Which KPIs will we track?

That depends on your business. We’ll start with a small set—usually four or five—that reflect your goals and the way you make money.

Is this a live, connected dashboard?

Your scorecard is built from your reviewed financial records. We’ll discuss which data sources are reliable for your business and how often the view should be updated.

Do I need to be good with numbers?

No. The point is to make the numbers understandable. Every measure comes with a plain-language explanation and a conversation.

ADVISORY SERVICE 03 · DASHBOARDS & PERFORMANCE

See what needs
your attention.

Track the few measures that drive your results—from gross margin and labor efficiency to cash runway and customer concentration—with plain-language context from your advisor.

Start a conversation What’s included

SOUND FAMILIAR?

You may be ready
for this if…

Most owners don’t come to us with a finished list of requirements. They come with a feeling that the numbers should be working harder for them.

You get reports, but still can’t say how the business is doing.
Problems show up in the bank account before they show up anywhere else.
Your team is busy, but you can’t tell whether it’s paying off.
You track plenty of numbers and act on very few of them.

WHAT’S INCLUDED

Practical support,
built around you.

Every engagement is tailored. We’ll agree on the scope that fits your business before work begins.

KPI selection

Choose four or five measures that reflect how your business actually makes money.

A focused scorecard

A simple view of those measures that’s easy to check at your desk or on your phone.

Trends and targets

See how each measure is moving over time and against the targets you set.

Plain-language interpretation

What changed, why it matters, and what to consider doing about it.

Operating measures

Where they fit, measures like labor as a share of sales, average ticket, or days to collect.

Regular review

Walk through the scorecard together and agree on what needs attention next.

HOW IT WORKS

A clear rhythm,
from first look to follow-through.

01
Understand the drivers
Talk through how your business makes money and where it’s most sensitive.
02
Choose the measures
Select a small set of KPIs and set realistic targets.
03
Build the view
Set up a scorecard that’s reliable and easy to read.
04
Review and refine
Discuss the results regularly and adjust the measures as the business changes.

Mike Rasmussen reviewing a financial dashboard with business owners

FEWER REPORTS. MORE INSIGHT.

DECISIONS THIS SUPPORTS

Questions you’ll
be able to answer.

“Is our gross margin holding as we grow?”

“Are labor costs in line with sales?”

“How many weeks of cash do we have?”

“How much of our revenue depends on a few customers?”

WHERE IT FITS

Part of an ongoing
advisory relationship.

Services work together. Here’s where this one shows up in our engagements.

INCLUDED

Financial Clarity

Includes a focused financial scorecard and a recurring review.

INCLUDED

Ongoing Advisory

Uses the scorecard as the starting point for each advisory session.

ALSO AVAILABLE

CFO & Value Strategy

Ask how this engagement could fit your business.

Each engagement is tailored. Services, timing, and fees are confirmed in your written agreement. Compare engagements →

LET’S MAKE IT CLEAR

Questions about
dashboards & performance.

Have a different question?
Let’s talk it through

LET’S TALK ABOUT YOUR BUSINESS