← All toolkits
Core6 analyses included

KPI Dashboard

Want one screen that shows how the business is really doing?

Brings your key numbers (sales, costs, customers and targets) into a single dashboard, so you stop jumping between spreadsheets to know where you stand.

Delivered as: Live dashboard: a one-page KPI view with live target tracking

Business questions it answers

  • Are we on track for this month's targets?
  • Which numbers moved, and why?
  • Is profit trending up or down?
  • Which KPIs need attention right now?
  • How does this month compare with last month and last year?

What you gain

One source of truth the whole team can check, so problems surface early instead of at month-end.

What you'll know

Your core KPIs at a glance, progress against targets, month-on-month and year-on-year changes, and which numbers are off track.

Analyses included

KPI Scorecard
Target vs. Actual Tracking
Month-on-Month & Year-on-Year
Profit Trend
Customer Count & Retention
Red-Flag Alerts

Data you'll need

Check you can export these before you buy. Not sure? Send us what you have and we'll tell you what's missing before any work starts.

  • Sales or revenue export
  • Expense records
  • Your monthly targets, if you set them

Works well for

Owners & managersService businessesRetail & shopsAgenciesGrowing teams