Financial Health Check KPI Dashboard

If you're running a business, understanding your financial health matters—knowing how your business is performing financially helps you make informed decisions, identify problems early, and ensure long-term viability. Financial health checks assess your business's financial position, performance, and viability, providing insight into profitability, cash flow, liquidity, solvency, and overall financial health. KPI dashboards provide visual, real-time views of key performance indicators (KPIs) such as revenue, profit margins, cash flow, customer acquisition cost, customer lifetime value, and other important business metrics. Financial health checks typically include analysis of financial statements (profit and loss, balance sheet, cash flow), calculation of financial ratios (profitability ratios, liquidity ratios, solvency ratios), cash flow analysis, and identification of financial strengths and weaknesses.

The problem is most businesses don't understand their financial health or track key performance indicators effectively. They don't know how to measure financial health, struggle to identify important KPIs, don't have dashboards to track performance, or find financial analysis confusing. That causes problems—missing financial problems until they become serious, making decisions without understanding financial impact, lack of visibility into performance, difficulty identifying improvement opportunities, and stress from financial uncertainty.

We provide financial health check and KPI dashboard services for businesses across Kent: financial health assessment (comprehensive analysis of your business's financial position, performance, and viability, including profitability, cash flow, liquidity, solvency, and overall financial health), financial ratio analysis (calculating and analysing financial ratios such as profitability ratios, liquidity ratios, solvency ratios, efficiency ratios, and other key indicators), cash flow analysis (analysing cash flow position, cash flow trends, cash flow forecasting, and cash flow management to understand liquidity and cash availability), KPI dashboard setup (setting up visual, real-time KPI dashboards to track key performance indicators such as revenue, profit margins, cash flow, customer metrics, and other important business metrics), performance benchmarking (comparing your business's performance to industry benchmarks, competitors, or historical performance to identify strengths and weaknesses), financial strength and weakness identification (identifying financial strengths (what's working well) and weaknesses (areas needing improvement) to guide business decisions), actionable recommendations (providing actionable recommendations to improve financial health, performance, and profitability based on health check findings), and ongoing monitoring (providing ongoing financial health monitoring and KPI tracking to ensure continued financial health and performance improvement). Whether you're a business in Medway needing a financial health check, a company in Maidstone wanting KPI dashboard setup, or a business in Canterbury needing performance analysis, we'll provide your financial health check and KPI dashboard services that work. No confusion, no uncertainty—just clear financial insight that helps you understand your business's financial health and make informed decisions.

What this helps you do (fast)

• Understand your financial health — We'll assess your business's financial position, performance, and viability, providing insight into profitability, cash flow, liquidity, and solvency. Understanding financial health improves decision-making.
• Track key performance indicators — We'll set up KPI dashboards to track revenue, profit margins, cash flow, and other important metrics. KPI tracking improves visibility.
• Identify problems early — We'll identify financial strengths and weaknesses, spotting issues before they become serious. Early identification helps you take action.
• Make data-driven decisions — We'll provide financial analysis and recommendations to help you make informed decisions. Data-driven decisions improve performance.
• Improve financial performance — We'll provide actionable recommendations to improve profitability, cash flow, and overall financial health. Performance improvement increases profitability.
• Monitor financial health ongoing — We'll provide ongoing monitoring to ensure continued financial health and performance improvement. Ongoing monitoring maintains financial health.

How it works

Step-by-step process for financial health check and KPI dashboard:

1. Discovery call — We chat about your business: what type of business you run, what your current financial situation is, what concerns you have about financial health, what KPIs you want to track, what decisions you're making, and what help you need. Understanding your situation helps us tailor financial health check and KPI dashboard services.
2. Financial data collection — We collect financial data:
   • Financial statements — We gather profit and loss accounts, balance sheets, cash flow statements, and other financial statements.
   • Management accounts — We gather management accounts, budgets, forecasts, and other financial reports.
   • Bookkeeping records — We gather bookkeeping records, accounting records, and transaction data.
   • Additional information — We gather additional information (business context, goals, challenges, industry information, etc.).
   Financial data collection provides foundation for analysis.
3. Financial health assessment — We assess financial health:
   • Profitability analysis — We analyse profitability (gross profit margin, net profit margin, operating profit margin, return on investment, etc.), identifying profitability trends and issues.
   • Cash flow analysis — We analyse cash flow (operating cash flow, free cash flow, cash flow trends, cash flow forecasting), identifying cash flow position and liquidity.
   • Liquidity analysis — We analyse liquidity (current ratio, quick ratio, cash position, working capital), identifying ability to meet short-term obligations.
   • Solvency analysis — We analyse solvency (debt-to-equity ratio, interest coverage ratio, debt levels), identifying long-term financial stability.
   • Efficiency analysis — We analyse efficiency (asset turnover, inventory turnover, days sales outstanding, days payable outstanding), identifying operational efficiency.
   Financial health assessment provides comprehensive view.
4. Financial ratio calculation — We calculate financial ratios:
   • Profitability ratios — We calculate profitability ratios (gross profit margin, net profit margin, operating profit margin, return on assets, return on equity).
   • Liquidity ratios — We calculate liquidity ratios (current ratio, quick ratio, cash ratio).
   • Solvency ratios — We calculate solvency ratios (debt-to-equity ratio, debt-to-assets ratio, interest coverage ratio).
   • Efficiency ratios — We calculate efficiency ratios (asset turnover, inventory turnover, receivables turnover, payables turnover).
   • Ratio benchmarking — We benchmark ratios against industry standards, competitors, or historical performance.
   Financial ratio calculation provides key indicators.
5. KPI dashboard setup — We set up KPI dashboards:
   • KPI selection — We select key performance indicators relevant to your business (revenue, profit margins, cash flow, customer metrics, operational metrics, etc.).
   • Dashboard design — We design visual dashboards to display KPIs clearly and effectively.
   • Data integration — We integrate dashboards with your bookkeeping system or accounting software to provide real-time data.
   • Dashboard configuration — We configure dashboards with appropriate charts, graphs, and visualisations.
   KPI dashboard setup provides visibility.
6. Performance benchmarking — We benchmark performance:
   • Industry benchmarking — We compare your performance to industry benchmarks and standards.
   • Competitive benchmarking — We compare your performance to competitors if data is available.
   • Historical benchmarking — We compare current performance to historical performance to identify trends.
   • Benchmark analysis — We analyse benchmarking results to identify strengths and weaknesses.
   Performance benchmarking provides context.
7. Strength and weakness identification — We identify strengths and weaknesses:
   • Financial strengths — We identify what's working well financially (strong profitability, good cash flow, strong liquidity, etc.).
   • Financial weaknesses — We identify areas needing improvement (low profitability, cash flow issues, liquidity concerns, high debt, etc.).
   • Opportunities — We identify opportunities for improvement (profitability improvement, cash flow improvement, efficiency gains, etc.).
   • Threats — We identify threats to financial health (declining performance, cash flow problems, increasing debt, etc.).
   Strength and weakness identification guides decisions.
8. Recommendations and action plan — We provide recommendations:
   • Actionable recommendations — We provide specific, actionable recommendations to improve financial health, performance, and profitability.
   • Priority ranking — We rank recommendations by priority (high, medium, low) and impact.
   • Implementation plan — We provide implementation plan for recommendations, including timelines and resources needed.
   • Monitoring plan — We provide plan for ongoing monitoring and tracking of financial health and KPIs.
   Recommendations provide clear direction.
9. Ongoing monitoring — We provide ongoing monitoring:
   • Regular health checks — We conduct regular financial health checks (quarterly, semi-annually, or annually) to track progress.
   • KPI tracking — We monitor KPI dashboards regularly to track performance and identify issues.
   • Performance reviews — We conduct performance reviews to assess progress against goals and recommendations.
   • Continuous improvement — We provide ongoing recommendations for continuous improvement.
   Ongoing monitoring maintains financial health.

We provide comprehensive financial health check and KPI dashboard services, from initial assessment to ongoing monitoring. The key is understanding financial health, tracking key performance indicators, identifying strengths and weaknesses, and providing actionable recommendations for improvement.

Costs & timelines

Pricing factors:

• Service scope — One-off financial health check vs. comprehensive service (health check, KPI dashboard setup, ongoing monitoring) affects scope and cost.
• Business complexity — Simple businesses with straightforward finances vs. complex businesses with multiple revenue streams, complex transactions, or multiple entities affects time required.
• Data availability — Whether financial data is readily available and organised vs. needing to gather and organise data affects time required.
• Ongoing monitoring level — One-off check vs. ongoing monitoring (quarterly, semi-annually, or annually) affects ongoing cost.

Commonly reported ranges by local providers:

• Financial health check (one-off): £500–£1,500 (includes financial data collection, financial health assessment, financial ratio calculation, strength and weakness identification, recommendations)
• KPI dashboard setup (one-off): £300–£1,000 (includes KPI selection, dashboard design, data integration, dashboard configuration)
• Comprehensive financial health check and KPI dashboard service (one-off, full service): £800–£2,500 (includes comprehensive health check, KPI dashboard setup, performance benchmarking, recommendations)
• Ongoing financial health monitoring service (quarterly/semi-annual reviews and KPI tracking): £600–£2,000+ per year (includes regular health checks, KPI tracking, performance reviews, continuous improvement)

Why financial health check costs what they do:

• Financial expertise — Financial health checks require expertise in financial analysis, accounting, business finance, and performance measurement, which is complex and requires specialist knowledge.
• Time and analysis — Financial data collection, analysis, ratio calculation, benchmarking, and recommendations require significant time and detailed analysis.
• Value provided — Financial health checks help you understand financial position, identify problems early, make informed decisions, and improve performance, providing substantial value.
• Ongoing monitoring — Ongoing financial health monitoring requires ongoing time and resources to track performance and provide continuous improvement.

Timeline: Financial health check typically takes 2–4 weeks. KPI dashboard setup typically takes 1–2 weeks. Comprehensive service typically takes 3–6 weeks. Ongoing monitoring is provided quarterly, semi-annually, or annually.

Payment: Typically invoiced upon completion of work or quarterly/annually for ongoing services. Payment terms are typically 14–30 days.

No hidden fees. Our price includes financial data collection, financial health assessment, financial ratio calculation, KPI dashboard setup, performance benchmarking, strength and weakness identification, recommendations, and ongoing monitoring. Additional services (complex financial planning, specialist advice, etc.) may be charged separately if not included in standard service.

Kent (UK) focus

For businesses in Kent, whether you're a business in Medway needing a financial health check, a company in Maidstone wanting KPI dashboard setup, or a business in Canterbury needing performance analysis, understanding your financial health helps you make informed decisions and improve performance. Many Kent businesses don't understand their financial health or track key performance indicators effectively, leading to missed opportunities and financial problems. We help local businesses assess financial health, set up KPI dashboards, identify strengths and weaknesses, and provide actionable recommendations for improvement.

Common Kent financial health check scenarios:

• Businesses wanting financial insight — Businesses wanting to understand their financial position, performance, and viability.
• Businesses with performance concerns — Businesses with concerns about profitability, cash flow, or overall financial health.
• Businesses preparing for growth — Businesses preparing for growth, investment, or expansion, needing financial health assessment.
• Businesses needing better visibility — Businesses needing better visibility into performance through KPI dashboards and tracking.

Remote-first, Kent-focused. We don't need to meet in person (though we can if you prefer), and we understand what Kent businesses are dealing with. Financial health assessment, KPI dashboard setup, performance benchmarking, ongoing monitoring—we'll provide your financial health check and KPI dashboard services that help you understand your business's financial health and make informed decisions.

FAQs