The metrics leadership sees every Monday, not every quarter
A KPI dashboard tied to the operating cadence, not a one-time deliverable. Weekly, monthly, and quarterly views built for the leadership team and the board. For $2M to $50M companies that need one version of the numbers, reviewed on a standing rhythm.
The Challenge
Sales is reporting pipeline off the CRM. Operations is reporting ship rate off a spreadsheet. Finance is reporting revenue off QuickBooks. All three numbers are technically correct and none of them agree. The board asks a simple question in the quarterly meeting and three people pull up three different dashboards to answer it. Someone builds a new deck every month, spends eight hours pulling the numbers together, and the deck is out of date by the time the meeting starts.
The underlying issue is not that you lack metrics. It is that you have too many metrics in too many places, none of which are authoritative, and none of which update on a standing rhythm that leadership can trust. You do not need another dashboard. You need one dashboard.
Our Approach
We start with a metric audit: what does leadership actually decide on each week, each month, each quarter, and what are the 8 to 15 metrics that actually drive those decisions. Everything else gets cut. Then we build one dashboard with three views tied to the operating cadence: a weekly operating view for function heads, a monthly leadership view tied to the close, and a quarterly board view tied to the strategic plan.
The dashboard pulls from your existing systems (QuickBooks, CRM, operational tools) so numbers come from one source per metric, update automatically, and reconcile to the financial model. Function heads own their metrics and the commentary that explains movement. Finance owns the reconciliation and the cadence. Nothing on the dashboard is built manually in a spreadsheet the night before a meeting.
What You Get
- Metric audit identifying the 8 to 15 KPIs that actually drive decisions
- One dashboard with three views: weekly operating, monthly leadership, quarterly board
- Automated data pulls from QuickBooks, CRM, and operational systems
- Metric definitions documented so the same number means the same thing everywhere
- Ownership log naming the function head accountable for each metric
- Monthly commentary template diagnosing movement, not describing it
- Board-ready quarterly view tied to the strategic plan and operating model
- Training for the owner (controller, analyst, or operations lead) to maintain the cadence
Engagement Model
Build runs 4 to 6 weeks. After build, engagements shift to a standing monthly cadence or hand off to your internal owner. Standalone engagement or bundled with Fractional CFO or FP&A. Month-to-month with 30-day notice.
Who It's For
Built for $2M to $50M companies where leadership has lost trust in the numbers, or where the monthly reporting pack is built manually every month from three different systems. Typical triggers are a new leadership team, a board demanding cleaner reporting, or a sales and operations disconnect showing up as missed forecasts. We are not the right fit for pre-revenue startups or companies under $1M where one well-structured QuickBooks report is enough. Those businesses do not need a dashboard layer yet.
Related Services
Financial Planning & Analysis
Driver-based FP&A built to run the business, not to sit in a deck. Rolling forecast, variance commentary, and monthly reporting pack on a standing cadence.
Learn more →AI-Powered Finance Solutions
The AI infrastructure Catalyst runs inside every engagement. Multi-agent analysis, automated reporting cadence, and live client context.
Learn more →Fractional CFO
Embedded CFO leadership 2 to 4 days per month. Board-grade reporting and capital strategy without a $300K salary on the cap table.
Learn more →Frequently Asked Questions
Ready to Get Started with KPI & Reporting Dashboards?
Schedule a complimentary consultation and we will map out a practical financial plan tailored to your goals.