Help & Support

SectorBoard is an executive KPI dashboard that pulls figures from your business tools and shows the health of six sectors — Sales, Marketing, Finance, HR, Operations and Leadership — on a single board. Here’s how to get up and running.

1. Sign up and start your free trial. Create an account at Start free trial. Every new organisation gets a 14-day free trial with no credit card required.
2. Follow the onboarding wizard. The first time you sign in, a short guided wizard helps you connect a tool, choose some KPIs, and set targets — so you have a populated board within minutes rather than a blank screen.
3. Connect your first tool. Open Connectors and pick an app from the searchable gallery. Supported apps offer one-click “Connect with…” — others take a short API key. A sensible starter set of KPIs is added and synced automatically on connect.
4. Pick your KPIs and set targets. Choose the metrics that matter for each sector and set targets and thresholds so the board can show green/amber/red health at a glance.

That’s it — your board is live. Everything below explains each area in more depth.

A connector is a live, read-only integration with a third-party tool — for example Pipedrive, Xero, Google Analytics or BambooHR. Each tool you connect counts as one connector. SectorBoard supports 41 connectors across all six sectors.

Two ways to connect

• One-click “Connect with…” (OAuth). For supported apps you simply click the button and approve access — no hunting for API tokens. Connections refresh themselves, so they don’t silently expire.
• API key. For other tools, paste an API key (or the credentials the connector asks for). Clear, inline help text tells you exactly where to find each value, and a live “✓ Connected” check confirms it worked.

Always-fresh data

Connected tools sync automatically in the background — nightly by default, configurable in Settings — so you don’t have to press “Sync now”. If a connection ever needs re-authorising, you’ll see a reminder and a one-click Reconnect button on the Connectors page.

Specialist packs

• Nordic accounting pack — Fortnox, Visma, Tripletex, e-conomic and Procountor, each with a full finance KPI set for the Nordic markets.
• Open banking via GoCardless — connect your bank directly for a live cash position, cash-flow, burn rate and runway, a strong fit for Nordic and EU businesses.

KPIs are the individual metrics on your board. SectorBoard turns each one into a clear health signal so you can see what needs attention at a glance.

• Targets, thresholds & health scores. Set a target for each KPI plus amber and red thresholds. Each card then shows a green / amber / red status so the board reads at a glance.
• Lower-is-better KPIs. For metrics where smaller is better — churn, cost per lead, days sales outstanding — the health logic is inverted automatically and shown consistently everywhere.
• ⭐ Favourites & drag-to-reorder. Star the KPIs that matter most and drag cards into the order you want. Your layout is saved to your account, on the main Dashboard and on each individual sector board.
• Formula / computed KPIs. Build custom KPIs from other KPIs — for example a blended efficiency or margin metric — with a live-validated formula editor.
• Chart annotations. Mark events on a KPI’s trend chart (a launch, a price change, a campaign) so spikes and dips have context.
• Source-data drill-down. Expand a KPI to see the underlying rows behind a figure, so you can trace a number back to its source.

SectorBoard gives you two board views — both with the same live data.

• Sectors (default). The classic six-sector layout: each sector’s KPI cards grouped together with their health status, trends and targets.
• Pulse. A single-screen overview — an overall health gauge, a ring per sector, and a “needs attention” lane that surfaces what’s amber or red right now, above a KPI wall.

Choose which view loads by default in Settings → Appearance & Language. The Sectors view is always available — Pulse is additive and never replaces it.

Reading the numbers

• Trends and chart flip. Each KPI card shows a trend, and you can flip an individual card between line and bar.
• Time periods. Switch the board between Day, Week, Month, Quarter, Half-year and Annual.
• Compare. Use the Compare view to put periods or sectors side by side.

SectorBoard tells you when something changes, so you don’t have to keep checking the board.

• Proactive alerts. Alerts are edge-triggered — they fire on a status change (a KPI crossing into red, recovering, or behaving abnormally) rather than repeating every sync. They can be delivered by email and Slack.
• Executive digest emails. A board-room-quality summary email rolls up sector health and flags what needs attention.

Configure channels, thresholds and your Slack webhook in Settings → Alerts.

Take the board to the boardroom, or share it with people who don’t log in.

• Exec board packs. Export an executive-ready PDF or PowerPoint — a cover, executive summary and per-sector KPI tables with mini charts — ready to send or present.
• Read-only share links. Generate a shareable board link for investors or board members. Links are read-only, expire after 30 days, are excluded from search engines, and can be revoked at any time.

• 8 languages. English, Norwegian, Swedish, Danish, Finnish, French, Spanish and German — across the whole app, including digest emails.
• Multi-currency display. Show values in your reporting currency (£, €, $ and the Nordic kroner/kronor) with locale-correct symbols and separators.
• Week-start. Set which day your weeks begin on for correct weekly aggregation.

All three are set in Settings → Appearance & Language.

• Invite members. Invite colleagues from the Team page and manage their access there.
• Role-based visibility. A CEO / leadership account sees all six sectors; a sector director sees their own sector.
• Board viewers. Add read-only board viewers for people who only need to see the board — they don’t use a full seat.

You’re responsible for managing your team’s access, including removing members when they leave your organisation.

SectorBoard is offered on three plans — Starter, Growth and Scale — each with unlimited KPIs and increasing connector, seat and viewer allowances. See the pricing page for the full breakdown.

• Connector overage. If you use more connectors than your plan includes, each extra connector is billed at £8/month. The Scale plan includes unlimited connectors.
• AI add-on. An optional add-on (see below), available on Growth and Scale.
• Founding-member programme. The first 20 organisations to subscribe get the full Scale plan at the Starter price, locked for life as long as the subscription stays continuously active.
• Managing your subscription. Payments are handled by Stripe; manage your plan, payment method and invoices through the Stripe customer portal from your billing settings.
• Trial end & failed payments. If you don’t subscribe by the end of the trial — or a renewal payment fails after a short retry period — your account moves to a read-only grace state: your data stays viewable, but syncing pauses. Full access resumes automatically once you’re on an active paid plan.

SectorBoard Intelligence is an optional add-on, available on the Growth and Scale plans. It adds:

• KPI Intelligence. Auto-suggested targets and thresholds so you don’t have to set every number by hand.
• Daily narratives. A plain-English, AI-written summary of what changed across your sectors each morning.
• Ask-your-board. Ask questions about your board in natural language (subject to a monthly fair-use allowance).

You can add or remove the AI add-on from your plan at any time.

Can’t find what you’re looking for? We’re happy to help — email our support team and we’ll get back to you.

You may also find answers on the pricing, terms, privacy and security pages.