Reporting & Dashboards
Your numbers, current any day of the month.
A live dashboard that joins your books with HubSpot, so cash, margin and pipeline are up to date between monthly reports, without opening three different systems.
What’s included.
- 01One dashboardWith cash on hand, revenue, margin, pipeline and the KPIs we agree on, refreshed automatically.
- 02Sales and finance side by sideSo you can see whether this month’s deals will cover next month’s bills.
- 03Built around your questionsWe start with the five or six things you check most and leave out the rest.
- 04Phone-friendlyCheck it from a job site or between meetings.
- 05Changes as you growNew KPIs or views added when your business needs them.
Questions.
What does the dashboard connect to?
Your QuickBooks or Xero books and your HubSpot pipeline. Shopify and other sales platforms can be added.
Do I need Cash Flow & Advisory too?
No, but they work well together. The dashboard shows where you are, and the forecast shows where you’re headed. —