Skip to content

Close & reporting

KPI dashboards

Short answer

A short, agreed list of KPIs updated every month so a Saudi business tracks the numbers that actually run it, whether that is margin, cash runway or Fatoora invoice volume against the next e-invoicing wave, instead of waiting for a year-end figure to confirm what was already happening.

Management report

Illustrative client · August 2026

SAR

Reviewed before sending
Profit and loss
LineAugJul
Revenue142,380131,904
Cost of sales(51,260)(48,115)
Gross profit91,12083,789
Payroll(46,300)(45,900)
SoftwareNoted(6,480)(5,490)
Rent(8,000)(8,000)
Other operating(9,215)(9,870)
Net income21,12514,529

Reviewer's note

Software is up on last month after two seats were added mid-month. Revenue includes one milestone invoice that will not repeat next month.

Illustrative. An example of the document, not a client's figures.

Fewer numbers, watched properly

Tracking twenty metrics loosely gives you less than tracking six or seven properly. We agree that short list with you first, whether it leans toward revenue, gross margin, cash runway or staff cost as a share of revenue, and push back on adding a metric just because a template happens to include it.

The build itself

Each agreed KPI gets pulled from your accounting or operating system into a dashboard refreshed the same week the month closes, set against a twelve-month trend rather than shown in isolation, with a short line of commentary attached to anything that moved outside its normal range.

The one number a growing business should not lose track of

ZATCA keeps lowering the Fatoora Phase 2 integration threshold wave by wave, most recently down past SAR 1 million in VAT-subject revenue. Once a business is approaching that kind of level, we put trailing VAT-subject revenue on the dashboard as its own line, so the next wave shows up as a trend rather than a surprise notice from ZATCA.

Nothing new to log into

Most dashboards live inside a spreadsheet or a reporting add-on wired to the accounting file you already run, whether that is Zoho Books, QuickBooks Online or Odoo, so there is no separate subscription to maintain or forget about. A senior reviewer checks the figures and the commentary before either reaches you.

Questions

Frequently asked questions: KPI dashboards

Do we need a new tool to see the dashboard?

No. Most dashboards live in a spreadsheet or a reporting add-on connected to your existing accounting file.

Can the dashboard warn us before we hit the next Fatoora wave?

Yes, trailing VAT-subject revenue is tracked as its own line so a growing business sees the next threshold coming rather than waiting for ZATCA's notice.

How many KPIs should we realistically track?

Most businesses get more from five to eight metrics tracked consistently than twenty tracked occasionally.

How often does the dashboard actually refresh?

Monthly, alongside the close, since that is when the underlying figures are final.

Do you build the dashboard in a new tool I have to learn?

No. Most dashboards live in a spreadsheet or a reporting add-on connected to your existing accounting software, so there is nothing new to log into.

How many KPIs should we actually track?

Most businesses get more value from five to eight metrics tracked consistently than twenty tracked occasionally.

What software works with kPI dashboards?

KPI dashboards runs inside Google Sheets or Excel, whichever you already use. If you are not yet set up in either, we can configure a file in your name so you keep ownership of it once the engagement is under way.

How do we get started with kPI dashboards?

Getting started with kPI dashboards begins with a short review of your current records and software access. Once that is done we confirm scope and timing in writing, and ongoing work begins on the schedule agreed with you.

Next step

Talk to the team that would run your books

A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.