10 Dashboards Every Small Business Needs
Running a small business means wearing a lot of hats — sales, finance, operations, customer service, and everything in between. But if you’re spending more time pulling reports than acting on insights, it’s time to make your data work for you.
Well-designed dashboards help you spot trends faster, make confident decisions, and stay focused on growth instead of guesswork.
Here are 10 must-have dashboards every small business should have in place — and how you can get them without hiring a data analyst.
1. Sales Pipeline Dashboard
See every deal in one place — from new leads to closed revenue. A good pipeline dashboard helps you forecast sales, understand win rates, and identify where deals get stuck.
When you can visualize your full pipeline, you can focus your team where it matters most and spot bottlenecks before they impact your goals.
2. Closed Deals Dashboard
Once a deal is won, the insights shouldn’t stop there. A closed deals view lets you see which industries, product lines, or reps are driving your biggest wins.
Why it matters: Use this view to refine your sales strategy, align your marketing efforts, and double down on what’s generating real results.
3. Product Performance Dashboard
Quickly see which products or services are most profitable, which are trending down, and where inventory or pricing adjustments might be needed.
Pro tip: The Product Performance Dashboard from The Dashboard Studio includes filters for product category, region, and customer segment — perfect for finding your hidden best-sellers.
4. Customer Insights Dashboard
Know your customers better than ever. Track repeat purchase rate, satisfaction trends, and retention by customer segment so you can prioritize your top accounts.
When you understand who your most loyal customers are, you can serve them better — and find more like them.
5. Financial Overview Dashboard
Every business owner should be able to answer: Am I profitable this month? This dashboard brings together revenue, expenses, and net profit at a glance.
Includes: Year-to-date trends, profit margin breakdown, and expense category analysis. Explore it in the Financial Overview Dashboard, part of The Dashboard Studio’s Finance Collection.
6. Spending Insights Dashboard
Take control of your business spending. This dashboard breaks down expenses by vendor, category, or department so you can see where every dollar goes.
Combine this view with your revenue dashboards for a true “money in vs. money out” snapshot.
7. Cash Flow Dashboard
Cash flow issues sneak up fast — this dashboard helps you stay ahead. Visualize your inflows and outflows over time to plan for upcoming expenses and ensure healthy reserves.
Bonus: You’ll find a prebuilt version included in the Finance Pro Plus Bundle — a 5-dashboard set designed to give small businesses complete visibility into their financial health.
8. Budget vs. Actuals Dashboard
Budgets are only useful if you track them. Compare your actual results to your planned budget to quickly spot overspending or underperformance.
Use it alongside your cash flow and revenue dashboards for a full picture of performance versus plan.
9. Project Overview Dashboard
If your business runs multiple projects at once, this is a game-changer. Track project timelines, completion rates, and workload balance all in one place.
Start simple with the free Project Task Tracker Dashboard, then upgrade to the Project Overview Dashboard for advanced visuals and performance metrics.
This is one of our most popular templates because it’s flexible — great for agencies, freelancers, and small teams managing multiple clients or projects.
10. Executive Summary Dashboard
Bring it all together. A high-level view that blends sales, finance, and operations metrics gives you a daily pulse on your business health — perfect for team meetings or investor updates.
Even if you’re a one-person business, this view helps you see the big picture so you can make decisions with clarity and confidence.
Turn Your Data Into Decisions
You don’t need a full analytics team to understand your numbers — you just need the right tools.
The dashboards in this list are all available as ready-to-use Power BI templates at The Dashboard Studio — designed for small businesses that want beautiful, functional insights without complex setup.
Start here: Browse the full collection of Sales, Finance, and Project Management dashboards to be on your way to complete data insights.
