ServiceTitan analytics suite delivers 27+ KPIs in Power BI

From raw ServiceTitan data to real-time visibility.Field services companies running ServiceTitan have no shortage of data. Calls, jobs, technicians, memberships, marketing - it's all there. The challenge is getting it out of the system and into dashboards that leadership can actually use.This Service Spotlight shows how one multi-location team moved from manual reporting to automated, real-time visibility in weeks.THE CHALLENGEA multi-location field services company running ServiceTitan had data everywhere but answers nowhere. Weekly reporting was manual, consumed hours of staff time, and still left leadership [...]

Service Spotlight: Sales compensation dashboard replaces manual Excel with daily automated refresh

Immediate visibility into sales performance and compensation Sales compensation tracking shouldn't live in a spreadsheet that breaks every time you add another year of data. But for many distribution and CPG companies, that's exactly where it lives, buried in Excel, rebuilt manually, and always one step behind. This Service Spotlight shows how one food distribution company moved from fragile spreadsheets to a daily-refresh Power BI dashboard their leadership actually uses THE CHALLENGE A food [...]

First 100 Days: Is Your Finance Function Ready or Still Reacting?

Over the past four articles, we have followed the same journey from every angle. We looked at the operational pressure cooker that hits the moment the deal closes. The lender deadlines that arrive before the ink is dry. The leadership gaps that quietly stretch teams past their breaking point. And the hidden psychological weight carried by the people responsible for holding it all together. Every story has the same fault line running through it: [...]

The Hidden Weight of the First 100 Days: What Leaders Really Carry After Acquisition

The deal is signed. The announcement goes out. The congratulatory messages roll in. And then, almost immediately, the weight hits. For CFOs, CEOs, and founders, post-acquisition life is not just operationally demanding—it is psychologically intense. Expectations escalate overnight, governance tightens, and scrutiny increases. The same leaders who successfully built the business must now operate at a new level of rigor, cadence, and transparency. In our previous article, The First 100 Days: Inside the Pressure [...]

The Leadership Void: Why Talent Gaps Derail Sub-$100M Portcos

Systems Break First. Leadership Gaps Break Next.For private equity-backed companies, particularly those in the sub-$100M revenue range, the post-close environment is a crucible of transformation. While immediate attention is often placed on financial systems and data integrity, a more subtle yet critical challenge inevitably surfaces: the disparity between existing leadership capacity and the institutional rigor required by new ownership. This article explores the "Leadership Gap"—not as a failure of personnel, but as a structural evolution [...]

Lender Deadlines and Data Dead Ends: Why Reporting Breaks After Acquisition

In The First 100 Days, we described the moment the pressure truly begins, when post-close expectations escalate faster than infrastructure can keep up. The First 100 Days: Inside the Pressure Cooker of Post-Acquisition Life Within weeks of acquisition, finance teams are suddenly responsible for: Lender reporting with fixed deadlines and covenant compliance Board-ready narratives backed by clean, defensible numbers Weekly 13-week rolling cash forecasts These demands arrive immediately. And for many portfolio companies, they [...]

The First 100 Days: Inside the Pressure Cooker of Post-Acquisition Life

The deal is closed. The champagne is gone. And suddenly, everything changes. For leaders inside a newly acquired company, the first 100 days after private equity acquisition aren’t a strategy exercise, they’re a pressure cooker. Expectations skyrocket overnight, scrutiny intensifies, and the business is asked to perform at a level it may never have experienced before. This is the moment where deals are either stabilized….or quietly start to slip. What Really Happens in the [...]

Reporting Agility: The New KPI for Finance Leaders

Reporting Cycles Aren’t Keeping Up For many finance teams, the month doesn’t end when the books close. It ends weeks later — once spreadsheets are reconciled, systems aligned, and the management report is finally ready. The challenge isn’t just the close itself. It’s the pre-close complexity: data scattered across multiple ERPs, manual consolidation, disconnected systems, and last-minute adjustments. Controllers spend days chasing down errors. CFOs are left with stale numbers. In a world where boards [...]

Q2 2025 Private Equity Trends: What Leaders at PE-Backed Firms Need to Know — And How to Stay Ahead

Insights from PitchBook’s Q2 PE Breakdown, with practical ways to respond Private equity isn’t standing still — but it’s not racing ahead either. Q2 2025 saw deal activity bounce back, driven by add-ons and a few megadeals. But exits stalled, and fundraising showed signs of consolidation. Underneath the surface, leaders at PE-backed firms are being asked to do more — with fewer resources, tighter timelines, and growing complexity. So what now? At EBM, we’ve [...]

Why Should Finance Have All the Fun? Unlocking the Secrets Hidden in CPG Manufacturing Data

In the fast-paced world of consumer packaged goods (CPG) manufacturing, data is everywhere—ERP systems, CRM platforms, POS systems, shipment data, and marketing tools all generate mountains of information every day. While finance teams are often the first to harness this data, they shouldn’t have all the fun. Sales, operations, marketing, and even procurement teams can tap into the same data to drive smarter decisions, streamline processes, and boost profitability. Yet, despite the abundance of [...]

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