Monthly MIS Dashboard.
A monthly MIS dashboard gives you one consistent view of revenue, margins, costs, cash and the operating KPIs behind them, issued on a fixed working day each month. We design it around the decisions you actually make, build it from your accounting and operational data, and add commentary that explains what moved and why.
Designing and building the first dashboard typically takes 3–4 weeks, driven by data quality and the number of segments reported. Each month's pack is then typically issued within 3–5 working days of the books being closed.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Founders and promoters who see results only when the annual accounts are finalised
- Companies whose investors or lenders require monthly MIS under their agreements
- Multi-branch, multi-product or multi-entity businesses that need results by segment
What you receive at the end.
- 01Monthly MIS pack: one-page summary, P&L, balance sheet and cash flow against budget and prior year
- 02KPI dashboard with 12-month trends
- 03Commentary on material variances
- 04Reconciliation of MIS figures to the trial balance
- 05Action log from the monthly review
Monthly MIS Dashboard, step by step.
Designing and building the first dashboard typically takes 3–4 weeks, driven by data quality and the number of segments reported. Each month's pack is then typically issued within 3–5 working days of the books being closed.
- 1
KPI workshop
We agree a focused set of metrics with you, such as revenue by segment, gross margin, overheads, receivable days, cash runway and operating KPIs, with clear definitions.
- 2
Data mapping
We map each metric to its source (ledger, sales register, payroll, CRM or inventory system) and fix chart-of-accounts gaps so numbers tie back to the books.
- 3
Template build
We build the MIS in Excel or a BI tool: summary page, P&L and balance sheet against budget and last year, cash flow, KPI trends and segment tabs.
- 4
Monthly run
After your books close, we populate the dashboard, reconcile it to the trial balance and write variance commentary.
- 5
Review meeting
We take management through the results in a monthly review and record actions, which are followed up in the next month's pack.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Monthly trial balance and ledgers, or read access to your accounting system
- Sales, purchase and inventory reports by product, branch or customer
- Payroll summary and headcount by department
- Approved budget or targets for the year, if available
- MIS formats currently required by investors, lenders or a parent company
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Monthly MIS Dashboard.
Ready to discuss Monthly MIS Dashboard?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.