KPI Dashboard
The operational scoreboard you should be running L10s off — live, trusted, automated.
Two weeks. We pick the 8–12 metrics that actually predict the next quarter and ship them as a single dashboard your leadership team will open every Monday.
The problem this solves.
Reporting is "let me get back to you" — half a day of digging for one margin question.
You have three dashboards that disagree on revenue.
L10 / leadership meetings open with "where are we at on…" because nobody has the number ready.
What you get.
- ▣ One dashboard — Looker Studio, HubSpot, or your existing BI tool
- ▣ 8–12 metrics with definitions written down (so they stop drifting)
- ▣ Auto-refresh from source systems (CRM, accounting, dispatch software)
- ▣ Anomaly alerting on the metrics that matter (Slack or email)
- ▣ Operator brief — how to read it in 90 seconds
Phase by phase.
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Week 1
Define the 8–12 metrics with you. Wire the data sources. Draft the dashboard.
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Week 2
Validate against last quarter. Tune the alerts. Train the team. Hand off.
Scope and price.
$2,000 flat. Add $1,000 per additional connected data source beyond three.
- Includes: dashboard, metric definitions, auto-refresh, anomaly alerts, training
- Does not include: replacing your accounting system or BI tool — we build on what you have
- Examples we have shipped: weekly ops scoreboard, sales pipeline + close-rate by rep, A/R aging with rep-level visibility
Questions about this engagement.
What if my data lives in five different places? +
Common. We use Zapier, n8n, or native connectors to consolidate. First three sources included.
Will this replace my QuickBooks reports? +
No. This is the operating dashboard, not the financial close. They complement each other.
Ready to scope KPI Dashboard?
Thirty minutes. We will tell you if this offer is the right one — or if a different one fits better.