Dashboard Portfolio
If you can’t see it, you can’t run it.
Dashboards wired to real data — the numbers that matter, live, with the cadence to act on them. A few engagements below, anonymized at our clients’ preference. Want the full interactive version? Try the live demo →
Jobs / wk
142
On-time
94%
Avg ticket
$486
A North Texas HVAC company
Operations dashboard
The brief: The owner ran the day from a clipboard and a gut feel — no view of jobs, capacity, or what was on time.
- Live jobs, capacity, and on-time rate
- Revenue per tech and per service line
- A weekly cadence built around the numbers
The business, finally legible — on one screen the owner actually checks.
Cash
$318k
Margin
54%
Runway
9.1 mo
A boutique manufacturer
Financial dashboard
The brief: Cash surprises every month. The books were a quarter behind reality, and runway was a guess.
- Cash position and runway, current
- Margin by product line
- AR/AP aging that flags problems early
No more month-end surprises — a forward view of cash, not a rear-view mirror.
Pipeline
$1.2M
Win rate
28%
CAC
$340
A B2B services firm
Sales & pipeline dashboard
The brief: Revenue felt random. No one could say which channels or stages actually produced won business.
- Pipeline by stage and source
- Win rate and sales-cycle trend
- CAC and payback by channel
Spend now follows what closes — and the forecast is something to trust.
Built to your numbers, run by your team.
Dashboards are part of our fractional COO and AI & automation work — and you can explore a live one.
Dashboard previews are representative reconstructions with illustrative figures; client identities are anonymized at their preference. Live references available on request.