Build your

weekly executive dashboard

Who this is for

Founder led lower-middle market companies with 5 to 50 million in annual revenue that want one view for decisions each week.

The quick answer

Keep a short set that predicts results. Revenue, gross margin, EBITDA, cash and cash conversion, pipeline and win rate, on time delivery or service level, and any critical quality or safety metrics. Show actual, plan, and trend. Add owners and next steps so meetings end with action.

The method in six steps

Pick the nine tiles
Revenue, gross margin, EBITDA, cash, cash conversion cycle, pipeline value, win rate, on time delivery or service level, and one quality or safety measure.
Set targets and views
Each tile shows actual, plan, and a four week trend. Use plain numbers and a simple sparkline.
Name an owner for each tile
Owners update the data and write the next step when a number misses plan.
Tie to decisions
Add a short comments lane beside the tiles. List one action with an owner and a date. Close last week’s actions before new ones are added.
Automate pull, not analysis
Automate data feeds where possible. Keep commentary written by people, not by tools.
Run a thirty minute review
Use the same agenda each week. What missed, why, and what happens next. End with owners and dates.

Example

A company at eighteen million replaced a long slide deck with a nine tile view. Meetings took thirty minutes. Leaders made faster calls on pricing, hiring, and inventory.

Pitfalls and fixes

Too many tiles. Keep nine or fewer.
Pretty charts with no owners. Add names and next steps.
New formats each time. Keep the layout fixed.

Checklist

Nine tiles defined
Actual, plan, trend for each
Owners and action lane
Weekly thirty minute review
Automated pulls where possible