Financial KPI Dashboards UK —
Your Business at a Glance
Custom real-time financial KPI dashboards — tracking the metrics that matter most to your specific business. Revenue, gross margin, EBITDA, debtor days, cash conversion and more. Updated automatically and accessible 24/7 via your Britvex client portal.
What Are Financial KPI Dashboards?
A KPI dashboard is a visual summary of your most important business metrics — presented clearly so you can assess performance at a glance, without reading through pages of accounts. The right KPIs tell you immediately whether your business is healthy and heading in the right direction.
Every business has different critical success metrics. A SaaS business cares about MRR, churn and customer acquisition cost. A retailer focuses on gross margin, stock turn and average transaction value. A professional services firm tracks utilisation, revenue per employee and debtor days.
We work with you to identify the 8-12 KPIs that matter most for your specific business, build a custom dashboard that tracks them and update it automatically each month from your bookkeeping data. You see your most important metrics in one place, with trends, targets and comparisons — without opening a spreadsheet.
Your KPI dashboard is available 24/7 via your Britvex client portal — on desktop, tablet or mobile. It updates automatically when your monthly bookkeeping is processed, so you always have current data without any manual work.
✅ KPIs We Track
- ✓ Revenue (monthly & YTD)
- ✓ Gross profit & gross margin %
- ✓ EBITDA & EBITDA margin %
- ✓ Net profit margin %
- ✓ Debtor days (DSO)
- ✓ Creditor days (DPO)
- ✓ Cash conversion cycle
The Right KPIs for Your Industry
KPI Dashboards — Common Questions
The core KPIs for most UK small businesses are: gross profit margin (revenue minus COGS as a % of revenue), net profit margin (net profit as % of revenue), debtor days (average collection period), creditor days (average payment period), current ratio (current assets ÷ current liabilities) and cash runway (months of cash available at current burn rate). We add sector-specific KPIs on top of these fundamentals for each client.
Yes — KPI dashboards are included as part of our management accounts service at no extra charge. We set up your custom dashboard during onboarding, identifying the KPIs most relevant to your business. The dashboard is available 24/7 via your Britvex client portal and updates automatically each month when your bookkeeping is processed.
Debtor days (DSO — Days Sales Outstanding) measures how many days on average it takes your customers to pay you after you’ve invoiced them. It’s calculated as (trade debtors ÷ annual revenue) × 365. A high debtor days figure means you’re effectively lending money to your customers, which puts pressure on your cash flow. We track this KPI monthly and alert you when it’s rising above your target level.
Yes — for businesses with multiple locations, departments or cost centres, we can build dashboards that show KPIs both at the overall company level and broken down by location or department. This allows you to quickly identify which locations are performing well and which need attention, without having to dig through detailed accounts for each one separately.
Yes — we set annual targets for each KPI at the start of each year and display them alongside your actual figures with RAG (Red, Amber, Green) status indicators. At a glance you can see which KPIs are on track (green), need attention (amber) or are significantly off target (red). This makes your monthly review much more focused and action-oriented.
Your Business — At a Glance
Book a free consultation and we’ll build your custom KPI dashboard — the metrics that matter most for your business, updated automatically, available 24/7.