Explore Our Packages
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
Dashboards
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Referral Automation
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Performance Analytics
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Automated Reporting
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Data-Driven
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Dashboards ✳︎ Referral Automation ✳︎ Performance Analytics ✳︎ Automated Reporting ✳︎ Data-Driven ✳︎
Not sure where to start?
Fill out a short, no-pressure form. We'll map your data, get in contact about pricing, and you'll leave with a clear sense of scope and cost — whether or not we work together.
Our Services
Dashboard Creation
A complete data pipeline, built end to end: custom forms to capture your data, organized spreadsheets to structure it, and live dashboards that turn it all into clear answers at a glance. No more scattered spreadsheets or manual entry — just one connected system, built around how your team actually works.
What's included:
• Custom intake forms to capture data at the source
• Structured, automated spreadsheets that organize it behind the scenes
• Live, interactive dashboards with the KPIs that matter to you
• A walkthrough and documentation at handoff — the whole system is yours to keep
Referral Metrix
Automated intake, routing, and tracking so referrals and projects stop slipping through the cracks. Built to match your volume and your workflow, then handed off fully documented.
What's included:
• Custom intake forms and automated routing
• Auto-generated IDs and status tracking
• A live tracking view so nothing gets lost
• Setup, testing, and a handoff walkthrough
How Pricing Works
Every SoCal Metrix engagement is quoted to fit — no one-size-fits-all packages. Pricing depends on how many dashboards you need, how many data sources feed them, your referral or workflow volume, your reporting cadence, and any compliance needs like HIPAA. After you share a few details, you'll get a clear, fixed quote built around exactly what you need.