Answered: Why can't I just do dashboards myself ?

Olivia, I hear you, but I have my own people...

A common trait for most successful dashboard clients is the ability to quickly gather reliable financial data about their business. Without access to fast and reliable financial data, a dashboard project becomes more difficult for the client to implement.

 

You're a savvy business owner, and you know that in today's fast-paced world, quick access to reliable financial data can be a game-changer. After all, without fast and dependable financial data, making sound, data-driven business decisions becomes challenging.

 

At Agent O Consulting, we have observed this one simple fact

having consistently reliable dashboards is a monumental leap forward for small businesses like yours

 

Now, you might be thinking, "Can't I handle this in-house myself?" It's a fair question, but let's dig a bit deeper.

 

Most small businesses have exceptional team members responsible for managing their financial data, balancing cash, reconciling accounts, and preparing essential month-end reports. They're the unsung heroes of financial stability.

 

But here's the kicker: do they have the bandwidth to prepare, review, and interpret dashboards too? In my experience, when the in-house accounting team was tapped to add the task of tracking and maintaining the teams' KPIs, everyone lost. Sure, it would work for a while until there was a deadline like payroll, quarterly tax filings, or a crisis like a tax audit.

Do they have the bandwidth?

Having in-house accounting professionals on your team is exactly the ideal client for Agent O Consulting because you're already armed with the key to success for our custom dashboard project.

While your in-house team ensures your financial data is top-notch, the real question is—are you consistently harnessing that data to make informed decisions based on your dashboard?

Custom Dashboards for Actionable Insights

Now that we've delved into the world of leading and lagging metrics, you might wonder how to harness this knowledge effectively. That's where Agent O Consulting comes in!

A team trained in the art of leading and lagging metrics

A dedicated team with just one job...looking at your metrics

An expert team training you and your employees how to interpret the results

Snapshot of Sample Client Dashboard by Agent O

My team and I specialize in crafting a custom dashboard that presents this financial data in an easy-to-understand format each month.

By integrating leading and lagging metrics from all parts of your business into your custom dashboard, we give you the power to drive your business forward confidently.

So, why not let us collaborate with your team today and ease the load on your in-house accounting professionals? We've got the expertise to make this process seamless.

 

Let's make informed, data-driven decisions together!

Learn from Agent O

I’m Olivia aka Agent O!

I help women business owners who feel overwhelmed, behind on their books, and unsure what to do next.

Not because they’re broken — but because no one ever taught them how to trust their numbers.

Before I became the one fixing finances for other people, I was the one crying over spreadsheets at 3am — afraid of making a mistake, worried I’d lose everything, unsure who I could trust.

That’s why my work isn’t just tactical — it’s emotional. Because money always is.

Ready to Make A Change? Let's Chat...
Boost your business profit with help from Olivia aka Agent O