5 Business Intelligence Dashboards Every Growing Company Needs

Why most dashboards fail

They show too much. A 40-tile "executive dashboard" is just a wall of numbers nobody acts on. The dashboards that actually move businesses focus on one decision each.

Here are the five we build most often.

1. The revenue pulse

One screen, refreshed daily. Shows: monthly revenue vs target, top 5 customers, pipeline value, and a 30-day trend. If your week has 5 minutes for one dashboard, this is it.

2. The operations dashboard

For service businesses, this is the daily war room: jobs scheduled today, tomorrow, this week. Open invoices over 30 days. Crew utilization. Inventory below threshold. Anything red gets handled before the day starts.

3. The marketing attribution dashboard

Most owners can't answer "what's our cost per booked job from Google ads vs Instagram vs referrals?" This dashboard answers that. It typically pays for itself in a quarter by killing the worst-performing channel.

4. The customer-health dashboard

For recurring revenue businesses (agencies, SaaS, services with retainers): churn risk, NPS trend, support volume per account, and time-since-last-meeting. Surfaces the at-risk accounts *before* they cancel.

5. The leadership 1-page

For founders and managers: a single page covering revenue, cash, team capacity, and one "watch this" anomaly per week. The point isn't to drive decisions — it's to make sure leadership and the team are looking at the same reality.

How to start

Don't build all five. Pick one — the one that answers your biggest current question. Get it in front of your team within two weeks. Iterate.

We build custom dashboards on top of whatever you already use (QuickBooks, Stripe, Google Sheets, your CRM). See examples on our Dashboards page.