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Do you know how your business is performing?

If you’re tired of running multiple reports or waiting for your internal accounting staff to answer questions about key business metrics, we’ve got a solution for you. Our new ‘At-A-Glance’ service is designed to help business owners like you understand how your company is operating at a glance. We’ll help extract data from your current systems and display the metrics in one convenient location.

At a Glance Dashboard Service

We Understand the Metrics that Matter

We’ll work with you to identify the right metrics for your business based on the key drivers for your industry, including: 

1. Financial

  • Position
  • Working capital trends
  • Results

2. Project

  • Budgets
  • Margins
  • Deadlines

3. Revenue & Growth

  • Pipeline
  • Backlog
  • Sales

4. Employee & Operational

  • Utilization
  • PTO
C&M Team Smiling
Ben Smith

Ben Smith

As a shareholder and leader of the firm’s consulting practice, Ben provides advisory services to middle-market, closely held clients in the industrial automation, manufacturing & distribution, and architecture & engineering sectors. He keeps up with the latest technology advancements and digital tools while helping businesses implement strategies to improve their processes and profitability.

“We are currently working with business owners to develop streamlined dashboards that help them track key metrics at a glance,” said Ben Smith, Consulting Leader for Clayton & McKervey.

Ben Smith

Ben Smith

Sample Dashboards

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