Dashboard and Performance Indicators

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At Mallette, we understand how crucial it is for entrepreneurs and business owners to know and track their organization’s results throughout the year. A dashboard enables business leaders to break down data silos and track all financial performance indicators and headings in one place, from cash flow to financial forecasts. It’s important to know and track your company’s results, whether you’re trying to ensure that you’re profitable, have the liquidity you need, or comply with various ratios.

We provide expert financial analysis and performance indicator insights to help our clients understand profitability and identify opportunities for improvement. Our highly personalized approach enables us to take into account the specificities of any business and provide precise recommendations tailored to each situation.

Our customers benefit from several advantages when it comes to preparing dashboards and identifying performance indicators:

  • Dashboard design: Our team works with our customers to identify their future objectives and determine the indicators they need to track to achieve them

  • Security: Control of report distribution, centralized information, access limited to authorized users

  • In-depth analysis: Our resources carry out a complete analysis of financial statements, costing and financial projections to assess the company’s profitability and identify future objectives based on current results. This makes it easier for finance departments to stay on top of the organization’s financial performance, manage cash effectively, and accurately monitor expenses, sales and profits

  • Data Mining: Interactive analyses from dashboards to answer specific questions by drilling down into data details

  • Opportunity identification: Our experts help identify opportunities to improve company profitability, whether by optimizing costs, improving processes or developing new business strategies

  • Automation: Automatic refresh of report content, automatic distribution of monthly reports, automated data validation and automatic business rule updates

  • Informed decision-making: Thanks to our expertise in financial analysis, we facilitate informed decision-making by taking into account the results in relation to the objectives to be achieved

  • Personalized support: Our team provides personalized support at every stage of the business case process, answering questions, clarifying doubts and providing ongoing support throughout

What we offer

Personalized support structured around the following stages:

  • Initial assessment of the company, based on analysis of financial statements, cash flows and key performance indicators

  • Determination of the specific needs and objectives of the company and its benefits, in order to identify the metrics to be measured on the dashboard

  • Determination of performance indicators to be measured in order to ensure that expected results are achieved

  • Development of customized optimization strategies to improve the achievement of profitability results, by maximizing revenues, reducing costs and optimizing resource allocation

  • Ongoing monitoring of the company’s financial performance and evaluation of the impact of implemented strategies, adjusting our recommendations as necessary to ensure sustainable results

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