Sample dashboards

These three dashboards show what a Starter dashboard looks like. We build dashboards around the numbers you want to see, in Power BI, Tableau, a web page we host, or another platform you prefer.

Sales and margin

Sample data

Period
Revenue
$488,000
+8% against last year
Gross margin
38%
Weighted across lines
Service jobs closed
464
Last 3 months
Average ticket
$185
Parts and service
Revenue by month, this year against last year
This yearLast year
Revenue by month, this year and last year
MonthThis yearLast year
Aug$188k$176k
Sep$161k$148k
Oct$139k$127k
Gross margin by line
Service labor
Parts
Engines and outboards
Accessories
Fuel and oil
Gross margin by line
LineGross margin
Service labor57%
Parts33%
Engines and outboards20%
Accessories40%
Fuel and oil12%
Top five customers in the period
CustomerRevenueMarginChange
Pelican Point Marina$30k31%+12%
Blue Heron Charters$21k44%+31%
Sandbar Boat Club$16k36%+4%
Westwind Boat Sales$14k22%-8%
Gulfside Towing$10k48%+19%

How the data work happens.

Inventory

Sample data

Location
On hand
$214,000
Both locations
On order
$67,000
Arriving in two weeks
Below reorder point
10
Items to reorder
Days of cover
41
At the last 90 days of sales
On hand against on order, by category
On handOn order
Filters and impellers
Electrical
Props
Lubricants
Hardware
Electronics
Stock value on hand and on order by category
CategoryOn handOn order
Filters and impellers$42k$10k
Electrical$43k$12k
Props$52k$19k
Lubricants$31k$11k
Hardware$28k$4k
Electronics$18k$11k
Below reorder point
Parts below their reorder point
PartOn handReorder atStatus
Fuel filter, 10 micron412Reorder
Impeller kit, 40 to 60 hp26Reorder
Stainless prop, 13 x 1913Reorder
Bilge pump, 1100 gph25Reorder
Zinc anode set310Reorder
Battery switch, dual14Reorder
Marine grease cartridge312Reorder
Dock line, 1/2 in x 25 ft410Reorder
Fuel stabilizer, 32 oz512Reorder
Spark plug, standard620Reorder
Slow-moving parts
Slow moverOn handDays since last saleValue
Depth finder transducer3212$1,140
Aluminum prop, 14 x 114168$720
Anchor, 14 lb fluke2154$190
Bow light, LED11145$385
Trim tab kit2131$610
Teak cleaner, gallon9118$270
Fender, 8 x 26 in697$330

How the data work happens.

Cash this week

Sample data

Week
Cash position
$94,000
This week
Due to us in 7 days
$21,400
Invoices coming due
Receivables over 60 days
$9,800
Mostly warranty claims
Payables due
$17,600
Suppliers, rent, taxes
Cash position, last 13 weeks
Cash position by week
WeekCash position
12 weeks ago$62k
11 weeks ago$58k
10 weeks ago$66k
9 weeks ago$71k
8 weeks ago$64k
7 weeks ago$69k
6 weeks ago$77k
5 weeks ago$83k
4 weeks ago$79k
3 weeks ago$86k
2 weeks ago$92k
1 weeks ago$88k
This week$94k
Receivables by age
Current
1 to 30 days
31 to 60 days
61 to 90 days
Over 90 days
Receivables by age bucket
AgeOwed to us
Current$31.2k
1 to 30 days$18.6k
31 to 60 days$7.4k
61 to 90 days$5.1k
Over 90 days$4.7k
Payables due this week
PayableDueAmount
Coastal Marine DistributorsTue$6,850
Harbor Fuel SupplyWed$4,120
Bay Electrical WholesaleThu$2,340
Shop rentFri$3,200
Payroll taxesFri$1,090

How the data work happens.

What you would see on yours

Your own numbers

Read from your systems on a schedule instead of typed into a spreadsheet.

Tied to the books

Every total reconciles to your accounting software.

Power BI or a web page

These samples are web pages. The same views work in Power BI if your team already lives in Microsoft 365.

Fixed price

A Starter dashboard like one of these costs $2,500. See what the Starter includes. Once you have two years of data, the same dashboard can also show a forecast.

Tell us the numbers you want on one page.