Every client’s numbers, from one login.
You carry a stack of small businesses at once. CEODash gives every one of them the same weekly view — the cash gap before it opens, days sales outstanding, margin by job or SKU, and a named owner on every target. The board-ready pack and the read-only link come from those same numbers, so reporting stops being a monthly rebuild and becomes a by-product of the work.
The first week of every month, rebuilt by hand.
Different files from every client, a model that lives in your spreadsheet, and a board pack assembled from scratch each quarter.
The monthly reporting fire drill
Every client hands you their numbers in a different shape at a different time. The first week of every month disappears into rebuilding the same cash-gap, DSO and margin reports by hand, per client.
Nothing to hand the client
The client wants to check their own cash position or margin between your visits, but the model lives in your spreadsheet — so they ping you for a number that should be one click away.
Board packs from scratch
When a client has a board meeting, the deck is assembled by hand — copied charts, pasted tables, a fresh export each quarter that no one can trace back to the source.
Three things you can put in front of a client this week.
Every capability below is live — not a roadmap. The same model feeds all three, so the pack and the link never drift from the numbers.
One workspace per client
Each client gets their own CEODash workspace tracking cash gap, DSO and margin from their own uploads. You switch between them from a single login instead of juggling files.
A board-ready pack, generated
The board pack pulls the client’s current numbers into a clean, exportable deck — so the quarterly pack is produced from live data, not rebuilt by hand each cycle.
A read-only link you can hand over
Give a client — or their board — a signed, revocable link to a read-only snapshot of the numbers. No account needed to view, nothing they can edit.
Each client connects their own tools — or uploads the export they already have.
The first figures show in minutes; a client is fully connected in about a day. Every name below is a live connector, and a CSV or Excel upload brings in everything else.
- Financial CSV
- Bank statement
- PostgreSQL (read-only)
- Company API
- Google Sheets
- Google Calendar
- Gmail
- Manual Google export
- Jira
- Linear
- Manual task import
- Roster upload
- HubSpot
- Client list (CSV)
- Pipeline / Deals CSV
Put your whole client base on one weekly view.
Tell us about your practice and we will be in touch to set up your first client.
One login, every client’s numbers.
Bring your whole client base onto the same weekly view. The cash gap, DSO and margin for each one come from their own books — and the board pack and read-only link come from those same numbers.
A read-only link per client · a board pack from live numbers · no spreadsheet per client