What are financial dashboard services?
Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for.
What we handle for retail stores
- Sales, transactions and average ticket per store, weekly against prior year
- Gross margin by category from POS cost data and landed-cost adjustments
- Inventory turns, weeks of stock and aged inventory by category
- Labor hours and cost as a percent of sales by store
- Cash after supplier runs, rent and payroll projected 4 weeks out
The KPI that matters here
Dashboard refreshed every Monday with the prior week's sales, labor and cash for all stores.
Retail compliance notes
Sales tax collection and remittance
Sales tax collected at the register belongs to the state and, in many places, to a city or county too, each with its own rate and filing frequency. We reconcile the tax collected in your POS to the liability in the ledger every month and prepare the workings for each jurisdiction. Your registered preparer or your Avalara or TaxJar subscription files the return; we prepare, we do not file.
Economic nexus for online sales
Since the Wayfair decision in 2018, a store selling online can owe sales tax in states where it has no premises once it passes that state's threshold, commonly $100,000 in sales or 200 transactions. We track sales by ship-to state from Shopify or your marketplace reports and flag when a threshold is near so you and your advisor can register in time.
Inventory shrinkage and counts
Shrink from theft, damage, miscounts and vendor errors reduces gross margin and, if unrecorded, overstates both inventory on the balance sheet and profit. We book count adjustments when you supply cycle or full counts, separate known write-offs such as damaged goods from unexplained variance, and report shrink as a percentage of sales each period.
Gift cards and unclaimed property
Gift-card sales are recorded as a liability and released to revenue on redemption, with breakage recognized only under the method your CPA sets. Several states treat unredeemed balances as unclaimed property after a dormancy period. We keep a card-level liability schedule so the annual unclaimed-property review is a report, not a reconstruction.
Retail software we work in
- Shopify
- Square
- QuickBooks Online
- Xero
- Avalara
- TaxJar
- Dext
- Lightspeed
- Clover
- All 50 platforms
More for retail stores
Other services for retail
Frequently asked questions
Which KPIs matter most for a small retail chain?
Gross margin by category, inventory turns and weeks of stock, sales per labor hour, average transaction value and cash after supplier payments. Together they show whether the shelf is earning its keep and whether cash will be there for the next order. Traffic and conversion are added when your POS or door counter records them.
How current can the dashboard be if books close on day 5?
Financial lines come from the last closed month; sales, labor and stock lines come weekly from POS and payroll exports, so the operational view is at most a week old. Cash comes from bank feeds. The monthly financial reporting service for retail stores supplies the closed figures that anchor the dashboard.
Can you include benchmarks from my industry association?
Yes, if you subscribe to a trade association benchmark such as an NRF or category-specific survey, we place its figures beside your actuals with the source and year shown. We do not invent benchmarks; a line without a source is left blank rather than guessed. Comparing against your own prior year is always included.
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