Architected
Microsoft Power BI
Embedded Power BI workspaces for executive reporting and partner-facing dashboards.
- Embedded dashboards
- Row-level security
- Refresh schedules
- Microsoft Entra access
Corporate Analytics Foundation
Measure the ecosystem
The architectural foundation for executive analytics, lead intelligence, and cross-brand KPI reporting across the Ross & Associates ecosystem.
Architecture Pillars
Six foundational components
We're building the substrate first — clean data, consistent definitions, secure access — before layering dashboards on top.
Planned
Executive Dashboards
Cross-brand KPI views surfaced to leadership and division heads.
- Revenue by brand
- Service-line performance
- Operational health
- Forecasting
Foundational
Lead Tracking
Unified lead capture and attribution across every ecosystem property.
- Contact form → CRM pipeline
- Booking source attribution
- Conversion funnels
- Pipeline stage analytics
Foundational
Website Analytics
Privacy-respecting website analytics across all corporate and brand sites.
- Page-level engagement
- Campaign attribution
- Geographic insight
- Aggregated reporting
Architected
Ecosystem KPIs
A shared KPI library powering consistent measurement across brands.
- Definition library
- Source-of-truth mapping
- Cross-brand rollups
- Goal tracking
Planned
Client & Partner Metrics
Aggregate views of client growth, partner activation, and retention.
- Active client counts
- Partner onboarding velocity
- Retention cohorts
- NPS-style signals
Data Layer
Source-of-truth mapping across Microsoft 365, CRM, websites, and platforms.
Processing
Scheduled and event-driven pipelines refreshing KPIs and dashboards.
Access & Security
Microsoft Entra-based access, role-scoped data, audit logging.
Dashboard design is the next phase.
The architecture is being put in place now. Executive dashboards, lead intelligence views, and partner-facing reporting will be designed on top of this foundation.