KNOW YOUR NUMBERS
See Your Numbers at a Glance
One simple dashboard that shows whether the business is growing, without digging through spreadsheets to find out.
What it solves
Digging through reports to learn whether you are growing means most weeks you just guess. This guide is for owners who want one screen that answers the question fast. You pick five steering numbers, pull them into one sheet, build a single view against last period and target, and act on it weekly.
What this is worth: A bookkeeper plus a fractional CFO runs $2,000 to $4,000 a month.
What is inside
- Five steering numbers: leads, close rate, revenue, profit margin, and cash, with trends.
- A data-pull step that brings each number from your CRM, bank, and books into one sheet.
- A one-screen view comparing this period, last period, and target, colored green and red.
- A 10-second readability test that tells you when the view needs simplifying.
- A weekly routine to pick one number and take one action to move it.
One time
Instant download with a copy-paste AI prompt. Yours to keep.
48-Hour Refund Policy. If this is not right for you, tell us within 48 hours of your purchase and we will refund you. After 48 hours all sales are final.
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Questions, answered
Leads, close rate, revenue, profit margin, and cash. The file keeps it to a handful that tell you whether you are growing or stalling, and shows each with a trend instead of just today's number.
No. A spreadsheet works, or any dashboard tool you already have. The file has you pull data into one sheet first and automate the pull later when you have time.
The file plans on about 45 minutes, with access to your sales, finance, and marketing numbers. Once built, you review it weekly and pick one number to improve.
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