KPI & Financial Dashboard Setup
A clear one-page dashboard of the handful of numbers that tell you how your business is really doing.
Stop digging through reports. See the numbers that matter on one page.
Built for owners who…
Owners who get reports but still don't know what they mean
Leadership teams that need one shared view of performance
Businesses ready to move from monthly surprises to weekly visibility
Companies preparing to delegate decisions to managers
What we do together
- KPI selection workshop (8–12 measures tied to your goals)
- Definition sheet for every KPI so everyone calculates it the same way
- Dashboard build in Google Sheets, Excel or Looker Studio
- Connection to your accounting data where the platform allows
- Targets and red/amber/green thresholds
- Handover session and update guide
What you receive
- One-page financial and operating dashboard
- KPI definition sheet
- Monthly update checklist
- Recorded handover walkthrough
How it works
Purchase
Check out and receive the intake questionnaire.
Select
We agree the KPIs and targets in a workshop.
Build
We build and test the dashboard.
Handover
We train you or your team to keep it current.
Common questions
Which tools can you build in?
Google Sheets, Excel or Looker Studio. We recommend the simplest tool your team will actually use.
Can it connect to QuickBooks or Xero?
Where a native or low-cost connector exists we will set it up; otherwise we provide a simple export routine.
How long does it take?
Usually two to three weeks.
Can more KPIs be added later?
Yes. The definition sheet makes adding measures straightforward.
How do I pay?
Payments are processed securely by Stripe. This is a single one-time payment.
What is your refund policy?
Please read our Refund & Returns Policy before purchasing.
KPI & Financial Dashboard Setup — $1,997
Stop digging through reports. See the numbers that matter on one page.
KFMB Consulting provides financial advisory, management and bookkeeping support. We are not a CPA firm, we do not perform audits or issue audit opinions, and nothing on this page is tax, legal or investment advice. Outcomes depend on your business and the decisions you make.