Owners who check five different tools to answer one question — 'is the business actually healthy right now?' Blind spots in finance, sales, delivery, team and pipeline that only surface at month-end when it is already too late to do anything about them.
Business Health Dashboard — a single, trusted view built for the decisions you actually make.
A business health dashboard showing the health of every critical area in one view — so 'is the business actually OK?' becomes a one-glance answer.
Why it matters
Engineered around: Blind spots in finance, sales, delivery, team and pipeline that only surface at month-end when it is already too late to do anything about them.
Why it matters
Launch window of 4-8 days at from $1,500 entry scope, with room to grow into full analytics layer, forecasting, automated reporting.
Why it matters
Built to slot into your existing stack — Sheets, Airtable, CRM, Accounting exports — without forcing a rebuild.
Why it matters
Scoped as a tight first version, not a six-month engagement disguised as a starter package.
What is included
Scope that can launch, then grow.
Build slot secured with a 50% project reservation. Remaining balance completed before handoff.
Core inclusions
Key metrics map
Business health snapshot
Weekly summary
Traffic light indicators
Data source setup
Executive view
Likely connections
Sheets
Airtable
CRM
Accounting exports
Forms
Build sequence
Clicking intake is the start of controlled scope, not blind checkout.
01
Confirm the decision questions the view needs to answer
Used where hidden complexity can change effort, timeline, or tools.
02
Map the data sources and the data quality that actually exists
Kept practical, visible, and connected to the final handoff.
03
Build the dashboard layer with the right ratios, trends and alerts
Kept practical, visible, and connected to the final handoff.
04
Document refresh rules and the next reporting upgrade path
Kept practical, visible, and connected to the final handoff.
Expected outcome
What this should change in the business.
Blind spots in finance, sales, delivery, team and pipeline that only surface at month-end when it is already too late to do anything about them.Connects with Sheets, Airtable, CRM, Accounting exports from day oneExpands into Full analytics layer, forecasting, automated reporting when the business is readyDesigned to compound, not depreciate, the moment the first version goes live
Before intake
Have these answers ready.
Client provides
The five to ten health questions a board, partner or investor would ask you
Where the data for each question currently lives
The thresholds that move a metric from green to amber to red for you
Who needs the executive view and how often they need to see it
FAQ
Health is measured by the metrics that actually matter to your model, not generic SaaS dashboards.
Every data source is documented with gaps, owners and refresh rules so the view stays honest.
It is the command bridge of a full business intelligence platform with forecasting and AI insight.
DATA-P029 / Ready for the form
Business Health Dashboard
The intake form collects the details needed to review scope, confirm payment timing, and prepare the right invoice or proposal path.