Headwaters Insights

Dashboard types

Every business's data lives in a different set of tools. Here's a look at the kinds of unified views we build: financial, sales, marketing, and social all pulled into one place, so you stop checking six tabs to answer one question.

These are just a few common examples. We support connections to over 200 different data sources. Book a consultation to find out what's possible for your business.

Financial

Cash position, AR/AP, and profitability: the numbers that tell you whether the business is actually working.

QuickBooks: Income, Expenses & AR/AP Overview
Xero: Executive Summary & P&L
Zoho: Pipeline & Account Overview
Monthly Sales: Daily Stats & MRR Targets

Sales & e-commerce

Orders, revenue, pipeline, and conversion, from storefront to closed deal.

Shopify: Store Performance
Salesforce: Revenue & Conversion Funnel
HubSpot: Lead Lifecycle & Revenue

Marketing

Ad spend, traffic, and campaign ROI, tied back to what it actually produced.

Digital Marketing: ROI & Lead Sources
Email Marketing: List Growth & Campaigns
Facebook Ads: Campaign Performance
Google Analytics: Organic Traffic
Google Analytics: Full Traffic & Funnel View

Social media

Followers, engagement, and reach across every platform, in one place instead of five apps.

LinkedIn: Followers & Engagement
Social Media: Cross-Platform Overview
YouTube: Channel Performance

Not sure what your own dashboard should track?

A Mini Assessment is a free 30-minute session where we look at where your data lives and where the gaps are, no sales pitch, no obligation.

Book a free Mini Assessment

Dashboards shown above are illustrative examples built in Klipfolio, not client data.