Financial Dashboard Creation

Spreadsheets are great—until they’re not.

If you’re tired of digging through reports or trying to make sense of rows and rows of numbers, it might be time for a dashboard. A financial dashboard gives you a clear, visual snapshot of how your business is doing—all in one place.

Our Financial Dashboard Creation service helps you track the right numbers, in real time, with zero guesswork. You’ll get a live, visual view of your business that actually helps you make decisions.

What’s a Financial Dashboard?

Think of it like your business’s control panel. It pulls in your key financial data—revenue, profit, expenses, cash flow, and more—and shows it in one clean, easy-to-read screen.

No more opening 5 different reports or asking your bookkeeper for a breakdown. Just the numbers you care about, always up to date.

What We Include

We custom-build dashboards based on what matters to your business. That means:

• Real-time revenue and expense tracking

• Cash flow snapshots

• Profit margins

• Sales trends and comparisons

• Budget vs. actual performance

• KPIs specific to your business

• Forecasts and targets (if we’re working on those too)

We connect your accounting tools (like QuickBooks), POS systems, and spreadsheets—so the dashboard updates automatically.

Why It Helps

A dashboard gives you:

• Quick visibility into your financial health

• Faster decision-making

• Fewer surprises at the end of the month

• A clear way to communicate results with your team or investors

• Peace of mind (because now you know what’s happening)

We had a client in Seattle who never knew their actual margins until we built a dashboard. Once they saw it in black and white, they raised prices—and saw a 20% jump in profit.

Built for Real Businesses

We’ve created dashboards for:

• E-commerce stores tracking daily sales and ad spend

• Contractors watching job profitability

• Agencies tracking billable hours vs. revenue

• Restaurants tracking labor and food costs

• Nonprofits monitoring program vs. admin costs

Your dashboard is built around your goals—not just what your software says by default.

Tools We Use

We create dashboards using:

• Google Sheets (simple, shareable, easy to update)

• QuickBooks Online (built-in and custom options)

• Excel (if that’s your thing)

• Data visualization tools like Looker Studio or LiveFlow

Already using a system? We’ll plug into it. Need something from scratch? We’ll build it around you.

We Keep It Simple

You don’t need to know formulas or learn new software. We’ll build the dashboard, show you how to read it, and tweak it as your needs change.

And if something stops syncing or looks off—we’ll fix it.

Local and Remote Support

We’re based in Seattle, but we help clients in Portland, Memphis, and all across the U.S. Dashboards work great remotely. We’ll share screens, walk through the setup, and follow up with plain-English notes.

Let’s Turn Your Numbers Into a Clear Picture

Tired of flipping through reports? Want to understand your numbers faster and easier?

We’ll build you a dashboard that shows what matters, skips what doesn’t, and helps you make better calls—without spending hours digging.

Flat pricing. Custom setup. Zero guesswork.