The Clarity Dashboard
Your numbers, month by month, in plain English.
A private dashboard that shows how your business is really doing: sales, profit, cash, who owes you money and what is coming up with HMRC. Works with QuickBooks and Xero. Included with my monthly financial support, or available on its own.
- Works with QuickBooks and Xero
- Included with monthly support, or on its own
- No password, sign in by emailed link
Try it yourself
This is the real dashboard, with made-up numbers.
It shows a made-up joinery business with made-up customers and figures, but it is the same dashboard my clients use. Pick a month, hover over the charts, open the full profit and loss for any month, or click a customer to see their invoices. You can also open it full screen or in its own window.
Clarity Dashboard · example · every name and figure is made up
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What is inside
Everything an owner needs, nothing they do not.
A scorecard you can read in a minute
Green, amber and red on the measures that matter: sales, profit, cash and how long customers take to pay. A twelve month colour map shows what is slipping, and hovering over any colour tells you why it is that colour.
See moreThe Top 10
Your biggest overheads, your biggest costs of sales, where your sales come from and who owes you the most, ranked, with arrows showing who moved since last month.
Who owes you money, by name
Every customer who owes you, how late each invoice is, and the invoice numbers behind it. Open a customer to see exactly what is outstanding, and how it compares with this time last year.
See moreIncome and costs, month by month
Sales against the same month last year, what you sold, where the money went. Click any month to open its full profit and loss in a panel beside the chart.
A cash forecast that shows the dip early
See where your bank balance is heading over the coming months, with the level we would want to talk to you about marked on the chart.
A report for every month, and every date
Each month has its own report with my comments, kept so you can look back. Tax and filing dates sit alongside, with a countdown, so nothing is missed.
See morePart of the Clarity Portal
One login for everything we do together.
The Clarity Dashboard is the numbers. It sits inside the Clarity Portal, the private login every client gets, which also holds your worklog, tasks, messages, debt collection, payroll, deadlines and documents. You open the dashboard from inside your portal.
See the Clarity PortalTwo ways to have it
With my support, or on its own.
Included
With my monthly financial support
If I look after your finances each month, the dashboard comes with it at no extra charge. Your monthly report appears in it with my comments, and the email I send you links straight to it.
See the monthly plansOn its own
Just the dashboard
Do your own books, or use someone else? You can still have the dashboard. I connect it to your QuickBooks or Xero, and you see the same figures, in the same plain English.
How it works on its ownHow it works
Set up for you, not by you.
01
I connect your books
I link the dashboard to your QuickBooks or Xero, or load your figures from a spreadsheet. Nothing for you to export or type in.
02
Your figures appear
Sales, profit, cash and who owes you money are read straight from your books and shown in plain English.
03
You get a link each month
An email tells you your report is ready and one click takes you there. There is no password to remember: you sign in with a link sent to your email.
Only the people you choose can see your dashboard. Every sign-in link works once and expires after 15 minutes.
Common questions
Is it really included with your monthly financial support?+
Yes. If you are on one of my monthly plans, the Clarity Dashboard comes with it and there is nothing extra to pay.
Can I have it without bookkeeping from you?+
Yes. It is available on its own for businesses that do their own books or use someone else. Get in touch and I will tell you what it would cost for your business.
Which accounting software does it work with?+
It works with QuickBooks and Xero. If you use something else, ask me, because your figures can also be loaded from a spreadsheet.
What is the difference between the Clarity Dashboard and the Clarity Portal?+
The Clarity Portal is your private login: your worklog, tasks, messages, debt collection, payroll, deadlines and documents. The Clarity Dashboard is the numbers: your scorecard, income, costs, who owes you money and your cash forecast. You open the dashboard from inside your portal.
Who can see my numbers?+
You, anyone at your business you ask me to add, and me. There are no passwords: each sign-in link works once and expires after 15 minutes.
Does it work on my phone?+
Yes. It works on phones and tablets as well as computers.
Are the figures in the demo real?+
No. The demo shows a made-up joinery business with made-up customers and figures, so you can see how it works without anyone's real numbers.
Want to see it with your own numbers?
A short call is all it takes to talk through your business and how the dashboard would look for it.