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Financial Dashboard

Not an accountant’s report. A dashboard for business owners.

We turn your accounting data into a simple monthly dashboard, so you can see profit, cash flow, costs, receivables, payables and key business risks at a glance.

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1 Min

Understand Your Financial Dashboard in One Minute

What's included / Where the data comes from / How to read it each month / FAQs

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The 9 Key Numbers Every Business Owner Should Track Each Month

Track Profit
01

Revenue

Did sales grow this month?

02

Gross Margin

Are rising costs eating into your gross profit?

03

Net Profit

At the end of the day, did the company actually make money?

Track Cash
04

Cash Balance

Do you have enough cash to get through next month?

05

Accounts Receivable

Are customers taking too long to pay?

06

Accounts Payable

Are supplier payments starting to pile up?

Track Risk
07

Inventory Turnover

Is stock piling up, running short or going to waste?

08

Payroll-to-Revenue Ratio

Is payroll taking up a healthy share of revenue?

09

Break-Even Point

How much must you sell each month just to break even?

What This Dashboard Helps You Understand

Understand Profit

Track changes in revenue, gross margin and net profit.

Manage Cash Flow

Stay on top of your cash balance, receivables and payables.

Spot Business Risk

Identify pressure from inventory, payroll, costs and collections.

Make Better Decisions

Use the numbers to decide what to fix, adjust or prioritise next.

Who Needs a Financial Dashboard?

SME owners who want clearer monthly financial reporting

Businesses with growing sales but unstable profit margins

Companies facing cash flow, inventory or receivables issues

Teams under pressure from payroll, costs or operating expenses

China or Hong Kong HQs managing a Malaysian company

Owners who want to turn accounting data into business decisions

Explore our financial dashboard walkthroughs, management reporting FAQs and advisory videos

View Videos & Insights

Can you clearly see whether your business made money last month?

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