Dashboard Packages

See the numbers that move your business.

Clear dashboards and practical monthly insights—built around where your business is now and where it is headed. Choose a focused starting point today, with room to add depth as your needs grow.

Choose your starting point

A dashboard that fits how you work now.

Whether you need a simple financial view or a connected decision-support system, Headwaters helps you spend less time chasing reports and more time understanding what your numbers are telling you.

A clear financial starting point

Dashboard
Jumpstart

For businesses ready to replace scattered reports with one focused, useful financial dashboard.

One primary data source or structured export
Core financial dashboard
Revenue, expenses, profit, cash, and receivables visibility
Up to 8–10 key metrics
One focused dashboard view
Guided onboarding and KPI setup
Standard asynchronous support
Monthly Business Pulse

Best forOwners who want a simple, consistent way to see the story behind their numbers—without chasing reports.

Talk about Dashboard Jumpstart

Growth
Insights

For businesses that need financial and operational data working together—so they can see what is driving growth and where attention is needed next.

Everything in Dashboard Jumpstart
Up to 2–3 connected data sources
Multi-page dashboard with deeper trend views
Customer, product, channel, or location insights where available
Financial and operational KPI tracking
Priority asynchronous support
Expanded Monthly Business Pulse
Optional dashboard walkthrough and quarterly review add-ons

Best forGrowing businesses using QuickBooks alongside ecommerce, POS, CRM, payment, marketing, or operational systems.

Explore Growth Insights

Tailored to your operation

Premier Decision Support

For multi-location businesses, leadership teams, and organizations with multiple systems or more complex reporting needs.

Everything in Growth Insights
Multiple data sources and custom data design
Executive, financial, and operational dashboard views
Business-specific KPI architecture
Customized monthly reporting
Priority support and ongoing dashboard evolution
Optional advisory and strategic-review add-ons

Best forTeams that need a dashboard system designed around specific operating decisions, not just a standard reporting view.

Talk about a custom dashboard

The Headwaters difference

More than a dashboard.

Every Headwaters build is designed to make the information useful in the real world—not simply look good on a screen.

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Practical visibility

KPIs are selected around the questions you actually need to answer.

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Connected data

Bring financial and operational information together where it makes sense.

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Built to use

Clear visuals, plain language, and access wherever you need it.

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Business Pulse

A concise monthly summary of dashboard highlights, trends, and areas worth attention.

Room to grow

Add data sources, new views, or deeper analysis as your business changes.

How it works

Start simple. Build with purpose.

Start a conversation

We talk about the questions you are trying to answer, the systems you use, and what a more useful view of the business would look like.

Confirm the scope

We recommend the right starting point, confirm available data connections, and outline dashboard design, timing, and support needs.

Build and launch

Headwaters connects the appropriate data, builds a clear dashboard around your priorities, and helps you get comfortable using it.

Keep learning

Your dashboard refreshes on an agreed cadence, while the Monthly Business Pulse keeps important changes visible over time.

Investment and scope

Every dashboard is built around your business.

Initial build pricing reflects estimated dashboard design and setup. Final scope is confirmed during discovery based on your data sources, the connections involved, reporting needs, and dashboard complexity.

Ongoing dashboard access, data refresh, and support are scoped separately based on the needs of your dashboard.

Book a discovery conversation