GPD Dashboard

Our GPD Dashboard brings your most important financial and operational metrics into one centralized place. Instead of relying on scattered spreadsheets or manually pieced-together reports, you get a clear, accurate and easy-to-understand snapshot of your business anytime you need it.

Tailored Dashboard Design & Setup

Every business is different, which means every dashboard should be too. We build dashboards that match your exact business model, whether you operate a single entity or multiple entities. Your dashboard layout, visuals, and data sources are customized to reflect how your business actually works.

KPI & Metric Tracking

Revenue and Sales Performance

Cash Flow and Liquidity

Profit Margins and Cost Ratios

Expense Breakdowns

Trend Lines

Cost of Goods Sold

Budgeting for Personal Finances

Budgeting & Forecasting Planning

The GPD Dashboard gives you tools to compare your actual performance against budgeted targets and to forecast upcoming cash flow needs. Your customized dashboard provides data-driven visibility so you can strategize and plan with clarity.

FOUNDATION

Setup Fee: $500 – $1,000

Monthly: $300 – $600/month

Includes:

  • Core Financial KPIs
  • Revenue
  • Expenses
  • Net Profit
  • Cash Balance
  • Monthly Data Sync (aligned with bookkeeping)
  • Simple Visual Dashboard (clean, easy to read)

GROWTH

Setup Fee: $1,000 – $2,000

Monthly: $800 – $1,500/month

Includes:

  • Everything in Foundation, plus;
  • Revenue By Service
  • Expense Breakdown by Category
  • Cash Flow Tracking
  • Trend Analysis (month-over-month)
  • Light Customization Based on Business Model

SCALE

Setup Fee: $2,500 – $5,000

Monthly: $2,000 – $3,500/month

Includes:

  • Fully Customized Dashboard
  • Weekly KPI Tracking
  • Cash Flow Forecasting
  • Scenario Planning (what-if analysis)
  • Margin Analysis by service/product
  • Integrated with CFO Advisory