A Small Business Dashboard, Plus Advice From a Fellow Owner
Set clear goals, track them with free tools, and see revenue, cash, A/R, pipeline and marketing ROI on one simple screen. Then talk it through with someone who runs a business too.
Flying Blind Is Normal. It Doesn't Have to Stay That Way.
Most owners know their bank balance and roughly how busy they are. The harder questions are: Are we on pace for the year? Which marketing actually brings in paying customers? Who owes us money, and how long have they had it? Is that new expense helping or hurting?
The numbers usually exist. They’re spread across the accounting software, the phone system, the ad accounts and a spreadsheet or two, and nobody has time to pull them together. So decisions get made on gut feel.
Our business dashboard and advisory service fixes that: goals you set with us, honest tracking, one screen to check, and a fellow owner to help you decide what to do next.
What You Get
Four pieces that work together. You own every account; One With Digital is an invited user.
Goals You Set With Us
We start by agreeing on what matters most: revenue, profit, growth, or whatever our first conversations turn up. Everything else is measured against those goals.
Tracking With Free Tools
Google Tag Manager, GA4, call and form conversion tracking, and calls from your Google Business Profile. You don’t need a new software subscription to see where leads come from.
A Custom At-a-Glance Dashboard
One screen built around your goals and sized for a small business, not a busy enterprise tool. Most of it reads in a minute, on your phone or laptop.
Owner-to-Owner Advice
Regular check-ins, at least monthly, plus phone or email in between. We focus on where to spend, where to stop, and what to plan for.
What Your Small Business Dashboard Shows
Every business is different, so we build around your goals. A typical owner dashboard covers:
Goal Progress
Where you stand against each goal, and whether you’re ahead of or behind pace.
Revenue
Revenue to date compared with last month or last year, so trends are easy to spot.
Pipeline
Open quotes, proposals, orders and projects in progress. This is the work that’s coming.
A/R: Money Owed to You
Who owes you, how much, and how long they’re taking to pay.
Cash
Cash on hand and what’s due to come in, so a slow month doesn’t sneak up on you.
Marketing and Leads
Leads by source, cost per lead and per customer, and calls and form fills from your website and Google Business Profile.
Expenses, ROI and Impact on Goals
What each major expense returned, and whether it helps or holds back your progress toward your goals. That tells you what to keep, grow or cut.
Want a Dashboard Like This for Your Business?
Tell us the two or three numbers you wish you could see every morning, and we’ll show you how we’d track them. Prefer email? Just reply to info@onewithdigital.com.
See a Sample Owner Dashboard
Here’s one way an owner dashboard can look. The business and every number in these screenshots are made up for illustration. Your dashboard is built from your own accounting, phone and marketing data.
How It Works
Four steps, in order. Each one builds on the last.
Set Your Goals
In our first check-ins we look at where the business is today, where you want it in 12 months and beyond, and the few numbers that show you’re getting there.
Set Up Free Tracking
We set up Google Tag Manager and GA4, click-to-call and form conversion tracking, and call reporting from your Google Business Profile (and Google Ads, if you run ads). Then we test it and capture a baseline.
Build Your Dashboard
We bring your numbers into one at-a-glance view: goals, revenue, pipeline, A/R, cash, marketing and expenses, with the ROI on what you spend.
Ongoing Advisory
Regular check-ins to review the dashboard and your progress toward your goals, with clear calls on spending, cash flow, hiring, vendors and growth.
Pricing
Pricing depends on how many tools we connect and what your dashboard needs to cover. Reach out and we’ll send you a straightforward quote. Contact us or email info@onewithdigital.com.
Who It's For
Built for small business owners in Grand Rapids, across West Michigan and beyond. It’s a good fit if any of these sound familiar:
The numbers have gotten away from you
You’re busy enough that pulling reports together never makes the to-do list.
You spend on marketing but can't see what works
You want to know which channels bring paying customers and which just cost money.
You want a clearer view of cash
You wait on customers to pay and want to see what’s owed and what’s coming in.
You want a sounding board
Someone who runs a business too, and isn’t just selling you more ad spend.
A big decision is coming
You’re planning to grow, hire, borrow or make a big purchase and want real numbers behind it.
You want to own your data
Every account stays in your name, with tools you keep if we ever part ways.
It’s probably not for you if what you need is a CPA, a bookkeeper or tax help. We work alongside those people, not instead of them.
Why One With Digital: A Fellow Owner With a Banking Background
I’m Erik Edgington. I run One With Digital, a founder-led digital marketing agency in Grand Rapids with roots that go back to 2008. I’m a business owner like you, and I come from a banking background. That means I look at growth the way a lender or investor would: cash flow, money owed to you, and whether each dollar you spend is earning its keep.
We run One With Digital the same way, with our own goals, our own free tracking tools and our own dashboard. I lead this work personally. You own every account, and One With Digital is an invited user, so if we ever part ways you keep everything.
Because we’re also a marketing agency, we can help fix what the dashboard turns up, from website design to SEO, local SEO and PPC and Google Ads management. But the advice comes first, and sometimes the advice is to spend less.
Frequently Asked Questions (FAQs)
What is a small business dashboard?
One screen that shows the few numbers you run your business on: progress toward your goals, revenue, pipeline, money owed to you, cash, marketing results and expenses. It pulls from the tools you already use, so you don’t have to build a report by hand.
What should a small business KPI dashboard include?
The numbers tied to your goals. For most owners that means goal progress, revenue, open pipeline, A/R, cash, leads by source with cost per lead, and major expenses with their return. We keep it short on purpose, because a wall of charts doesn’t get looked at.
Do I need to buy new software?
Usually not. Tracking runs on free tools: Google Tag Manager, GA4, call and form conversion tracking, and your Google Business Profile. The dashboard reads from the accounting, phone and ad accounts you already have. If a paid tool would really help, we’ll explain why first, you pay the vendor directly with no markup, and if we’d earn a referral commission on it, we’ll tell you up front.
How do you track marketing ROI for a small business?
We tag every call, form and quote request with where it came from, then match those leads to the sales and revenue they turned into. Compare that with what each channel costs, and you can see which marketing pays for itself and which doesn’t.
Is this the same as a fractional CFO or an accountant?
No. We’re not a CPA firm, bookkeeper or fractional CFO, and we don’t do taxes or keep your books. We help you set goals, see your numbers clearly and make spending and growth decisions, and we’re glad to work alongside your accountant or bookkeeper.
How long does setup take?
It depends on how many tools we connect. As a rough guide, goals and tracking come together over the first several weeks, and the full dashboard, including the finance view, within about three months. We’ll give you a timeline estimate before we start.
Who owns the accounts and the data?
You do. Every account is set up in your business’s name, and One With Digital is an invited user. If you stop working with us, you keep all of it.
How much does it cost?
It depends on scope: how many tools we connect and what your dashboard needs to cover. Reach out and we’ll send you a straightforward quote.
Ready to Stop Flying Blind?
Tell us a little about your business and the goals you’re working toward. Email info@onewithdigital.com and just reply with what’s on your mind, or use the form. Erik will get back to you personally.
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Related Services
The dashboard works best alongside the marketing that feeds it. Here’s where else we can help.
A site built to turn visits into calls and form fills.
More customers finding you on Google, with rankings tied to real leads.
Paid ads measured against booked work, not just clicks.
A plan tied to your business goals and the numbers on your dashboard.