Business Intelligence That Turns Data Into Decisions— And Decisions Into Action

The all-in-one platform powered by the WISE Framework

Wisdom • Insights • Strategy • Execution

Transform your numbers into clarity, direction, and weekly action.

Wisdom BI Dashboard - Your business command center

From Data to Decisions to Done.

The only platform built for SMEs that connects data → insights → strategy → execution in one seamless system.

5
Business Stages
44
Business Builds
Weekly
Execution Rhythm
Direct
Coach Connection

The WISE Framework

Four pillars that turn business complexity into clarity.

W

Wisdom

Know where you are

Complete your business assessment to identify your current stage and the specific builds to focus on.

I

Insights

See what matters

Track Revenue, Profit, and KPIs weekly. Connect Xero for automatic financial data.

S

Strategy

Plan with purpose

Set annual goals, 90-day rocks, and weekly priorities. Build your financial forecast.

E

Execution

Take action every week

Weekly reviews, accountability tracking, and direct coach connection.

Your Stage-by-Stage Guide to Business Freedom

The Wisdom Roadmap shows exactly where you are and what to build next — from $0 to $10M+.

  • Foundation — $0-$500K: Clear offer, basic systems, first clients
  • Traction — $500K-$1M: First hire, documented processes
  • Growth — $1M-$5M: Sales team, predictable lead flow
  • Scale — $5M-$10M: Leadership team, business runs without you
  • Mastery — $10M+: Board chair role, generational wealth
The Wisdom Roadmap - Your stage-by-stage guide to business freedom

Everything You Need in One Platform

From insights to strategy to execution — all connected.

Business Dashboard - See your entire business health at a glance

Insights Dashboard

See your entire business health at a glance. Revenue, Gross Profit, Net Profit — tracked weekly against your targets.

Strategy & Goals - Set annual targets and quarterly rocks

Strategy & Goals

Set annual targets, break them into quarterly rocks, and track progress with time-based indicators showing days remaining.

Financial Forecast - Build your 12-month P&L forecast

Financial Forecast

Build your 12-month P&L forecast in 4 guided steps. Connect Xero to sync actuals automatically.

Get Started in Three Steps

1

Assess

Complete your Business Profile and 54-question assessment. We'll identify your stage and priorities.

2

Plan

Set your annual goals, quarterly rocks, and financial forecast. Build your one-page plan.

3

Execute

Track your numbers weekly. Complete reviews. Stay connected with your coach.

Built-In Coach Connection

Your Coach, Right Inside the Platform

Wisdom BI isn't just software — it's a complete business operating system with your coach alongside every step.

  • Direct messaging — no separate apps or emails
  • Session notes and action tracking
  • Weekly accountability and support

Built by Wisdom Consulting Group

After coaching over 1,000 businesses, we saw the same pattern — owners drowning in data and ideas but lacking clarity, focus, and execution.

So we built Wisdom BI, powered by the WISE Framework, to close the gap between knowing and doing.

You don't just see your numbers. You finally know what to do with them.

Ready to Build a Business That Runs on Clarity?

Join business owners who use Wisdom BI to turn goals into action — every single week.

Get Started Today