KPI dashboards

Built around the numbers that matter to you

The KPI list is agreed with you first, whether that is gross margin, cash runway, GST/HST-adjusted revenue, order volume or a metric specific to your industry. The dashboard then pulls from your accounting and operating systems each month, with trend lines against the prior twelve months and plain-language commentary on anything that moved outside its normal range.

No new software to learn

Most dashboards live in a spreadsheet or a reporting add-on connected to QuickBooks Online, Xero or Sage 50, so nothing new needs a login. That matters for a Canadian owner-operator who already juggles a CRA My Business Account login, a payroll portal and a banking portal without adding another one.

Currency and provincial context built in

Where a business operates in more than one province, the dashboard can carry a provincial split (Ontario HST at 13% against a non-participating province's separate GST) so a margin number is not distorted by mixing tax-inclusive and tax-exclusive figures across locations.

Five to eight, tracked consistently

Most Canadian businesses get more value from five to eight metrics tracked every month than twenty tracked occasionally. The dashboard starts small and only grows when a new number earns its place.

Built and kept up by a named pod

A named pod builds the first version of the dashboard against the KPI list you agree, then keeps it current every month as part of the same close cycle that produces your financials. If a definition changes, for example how you calculate gross margin after adding a new product line, the change and the reason for it are recorded in a short handover memo rather than silently altered in the file. You keep ownership of the underlying QuickBooks Online, Xero or Sage 50 file at all times, and the dashboard itself lives in a format you can open without us.

When a number needs a closer look

A dashboard flags that a metric moved outside its normal range; it does not replace the conversation about why. Where a KPI swings further than expected, whoever built that month's dashboard is reachable within one business hour to walk through what is driving it, whether that is a real operating change, a one-off item, or a timing effect from GST/HST remittance or a large invoice landing early or late in the month.

Priced on the pricing page

Dashboard work is priced on the pricing page, with billing cadence and cancellation terms set out in your engagement letter. You can add a metric or drop one at any time.