04 · Financial Tools
Financial Dashboards
Your key indicators in one clear Excel dashboard, updated every month if you wish.
The problem
You make decisions without seeing your numbers.
Results arrive too late or in a form that is hard to use. You know the business is running, but not exactly what makes money, where cash stands or whether you are on target.
This is you if…
- You see your results months after year-end
- You have no budget, or it is never tracked
- You don't know which indicators to watch each month
- Your figures are scattered across several files
Our solution
We select the indicators that matter for your business and build a dashboard you can read in minutes, fed by the data you already have.
- A clear view of your situation, every month
- Indicators you and your team understand
- Decisions based on figures
- The ability to anticipate rather than react
What's included
What the engagement covers
Key indicators
Chosen for your business and your goals.
Excel dashboard
One clear page, with charts and alerts.
Annual budget
Monthly targets.
Budget vs actual
Variances explained, every month.
Cash tracking
Built into the dashboard.
Monthly update
Optional: we update and comment on the dashboard for you.
Deliverables
What we hand over
Dashboard
Your key indicators on one page.
Annual budget
Monthly targets in figures.
User guide
To update the file on your own.
Monthly review
Optional: a monthly review of your numbers.
Process
The steps of the engagement
- 1
Assessment
We review your data and reporting needs.
- 2
Design
We define the indicators and the layout.
- 3
Build
We create the dashboard and the budget.
- 4
Handover
We train you, then provide follow-up if you wish.
Pricing
A clear quote, before we start
Free quote
The first conversation and the quote are free, with no obligation. The price depends on the scope and complexity of your file. Clients outside Morocco: quotes in EUR or USD on request.
- Deliverable
- Custom Excel dashboard
- Indicative timeline
- 1 to 2 weeks
- Pricing
- On quote
FAQ
You may be wondering…
Do I need new software?
No. We start from your current tools and data.
Who updates the dashboard?
Your choice: you, after a short training session, or Growcap as part of a monthly follow-up.
Is it suitable for a small business?
Yes. A few well-chosen indicators are worth more than a 30-page report.
Running your business without a dashboard?
Tell us about your situation: we will propose the right approach and a clear quote.