01
Operational Performance Review
A structured diagnostic of how your business is performing — financially and operationally — with clear findings and a prioritised plan for improvement.
Service 02
Financial Reporting & KPI Dashboards
Management reporting and dashboards that show owners and managers what is happening in the business — clearly, consistently and in time to act.
Overview
Reporting that shows what is happening — and what needs attention.
Most businesses already have the data they need, spread across accounting software, POS, payroll and rostering systems and spreadsheets. We bring it together into practical reporting that management will actually use: focused on the right measures, built in tools that suit your business and designed to be maintained.
What’s involved
Typical work
Typical tools
- Microsoft Excel
- Power BI
- Looker Studio
- Your existing accounting, POS, payroll and rostering software
- 01Defining the KPIs and reporting structure that suit your business
- 02Designing management dashboards and performance scorecards
- 03Revenue, profitability and labour cost reporting
- 04Budget versus actual and variance reporting
- 05Cash flow and trend reporting
- 06Connecting or consolidating data from existing systems where practical
- 07Documenting how reports are refreshed and maintained
What you receive
Clear, practical deliverables
Agreed at the outset, so you know exactly what the engagement will produce.
Management dashboard
A clear, visual view of revenue, margin, labour, cost and profit at the level of detail you need.
KPI framework
A defined set of measures, targets and definitions, so everyone reads the numbers the same way.
Budget versus actual reporting
Weekly or monthly variance reporting that highlights what is on track and what is not.
Reporting templates
Repeatable report packs for owners, managers or boards.
Handover documentation
Plain-English guidance on how reports are refreshed, so the system does not depend on one person.
How it works
A structured, transparent process
- 01
Define
Agree the decisions the reporting must support, the KPIs that matter and who will use it.
- 02
Source
Map where the data lives today and confirm what can be exported, connected or consolidated.
- 03
Build
Design and build the dashboard, scorecards and report templates in the agreed tool.
- 04
Refine
Review with users, adjust layouts and definitions, and test accuracy against source records.
- 05
Hand over
Document the refresh process and train the people who will maintain it.
We do not sell proprietary software. Reporting is built for you, in tools you control, and we only recommend a new tool when it clearly earns its place.
What it can help you achieve
- Faster, more consistent visibility of performance
- Earlier warning when costs or margins drift
- Less time spent compiling reports by hand
- A shared, reliable view of the numbers across the management team
Outcomes depend on each business and on how recommendations are implemented. We do not promise specific financial results.
Suited to
- Multi-site hospitality operators
- Clubs with several trading departments
- Growing businesses moving beyond spreadsheet reporting
- Owners who want a weekly view, not just month-end
Getting started
A short discovery call is enough to confirm whether this service suits your business. If it does, you will receive a written scope and fee before anything begins.
Arrange a discovery callQuestions
About this service
Which tools do you use?
It depends on the business. Excel is often the right starting point; Power BI or Looker Studio may suit businesses with more data sources or users. We recommend the simplest option that does the job.
Can you connect to our POS, payroll or accounting system?
Often, yes — many systems offer exports or integrations. We assess what is practical during scoping and will not promise a connection until it has been confirmed.
Who maintains the dashboards?
Reporting is designed so your team can maintain it, with documentation to support them. Ongoing maintenance can also be included in an advisory arrangement.
Related services
All services05
Ongoing Performance Advisory
A regular rhythm of reporting, review and commercial advice that keeps performance visible and management accountable.
Next step
Discuss reporting & dashboards for your business.
Tell us about your business and what you would like to improve. If Outturn can help, we will suggest a sensible next step. If we cannot, we will say so.
Or email admin@outturnadvisory.com.au
- 1
A short call
We discuss your business, priorities and where performance feels unclear.
- 2
An honest view
We tell you whether — and how — Outturn could help.
- 3
A clear proposal
If there is a fit, you receive a defined scope and fee before anything begins.