Reporting · Strategic

KPI Dashboard Builder

Build a one-page monthly performance dashboard for any UK SME. Inputs → traffic-lighted KPIs → narrative commentary → board-ready PDF.

Inputs

Header

Company

Period

Sector

Financial

Revenue (£) — this month

Revenue — last month

Revenue — target

Gross profit (£)

Gross profit target

Operating expenses (£)

Cash at month-end (£)

Cash target (runway months × opex)

Operational

New customers

Churned customers

Total active customers

NPS / satisfaction (-100 to 100)

DSO — days sales outstanding

DSO target

Compliance & Credit

Filings on time (last 12m)

Creditsafe score

Creditsafe — last month