Business Growth & Strategic Advisory

Management Reporting & KPI Dashboards

We turn your numbers into clear, visual dashboards that show you how your business is really performing. Built for small business owners across Cardiff and South Wales who want real-time insights without the spreadsheet headaches.

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10+
Years tracking KPIs
200+
Dashboards built
Real-time
Performance updates
A focused management team discusses a KPI dashboard on a large monitor in a modern meeting room, with a laptop showing a similar dashboard on the table.

What we cover

From cash flow tracking to sales performance, we build custom dashboards that bring all your key metrics into one place. Every dashboard is tailored to your business goals and updates automatically.

Cash Flow Monitoring

Real-time visibility of money in and out, so you always know where you stand.

Sales & Revenue Tracking

Track performance by product, service, or location with interactive charts and alerts.

Profitability Analysis

See which parts of your business make money and where margins need attention.

Custom KPI Dashboards

We build dashboards around the metrics that matter most to your business.

How we help you see the full picture

Most small business owners know their numbers exist somewhere, but piecing them together from Xero, your bank account, and a handful of spreadsheets takes hours you do not have. We build dashboards that pull everything into one place and update automatically, so you can check in whenever you need to without the manual work.

The process starts with a conversation about what you actually need to see. We identify the KPIs that matter for your business, whether that is cash flow, profit margins, sales by product line, or something more specific to your sector. Then we connect your accounting software, bank feeds, and any other data sources, and design a dashboard that makes sense at a glance.

You get a clear view of performance without digging through reports or waiting until month-end.

More information

We work with salons tracking appointment revenue, tradespeople monitoring job profitability, retail shops comparing product performance, and clinics keeping an eye on cash flow between busy and quiet months. Every dashboard is different because every business has different priorities. You might want daily updates on one screen, or separate views for you and your bookkeeper.

Once your dashboard is live, it refreshes automatically. No manual uploads, no chasing data. We set alerts for anything that needs your attention, like cash dipping below a threshold or a key metric moving off track. You can check it from your phone, your laptop, or during our quarterly reviews when we walk through the trends together.

What most clients want to see

  • Cash position and forecast for the next 30-90 days
  • Revenue and profit trends week by week or month by month
  • Performance by service, product, or team member
  • Costs and overheads as a percentage of income
  • Year-on-year comparisons to track growth

We serve businesses across Cardiff, Barry, Penarth, Newport, and the South Wales valleys. Many of our clients have tried building their own dashboards in Excel or struggled with software that promised insights but delivered confusion. We keep it simple, relevant, and actually useful.

This is not about drowning you in data. It is about giving you the confidence to make decisions quickly, spot problems early, and understand what is driving your results. Whether you are planning your next hire, adjusting pricing, or just want to sleep better knowing your cash flow is healthy, a good dashboard makes all the difference.

You might also need

Business Growth & Strategic Advisory

Due Diligence Services

Independent checks on accounts, tax and liabilities before you buy or invest, with a clear due diligence report, key risks and practical negotiation support.

Due Diligence Services→
Business Growth & Strategic Advisory

Mergers & Acquisitions Support

Clear M&A support for Cardiff and South Wales owners buying or selling a business, with financial due diligence, deal structure advice, and completion support.

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Business Restructuring Advice

Clear business restructuring advice to relieve cash flow pressure, manage debts and agree a step-by-step plan covering costs, pricing, staffing and structure.

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Profit Improvement Planning

A practical profit improvement plan for Cardiff and South Wales businesses, with clear targets, cash flow actions and regular reviews to keep you on track.

Profit Improvement Planning→

Before we start

Here is what most business owners ask us when they are considering a KPI dashboard.

How long does it take to set up a dashboard?
Most dashboards are up and running within two to three weeks. We spend the first week understanding your business and identifying the right KPIs, then build and test the dashboard before handing it over with a walkthrough.
What software do you use?
We typically build dashboards using tools that integrate directly with Xero, your bank feeds, and any other systems you use. The exact tool depends on your needs, but everything is cloud-based and accessible from any device.
Do I need to update the dashboard myself?
No. Once it is set up, your dashboard updates automatically by pulling data from your accounting software and other connected sources. You just log in and check the latest figures whenever you need them.
Can I customise what I see?
Absolutely. We build dashboards around the metrics you care about, and you can filter by date range, department, product line, or whatever makes sense for your business. If your priorities change, we can adjust the dashboard too.
How much does a KPI dashboard cost?
Pricing depends on complexity and how many data sources we are connecting. Most small business dashboards start from around £300 to set up, with a small monthly fee if you want ongoing support and updates. We will give you a clear quote after our initial conversation.
What if I am not sure which KPIs to track?
That is completely normal, and it is part of what we help with. During our first meeting, we will talk through your goals and challenges, then recommend the metrics that will give you the clearest view of performance and help you make better decisions.
Will this work with my current accounting software?
If you use Xero, Sage, or QuickBooks, integration is straightforward. We can also connect to bank feeds, PayPal, Stripe, and most other financial platforms. If you are using something more niche, we will confirm compatibility before we start.
Do you offer training on how to use the dashboard?
Yes. Once your dashboard is ready, we will walk you through it step by step and show you how to interpret the data. You will also get simple documentation, and we are always available if you have questions later on.

Let's build a dashboard that works for you

Book a free consultation and we'll talk through your goals, your data, and what a custom KPI dashboard could show you.

Book a free consultation