business health dashboard
Savannah Coastal Supply, Inc.
Industry: Industrial and Commercial Supply Distribution
Location: Savannah, GA
Company Overview
Savannah Coastal Supply Inc. is a regional distributor serving commercial and light-industrial customers across the Savannah area. The company offers a broad mix of fast-moving supply products and relies on efficient fulfillment and repeat customers to sustain margins and growth.
The Challenge
Entering Q1 2025, Savannah Coastal Supply experienced accelerating revenue growth, particularly in March. While top-line performance remained strong, leadership noticed early warning signs that operational capacity was becoming strained as demand increased.
Key concerns included:
- Rising order fulfillment times, exceeding the internal 3-day target.
- Increased pressure on fulfillment operations as customer volume grew.
- The need to ensure profitability and service levels scaled alongside revenue.
Although financial performance appeared healthy on the surface, leadership lacked a single, consolidated view of business health to quickly assess whether growth was sustainable.
Using The Miller Core 5 framework, I designed a dashboard focused on these 5 KPI's:
- Revenue Trend (YTD)
- Profit Trend (YTD)
- Customer Growth
- Operational Efficiency
- Product Mix Performance
Insights from the Dashboard
The Business Health dashboard surfaced several important insights:
- Revenue and profit growth accelerated in March, driven by increased order volume.
- Returning customers increased materially, indicating strong retention and repeat demand.
- Fulfillment time rose above the 3-day target, signaling capacity strain rather than process failure.
- A small subset of high-volume products accounted for the majority of units sold, concentrating operational pressure.
The Outcome
The final dashboard provides Savannah Coastal Supply leadership with:
- A clear, executive-level snapshot of business performance at a glance.
- Early detection of operational bottlenecks before customer satisfaction is impacted.
- The ability to distinguish healthy growth from growth that risks degrading service levels.
- A foundation for proactive decisions around staffing, inventory planning, and process optimization.
Dashboard shown uses a fictional company and simulated data to demonstrate capabilities.
financial based dashboard
Savannah Forge & Fabrication
Industry: Industrial Manufacturing & Metal Fabrication
Location: Savannah, GA
Company Overview
Savannah Forge & Fabrication is a mid-sized industrial manufacturer specializing in custom-fabricated metal components for commercial and industrial customers across the Southeast. The business operates with steady demand and consistent monthly revenue but relies heavily on raw material inventory and extended customer payment terms to support production schedules.
The Challenge
Despite healthy revenue growth at the end of Q3 2025, Savannah Forge & Fabrication began experiencing increasing liquidity pressure. Leadership suspected the issue was not sales-related, but rather driven by how cash was being deployed and recovered across operations.
- Extended Days Sales Outstanding (DSO) of ~60 days, delaying cash inflows well beyond invoice dates.
- Elevated Days Inventory Outstanding (DIO) of ~81 days, with inventory purchased 2–3 months ahead of demand.
- Limited offset from Days Payable Outstanding (DPO) of ~24 days, restricting flexibility on the payables side.
Together, these dynamics pushed the company’s Cash Conversion Cycle (CCC) to 116 days, meaning cash was tied up in operations for nearly four months before being recovered.
Using The Miller Core 5 framework, I designed a dashboard focused on these 7 KPI's:
- Revenue Trend (YTD)
- Cash Collected (YTD)
- Days Sales Outstanding (DSO)
- Days Inventory Outstanding (DIO)
- Days Payable Outstanding (DPO)
- Cash Conversion Cycle (CCC)
Insights from the Dashboard
The Working Capital Stress Analysis dashboard surfaced several critical insights:
- Revenue growth was not translating into improved liquidity.
- Inventory purchases were occurring well ahead of actual consumption.
- A small number of large unpaid invoices were disproportionately impacting cash availability.
- Cash inflows consistently lagged operational cash outflows, increasing reliance on internal reserves.
The Outcome
The final dashboard provides Savannah Forge & Fabrication leadership with:
- A clear, visual breakdown of where cash is tied up across receivables, inventory, and payables.
- Immediate identification of high-impact levers (collection timing, inventory purchasing cadence).
- Scenario-based insight into how modest improvements in DSO or inventory timing could unlock significant near-term cash.
- A repeatable framework for ongoing working capital monitoring and stress testing.
Dashboard shown uses a fictional company and simulated data to demonstrate capabilities.
operations based dashboard
Atlantic Passage Logistics
Industry: Regional Transportation & Logistics
Location: Savannah, GA
Company Overview
Atlantic Passage Logistics is a regional logistics provider operating multi-route delivery lanes throughout coastal Georgia and the Southeast. The company manages a diverse mix of short-haul and mid-haul routes, balancing delivery speed, cost control, and service reliability to meet customer expectations while maintaining profitability.
The Challenge
Despite maintaining strong delivery volume and consistent customer demand, Atlantic Passage Logistics began experiencing rising operational costs and increased delivery delays across select routes. While overall performance appeared stable at an aggregate level, leadership lacked visibility into where inefficiencies were concentrated and which routes posed the greatest financial risk.
Key challenges included:
- A growing gap between delivery time and cost efficiency across routes.
- Increasing late delivery rates and delay severity on high-volume lanes.
- Difficulty prioritizing operational improvements without a clear cost-to-time comparison.
- Margin pressure driven by delay-related expenses rather than volume shortfalls.
Leadership needed a way to isolate underperforming routes and quantify their true cost impact.
Using The Miller Core 5 framework, I designed a dashboard focused on these 5 KPI's:
- On-Time vs. Late Deliveries
- Late Delivery Rate (%)
- Delay Severity (Hours)
- Cost per Delivery ($)
- Delivery Time vs. Cost Matrix
Insights from the Dashboard
The Operational Efficiency & Cost Analysis revealed several critical insights:
- A small number of routes accounted for a disproportionate share of delays and costs.
- High-cost, long-duration routes clustered clearly in the “risk” quadrant of the Route Efficiency Matrix.
- Some routes remained efficient and should be maintained, not disrupted.
- Delay severity—not just frequency—was a primary driver of margin leakage.
- Delivery volume amplified the financial impact of inefficiencies on specific lanes.
The Outcome
The final dashboard provides Atlantic Passage Logistics leadership with:
- A route-level prioritization framework for operational improvement
- Clear visibility into where cost and time inefficiencies intersect
- The ability to target scheduling, dispatch timing, and route design changes with confidence
- A defensible, data-backed foundation for cost reduction without sacrificing service levels
By focusing improvement efforts on the highest-risk routes, leadership can materially reduce delay-related costs, protect margins, and improve overall network efficiency—without increasing delivery volume or fleet size.
Dashboard shown uses a fictional company and simulated data to demonstrate capabilities.