Your numbers, at a glance.
A dashboard is only as good as the books behind it. Sumday builds clear, focused financial dashboards on top of your reconciled data — revenue, margins, cash and the operating measures specific to your business — and keeps them current after every close.
What’s included
Financial Dashboards, done properly.
KPI selection
A short list of measures that matter for your business model, agreed with you.
Dashboard build
Visual dashboards in a reporting tool connected to your accounting data.
Segment reporting
Views by location, service line, channel, job or client where your books support it.
Trend & budget views
Month-over-month trends and, where a budget exists, actual-versus-budget comparisons.
Monthly refresh
Dashboards updated after each close so they always reflect reconciled numbers.
Walkthrough
A short walkthrough so you and your team know how to read each view.
A good fit for
Is this right for you?
- Owners who want to understand the business without reading spreadsheets
- Multi-location or multi-service businesses comparing performance
- Teams preparing for conversations with lenders, partners or investors
What you receive
Agreed deliverables, confirmed in your scope before work begins.
- Agreed KPI definitions
- Live financial dashboard
- Monthly refresh after close
- Dashboard walkthrough
How it works
A clear, steady process.
Define what matters
We agree the questions your dashboard should answer.
Build on clean data
Your chart of accounts and classes are structured to support the reporting.
Refresh every month
After each close, dashboards update and we highlight notable changes.
Scope & professional boundaries
Dashboards reflect your recorded financial data and agreed definitions. They are management information, not audited figures, investment advice or guarantees of future results.
Questions
Frequently asked.
Which tools do you use?
We recommend a tool based on your accounting platform and how your team works, and confirm any subscription costs before setup.
Can I include non-financial data?
Often, yes — such as bookings, jobs or orders — where a reliable data export exists.
Do I need bookkeeping with Sumday first?
Dashboards depend on reliable books, so they are offered alongside Sumday bookkeeping.
Let’s talk
Tell us what your business needs.
Share a few details and we’ll follow up to confirm the right scope. You can also estimate your monthly plan with the plan builder.
Related services
Works well alongside.
Financial Planning & Analysis
Budgets, forecasts and variance analysis that turn your books into a plan.
Learn more AdvisoryFractional CFO
Cash-flow strategy, forecasting and financial leadership for your next stage.
Learn more CoreAccounting & Bookkeeping
Monthly books, reconciliations, close and financial statements you can rely on.
Learn more