Revenue Trends
Track month-on-month growth and seasonal performance shifts.
P&L Summary
A high-level view of your income, expenses, and net profit.
Your Core Metrics, Made Interactive
Below are examples of key metrics we can use to provide high-fidelity visualisations of your business’s financial health.
Gross Margin
Analyse your profitability across product lines and services.
Burn Rate
Monitor capital consumption and project your runway accurately.
Cash Flow
Visualise liquidity with real-time inflow and outflow tracking.
EBITDA
Assess operating performance by stripping out non-cash items.
Financial Health & Performance Score
A detailed assessment of your revenue, profitability, cash flow, and efficiency metrics. This review transforms raw numbers into clear insights that guide strategy and operational improvements.
"Net profit margins are below expected levels, suggesting either rising costs or pricing pressure. Reviewing supplier contracts and cost structures could help improve profitability."
"Revenue growth is consistent and above industry norms, indicating strong market traction and potential for expansion."
"Your accounts receivable and payable cycles are well-managed, and operational efficiency appears strong. This supports healthy cash flow and timely supplier payments."
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HEALTH SCORE
"Debt levels are higher than recommended relative to equity and earnings. A repayment plan or refinancing strategy may help reduce financial risk."
"Cash flow is tight, primarily due to delayed customer payments. Implementing a structured receivables management plan could improve liquidity and reduce the need for short-term borrowing."
"Projected P&L Summary indicates a potential liquidity gap in March. Implementing a rolling forecast model is advised."
Beyond Financials: Full Business Visibility
From workforce and operations to customer activity, we can provide dashboards that go beyond the financials.
Workforce & Productivity
Overtime Hours
Highlights workload pressure and potential inefficiencies.
Sick Days / Absence Rate
Signals workforce wellbeing and potential operational risk.
Holiday / Leave Taken
Tracks resource availability and planning gaps.
Employee Utilisation Rate
Measures how effectively staff time is being used.
Revenue per Employee
Indicates productivity at a high level.
Sales & Customer Metrics
Lead Conversion Rate
Measures effectiveness of the sales process.
Customer Acquisition Cost (CAC)
Tracks how efficiently new business is generated.
Customer Retention Rate
Indicates loyalty and long-term stability.
Average Order Value (AOV)
Helps identify upselling opportunities.
Operations & Efficiency
Job / Project Completion Time
Shows delivery efficiency and bottlenecks.
On-Time Delivery Rate
Critical for customer satisfaction and reliability.
Capacity Utilisation
Reveals whether the business is under- or over-utilised.
Error / Rework Rate
Highlights quality issues and hidden costs.
Customer Experience
Customer Satisfaction Score (CSAT)
Direct feedback on service quality.
Net Promoter Score (NPS)
Measures likelihood of referrals.
Complaint Volume / Resolution Time
Shows service issues and responsiveness.