Electrical & maintenance
Busy teams. Uneven job margins.
Compare invoiced work with materials, subcontractors and recorded labour to understand which job types deserve attention.
KPI reporting · South Africa
Know what drives
your business.
Monthly KPI reporting for owner-managed businesses that want a clearer view of margin, cash and performance. Turn financial and operational records into practical priorities for the next decision.
Who this helps
Questions worth answering.
For owners who are busy delivering work, but need to understand what it earns, when customers will pay and where to focus next. These are examples of the questions we can explore—not client results or case studies.
HVAC & project businesses
Profitable projects. Pressure on cash.
Look at project billing, outstanding invoices and upcoming supplier commitments together to plan the next steps.
Other owner-managed businesses
More reports. Few clear priorities.
Bring margin, cash and customer trends into a focused view, with practical questions to discuss each reporting period.
Supporting businesses across South Africa, including Benoni and the East Rand. The measures are tailored to your business, not limited to a particular industry.
What we can measure
Focus on the drivers.
Understand the result.
Profitability
Which work earns its keep?
Gross and net margin, with job or customer margins where costs are allocated reliably.
Cash flow
What cash will we need next?
Cash available, upcoming commitments and a forward view built on agreed assumptions.
Working capital
Where is our cash tied up?
Outstanding invoices, debtor days and payment commitments that affect cash availability.
Operations
Where are time and materials going?
Job value, callbacks and rework, using consistent job and operational records.
Sales
Which opportunities become work?
Quote conversion, average job value and repeat business, where sales records are available.
Team performance
How is our capacity being used?
Revenue per technician and utilisation, where reliable time and team records support the calculation.
From records to insight
Good measures start
with reliable records.
Your financial picture
Accounting reports, including reports from Xero, can provide the foundation for revenue, margin, outstanding invoices and cash measures. We check the reporting period and agree how each measure is calculated.
Your operational picture
Job cards, quotes, timesheets and project records can add context that the accounts alone may not hold. Available data determines what can be measured reliably; any preparation or system work is agreed in the scope.
Xero partner & certifications
Your business. Connected with Xero.
Velder Business Advisory is a Xero partner, providing certified Xero support from getting started to moving your accounting to Xero.
The reporting rhythm
Connect
Agree your business questions, measures and data sources. Confirm what information is needed and how it will be shared.
Interpret
Review trends and pressure points in the context of your business, including any gaps or assumptions in the information.
Act
Use the report to identify practical priorities. Review meetings follow the cadence agreed in your package.
Reporting with ongoing support
Included in your package.
Business Partner
From R6,250 per month, excluding VAT
- KPI dashboard and management reporting
- Cash-flow forecasting
- Quarterly advisory meetings
Virtual CFO
From R11,500 per month, excluding VAT
- KPI dashboard and management reporting
- Cash-flow forecasting and strategic finance support
- Monthly advisory meetings
These are package starting prices. Your written proposal confirms the services, data preparation, reporting timetable and exact fee before work begins. VAT is added where applicable.
Before we start
Your questions, answered.
Do I need to use Xero?
Xero is one source we can work with, supported by our Xero partner and certification credentials. Tell us which system you use so we can assess the available reports, exports and any preparation needed before agreeing the scope.
Will all the figures come from my accounting system?
Not necessarily. Financial measures can use your accounting records, while job profitability, quote conversion and team utilisation may also need job cards, quotes, cost allocations or time records. We agree the sources and definitions for each measure.
How often will I receive a report?
The KPI service is structured around monthly reporting. Your engagement confirms the delivery timetable, required information and review meetings. Complete, reconciled records are needed before reliable reporting can be finalised.
How is a KPI dashboard different from financial statements?
It focuses attention on selected measures and trends that help explain performance. It complements your accounting reports with questions and priorities for management; it does not replace financial statements.
What does KPI reporting cost?
KPI dashboards are included in Business Partner and Virtual CFO. Current package starting prices are shown below and on our Packages page. The final fee depends on your data, complexity and agreed support.
How do we get started?
Send an enquiry describing your business, accounting system and the questions you want answered. We will discuss suitable measures and confirm the scope and fee in a written proposal. Please do not send passwords or confidential financial records in the initial enquiry; we will agree an appropriate way to share information.
Your next step
Ready to see your numbers clearly?
Tell us what you want to understand about your business. We will discuss a reporting scope that fits your needs.