Dashboards Library

Cash position, 13-week forecast, receivables & collections, payables & liquidity — the single highest-impact financial dashboard for SMBs.

Single-screen business health combining financial, sales, customer, and people signals — the dashboard that sells the platform in demos.

High-level employee headcount, demographics, churn, turnover, and joiner/leaver analysis across all entities.

Total employment costs, cost per employee, and utilisation rates broken down by cost center and entity.

Deal-level pipeline analysis with stage-by-stage velocity, win/loss analytics, forecast accuracy, and rep performance.

Lead generation, channel breakdown, campaign performance, and funnel analysis — full marketing analytics from a single source.

Ticket volume, SLA tracking, agent performance, and trend analysis for Zendesk, Freshdesk, or Intercom.

Composite health scoring combining revenue, support, and sentiment data to flag at-risk accounts before they churn.

Cross-functional marketing-to-revenue funnel with channel economics, pipeline contribution, and cohort ROI analysis.

Detailed breakdown of sick leave, vacation days, planned vs unplanned absences by department and entity.

Gender representation, age distribution, ethnicity mix, pay gap analysis, and representation by corporate level.

Revenue segmentation, profitability analysis, concentration risk, and subscription metrics — the CFO deep-dive beyond top-line revenue.

Working capital health, receivables vs payables, and cash conversion efficiency for growth-stage finance teams.

Weekly sales performance, registration growth, subscription lifecycle, and recurring revenue metrics.

Stock levels, reorder alerts, product profitability, and supplier scorecards for e-commerce SMBs.

Billable utilization, project margins, earned value metrics, and client profitability for professional services firms.

Revenue per employee, payroll ratios, and department-level efficiency analysis — the metric PE firms watch closest.