A dashboard that shows whether the business is actually performing - not just whether the invoices went out.

Most SME reporting is a pile of exports nobody trusts. We build a single, live scorecard covering financial, operational, and people metrics, reviewed on a fixed weekly cadence - so performance is a fact, not a feeling.

EngagementFixed-scopeTimeline2-3 weeksFrameworkBalanced Scorecard + OKRsAI LayerIncluded

The pattern we see over and over

Reporting is scattered across spreadsheets, WhatsApp updates, and whatever the finance team remembers to send.
By the time a report is compiled, the numbers in it are already three weeks old.
Leadership tracks revenue closely but has no visibility into operational or people metrics until something breaks.
Every department measures success differently, so there is no single version of how are we doing.
The framework
Balanced Scorecard + OKRs

We combine the balanced scorecard's four lenses - financial, customer, internal process, and people - with quarterly OKRs that translate strategy into numbers a team can actually move.

The result is a dashboard that answers two questions every week: are we on track, and where exactly is the gap.

Each metric is mapped to a named owner, so the scorecard is never just a report - it is a working document the whole leadership team operates from.

How it runs

1
Audit existing data sources
We identify the metrics that actually predict performance, not just describe it, across finance, operations, and people.
2
Design the scorecard structure
Financial, operational, and people metrics mapped to owners, following the balanced scorecard's four lenses.
3
Build the live dashboard
Connected to your existing tools where possible, AI-assisted where data is messy or scattered across systems.
4
Set the weekly review cadence
We train the team to read and act on the dashboard, not just glance at it.

What you get

Live KPI dashboard covering financial, operational, and people metrics
Balanced scorecard structure mapped to named owners
Quarterly OKR framework tied to the dashboard
Weekly review template and meeting cadence
Data source audit and cleanup recommendations
Manager training on reading and acting on the dashboard

What affects the cost?

Every engagement is scoped to your situation - not a fixed menu price. We quote after a 30-minute discovery call, never before. Three things shape the investment:

Number of data sources

More systems and spreadsheets to connect adds scoping and build time.

Team size and metric count

A 15-person team with 8 core metrics is a faster build than a 100-person business with 30.

AI automation depth

Basic dashboards are templated; deeper AI-driven anomaly detection and forecasting adds scope.

The discovery call is free and comes with no obligation. We will tell you on the call whether this engagement is right for your situation - and give you a fixed quote before any work begins.

Frequently asked questions

Most builds are fixed-scope and land in 2-3 weeks from kickoff to first live review, depending on how many data sources need connecting.

No. We build on top of what you already use wherever possible - spreadsheets, existing tools, or a lightweight custom dashboard - rather than forcing a new platform.

We train your team on the weekly review cadence and hand over full ownership. Ongoing support is available but not required.

Ready to fix this?

Book a free 30-minute discovery call. We will tell you whether this engagement is right for your situation - and give you a fixed quote before any work begins.

Book a free discovery call