The Finance Professional’s Guide to Dashboards & KPI Reporting
Our top rated, 25-page best practice guide for Finance professionals
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Better and Easier Financial Reporting

In less time and effort you can have more effective reports
Building monthly management reports typically involves data from many different locations, then combining these metrics with budgets or targets into one big file. This painful process is normally time consuming and provides management teams with a one dimensional view of the data.

With TD you can produce real time dashboards that combine all of your financial information automatically. Costs, profit, revenue can be viewed in graphs scorecards and gauges, with clickable drilldowns. The big picture is clearer and easily shared providing an essential compass with which to drive down costs and increase profitability.
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Just 4 Easy Steps to your Finance Dashboard

Connect your Finance data
Connect to your data, Excel, CSV, cloud, databases or Finance system.
Visualise your data
With 100+ graph types, gauges, scorecards and heat maps you can visualise your data in any way.
Discover and share
Finding answers to complex issues is easy with Target Dashboard. Create and share reports with colleagues.
Automated Dashboards
Automatically or manually import the latest data, TD does everything else.
Let's Talk!
I have helped build and advise on many financial dashboards. Each organisation we work with is different, so I really like to learn their objectives to see how we might help - Johnathan Briggs, Financial Reporting Expert, Target Dashboard
Call on
+44 (0) 141 810 2598
  • Spot Trends & Make Comparisons

  • Automatically Colour Code Your Metrics

  • Create Dashboards in Just Minutes

  • Communicate with 100's of Visuals


One Big Picture From your Financial Systems, Databases and Excel Files

Connect to your existing data in minutes - where ever it is. Combining actuals with targets is automatic
Data from Excel, databases, Sage, SAP, Orderwise, or almost any available financial system can be connected in just a few minutes. This instantly opens up new insights into your costs, profitability and revenue streams making good practice stand out and negative trends yell for attention.

Easy to Use For Financial Managers

No techies required. Fast, powerful and we guarantee this will save you a huge amount of time
Point and click to build any dashboards you want, such as profit and loss, cash flow, operational costs, staffing costs.... anything is possible with just a few clicks.
  • Build finance Dashboards in minutes
  • Drag and drop interface
  • Decide security of who can see what
  • One-click beautiful management reports
Dashboards, reports and TV Screens

Compare & Trend Any HR KPI by Any Category

...say, gross profit % by product, business unit, country... or anything!
Instead of just a static number in Excel, you can choose to compare any numerical KPI by any form of categorisation in your data. Filter the result, compare, show trend or find the top and bottom performer. Do all this from one data set with just a few simple clicks.
  • YTD comparisons with last year
  • Actuals Vs Target
  • Variance
  • Run rate
  • ...instant and on any KPI or metric you have

Automatic & Always Up-To-date

Never do a pivot again
Show your colleagues detailed reports whenever they need them. With Target Dashboard, there’s no need to manipulate data in excel, spend time building visuals or wait hours for a report to be generated. Once set up, everything is ready to go at the click of a button. Build charts and custom reports or use templates to send out emails, generate PDF reports or create presentations in seconds.

HR Reports

Share Reports & Dashboards that Everyone Understands

Securely share KPIs with your colleagues, department or the whole company
With Target Dashboard, you can show everyone exactly what they need to see to make better decisions. Create secure user groups and share all or part of your reports with confidence, knowing your figures are safe. Share:
  • Secured Dashboards
  • PDF reports
  • Automatic Emails
Who Uses Target Dashboard?
  • Organisations across the world
  • 20+ staff to FTSE 100 listed companies
  • Public and private sector
Target Dashboard is used by Finance professionals across the globe
Metrics & KPIs Managed
as of today...
7 Years
Celebrating 7 years of
helping organisations across the globe

Finance Reporting Experts to Help You - Anytime

We can help you build dashboards that put you in control
More than software, we are data experts just a call away from helping you. From management backgrounds, we understand the power of financial information and the difference it can make to critical decision making.
“We're really passionate about being financial reporting experts.
Our knowledge and responsiveness makes us stand out.”

Typical Costs and Timescales

Implement yourself, or let our experts do it for you for just a monthly cost
How it Works: If you wish you can go-it-alone with Target Dashboard knowing that our experts are just a phone call away if you need help. However we have many years experience and expertise in rolling out dashboards and reporting systems across a business. With an initial implementation from our team you will be gaining the substantial benefits from your dashboards much sooner and our experts will set up many best practice and clever approaches to your reporting that will give you the edge.
To guarantee the quality of our service we will complete a full implementation of your dashboards (normally 4-5 days) for just a rolling monthly fee - so thats a risk free professional implementation without big upfront costs.

Currency: £| $

Included Expert Implementation Days
Target Dashboard
$749 / month
Expert Implementation
$176 / month
or $9990 when paid annually
Target Dashboard is so fast and flexible that a typical implementation takes just a 4-5 days. Our experts will work with you, your team and your data to understand your reporting goals and objectives. From here we will help you get the right data, in the right format so together we can deliver the best business intelligence & reporting.
or call one of our experts on+44 (0) 141 810 2598

What's Included
Business Intelligence version
(Recommended for Dashboards)
4 day professional implementation
  • Data Connections
  • Data Shaping
  • Dashboard Design
  • Best Practice Reporting
Rolling Monthly Contract
Unlimited Users
Unlimited Dashboards
Secured Filters & Pivots
Unlimited Support & Help