KPI dashboards that show the truth daily
Stop finding out in March how February went.
Most owners run on a rear-view mirror. The bookkeeper closes the month three weeks late, the P&L arrives in a format built for taxes, and by the time a margin slide is visible it has been happening for two months. Decisions get made on feel because the numbers are not available when the decision is.
A dashboard fixes the timing problem. Revenue, gross margin, labor as a percentage of revenue, pipeline value, close rate, capacity utilisation, average job value and cash position — pulled from the systems you already use and shown in the format you make decisions in, updated daily.
The discipline is choosing few numbers. Five to eight metrics with targets, thresholds and an owner beat forty charts nobody opens. Once a number has a target and a name attached to it, the weekly meeting changes character.
You are probably here because
- You see your numbers weeks after they would have been useful
- The P&L is built for the CPA, not for running the company
- Labor percentage is a number you calculate by hand, occasionally
- Every manager reports from a different spreadsheet
- Nobody can say what capacity you are running at
- Job-level profitability is a guess
Why this sits here
The advisory work identifies the bottleneck. Software gets built when software is genuinely the right fix — not because an agency needs a project. That order is the whole difference, and it is why you will sometimes be told to spend nothing here yet.
What we actually do
Metric definition
The five to eight numbers that actually drive your business, each with a formula, a target, a threshold and an owner.
Data connections
Pulls from accounting, your CRM or field system, payroll, and spreadsheets where that is genuinely the source.
Owner dashboard
One screen: revenue, margin, labor percentage, pipeline, capacity and cash, with trend and target lines.
Team views
Role-specific screens so a manager sees what they control without seeing company-wide pay or margin.
Job and customer profitability
Margin by job type, customer and salesperson — the report that ends most pricing arguments.
Alerts
Notifications when a metric crosses a threshold, so a problem surfaces in days instead of at month-end.
The engagement
Define
Agree the metric set, formulas and targets. This is the hard part and it is done before any code.
Connect
Wire up the data sources, reconcile against known-good reports, and fix the mismatches that surface.
Build
Owner and team views, alerts, and profitability reporting.
Operate
A weekly rhythm where the dashboard drives the meeting, plus support as metrics evolve.
Investment
Discovery and blueprint is $1,500, credited toward an approved build over $7,500. Dashboard builds typically run $6,000 to $18,000 depending on how many systems have to be connected, plus optional monthly support.
What this is not
If your bookkeeping is months behind or your job costing is not recorded anywhere, a dashboard will faithfully display garbage. That gets fixed first.
Run the numbers
Run your own numbers first
Labor Cost Percentage Calculator
Total labor as a percentage of revenue, against the benchmark for your business.
Capacity Calculator
Your true revenue ceiling in billable hours — and how much headroom you have left.
Gross Margin Calculator
Revenue minus the cost of delivering it — the number that funds your entire business.
Conversion Rate Calculator
Stage-by-stage funnel conversion, plus what a few points are worth in dollars.
Straight answers
Can this connect to QuickBooks and my field software?
Usually yes. Most accounting and field service platforms expose an API or a scheduled export, and discovery confirms exactly what is available before anything is promised.
How is this different from the reports in my software?
Built-in reports show one system's view. This combines accounting, sales and operations into the handful of numbers you actually steer by, on your definitions.
How current is the data?
Daily is the normal target, and live where the source system supports it. Anything faster is rarely worth the cost for an owner-led business.
Also in systems
Custom CRM
Your pipeline, your stages, your follow-up rules — not a template you fight every day.
Quoting & Scheduling
Quotes that carry your margin, and a schedule that matches what your crews can really do.
Workflow Automation
If a person is retyping something a computer already knows, that is the project.
Thirty minutes. No pitch deck. Bring your numbers.
Or call (737) 888-0415