Turning Data into Direction

Brookaire Co.

  • Client: Brookaire Co.

    Industry: HVAC manufacturing & distribution

    Size: 51 - 200

  • Project Specs

    Duration: Ongoing since April '25

    Tools: Klipfolio, Excel, Google Sheets
    Deliverables:

    • a suite of executive dashboards,
    • a semi-automated Google Sheets file that tracks personal targets against worked days, while automatically excluding weekends and bank holidays.

  • Solution

    My Role: Lead Data Analyst & Dashboard Strategist

    Results: I transformed underused data and fragmented reporting into a trusted decision-making system. Through smart data analysis, KPI refinement, and a suite of custom real-time dashboards, I empowered leadership to move from scattered tracking to strategic visibility.

Who is Brookaire?

Brookaire Company is a U.S. industry leader in the manufacturing and distribution of air filtration products for B2B markets. This third-generation, family-operated business credits its continued growth to a strong 'Customer First' approach, proudly serving clients across the U.S., from New York City to Washington, D.C.

Why Did They Need a Data Analyst?

When we first connected, their business intelligence was starting to mature: they had data, but little insight. They had invested in Klipfolio and started creating dashboards, but the tools were abandoned due to lack of structure, clarity, and usability.

What started as a short Excel-to-Klipfolio migration project quickly turned into a full-scale transformation of the company’s approach to data.

What Business Challenges Were They Facing?

  • Fragmented, unstructured reporting relying on raw spreadsheets
  • Abandoned dashboards with no adoption across the business
  • Limited understanding of KPIs beyond surface-level financials
  • No filtering, trend analysis, or visual storytelling in place
  • Complex data sources (like NetSuite) not effectively harnessed

How Did I Approach the Project?

I began by building trust: listening deeply, mapping their real-world business problems to their data sources, and modeling those sources into something truly insightful. I created a complete suite of executive dashboards that covered several aspect of the business—from financials and revenue to outbound calls, lead conversion, and team productivity.

Every dashboard was crafted with one goal in mind: actionable insights in under 10 seconds.

I achieved this by:

  • Building advanced data models combining multiple sources
  • Defining custom KPIs based on business-specific logic and strategic goals
  • Creating multi-level views for executive summaries
  • Designing dashboards to surface trends, compare periods, and improve daily decision-making
  • Delivering a scalable system that now supports sereral departments

What Impact Did My Work Have?

The transformation was tangible. Dashboards became daily tools, not static reports. Decision-makers gained confidence. Teams improved performance with real-time visibility.

This project shows what’s possible when data strategy and visual design go hand in hand. It’s not just about building dashboards—it’s about building systems that change the way a business sees itself.

But Don't Take My Word For It

“Geta delivered real-time, actionable insights into my business. She made me feel more informed, and gave me confidence. This collaboration brought measurable value to my business.”

David Mornan, Managing Director

✅ Dashboards exceeded expectations
✅ Deliverables were on time and complete
✅ KPIs were aligned to real business use cases
✅ Collaboration was easy, insightful, and empowering

Do you face similar challenges?

Let’s explore your unique business needs in a short discovery call. In just 30 minutes, we can assess your goals and outline your next best steps.

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