A dashboard should compress the financial story without hiding the evidence. Seven well-defined indicators can give an owner a monthly view of performance, liquidity, collection and operational pressure points.
Start with the core seven
Review revenue, gross margin, operating expenses, cash balance, days sales outstanding, days payable outstanding and forecast variance. The exact definitions should be written down so the trend remains comparable.
Pair each KPI with a question
A lower cash balance asks why; a slower collection asks from whom; a margin change asks what shifted in price, mix or cost. The question is the bridge between the metric and the decision.
Keep the dashboard close to the statements
Publish the dashboard with the monthly financial statements and a short variance note. If a KPI cannot be traced to a reconciled source, label it as an estimate instead of presenting false precision.
Key takeaways
- Define every KPI before comparing it over time.
- Turn each number into a management question.
- Trace dashboard data to reconciled sources.
A clear next step
Lago Mayor can prepare financial statements, schedules and management reporting that support clearer decisions.
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