KPI Dashboards

Overview

What we deliver

We design KPI dashboards that connect your accounting, CRM, and operations data into a single view leadership can act on.

We build KPI dashboards that bring financial and operational data into one place for owners, CFOs, and department heads. Engagements start with a metric definition workshop where we agree on the numbers that matter, the source systems, and the calculation rules, including how revenue is recognized under US GAAP, IFRS, or UK FRS. We connect your general ledger, billing platform, CRM, and payroll, then model the data so dashboards refresh on a daily or monthly cadence. Visuals cover revenue, gross margin, cash position, AR aging, AP aging, headcount cost, and pipeline conversion. We document data lineage, set alert thresholds, and train your team to read and own the dashboards. Outputs work in Power BI, Looker Studio, or Tableau, and we can publish slim board packs that pull straight from the same source data.

Fit Check

Built for teams like yours

Who it's for

Owner operated SMBs
Private equity backed firms
Multi entity groups
SaaS and subscription businesses
Professional services firms

Pain points we solve

Numbers that disagree across systems
Slow monthly reporting cycle
No real time view of cash
Manual board pack assembly
Unclear metric definitions

What's included

Capabilities

Everything we cover in this engagement.

Metric definition workshop
Data source integration
ETL and data modeling
Dashboard design and build
Board pack templates
Alert and threshold setup
User training
Quarterly review and tune up

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Define metrics

Agree KPIs, definitions, and source systems.

02

Connect data

Integrate GL, CRM, billing, and payroll.

03

Model

Build a clean data layer with documented logic.

04

Visualize

Design dashboards and board pack views.

05

Enable

Train users and set refresh schedules.

What you get

Deliverables & outcomes

What you get

Live KPI dashboard
Metric definitions document
Data pipeline and refresh schedule
Board pack template
User training session
Quarterly tune up plan

Outcomes you can expect

One source of truth for KPIs
Faster month end review
Earlier signal on margin shifts
Better board conversations
Less manual reporting work

Timeline

Four to eight weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

Power BI, Looker Studio, Tableau, Fivetran, dbt

KPIs we track

revenue, gross margin, cash on hand, DSO, DPO

Client stories

What clients say

"

We had been prototyping an AI quoting agent for nine months and could not get it past demo quality. They came in, scoped a real eval set, swapped our retrieval layer, and added guardrails for the edge cases that kept burning us. Went live in seven weeks. It now handles 41 percent of inbound quote requests without a human touching them.

Kyle A.

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

Proof