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Dashboard solutions

Your business questions.
A clearer view.

Choose the part of your business you want to understand better. We bring the relevant numbers together, with context that helps you decide what to do next.

Dashboard solutions

What would you like to understand?

Explore the areas of your business where a clearer view can make a difference. Choose a starting point, then discover the metrics and tools behind it. Compare packages

01

Financial Health & Cash Flow

Is the business making money—and can we see what’s coming?

Bring income, costs, cash balances, and unpaid invoices into a clear financial view. See trends, spot pressure points, and make your next decision with better context.

Explore financial health KPIs

Questions worth answering

  • How do income and expenses compare with last month?
  • Which customers owe us money, and how overdue is it?
  • Are sales translating into healthy margins?

Metrics we could include

RevenueNet profitNet profit marginOverdue receivables

Possible data sources

QuickBooks OnlineXeroGoogle SheetsMicrosoft Excel

Start with a financial view, then bring in sales or operating data as your needs grow.

02

Sales & Revenue

What’s in the pipeline, and what is turning into revenue?

Follow opportunities from first conversation to closed business. Understand pipeline movement, deal outcomes, and the time it takes to win a customer.

Explore sales & revenue KPIs

Questions worth answering

  • How much potential business is in each stage?
  • What percentage of decided deals do we win?
  • How long does it take to close a sale?

Metrics we could include

Open pipeline valueDeal win rateAverage sales cycleClosed-won deal value

Possible data sources

HubSpotGoogle SheetsMicrosoft Excel

Consistent deal stages and dates make sales reporting much more useful.

03

Marketing Performance

Which marketing efforts are bringing the right people to us?

Connect website activity and campaign results with the outcomes that matter. See how spend, traffic, leads, and customer acquisition work together.

Explore marketing KPIs

Questions worth answering

  • Which channels send visitors who take action?
  • What are we spending to generate a lead?
  • Can we connect acquisition costs with new customers?

Metrics we could include

Website sessionsWebsite session key-event rateCost per tracked leadCustomer acquisition cost

Possible data sources

Google Analytics 4Google AdsMeta AdsHubSpotGoogle Sheets

Attribution depends on tracking setup. Advertising return and business profitability answer different questions.

04

Ecommerce Performance

What is driving store sales and bringing customers back?

Look beyond the sales total. Explore order value, repeat purchasing, refunds, and product performance—and connect costs when you need a margin view.

Explore ecommerce KPIs

Questions worth answering

  • Are customers spending more per order?
  • How much revenue is being refunded?
  • Which products contribute the most after product costs?

Metrics we could include

Net product salesAverage order valueRepeat purchaser rateProduct gross margin

Possible data sources

ShopifyStripeGoogle Analytics 4QuickBooks OnlineXeroGoogle Sheets

Orders, payments, and accounting revenue are different measures. We agree on the definition that fits your decisions.

05

Operations & Service Delivery

Where is work getting stuck, and how well are we delivering?

Turn project, time, and service records into a practical operating view. Track delivery, workload, and project economics using the information your team already records.

Explore operations KPIs

Questions worth answering

  • Are we completing work when we promised?
  • How much capacity is available for billable work?
  • Which projects are keeping their margins?

Metrics we could include

On-time completion rateBillable utilizationOpen work backlogProject gross margin

Possible data sources

Google SheetsMicrosoft Excel

Operations dashboards often begin with a well-structured spreadsheet. Other project and service tools can be reviewed during discovery.

The bigger picture

One overview.
The numbers that matter to you.

An executive dashboard can bring selected financial, sales, marketing, and operating metrics together. Choose a focused starting point, then connect more of your business as you need it.

See the interactive business overview

An illustrative executive view

Financial healthRevenue · Profit · Cash
Sales momentumPipeline · Wins · Sales cycle
Customer growthAcquisition · Orders · Repeat purchases
DeliveryCapacity · Backlog · Completion

The final selection depends on your goals and available data.

Let’s map it out

What would a clearer view help you do?

Tell us where you need more visibility. We’ll identify a practical starting point, the data it needs, and the right scope for your dashboard.

Book a consultation