Dashboards & financial report cards

See performance clearly. Know what deserves attention.

Greenkey Accounting Services builds financial dashboards and monthly report cards for mortgage brokers, Real Estate firms, and property-management businesses. Turn reliable records into a clear view of trends, priorities, and the next decision.

Discuss a dashboard projectExplore the service options

Explore an industry view

Turn the report into a useful conversation.

Choose your industry, then switch between a dashboard and a monthly report card.

Real Estate · Sample reporting

GREENKEY / PERFORMANCE & INSIGHT

Monthly financial report card

FICTIONAL SAMPLE
Example period 6 · Management viewCurrent vs. comparison period
Current results compared with the example comparison period.
MeasureCurrentComparisonMovement
Gross commission income$285,000$268,000+$17,000
Company dollar$78,000$72,800+$5,200
Closed units2422+2
Operating margin16.1%15.2%+0.9 percentage points
01 / EXPLANATION

Read the measures together.

Gross commission income of $285,000 less $207,000 in agent splits leaves $78,000 in company dollar. After $32,115 in operating costs, profit is $45,885: 16.1% of gross commission income.

02 / FOLLOW-UP

A practical next question.

Confirm commission-related balances and use consistent split definitions before comparing teams.

Fictional figures, names, and commentary. A sample format, not client results, forecasts, targets, or industry benchmarks. Reporting depends on agreed scope and reliable source data.

Discuss a real estate dashboardSee what a monthly reporting packet can include

Choose the format

Three ways to put your data to work.

One-time project

Dashboard build

Create a focused view of the measures your team needs to explore.

  • Define questions, measures, and sources
  • Build and review the agreed views
  • Document calculations and the update process
Discuss this format

Recurring visibility

Monthly financial report card

Bring results, targets, and exceptions into a concise monthly summary.

  • Agreed financial and operating measures
  • Current, prior-period, and target comparisons
  • A clear summary of priorities
Discuss this format

Reporting with context

Dashboard & advisory review

Pair a performance view with a discussion of the movement behind it.

  • Agreed dashboard or report card
  • Trend and exception analysis
  • Scheduled reviews and documented follow-up
Discuss this format

Custom pricing follows a review of your sources, data condition, reporting needs, and update responsibilities. Growth includes agreed core KPIs and recurring analysis. Custom dashboards and scorecards are within Vision or a separately scoped project.

What you receive

A useful view, within a clear scope.

Explore the full monthly reporting packet
Clarity

Monthly Profit & Loss, Balance Sheet, reconciliations, and open items.

Growth

Clarity plus cash-flow context, budget comparisons, core KPIs, and recurring analysis.

Vision or a scoped project

Custom dashboards and scorecards. Forecasting and leadership reviews within Vision.

From the first question to the monthly rhythm

A defined process. Reporting you can maintain.

01

Define the decision

Confirm the audience, business questions, measures, and comparisons that matter.

02

Review the sources

Check access, history, source quality, calculation definitions, and update responsibilities.

03

Build and validate

Review the agreed views, tie financial measures back to their sources, and document limitations.

04

Deliver and review

Provide the agreed handoff or recurring reporting rhythm, with clear priorities and follow-up.

Industry context matters

Reporting that follows your operating model.

Orlando roots. Nationwide support.

Greenkey Accounting Services serves Orlando and Central Florida, businesses across Florida, and clients nationwide through agreed remote accounting workflows.

Before you begin

Clear expectations.
A practical scope.

Can I hire Greenkey for a dashboard without monthly bookkeeping?

Yes. A standalone dashboard or financial report card can be scoped alongside your existing bookkeeping when reliable source data is available. Data cleanup or mapping is assessed separately.

Will my dashboard update in real time?

Refresh frequency depends on the source systems, available connections, exports, and the agreed workflow. Greenkey confirms the practical update process before promising automation.

What determines the price of a dashboard project?

Source count, data condition, history, calculations, number of views, refresh method, access requirements, and ongoing support determine the scope and price.

Who updates the dashboard, and what will I receive?

Your proposal defines the views, measure definitions, source files, update frequency, access, and responsibilities. A one-time build includes the agreed handoff. Recurring report-card or advisory support includes only the updates and reviews listed in the engagement.

What information do I need for a dashboard consultation?

Bring the decisions you want to support, the systems you use, the reports available, the entities or properties involved, and the intended audience. Greenkey confirms source access and data quality before recommending the reporting format.

Can we use our own targets?

Yes. Approved budgets, company targets, historical comparisons, or suitable external benchmarks can be used with documented definitions and limitations.

Your next step

Start with the decision you need to make.

Tell us what is behind, unclear, or missing. We’ll help you identify the right starting point.

Book a free discovery callFind my package