Dashboard examples

What a datareaches dashboard actually contains.

Nine anonymised examples, logistics, finance, sales ops, hospitality, healthcare, marketing, construction, DTC, and professional services, with the real tiles, real data sources, and the before-and-after that prompted each build.

Every dashboard is built to your setup. These are starting points, not templates.

Logistics / 3PL

Weekly ops board

Head of Ops · 40-person 3PL · Netherlands

90 → 8 min
Monday ops prep
Before

90 minutes every Monday assembling from three separate exports, TMS, WMS, Shopify. Stock in the WMS says 340. Shopify says 362. The discrepancy shows up after the order goes out.

After

One URL, open at 8am. The ops meeting starts on time. The stock number is the real number.

Dashboard tiles
Orders dispatched
Today vs yesterday vs 7-day average. Broken out by carrier.
On-time delivery rate
14-day rolling, split by carrier partner. SLA threshold line shown.
Stock by SKU
WMS actual vs Shopify committed, reconciled, not exported manually.
Open returns
Count and value, grouped by return reason. Week-over-week delta.
Vendor SLA
% on-time by carrier, last 30 days. Flags any partner below threshold.
Sources connected
ShipBob (WMS)ShopifyGoogle Sheets (SLA tracker)
Finance / Month-end close

Month-end close view

Financial Controller · 55-person SaaS · Belgium

3 days → half a day
Month-end close
Before

Three-day close. FINAL_FINAL_v3.xlsx. Board pack assembled the night before the meeting from four exported CSVs, each owned by a different person.

After

Close done in a day. Board pack ready before the meeting, not assembled during it.

Dashboard tiles
Revenue vs budget
Actuals by channel (direct, partner, marketplace). Budget variance highlighted.
ARR movement
New ARR, expansion, churn, and net, period vs prior period.
Outstanding invoices
Total value, ageing brackets (0–30, 31–60, 60+ days), and flagged accounts.
Close checklist
8 recurring close tasks, each with a status. Done / in-progress / blocked.
Board pack delta
Key numbers vs prior quarter and vs prior year. One panel, no assembly.
Sources connected
HubSpotExact OnlineGoogle Sheets
Sales ops / RevOps

Pipeline review board

Sales Operations Manager · 70-person B2B SaaS · UK

90 → 10 min
Monday pipeline prep
Before

90-minute Monday pipeline call. First 30 minutes: pulling the CRM export, stripping closed deals, calculating weighted pipeline by hand. Then the actual meeting.

After

Everyone comes to Monday having already looked. Discussion starts immediately.

Dashboard tiles
Weighted pipeline vs quota
By rep and by stage. Coverage ratio visible instantly.
Deal velocity
Average days in each stage. Flags deals that have been in a stage too long.
Win rate by deal size
< €10k, €10–50k, > €50k. Updated live as deals close.
Forecast accuracy
Rolling 6-month comparison: what was forecast vs what closed. Per rep.
Renewals at risk
Accounts due for renewal in 60 days with no logged activity in 30.
Sources connected
SalesforceHubSpotSpreadsheet (commission tracker)
Hospitality / hotel ops

Morning ops board

Operations Manager · 4-property urban hotel group · Germany

40 → 7 min
Morning ops check
Before

40 minutes every morning checking Protel for occupancy, SiteMinder for rate parity, and a spreadsheet for F&B numbers, before the 9am briefing. A rate parity gap ran through a peak weekend because nobody caught it on Thursday.

After

Morning ops check takes 7 minutes. The briefing starts with real numbers. Rate parity issues surface the same day.

Dashboard tiles
Occupancy by property
Tonight and the next 7 nights. Compared to same week last year.
Rate parity status
Live check across OTA channels. Flags any discrepancy above threshold.
RevPAR vs budget
Current month, rolling 7-day, and year-to-date. All four properties.
F&B revenue by outlet
Yesterday's covers and revenue across all outlets. Week-over-week delta.
Check-ins / check-outs
Today's arrivals and departures with VIP flags and special requests.
No-shows and late cancellations
Last 24h, with revenue impact and rebooking status.
Sources connected
Protel (PMS)SiteMinder (channel manager)Simphony (F&B)
Healthcare / clinic ops

Daily ops board

Practice Manager · 3-location outpatient clinic · Netherlands

45 → 8 min
Morning huddle prep
Before

45 minutes every morning: EHR for today's schedule, scheduling tool for no-show risk, billing portal for unpaid claims. Three logins, three exports. A billing denial pattern worth €9,200 had been running for four months before anyone noticed.

After

Morning prep takes 8 minutes. The 8am huddle starts on the right numbers. Billing anomalies surface in week one, not month-end.

Dashboard tiles
Today's appointments
Confirmed, at-risk (no-show history > 30%), and arrived. Updated live.
No-show rate
Rolling 30-day, flagged if trending up. Broken out by clinic location.
Billing denials
Open denials by insurer and denial code. Week-over-week trend.
Outstanding claims
Total value and ageing by insurer (0–30, 31–60, 60+ days).
Waitlist status
Current waitlist by specialty and average wait time. Updated daily.
Sources connected
EHR systemScheduling toolInsurer billing portal
Marketing ops / revenue attribution

Revenue attribution board

Head of Marketing · 55-person B2B SaaS · Belgium

2–3 hr → 20 min
Wednesday revenue prep
Before

Two to three hours every Wednesday: pull the HubSpot export, download CSVs from Google Ads, LinkedIn, and Meta, join them in a spreadsheet. Then the revenue meeting, where sales and marketing argue about which campaign influenced which deal.

After

Wednesday prep takes 20 minutes. The attribution methodology is agreed and locked in the board. The budget reallocation conversation is obvious, not political.

Dashboard tiles
Pipeline by source
Open deals attributed by first touch, last touch, and linear, all three visible.
Ad spend vs pipeline created
Cost-per-pipeline-dollar by channel. Updated daily from each ad platform.
Campaign performance
Impressions, clicks, MQLs, and pipeline influenced. Google + LinkedIn + Meta.
Content conversion
Which blog posts, docs, and landing pages are generating form fills and demos.
Forecast vs actual
Marketing-sourced revenue this quarter vs target. Rolling weekly update.
Sources connected
HubSpot CRMGoogle AdsLinkedIn AdsGA4
Construction / project ops

Project portfolio board

Commercial Manager · 60-person main contractor · UK

Week 7
overrun caught, not month 3
Before

Two sets of numbers on every project, what Procore says and what Sage says. A 90-minute Wednesday reconciliation to make them agree, and they still don't. A 9% package overrun ran undetected from week 3 to month-end because nobody was watching the weekly cost burn.

After

One view. The commercial manager opens it before the client call. The PM opens it before site visit. The Wednesday reconciliation is gone. The overrun was flagged in week 7.

Dashboard tiles
Cash burn by project
Actual spend vs planned to date. Flags any project burning ahead of schedule.
Cost-to-complete vs budget
Forecast final cost for each package. Updated weekly from site and accounting.
Programme progress
Planned vs actual completion % for key milestones. Critical path highlighted.
Open RFIs by age
Count, submitter, and days open. Flags anything on the critical path > 5 days.
Subcontractor payment status
Certified, submitted, and overdue amounts by package. Aged debt visible.
Forecast cost at completion
EAC vs original contract sum. Trend line by project.
Sources connected
Procore (project mgmt)Sage (accounting)Site spreadsheet
DTC / e-commerce ops

Inventory & fulfilment board

Operations Lead · 18-person homewares brand · UK

€7k
in orders closed that would have been declined
Before

Shopify shows 140 units. Primary 3PL says 112. Overflow 3PL has 30 more in-transit. Nobody knows which number is right when a bulk order lands, so you decline it to be safe. Twice last year that cost you. A 3PL sync failure ran for 4 days before anyone noticed, and it nearly ran through a flash sale.

After

One stock number pulled from both 3PLs and the open supplier POs. Bulk orders confirmed same-day. The product drop ran without overselling for the first time. The 3PL sync failure was caught 4 days before the flash sale.

Dashboard tiles
True stock count
Units across all 3PLs and your own storage, reconciled, not manually summed.
In-transit from suppliers
Open PO quantities and expected arrival dates. Visible alongside live stock.
Days of cover by SKU
At current sell rate, how many days until stock-out. Reorder signal fires at threshold.
Shopify vs 3PL sync status
Flags any discrepancy between Shopify committed and 3PL available. Daily check.
Order fulfilment rate
% of orders shipped within SLA by 3PL. Week-over-week trend.
Sources connected
Shopify3PL A3PL BSupplier PO tracker
Professional Services / Utilisation

Utilisation & margin view

Managing Partner · 28-person management consultancy · Netherlands

3 hrs → 15 min
Monday utilisation review
Before

Three-hour Monday utilisation review from a spreadsheet. Bench risk discovered in week 7. Scope creep visible only at month-end when the write-off was already locked in.

After

15-minute Monday check. Bench risk flagged in week 3. Scope creep surfaced mid-engagement and renegotiated before write-off.

Dashboard tiles
Utilisation by consultant
Billable % against target, current week and rolling 4 weeks. Flags anyone below 60%.
Bench risk
Consultants with under 4 weeks of confirmed work ahead, by practice area.
Project margin
Revenue vs cost per active engagement. Scope creep shows as margin drift before month-end.
Revenue timing
Forecast invoicing by week for the next 8 weeks. Smooths cash-flow surprises.
Staffing pipeline
Upcoming projects vs available capacity. Conflicts surface before a commitment is made to the client.
Sources connected
HarvestTeamworkXero

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