Data Dashboards & Analytics

Turn scattered data into clear, real-time dashboards that empower confident, data-driven decisions.

Too Much Data. Too Little Visibility.

Many growing businesses are drowning in data - spread across CRMs, accounting tools, operations systems, and spreadsheets. Teams spend hours exporting and merging reports, only to end up with inconsistent or outdated numbers.

Without unified visibility, leaders make decisions based on partial information or instinct. Opportunities get missed. Forecasts become unreliable. Accountability suffers.

Illustration of disconnected data and spreadsheets
Connected dashboards and analytics illustration

Your Data, Unified and Actionable

Flovantis connects your systems, automates data collection, and delivers real-time dashboards that tell the full story of your business. No more manual reports or waiting for updates - just clear, connected insights available anytime, anywhere.

  • Unify data from CRM, ERP, accounting, and marketing tools
  • Automate reporting to eliminate manual spreadsheet work
  • Visualize metrics that matter - KPIs, forecasts, and trends

From Data Chaos to Clarity

Empower your teams with the insights they need to make informed, timely decisions - based on truth, not guesswork.

Real-Time Insights

Instant visibility into performance metrics, refreshed automatically.

Better Forecasting

Spot trends early and make data-backed growth decisions with confidence.

Team Alignment

Give every department access to the same, up-to-date information.

Data Confidence

Eliminate conflicting reports and decisions made on outdated data.

Top Data Dashboard Use Cases for SMBs

Here are some of the most impactful dashboards SMBs can create by connecting data across multiple systems - revealing insights they've never had before.

Lead-to-Cash Conversion Dashboard

Data Sources: CRM (HubSpot / Zoho / Salesforce), Accounting (QuickBooks / Xero), Payment Processor (Stripe / PayPal)

What It Shows:

  • Revenue generated from MQL → Closed → Paid
  • Average time from lead capture to payment
  • Conversion rates and revenue leakage insights

Impact: Gives SMBs their first full-funnel ROI visibility, connecting sales, operations, and finance.

Cash Flow Forecast Dashboard

Data Sources: Accounting (QuickBooks / Xero), CRM, Payroll (Gusto / ADP), Billing (Stripe / Recurly)

What It Shows:

  • Current and projected cash positions
  • Expected inflows and outflows
  • 8-week forward cash forecast

Impact: Turns cash management from reactive to predictive - critical for SMB financial planning.

Marketing ROI Dashboard

Data Sources: Ad Platforms (Google / LinkedIn / Meta), CRM (HubSpot / Zoho), Accounting (QuickBooks / Stripe)

What It Shows:

  • ROI by ad channel and campaign
  • Cost per lead and per closed deal
  • Campaign payback period and lifetime ROI

Impact: Shows which marketing efforts actually produce revenue, enabling smarter ad spend.

How We Deliver Results

Our proven 4-step framework transforms your data from fragmented to actionable - fast, reliable, and scalable.

1. Discover & Map

Identify data sources, metrics, and reporting needs across teams.

2. Integrate & Automate

Connect systems and automate data collection pipelines.

3. Visualize & Empower

Build interactive dashboards that display your most important KPIs.

4. Refine & Expand

Continuously optimize metrics and add predictive analytics as you grow.

Why Businesses Choose Flovantis

Built for SMBs

Simple, cost-effective analytics solutions designed for growing businesses.

Business-First Approach

We focus on decisions and outcomes - not just tools and technology.

Scalable Architecture

Dashboards that can evolve into predictive analytics and AI intelligence.

Expertise You Can Trust

Our senior data consultants bring decades of experience in BI, analytics, and integration.

See Your Business More Clearly

Let's build dashboards that show you what’s working, what’s not, and what’s next.

Schedule a Call