The KMU-Cockpit: figures that lead.

A concept study: a dashboard for the management of an SME — revenue, utilisation and unpaid items, automatically current every morning. And the monthly report writes itself.

ProjectKMU-Cockpit (concept)
TypeConcept study — demo on request
FocusDashboard · Reports · Alerts
SourcesAccounting · Industry software · Excel
KMU-Cockpit Overview Revenue Orders Receivables Team Reports Good morning — the status at 07:00 Updated automatically from accounting, industry software and calendar REVENUE THIS MONTH 128 400 +12% vs last month TEAM UTILISATION 87% Target: 85% — in the green OPEN ITEMS > 30 DAYS 12 Reminder run ready — 1 click REVENUE 12 MONTHS 2026 2025 TOP CLIENTS MTD Meier Bau AG Praxis Sonnmatt Hotel Seeblick Garage Brunner Monthly report as PDF →

Concept visual: management's morning glance — three metrics, the revenue curve year-on-year, top customers and the one-click monthly report.

The starting point (typical for SMEs from ~5 employees)

The figures exist — in accounting, in the industry software, in three Excel files. But the overall picture is only assembled once a month, by hand, taking a whole day. In between, decisions are made by gut feel. Unpaid invoices are noticed when they're old; falling utilisation when it hurts.

The concept

Every morning the cockpit answers three questions: How are we doing? Where's the snag? What needs doing? The data flows automatically from existing systems — no one types anything in. Threshold alerts speak up before problems grow. And the monthly report for the bank, board or partners is created as a PDF with one click — formatted, complete, on time.

Building blocks

What this concept shows.

KPI workshop

Which 5–8 metrics really steer your business? 90 minutes that turn a graveyard of numbers into a management instrument.

Automatic connection

Accounting, industry software, Excel records: connected once, current forever — no retyping, no exporting.

Reports & alerts

Monthly report as a PDF with one click, alerts at thresholds — the cockpit works even when no one's looking.

Transferable to your business

Construction, trust services, practices, hospitality, retail: the metrics change, the pattern stays — connect existing data, make what matters visible, automate routine reports. That's exactly what our service is for Daten & Dashboards.

Which figure are you missing every Monday morning?

In the intro call we show the cockpit live — and sketch out what yours would look like.