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New “At A Glance” Dashboard Service

Posted on June 24, 2022 by

Clayton & Mckervey

Clayton & McKervey

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Clayton & McKervey, a certified public accounting and business advisory firm helping growth-driven companies compete in the global marketplace, announces a new service available to current and future clients: “At A Glance: Industrial Automation Dashboards that Matter”. 

Analytics Dashboard

“We are currently working with systems integrators to develop streamlined dashboards that help business owners understand how their business is performing on key metrics at a glance,” said Shareholder Ben Smith, leader of the firm’s consulting practice.  

“At A Glance” is a service offered to help extract data from a company’s current business systems and display the metrics in one location. The analysts at Clayton & McKervey will help bridge the gap between the information owners can view now and the information that helps track results more efficiently.  

This service eliminates the need to run multiple reports or wait for internal accounting staff to answer questions about business drivers. “At A Glance” saves time and increases a business owner’s confidence that they are looking at the right metrics, including: 

  • Financial – position, working capital trends, results 
  • Project – budgets, margins, deadlines 
  • Revenue and Growth – pipeline, backlog, sales 
  • Employee and Operational – utilization, PTO 

For closely held system integrators, understanding the business at a deeper level enables growth and optimizes performance. Clayton & McKervey’s service provides options for a stand-alone dashboard as well as ongoing support. “At a Glance” allows industrial automation companies to access the data and analysis it needs to perform at the highest levels.  


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