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Owner-level KPI Dashboard Setup

A clean KPI dashboard built from your real business economics. We define KPIs before charts so your dashboard reflects reality — and supports weekly decisions.

Request a setup Or start with the Diagnostic

Note: We are not a tool-install shop. If you want generic templates, we’re not a fit.

What you get
  • KPI definition session (so metrics mean the same thing forever)
  • Data source mapping + reconciliation
  • Owner dashboard: 6–12 KPIs max
  • Walkthrough: what the numbers are actually saying
If the dashboard exposes deeper questions (margin, cash, constraints), the KPI Diagnostic is the next step.
Why this is different

Dashboards work when the business model is mapped.

Many dashboards get ignored because they show “symptoms” without clarifying “causes.” Our process starts with KPI definitions tied to unit economics and operational constraints, then installs a dashboard as monitoring infrastructure.

KPI definitions first

We align on what each KPI means and how it’s computed before any build begins.

Decision set, not report set

We design for weekly decisions: pricing, pipeline, capacity, delivery, and cash timing.

Small and durable

A dashboard that survives growth and team turnover because it is explainable and owned.

Process

How the setup works

  • Step 1: Intake + KPI definition (what decisions this must support)
  • Step 2: Data mapping + reconciliation (trust the numbers)
  • Step 3: Build the owner dashboard (6–12 KPIs)
  • Step 4: Walkthrough + next-step recommendations

Tool-agnostic. If you already use a BI tool, we can work within it. If not, we’ll choose a simple approach.

Fit

Who this is for

  • Owners who want visibility without metric chaos
  • Service businesses with delivery capacity constraints
  • Teams tired of arguing about “whose numbers are right”

Who it’s not for

  • Template shoppers and tool installers
  • Anyone who refuses KPI definitions
Request a setup
Next step

When dashboards aren’t enough

Often, the dashboard reveals deeper issues: margin confusion, cash surprises, or a hidden constraint in sales or delivery. When that happens, the KPI Diagnostic maps the business end-to-end and explains what’s actually happening.

See the KPI Diagnostic Ask which path fits
Reminder

Dashboards are infrastructure. Clarity is the product.

If you want the “why,” not only the “what,” start with the Diagnostic.