Dashboards

Advanced Financial Dashboards | GB Experts
Serving small businesses across the USA, Canada, Europe, South Africa & UAE

See your numbers the moment they matter

Beyond monthly statements, GB Experts builds you a live financial dashboard — pulling data from QuickBooks, Xero, or Zoho Books into a single view of cash flow, revenue, expenses, and payroll costs.

Included with Enterprise

Track profitability by month, spot spending trends early, and make decisions with real numbers instead of guesswork.

Your dashboard updates automatically from the same books our team maintains each month — no manual exports, no stale spreadsheets.

Live Dashboard Preview
Cash on hand
$48,210
MTD revenue
$62,940
MTD expenses
$41,110
Payroll cost
$18,400
Net margin
34%
Open invoices
$9,850
What's included

Everything your dashboard tracks

Real-time cash flow

Always know exactly how much cash your business has on hand, updated as your books close each month.

Revenue vs. expense trends

Month-over-month trend lines so you can spot spending increases and revenue dips early.

Payroll cost breakdown

See payroll as a percentage of revenue, tracked automatically from your Gusto or ADP data.

Custom KPI tracking

We build dashboard tiles around the specific metrics that matter for your business model.

Google Sheets / Looker Studio

Delivered in the tool that fits your team — a live Google Sheet, a Looker Studio report, or your accounting software's native dashboard.

Open invoices at a glance

See exactly how much is outstanding in accounts receivable at any moment.

Want a live dashboard for your business?

Advanced dashboards are included with our Enterprise package — ask us about adding one to any plan.

Scroll to Top