Executive Dashboard Review · an example

    Every system you run. One board brief.

    The questions leadership already asks, answered every morning from the systems you already pay for: the brief, the one number, four quadrants, and the screens behind them.

    Send us five questions See the dashboard

    Ten executives, ten dream dashboards

    What you look at every morning.

    Click through it. One per seat at the table, built from the questions that seat actually asks. Every figure names the system it came from, and the one number on each rolls forward instead of looking back.

    Executive Dashboard

    Example dashboard

    The CEO’s dream

    See the business 24 months out, and what each waiting decision is costing by the day.

    The one number: Operating margin, 24 months ahead

    Hover any point for the figure· click any number or row for the records behind it

    Operating margin %, 12 months back and 24 ahead, as a range. Re-rolled every morning.

    Accounting · APICRM · APIHR / payroll · APIForecast model · API
    JAJOJAJOJAJO5.597.599.5913
    ActualIf the four calls waitIf they are made this month

    Decisions waiting on someone, and what each day of waiting costs

    Forecast model · APIMeeting notes · bot
    ✓ Sales
    ✓ Market
    ! Customers
    ! Delivery
    4 of 6 lines between the quadrants hold. The two that don’t both run through Delivery.

    Asked of the dashboard this week, and what it answered

    CRM · APIJob costing · botAccounting · API

    Ask it in plain words. It answers in board-room form, tagged to whose numbers it used.

    The six lines, and what to do about the two that are out

    CRM · APIJob costing · botSchedule · botPulse surveys · API
    Sales ↔ Market · Winning the work the market rewards.
    Sales ↔ Customers · Selling to the owners we want.
    Market ↔ Customers · Our owners are in the markets that grow.
    Sales ↔ Delivery · Signed work needs 58 leads; there are 51. Hire ahead.
    Market ↔ Delivery · Jobs finish 1.8 points under bid. One lead per job.
    Customers ↔ Delivery · Promises kept 91%.
    Every figure names its source: API where the system has one a bot where it doesn’tDaily: re-roll, alert past a threshold · Weekly: one page · Monthly: the board deck

    Start with the questions you already ask.

    The method never starts with data. It starts with the questions leadership asks every week, then finds where each answer lives, and brings them back in board-room form: current, sourced, and tagged to whose numbers they are.

    What you get

    The board brief, four quadrants, one number.

    The board brief

    Top of the page, every morning.

    • What changed since the last review — in three lines, with the source of each.
    • What needs a decision — and whose decision it is.
    • What to worry about — the one risk that is growing.

    One hero metric

    The number that changes the decision.

    For an operating-system company it is net margin per member, month over month: what each member pays, minus what it costs to serve them, rolled forward twelve months and re-rolled daily.

    Yours will be a different number. Every dashboard we build has exactly one.

    Sales

    Can we deliver what we're selling this quarter?

    Market

    Which offers and channels bring members who stay?

    Customers

    Who is getting value, and who do we call this week?

    Deliverable

    What shipped, what is waiting on a human, what is at risk?

    Next step

    Send us five questions.

    Start with the five you ask most, or borrow ours. We'll show you where each answer lives today, and what it looks like on the board brief.

    Your questions (0 of 5)

    Pick from the suggestions or write your own.

    1. 1.
    2. 2.
    3. 3.
    4. 4.
    5. 5.

    Suggestions

    The questions leaders ask most. Tap one to add it.

    Sales

    Delivery

    Customers

    Money

    Leadership

    We are not here to sell you another system. We are here to make the systems you already have tell you the truth.