Turn accounting and finance data into a recurring management view of business performance. CorporateWalla can help structure finance dashboards and KPI reports covering revenue, margins, cash flow, receivables, payables, budgets and other agreed business metrics.
A finance dashboard is a recurring visual or tabular management report that brings selected financial and operating KPIs into one view. Depending on scope, a finance dashboard can track revenue, gross margin, operating expenses, cash position, receivables, payables, working capital, budget-versus-actual performance and business-specific metrics. The dashboard is only as reliable as the underlying accounting data and agreed KPI definitions.
Depending on the business and data available:
Core financial metrics such as revenue, expenses, profitability, cash and working capital.
A broader combination of financial and selected operational indicators.
A concise management view for recurring leadership reviews, based on agreed KPIs.
Performance reporting by branch, project, product, geography or other management dimension where data supports the analysis.
Depending on scope:
The same label can mean different things across businesses. For example, “revenue”, “gross margin”, “active customer”, “MRR”, “EBITDA” or “cash available” may require specific definitions.
We document the agreed KPI definition, source, calculation, reporting period and ownership. A management KPI should not be presented as a universal accounting or statutory measure when the definition is business-specific.
A dashboard should not hide underlying accounting issues. If source data contains unreconciled balances, missing transactions, inconsistent classifications or incomplete reporting periods, the dashboard may need an exception note rather than an unsupported adjustment.
Where required, dashboard work can be combined with accounting cleanup, reconciliation, month-end close or financial reporting services.
Dashboards may be produced using spreadsheets, accounting-system reports, business-intelligence tools or other agreed technology.
The exact platform depends on the client's existing systems, data availability and reporting requirements. A specific integration, API connection, real-time dashboard or automated refresh is included only where the relevant system capability has been confirmed.
A management dashboard is not a statutory financial statement, audit or assurance report, or broader CFO advisory. Dashboard reporting does not guarantee business improvement, profitability or investor/lender acceptance, and real-time data or automated refresh is available only where the systems support it.
Dashboard and KPI-reporting fees are scope-based. Pricing depends on the number of KPIs, reporting frequency, data sources, dashboard complexity, business units and whether ongoing reporting is required.
Pick the speed and depth that matches your need. Same quality, same CA team — only the timeline changes.
Timeline: Quoted on number of KPIs and data sources
Timeline: Quoted on reporting frequency and dashboard complexity
Timeline: Quoted on business units, data sources and cadence
Every price above is a professional fee, excluding GST and government charges. 50% on delivery.
Finance dashboard and KPI reporting fees are customised to your reporting requirements and data environment. Pricing depends on the number of KPIs, reporting frequency, data sources, dashboard complexity, business units and whether ongoing reporting is required.
Identify the decisions and questions the dashboard should support.
Agree definitions, formulas, frequency and ownership.
Review accounting reports, spreadsheets, systems or other agreed data sources.
Establish how source data feeds each KPI.
Structure the summary view, trends, variances and drill-downs where appropriate.
Reconcile dashboard outputs to the agreed source data and definitions.
Establish monthly, weekly or other agreed reporting frequency.
Update KPI definitions or presentation where business requirements change.
Tell us your requirement, a CA will call you in 30 minutes.
Revenue, margins, cash, receivables, payables and budget performance in one management report instead of many disconnected ones.
Each KPI's definition, source, calculation, reporting period and owner agreed and written down.
Dashboard outputs validated against the agreed source data, with exception notes where data is incomplete.
Spreadsheets, accounting-system reports or BI tools, chosen around your systems and data availability.
From ₹9,999 • Monthly
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Custom quote • Scope-based
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Custom quote • Scope-based
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Custom quote • Scope-based
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Custom quote • Scope-based
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Custom quote • Scope-based
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Custom quote • Monthly
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From ₹49,999 • Minimum 6 months
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