Dashboards
Cross-filter, drill down, and drill through every metric the way you would in a purpose-built BI tool — no static exports, ever.
- Executive summary & drill-down views
- Cross-filtering across every page
- Your visual identity, applied throughout
Data Health & Single Source of Truth
A Data Dictionary and Measure Library make every number traceable, backed by a daily Data Health check that catches issues before you do.
- Daily automated data health checks
- One Data Dictionary, one Measure Library
- Numbers match no matter who's looking
Secure Client Portal & Support
Your team gets a branded, secure portal with role-based access, quarterly insights reviews, and concierge-style support.
- Role-based logins for your team
- Quarterly Insights Review sessions
- Concierge-style ongoing support
How it works
A considered process, from first connection to live portal
Five stages, start to finish. No open-ended discovery phases that quietly become billable forever.
Discover
A private working session to understand your business, your data sources, and the decisions your team needs the portal to support.
Connect & model
Your data is connected and modeled into a clean, governed pipeline — the same rigor previously reserved for enterprise data teams.
Build & configure
The portal, Data Dictionary, Measure Library, and AI agent are configured and refined against your real data until every number checks out.
Client review & refine
A dedicated review with you against the finished portal — refined line by line until every requirement is met or exceeded before we call it done.
Launch & elevate
A guided rollout, private team training, and ongoing portal management — on a Bronze, Silver, or Gold plan — to keep the portal sharp as your business grows.
About 8 weeks, start to launch — then ongoing support continues on your Bronze, Silver, or Gold plan.
Engagements
Bronze, Silver, Gold — an ongoing portal built for where you are
Every tier is a monthly subscription that keeps your portal running, monitored, and evolving — not a one-time build. Prices below are starting points. Your exact quote is set after a free requirements discussion, based on the size of your data, how many systems you use, and how many people need access.
See it
Bronze — Foundation
For a small business standing up its first real view of the numbers.
Typically $1,500–$4,500/month, depending on the size of your data
- One standard board for the business
- Data health checked every refresh
- Core measure library & data dictionary
- AI assistant: 50 questions a month
- Service Desk support, next business day
Run on it
Silver — Growth
For an established team that needs everyone working from the same numbers.
Typically $2,250–$6,500/month, depending on the size of your data
- Full suite of standard tools for your industry
- Role-based views: each person sees only their jobs or team
- AI assistant included
- Email alerts when something needs attention
- 2 hours a month of changes & new measures
- Quarterly Insights Review
- Client-branded colors; same-business-day support
Manage by it
Gold — Enterprise
For larger or multi-entity firms that want an analytics team without hiring one.
Typically $3,750–$9,500+/month, depending on the size of your data
- Full suite plus custom pages & measures
- Role-based views with a “view as” access report
- AI assistant for heavy everyday use
- Email + phone alerts and a morning digest
- 4 hours a month of changes & new measures
- Monthly Insights Review
- Fully client-branded; support within 4 business hours with a named contact
Compare every feature
| Feature | Bronze | Silver | Gold |
|---|---|---|---|
| Portal | One standard board | Full industry suite | Full suite + custom pages |
| Users | 2 | Up to 10 | 25 included, more in packs of 5 |
| Data sources | Up to 3 | Up to 6 | 10 included, more as add-ons |
| Refresh | Daily | 3× a day | Hourly, business hours |
| Role-based views | — | ✓ | ✓ + access report |
| AI assistant | 50 questions a month | Included | Included, heavy use |
| Alerts | — | Email, phone & morning digest | |
| Data health checks | Every refresh | Every refresh | Every refresh, with alerts |
| Changes & new measures | Fixes only | 2 hours a month | 4 hours a month |
| Insights Review | — | Quarterly | Monthly |
| Support response | Next business day | Same business day | 4 business hours, named contact |
| Branding | Visual Insights look | Your colors | Fully branded |
Every tier: your own walled-off data environment, read-only connections to your systems, a 12-month term with fees fixed for the term, and a full export of your data and definitions if you ever leave.
FAQ
Good questions before you reach out
What makes this different from a typical BI dashboard?
It's not a static report — it's a living portal: interactive, drill-down dashboards backed by an AI agent that can answer questions on demand, all built on a governed data pipeline instead of a spreadsheet stitched together by hand.
Do I need to already have Power BI or another BI tool?
No. The portal replaces the need for a separate BI license — everything runs through your own secure Visual Insights portal, connected directly to your data.
What data sources can you work with?
Excel and CSV exports, SQL databases, QuickBooks, Smartsheet, most common CRMs, and anything else with an export or API. We'll confirm exactly what's feasible during discovery.
How long does implementation typically take?
Most first portals launch in 6–10 weeks from kickoff, depending on how ready your data is and how many sources are involved.
Is there a separate onboarding fee?
Yes, on every tier. Before portal design and construction can begin, we do the upfront work: data discovery, requirements definition, data import, and data modeling. That's billed as a one-time onboarding fee, scoped to the volume and complexity of your data during your consultation — separate from your ongoing monthly subscription.
Can I trust the AI-generated insights?
Every measure in the portal is labeled Pilot or Certified, so you always know what's been reviewed and verified versus what's still being tested. Executives see accuracy first, always.
Let's talk
Ready for an analytics portal built around how you actually run your business?
Book a private 30-minute consultation — we'll look at what you're working with now and map out what a portal built for you could look like.