Financial Dashboard
A financial dashboard built around the decisions that matter
Selecting financial KPIs for SMEs to connect profit, cash, margins, working capital and forecasts.
In brief
A useful dashboard is not a catalogue of metrics. It is a focused view of the indicators linked to management decisions, with clear definitions, reliable sources and consistent follow-up.
01
Start with the question
KPIs should help management understand performance, identify a deviation or assess financial capacity.
- Revenue and margin
- Operating profit
- Cash and liquidity
- Working capital
- Debt and commitments
- Actual versus budget and forecast
02
Define every indicator
Each metric needs an owner, source, calculation, frequency and explanation of its limitations.
03
Add interpretation, not just automation
Technology can streamline preparation, but the management conversation should focus on causes, decisions and follow-up.
FAQ
Frequently asked questions
How many indicators are enough?+
The smallest set that explains the relevant decisions.
Should every company use the same KPIs?+
No. The business model determines the most useful measures.
Can AI prepare the dashboard?+
Technology may support preparation, but data quality and conclusions require professional review.
Free initial consultation
What financial question does your business need to answer?
We will discuss the context, review the information available and assess whether JVT is the right fit.