Financial Dashboard Setup
Transform your financial data into a clear, actionable dashboard that helps you make better business decisions.
A$100.00
A customized financial dashboard setup designed for sole traders, freelancers, consultants, and small businesses that need better visibility over their finances.
Many business owners collect data but struggle to turn it into meaningful insights. Spreadsheets, invoices, bank transactions, and expenses often exist in different places, making it difficult to understand the true financial health of the business.
This service helps organize, structure, and visualize your financial information into a professional dashboard tailored to your needs.
✓ Custom Financial Dashboard
✓ Cash Flow Dashboard
✓ Income & Expense Tracking
✓ Accounts Receivable Overview
✓ Accounts Payable Overview
✓ KPI Performance Tracking
✓ Financial Summary Report
✓ Business Performance Insights
✓ Dashboard Walkthrough Session
✓ Recommendations for Improvement
• Sole Traders
• Freelancers
• Consultants
• Small Business Owners
• Startups
• Service-Based Businesses
• Bank statements
• Income records
• Expense records
• Existing spreadsheets
• Accounts receivable data (if available)
• Accounts payable data (if available)
• Business goals and KPIs
• Interactive Financial Dashboard
• KPI Dashboard
• Cash Flow Overview
• Receivables Tracking
• Payables Tracking
• Financial Summary Report
• Recommendations Report