An Executive Dashboard is the business outcome.
It answers:
● How is the business performing?
● What are the key issues?
● Where should management focus?

An executive dashboard contains high-level KPIs and business insights, such as:
● Revenue
● Gross profit
● Cash flow
● Outstanding debtors
● Job profitability
● Sales pipeline
● Staff utilisation

Monthly business performance reporting that provides clear visibility of financial results, operational performance, and key business metrics.

Many businesses already have accounting software, ERP systems, CRM systems, and spreadsheets, but nobody is pulling everything together into a management pack that helps them run the business.

A Monthly Management Reporting Pack would typically incorporate financial, operational, inventory, sales, and performance metrics relevant to your industry.
Reports may include:

Executive Summary Report
A one-page overview highlighting:
● Revenue performance
● Profitability
● Cash position
● Key achievements
● Areas requiring attention
● Major risks or opportunities

Business Snapshot – KPI Dashboard
A traffic-light style summary:
🟢 On Target
🟡 Needs Attention
🔴 Action Required
KPI example:
● Revenue
● Gross Margin
● Debtor Days
● Labour Recovery
● Staff Utilisation

Financial Performance Report
● Revenue (Month, YTD, Budget)
● Gross Profit
● Net Profit
● Profit Margins
● Expenses
● Cash Flow Summary
● Accounts Receivable
● Accounts Payable

Operational Performance Report
Depending on the business:
● Jobs completed
● Work in progress
● Labour utilisation
● Project profitability
● On-time delivery
● Productivity metrics

Sales & Customer Performance Report
● New customers
● Quote conversion rates
● Sales pipeline
● Customer retention
● Top customers
● Revenue by customer

Trends & Analysis
● Revenue trend over 12 months
● Profit trend over 12 months
● Seasonal patterns
● Variance against budget
● Commentary explaining movements
 
Inventory Performance Report
● Inventory value
● Stock movement
● Slow moving and obsolete stock
● Inventory turnover
● Purchasing and replenishment
Inventory Performance by Industry – For example:
● Trades business → jobs, labour, quoting, debtors.
● Distributor → inventory, purchasing, margins, stock turns.
● Manufacturer → production, inventory, efficiency, wastage.
● Professional services → utilisation, WIP, recoverability, profitability.

Rather than overwhelming businesses with hundreds of metrics, we focus on the numbers that matter most.

This typically includes:
● Identifying business goals and key drivers of success (critical success factors)
● Defining meaningful KPIs for each area of the business
● Establishing KPI targets and benchmarks
● Determining where the data comes from
● Defining how each KPI is calculated
● Establishing how often its updated
● Creating reporting structures and dashboards to display it
● Providing trend analysis and performance insights
● Ensuring everyone measures it the same way each month

Example KPIs We Might Develop:

The Outcome
Business owners gain visibility into:
● What’s working
● What’s not working
● Emerging issues before they become problems
● Opportunities for growth and improvement

Instead of relying on instinct, you can make decisions based on accurate, timely information.

Whether your data comes from accounting software, ERP systems, CRM platforms or spreadsheets, we build dashboards that are tailored to the way your business operates.

What we deliver:
✓ Connect data from MYOB, Xero, Simpro, ERP systems, CRM platforms, SQL databases and Excel.
✓ Build a clean, scalable Power BI data model.
✓ Develop meaningful KPIs and business measures.
✓ Design professional dashboards and visualisations.
✓ Create interactive filtering and drill-through capability.
✓ Publish secure reports for desktop and mobile.
✓ Provide ongoing improvements and support as your business evolves.

Designed around your business
Every organisation measures success differently. Rather than providing generic reports, each dashboard is designed around your business objectives, KPIs and reporting requirements, ensuring decision-makers have the information they need at the right time.

Most businesses use multiple systems to manage different areas of their operations — accounting software, ERP platforms, CRM systems, job management software and spreadsheets.
The challenge is that valuable information often remains spread across these systems, making it difficult to see the complete picture.
TLH Consulting connects and integrates data from across your business to create a reliable foundation for reporting, dashboards and business intelligence.

What this can involve
✓ Connecting data from ERP, accounting, CRM and operational systems
✓ Integrating data from multiple business platforms
✓ Connecting to APIs, OData feeds, databases and other available data sources
✓ Bringing spreadsheet and manually maintained data into the reporting environment
✓ Cleaning, transforming and standardising data for reporting
✓ Combining information from different systems into a consistent data model
✓ Creating reliable data connections for Power BI dashboards and management reporting
✓ Supporting ongoing data refreshes and integration requirements

Systems we can work with
ERP & Accounting
MYOB Acumatica • MYOB AccountRight • Xero • Other ERP and accounting platforms
Operations & Job Management
Simpro • Operational systems • Industry-specific platforms
CRM & Sales
CRM platforms • Pipedrive • Salesforce • Other sales systems
Other Data Sources
Excel • SharePoint • SQL databases • APIs • OData • CSV and other business data sources

Integration options depend on the capabilities and access available within each system.