Sample dashboards
Sample dashboards for Tampa Bay small businesses
Real working dashboards. Invented businesses.
Four businesses, four completely different sets of numbers. Pick the one closest to yours, click into it and filter it. These are live reports, not screenshots.
Every number, customer name, and staff name across these dashboards is fabricated. No client data is ever published publicly. Your dashboard would sit behind a private login that only you and I can reach.
Roofing contractor
Job costing. Revenue, cost and margin for every roof, and which jobs ran over what you bid.
- Margin on every job
- Bid against actual cost
- Labor and materials by job
Flooring contractor
Job costing by the square foot. What each job sold for, what it cost, and the prep work that never got billed.
- Price and cost per square foot
- Material waste against target
- Unbilled change orders
Pool service company
Route work. Recurring revenue, account churn and what a single stop actually earns.
- Gross margin per stop
- Churn and retention by reason
- Revenue by zone and technician
Lash studio
Repeat clients. What a new client is worth, how many come back, and what it costs to get them.
- Cost to acquire a new client
- Rebooking rate
- Tips and card fees separated out
Different business, different numbers
A roofer needs to know which jobs made money. A flooring contractor needs to know what a square foot really costs. A pool company needs to know what a stop costs and how many accounts it keeps. A studio needs to know whether clients come back. Generic bookkeeping hands every one of them the same P&L, which is why the reports never tell them anything.
This is the kind of reporting a corporate finance team runs on. There is nothing harder about the math at your scale. Nobody has bothered to build it for a business your size, which is the whole reason I do this.