Dashboards & Reporting

Stop Flying Blind

How's your cash flow? What's your best-performing product? Which marketing channels actually drive profitable customers? If you're waiting until month-end to get these answers, you're making decisions with outdated information.

We build custom dashboards that pull real-time data from all your business systems — QuickBooks, Stripe, your CRM, advertising platforms — and present it in clear, actionable visuals that help you make smarter decisions every day.

What You'll See

Your dashboard will show the metrics that actually matter to your business decisions:

Financial Health: Real-time revenue, profit margins, cash flow, and runway calculations that update automatically as transactions flow through your systems.

Sales Performance: Pipeline health, conversion rates, customer acquisition costs, and lifetime value trends that help you optimize your sales process.

Operational Metrics: Key performance indicators specific to your business model, whether that's utilization rates, project profitability, or inventory turnover.

Marketing ROI: Track which channels drive profitable customers, campaign performance, and attribution across your entire marketing funnel.

Real-Time Data That Actually Works

Most business dashboards fail because they show vanity metrics instead of actionable insights, or because the data is stale by the time you see it. We focus on the numbers that drive decisions and automate the data collection so everything stays current.

We handle all the technical complexity — API connections, data cleaning, automated updates — so you get reliable insights without the maintenance headaches.

Your Results

After implementing custom dashboards, our clients typically see significant improvements in decision-making speed and business performance:

Faster Decision Making: Spot trends and issues immediately instead of waiting for monthly reports.

Better Resource Allocation: See which activities actually drive results and double down on what works.

Improved Cash Flow Management: Monitor receivables, payables, and cash position in real-time.

Data-Driven Growth: Make expansion and investment decisions based on actual performance data, not gut feelings.

Implementation Process

We start by understanding what decisions you need to make and what data sources contain the information you need. Then we design mockups of your dashboard, build the data connections, and test everything thoroughly before launch.

Most dashboard projects take 2-3 weeks to implement, and we provide training and documentation so your team can get the most value from the new insights.