Strategic KPI Dashboard Development

Stop staring at spreadsheets. Start visualizing your success.

Fred Lundin CPA offers specialized Strategic KPI Dashboard Development for business owners who are tired of wading through rows and columns of data to understand how they are performing. 

Standard financial statements (P&L and Balance Sheet) are essential for compliance, but they are terrible for daily decision-making. We transform your raw accounting data into dynamic, visual dashboards that tell the story of your business at a glance.

We act as your data designers. We work with you to identify the specific Key Performance Indicators (KPIs) that actually drive your growth—whether that is Gross Margin by Product, Customer Acquisition Cost (CAC), or Labor Efficiency Ratio. 

Then, we implement best-in-class visualization tools connected directly to your QuickBooks or Xero file. The result is an automated, secure, and always-on "Scoreboard" that allows you to spot trends, catch problems early, and make faster decisions without needing a finance degree.

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Frequently Asked Questions (FAQ)

What is the difference between a Dashboard and a Report? 

A Report (like a P&L) is a static look at the past, usually just rows of numbers. A Dashboard is a dynamic, visual tool that uses charts, graphs, and "stoplight" indicators (Red/Green) to show you trends instantly. Dashboards answer "Are we winning?" in 5 seconds or less.

Do I need expensive software for this? 

Not necessarily. We tailor the solution to your budget. We can build robust dashboards using Microsoft Excel/Google Sheets for smaller budgets, or implement advanced cloud tools like Fathom, Syft, or Jirav for larger, more complex businesses. We help you choose the right engine.

Does this update automatically? 

Yes. Our goal is to eliminate manual data entry. We connect the dashboard directly to your accounting software (QuickBooks Online/Xero). Once your books are closed for the month, the dashboard updates with the new data automatically.

Can I track non-financial metrics? 

Absolutely. Financials are only half the story. Depending on the tool we select, we can often integrate non-financial data points—like Website Traffic, Number of New Leads, or Employee Headcount—to calculate hybrid KPIs like "Revenue per Employee" or "Cost per Lead."

How do we know which KPIs to track? 

That is step one of our engagement. We don't just build charts; we consult on strategy. We look at your industry and business model to recommend the top 3-5 metrics that actually correlate with profit, ensuring you aren't distracted by "vanity metrics."