
How to Build a Business Dashboard on a Budget
A business dashboard gives you instant visibility into your company’s performance. But many small businesses assume dashboards require costly software. The truth? You can create one on a budget.
Here’s how….
Choose the Right Metrics (KPIs)
Focus on numbers that drive success:
- Revenue and profit margins
- Cash flow
- Customer acquisition cost
- Sales conversion rates
Pick Affordable Tools
Skip enterprise platforms. Instead, use budget-friendly tools like Google Data Studio, Microsoft Power BI (free tier), or even Excel.
Automate Data Collection Where Possible
Connect your dashboard to accounting software, CRM, or spreadsheets. Automation reduces manual errors and saves time.
Design for Simplicity
Keep it clean and visual. Use graphs and charts, not cluttered tables. The goal is quick insights at a glance.
Review and Refine Monthly
Your dashboard should evolve with your business. Add or remove metrics as priorities change.
Why Dashboards Matter for SMEs
A dashboard helps you make faster, smarter decisions—and avoid flying blind. You’ll spot problems early and capitalise on opportunities quickly.
Need help building the right dashboard for your business? Book a strategy session with us.