Bookkeeper’s Dashboard Starter Pack

Description

One-line value: Daily cash, sales, expenses, and AR/AP in one glance—without a BI team.

What it does
A lightweight KPI cockpit for solo bookkeepers and small firms. Pulls CSV exports and renders interactive cards, trends, and exceptions.

KPIs included
• Cash balance & burn rate
• Weekly sales vs. target, GM%
• Overdue AR/AP aging buckets
• Top vendors/customers, expense spikes
• Cash-flow pulse (7/30/90-day)

Features
• No-code connectors (CSV/Sheets)
• Drill-downs and reconciliation markers
• Month-end close checklist integration
• PDF snapshot for clients

Technical
• Google Sheets & Excel versions
• Mobile-friendly layouts
• Works fully offline

Deliverables
• Dashboard files, data import wizards, demo dataset
• Visual theme pack (dark/light), quickstart video

License & support
• Single-user license, lifetime v1.x
• 3 months updates/support