Signature service
One‑Page KPI Dashboard
The handful of numbers that show how your business is really doing, on one page, every month. Each number has a target and an owner, so you see problems coming instead of finding them at year end.
The question it answers
Do you know the few key numbers that show how your business is really doing before problems appear?
Most owners have plenty of reports. What’s usually missing is a short list of numbers everyone agrees on, checked on the same day every month, with someone responsible for each one.
What you get
8 to 12 agreed measures
Chosen with you, each with a plain definition, a target and an owner.
A 12‑month trend
So you can see direction as well as this month’s number.
A short note on what moved
What changed, why, and what we suggest doing about it.
A PDF and a live view
Both kept in your secure client portal.
How often
Built in your first 30 days. Updated monthly, within 10 business days of month end, on a fixed day we agree with you. We review the measures together each quarter and change any that have stopped being useful.
Example
What it looks like
Our sample dashboard is built for a made‑up property management company. Your version uses your measures and your books.
NoteSample with made‑up numbers. Your version is built from your books.
See the full samplevs September
Target 95%
by the 5th
faster than Sep
of $412K budget
vs September
What moved this month
- Two move-outs at the Elm Street building took occupancy below target. Both units are listed, with showings booked.
- Rent came in faster after the new reminder schedule started on the 1st.
Who it’s for
Owners who get a stack of reports, or none, and still can’t say in one sentence how the month went. It pairs with the Weekly Scorecard: the dashboard is the monthly view, and the scorecard is the weekly one.
Typical investment
Included in every monthly partnership.
Questions
Questions
Which numbers will be on it?
That depends on your business, and we choose them with you. Most dashboards include cash, margin, how fast customers pay, and a measure of work ahead, like backlog or occupancy.
Do I need new software?
Usually not. We build it from QuickBooks and the tools you already use.
Who keeps it up to date?
We do, on the day we agree. Over time we can train someone on your team to update it.
