Financial Dashboards & KPI Tracking

Running a small business means making decisions constantly. Should you hire someone? Can you afford that new equipment? Is cash flow healthy enough to take on more work? The problem is most small businesses are flying blind—they know they made money, but they don't know how much, when, or why. Financial dashboards and KPI tracking give you real-time visibility into what's actually happening in your business, so you can make smart decisions instead of guessing.

The problem is most small businesses try to track finances in spreadsheets or just look at their bank balance. That's not enough. You need to see profit margins, cash flow trends, expense ratios, and key performance indicators that tell you how your business is really doing. Without proper dashboards and KPI tracking, you're making decisions based on incomplete information, and that leads to bad choices.

We set up financial dashboards and KPI tracking specifically for small businesses: dashboard setup, KPI selection, automated reporting, and ongoing monitoring. Whether you're a small business in Medway wanting better visibility, a growing company in Maidstone needing better financial control, or a business in Canterbury wanting to make smarter decisions, we'll build dashboards that show you exactly what you need to know. No more guessing, no more surprises—just clear financial visibility that helps you run your business better.

What this helps you do (fast)

• See your financial position in real time — Dashboard updates automatically from your bookkeeping data, showing current profit, cash flow, expenses, and key metrics. No more waiting until month-end to know how you're doing.
• Track the KPIs that matter — Gross profit margin, cash flow, operating expenses, revenue trends, customer acquisition cost, and other metrics that actually tell you how your business is performing.
• Spot problems early — Falling profit margins, increasing expenses, cash flow issues—dashboards highlight problems as soon as they start happening, so you can fix them before they get serious.
• Make better business decisions — Data-driven decisions instead of gut feelings. See which products are profitable, which customers are worth keeping, where you're spending too much, and what's working.
• Save time on reporting — Automated dashboards mean no more spending hours building spreadsheets or preparing reports. The data is there, updated automatically, ready to review.
• Improve profitability — Understanding your margins, expenses, and cash flow helps you identify opportunities to improve profitability. See where you can cut costs or increase prices.

How it works

Step-by-step process for financial dashboard and KPI tracking setup:

1. Discovery call — We chat about your business: what type of business you run, what financial questions you're trying to answer, what decisions you're making regularly, what your current reporting looks like, and what you wish you knew about your finances.
2. KPI selection — We identify the key performance indicators that matter for your business:
   • Revenue metrics — Total revenue, revenue growth, revenue by product/service/customer
   • Profitability metrics — Gross profit margin, net profit margin, profit by product/service
   • Cash flow metrics — Cash balance, cash flow trends, days of cash remaining, outstanding invoices
   • Expense metrics — Operating expenses, expense ratios, expense trends by category
   • Business-specific metrics — Customer acquisition cost, customer lifetime value, inventory turnover, project profitability (depending on your business type)
   The goal is tracking metrics that actually help you make decisions, not just numbers for the sake of it.
3. Dashboard design — We design dashboards that show:
   • Executive summary — High-level overview of key metrics (revenue, profit, cash flow) at a glance
   • Profitability analysis — Gross profit, net profit, profit margins, profit by product/service
   • Cash flow overview — Current cash balance, cash flow trends, outstanding receivables, upcoming payables
   • Expense breakdown — Expenses by category, expense trends, expense ratios
   • Business-specific views — Custom views based on your business type (project profitability, customer analysis, inventory levels, etc.)
   Dashboards are designed to be visual and easy to understand—charts, graphs, and key numbers that tell a story at a glance.
4. Dashboard build — We build dashboards in your accounting software (Xero, QuickBooks, etc.) or using business intelligence tools:
   • Connect to your bookkeeping data — Dashboards pull data automatically from your accounting software
   • Configure KPI calculations — Set up formulas for calculating margins, ratios, trends, and other metrics
   • Create visualizations — Charts, graphs, and tables that make the data easy to understand
   • Set up automated updates — Dashboards update automatically as new transactions are recorded in your bookkeeping system
5. Training and handover — We train you on how to use your dashboards:
   • How to read the dashboards — Understanding what each metric means and why it matters
   • How to spot problems — What to look for in the data to identify issues early
   • How to make decisions — Using dashboard data to make informed business decisions
   • How to customize — Adding or removing metrics as your business changes
   Or if you prefer, we can provide regular dashboard reviews and recommendations.

We work with whatever accounting software you're using. Most cloud accounting platforms (Xero, QuickBooks, etc.) have built-in dashboard capabilities, or we can set up advanced dashboards using business intelligence tools if you need more sophisticated reporting. The key is showing you the metrics that matter for your business in a way that's easy to understand.

Costs & timelines

Pricing factors:

• Dashboard complexity — Simple dashboards (basic KPIs) cost less than complex dashboards (multiple views, advanced metrics, custom calculations)
• Number of dashboards — More dashboards (executive summary, profitability, cash flow, expenses, etc.) cost more
• Business intelligence tools — If you need advanced dashboards using BI tools (Power BI, Tableau, etc.), that adds cost
• Ongoing support — Dashboard setup is one-off, but ongoing dashboard reviews and updates are separate

Commonly reported ranges by local providers:

• Basic dashboard setup: £300–£600 (simple KPIs, basic visualizations, one or two dashboard views)
• Comprehensive dashboard setup: £600–£1,200 (multiple dashboard views, advanced KPIs, custom metrics, business-specific dashboards)
• Advanced BI dashboard setup: £1,000–£2,000+ (if using dedicated business intelligence tools for complex reporting)

Why dashboard setup costs what it does:

• Business-specific design (not just copying a template)
• KPI selection tailored to your business type
• Dashboard configuration and testing
• Training ensures you actually use it effectively

Timeline: Basic dashboard setup usually takes about 3–5 working days. Comprehensive dashboards might take 1–2 weeks depending on complexity. Training is usually a 1–2 hour session. Once set up, dashboards update automatically from your bookkeeping data—no ongoing manual work needed.

Ongoing support: If you want regular dashboard reviews, recommendations, or updates (adding new KPIs as your business changes), that's separate. Typical ongoing support might be £100–£200/month for monthly dashboard reviews and updates.

No hidden fees. Dashboard setup price includes KPI selection, dashboard design and build, configuration, and training. Ongoing support is separate if you want regular reviews.

Kent (UK) focus

We work with small businesses across Kent: growing companies in Medway wanting better financial control, small businesses in Maidstone needing better visibility, and businesses in Canterbury wanting to make smarter decisions.

Kent businesses face the same financial challenges as everyone else—cash flow management, expense control, profitability improvement, growth planning. The difference is when you have proper dashboards and KPI tracking, you can see what's happening in real time and make decisions based on data, not guesswork. That's what helps Kent businesses grow sustainably and avoid common pitfalls.

Common Kent business scenarios:

• Growing service businesses — Agencies, consultants, professional services wanting to track project profitability, customer lifetime value, and revenue growth
• Retail businesses — Shops, online stores wanting to track sales trends, inventory turnover, profit margins, and seasonal patterns
• Manufacturing businesses — Companies wanting to track production costs, material expenses, profit margins, and cash flow
• E-commerce businesses — Online sellers wanting to track sales by platform, customer acquisition cost, fulfillment costs, and profitability

Kent business market context:

• Many Kent businesses are small to medium-sized, needing financial visibility without complex enterprise systems
• Proper KPI tracking helps Kent businesses compete effectively and grow sustainably
• Real-time financial dashboards are increasingly important for businesses wanting to make data-driven decisions

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. Cash flow, profitability, growth—proper financial dashboards help you see what's happening and make better decisions. We'll set up dashboards that show you exactly what you need to know.

FAQs