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Dashboards and BI

Dashboards for small businesses: numbers everyone trusts

No more spreadsheets copied every Monday, no more meetings spent arguing about the numbers. We connect your tools and deliver dashboards that update themselves, on Power BI, Looker Studio or Metabase.

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  • From €1,500
  • Delivered in 2 weeks
  • Connected to your current tools
  • You own everything

KAVDAL · Steering

Fictional data
  • What is really left €1.94M · 17.6%
  • Cash you can free up without selling more €816k
  • Revenue from customers drifting away €392k
Sources combined
  • Sales (order management)
  • Accounting
  • Bank
  • CRM
  • Stock
  • Deliveries
  • Company register

What changes from the first month

Today

  • Excel files copied every Monday
  • Different numbers depending on who prepares them
  • Cash followed on the bank statement
  • Problems found once the month is over

With KAVDAL

  • A dashboard up to date every morning, no data entry
  • One definition for every number
  • A cash forecast, week by week
  • Alerts before the problem costs you

Each tool has its view. Nobody has the big picture.

Your order management, bank, accounting and CRM each tell part of the story. Our dashboards combine their data to give you the numbers you need to steer.

Your software

We combine

Your dashboards

Your decisions

  • Sales (order management)
  • Accounting
  • Bank
  • CRM
  • Stock
  • Deliveries
  • Company register

KAVDAL

One database, updated every night

  1. A connection to each tool, or a simple export
  2. Matching by customer, item and date
  3. The indicators you are missing, calculated
  • True customer profitability 31 unprofitable customers
  • Cash and working capital 78 d to get €1 back
  • Customers: early signals 11 customers drifting away
  • Margin Review the terms of 31 customers
  • Cash Free up €816k of cash
  • Revenue Call 11 customers before they leave

And no more hours spent matching files by hand.

Figures from the example, on fictional data.

Who it’s for

For people who decide with numbers

  • Business owner

    • You wait for month-end to know whether the month was good.
    • Your numbers change depending on who prepared them.
    • You manage cash by looking at the bank statement.

  • CFO or finance manager

    • Month-end close takes days of reconciliation.
    • Every request from management becomes a new spreadsheet.
    • Cash forecasts live in a fragile workbook.

  • Sales or operations manager

    • The CRM and invoicing tell different stories.
    • You only see delays once customers are unhappy.
    • Tracking targets takes longer than selling.

Not all your customers make you money

KAVDAL · Steering

True customer profitability

Last 12 months · Oct 25 – Sep 26 Fictional data

Sources combined
  • Sales (order management)
  • Deliveries
  • CRM
  • Bank

Gross margin

€3.37M

30.6% of revenue: the figure you track today

  • Sales (order management)

What is really left

€1.94M

17.6% of revenue, after €1.43M of cost to serve

  • Sales (order management)
  • Deliveries
  • CRM
  • Bank

Customers who cost more than they bring

31 customers

−€137k lost on €612k of revenue

  • Sales (order management)
  • Deliveries
  • CRM
  • Bank

Cost of late payments

€15k

52 customers pay more than 10 d after the due date

  • Accounting
  • Bank

Serving your customers costs 13 pts of margin

From gross margin to what is left, last 12 months

Review first

Result after cost to serve, last 12 months

  • C-101 Tradespeople · €15k −€16k 120 deliveries, average order €127 Minimum order or delivery fee
  • C-138 Tradespeople · €11k −€16k 144 deliveries, average order €75 Minimum order or delivery fee
  • C-090 Tradespeople · €19k −€15k 123 deliveries, average order €156 Minimum order or delivery fee

The cash sleeping in your business

KAVDAL · Steering

Cash and working capital

Last 12 months · Oct 25 – Sep 26 Fictional data

Sources combined
  • Bank
  • Accounting
  • Stock
  • Sales (order management)

Cash on 27 Sep

€818k

Expected low point: €209k on 15 Nov, below the €250k floor

  • Bank
  • Accounting

Cash tied up in the business

€2.03M

67 d of revenue (customers + stock − suppliers)

  • Accounting
  • Stock
  • Sales (order management)

Days to get €1 back

78 d

+19 d in a year

  • Bank
  • Accounting
  • Stock
  • Sales (order management)

Cash you can free up without selling more

€816k

by fixing 4 causes, detailed below

  • Bank
  • Accounting
  • Stock
  • Sales (order management)

€816k to free up without selling one more item

One-off cash released, by cause

  • Bring 41 late payers back to the due date (18 d late on average) €323k
  • Invoice on delivery (84 customers invoiced once a month) €226k
  • Pay 3 suppliers on the due date, not 30 d early €186k
  • Clear 9 items with no sale for over 180 d €81k

Your cash cycle got 19 d longer in a year

In days, month end, over 24 months

  • Customers pay in 62 d a year ago: 53 d
  • Stock covers 68 d a year ago: 58 d
  • You pay in 51 d a year ago: 51 d
  • Total cycle 78 d a year ago: 59 d

Customers who leave without a word

KAVDAL · Steering

Customers: early signals and potential

Last 12 months · Oct 25 – Sep 26 Fictional data

Sources combined
  • Sales (order management)
  • Deliveries
  • CRM
  • Company register

Revenue from customers drifting away

€392k

11 customers, orders down more than 40%

  • Sales (order management)
  • Deliveries
  • CRM

Revenue kept year on year

107%

6 customers lost (€103k)

  • Sales (order management)

Quotes won

27%

−8 pts in a year

  • CRM

Untapped potential

€9.54M

37 customers where you get less than 20% of their spend

  • Sales (order management)
  • Company register

3.0× more late deliveries among customers drifting away

Quarterly orders down more than 40% year on year

  • C-028 Industry and maintenance −77% 1 late delivery · 2 quotes lost · no order for 31 d
  • C-034 Industry and maintenance −41% 2 late deliveries · 1 quote lost · no order for 34 d
  • C-061 Construction firms −44% 5 late deliveries · 3 quotes lost

At C-011, you get 12% of their spend

Your revenue against their estimated spend (headcount × sector spend)

  • C-011 1,134 employees 12% captured €274k / €2.24M
  • C-018 2,367 employees 12% captured €166k / €1.34M
  • C-024 394 employees 11% captured €106k / €962k
  • C-051 536 employees 11% captured €63k / €595k
  • C-031 221 employees 13% captured €78k / €587k

These are examples: every indicator can be changed, added or removed to fit your business.

What you get

Concrete deliverables

  1. An online dashboard

    On the tool we choose together, readable on desktop and mobile, updated automatically.

  2. Connected sources

    Your accounting, your CRM, your Excel or Google Sheets files, connected once and for all.

  3. Written metric definitions

    Every number has a definition and a source. No more debates about the right figure.

  4. Hands-on training

    A session with your team and a user guide.

  5. Full documentation

    The data model, calculations and access, handed over to your team.

  6. You own everything

    The dashboard, the access and the code belong to you.

What does your reporting cost you?

An estimate is already filled in. Adjust the two sliders to your case.

6 hours per week
€45 per hour

6 h × €45 × 52 weeks

What your reporting costs you

€14,040 per year

€42,120 over 3 years

312 hours per year

A first dashboard starts at €1,500, the same as 6 weeks of this reporting.

Book a 20-min call See pricing

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Starting price

A known price before we start

An automated dashboard on one topic (sales, cash, margin…), delivered in 2 weeks, with training.

  • Connecting your sources
  • One dashboard on the chosen topic
  • Hands-on training for your team
  • Documentation

Starting at

€1,500

VAT not applicable, art. 293 B of the French Tax Code.

Book a 20-min call Compare packages

Sample case

A before/after example

Built on fictional data, to show the method.

Example built on fictional data

Engineering firm · 12 employees

Cash tracked 13 weeks ahead

Problem
The owner tracks cash from the bank statement. Shortfalls are discovered when it’s time to pay salaries.
Solution
A dashboard connected to the bank and invoicing, projecting cash 13 weeks ahead and flagging when it drops below a chosen threshold.
Expected result
Shortfalls are visible weeks in advance: time to chase a customer or postpone a purchase.
Cash tracked *13 weeks* ahead
Before After
Cash tracking The bank statement, day to day A 13-week forecast, refreshed every night
Alert None A message when the forecast drops below the threshold
Preparation A spreadsheet rebuilt every month None: the dashboard updates itself

What will be measured

  • Time spent each month preparing the cash review
  • How many weeks ahead a shortfall is seen
  • Number of overdrawn days over the year

Measured by: the owner, over the three months before and the three months after the rollout.

FAQ

Questions about dashboards

Power BI, Looker Studio or Metabase: which one?

It depends on your tools and your licence budget. Power BI suits companies already on Microsoft 365, Looker Studio those living in Google Workspace, Metabase those who want an open-source tool. We compare all three in this article.

Do we need to change our current tools?

No. We start from what you already use. A well-kept Excel file can remain a source.

Our data is messy. Is that a problem?

It’s the most common case. The diagnostic identifies which data is reliable and which needs fixing, before building anything.

Are licences included?

No. Any licences (Power BI Pro, for example) are in your name and paid directly to the vendor. We don’t resell any licence.

Next step

Your dashboard starts with a diagnostic

In 5 business days, we identify what is worth doing, which sources to connect and the exact price. €290, deducted if a project follows.

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