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Business Dashboard

We’re conducting a survey to learn what small and medium-sized businesses need in a banking dashboard. Your input will directly shape its design, ensuring it’s tailored to help you manage and grow your business. Thank you for sharing your valuable insights.

Fields marked with * are mandatory.

1. How would a business dashboard help you in managing your business?

2. Rate the following features based on their importance to your business:

	1 - Not important	2 - Somewhat important	3 - Very important
Account balance overview
Payment deadlines and reminders
Cash flow analysis
Invoicing and billing details
Expense tracking
Financial performance reports
Forecasting and projections
Paid/unpaid overdue invoice tracking
Categorisation of transactions
Integration with accounting software

3. How often would you expect to use such a dashboard?

4. What challenges do you face with your current tools for managing company finances?

5. Would you want the ability to integrate your accounting software with the dashboard?

6. How would you prefer to access a business dashboard?

7. What is your position in the company?

8. Who else in your company could benefit from using a dashboard?

9. What is one feature you think is absolutely essential for your business dashboard?

If you agree to be contacted regarding your feedback, please enter your name and phone number/email.

Name and surname

Phone number

Email

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Business Dashboard

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