Management Reporting & KPI Dashboards
Understand profit, cash flow, and operating results with monthly reports built around your business.
Online service across all 50 states
What this service is
Management reporting turns your closed books into a short, recurring package leadership actually reads. We agree on the handful of metrics that drive your business, gross margin by product, revenue per employee, days sales outstanding, cash runway, or whatever fits your model, build the report once, and then refresh it every month or quarter with written commentary on what changed and why. Where useful, the same numbers feed a live dashboard.
Forms & documents involved
What we actually do
Select the KPIs that matter
Work with leadership to choose a short list of metrics tied to how your business makes and spends money.
Design the reporting package
Lay out financial statements, KPI trends, margin analysis, and department or location results in one consistent format.
Refresh the package from closed books
Populate every report from reconciled actuals, not estimates, after each period closes.
Write the commentary
Explain the material changes, what moved, why, and what to watch next period, in plain language.
Prepare board and investor versions
Adapt the same numbers into the format your board, lenders, or investors expect.
Build and maintain dashboards
Connect key metrics to a dashboard tool so leadership can check them between reporting cycles.
Prices by scope
Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.
One-time design of your recurring reporting package and metric definitions.
- Core packageP&L, balance sheet, cash and up to 8 KPIs$880
- Department viewDepartment or location reporting, up to 20 KPIs$1,480
- Multi-entityConsolidated and per-entity packages with dashboards$2,380
Recurring package delivery once designed.
- CoreMonthly package and short written commentary$420/month
- StandardBudget-to-actual, rolling forecast update$720/month
- AdvancedMultiple entities or locations, review call each month$1,180/month
One-time build of a recurring board or investor update template.
- StandardQuarterly update template, up to 12 slides$720
- Investor-readyCohort, unit-economics and runway sections$1,280
What You Get
KPI Selection & Design
Identifying the specific metrics that actually matter for your business model and how each one should be calculated consistently.
Recurring Reporting Package
A monthly or quarterly package combining financial statements with the KPIs and commentary leadership actually uses.
Board & Investor Reporting
A board deck or investor update template populated from your actuals each cycle instead of rebuilt from scratch.
Dashboard Build
A living dashboard (spreadsheet or BI tool) that updates as new data comes in, rather than a static monthly PDF.
- KPI definitions document
- Monthly or quarterly reporting package
- Board or investor update template
- Variance and trend commentary each cycle
When this service may fit
- You close the books monthly but still can't quickly answer basic performance questions
- A board, investor, or lender expects a recurring reporting package
- You want the same few metrics reported consistently instead of ad hoc
- Your business model has KPIs that standard financial statements don't capture
Often handled together
Clients who use this service often add these. Tick any to see the combined starting price.
How It Works
Business model and decision-needs review
Identify the decisions management needs to make and the measures that explain revenue, margin, capacity, and cash.
KPI selection and definition
Connect each measure to a reliable source and agree on definitions, reporting periods, and cost allocations.
Reporting package and template design
Build a reporting package that compares actual results with budget and highlights the drivers behind the largest changes.
Ongoing delivery each cycle
Review the results with management, assign follow-up actions, and refine measures that are not helping decisions.
Your Role
Share the budget, operational data, and management questions. Appoint someone who can confirm how departments, products, or projects are measured.
Service Scope
Reporting depends on the quality of the underlying books. Transaction cleanup, software implementation, and bespoke system integrations require a separate scope.
Start Management Reporting & KPI Dashboards online
Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.
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