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SME Business Intelligence

SME Founder Replaces Spreadsheets With Business Intelligence

Designed an executive business intelligence dashboard that consolidated key metrics into a single source of truth for leadership.

Executive Business Briefing
Week 23 · 2026
Revenue
$486K
+14.2% MoM
Profit
$118K
+9.8% MoM
Cash Flow
$92K
+22% MoM
Sales Trend — Trailing 12 Months
Actual
Plan
Expenses
Payroll38%
Ops26%
Marketing20%
Other16%
Customers
1,284
Retention
92%
Runway
14 mo

Challenge

A growing SME relied on disconnected spreadsheets and manual reporting, resulting in limited visibility into business performance.

Solution

Designed an executive business intelligence dashboard that consolidated key metrics into a single source of truth for leadership.

Capabilities Demonstrated

Executive dashboard designData consolidationReporting automationSME analytics enablement

Dashboard Features

Single executive view of revenue, profit, and cash flow

Expense breakdown and margin trend monitoring

Customer growth and retention overview

Sales trend with month-over-month and YoY comparison

Automated weekly performance briefing for leadership

Additional Views

Executive Business Briefing
Week 23 · 2026
Revenue
$486K
+14.2% MoM
Profit
$118K
+9.8% MoM
Cash Flow
$92K
+22% MoM
Sales Trend — Trailing 12 Months
Actual
Plan
Expenses
Payroll38%
Ops26%
Marketing20%
Other16%
Customers
1,284
Retention
92%
Runway
14 mo
Executive overview
Executive Business Briefing
Week 23 · 2026
Revenue
$486K
+14.2% MoM
Profit
$118K
+9.8% MoM
Cash Flow
$92K
+22% MoM
Sales Trend — Trailing 12 Months
Actual
Plan
Expenses
Payroll38%
Ops26%
Marketing20%
Other16%
Customers
1,284
Retention
92%
Runway
14 mo
Operational drill-through
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Representative project based on professional experience in analytics, reporting, monitoring & evaluation, business intelligence, and data automation across multiple sectors. Specific organizations and proprietary information have been omitted for confidentiality.