Take the 10-minute quiz and find out whether you’re ready to build one, or whether you need strategy work first. You’ll get a score, a breakdown across six areas, and clear next steps.
It’s tempting. You’ve got data lying around, a tool that makes graphs, and a hunch it’ll help. But a dashboard built on a shaky foundation just makes the confusion look nicer.
Every useful dashboard sits on a chain of decisions. Skip a step and the whole thing wobbles. Scroll the path and watch them add up.
Who you serve, what you’re known for, and the few priorities that matter this year. Everything downstream traces back here.
The chain from what you do every day to the outcomes you want. It tells you which early signals predict success, before the month-end numbers arrive.
Three to seven measures that follow from your theory of change, each with a definition, a target and someone who owns it.
Your POS, CRM, accounts, spreadsheets, and the stuff in people’s heads. Name each source, check you trust it, and spot the gaps.
Shared IDs, clean definitions and automated feeds, so a new question takes hours to answer instead of weeks.
Every number on the screen answers a question you actually care about, for someone who will act on it.
The chart shows a dip in March. Only someone on the team knows the street was dug up for three weeks. Good analysis connects the numbers to people who have the context.
What do you need to decide next month? Measure for that, not for the graph.
The people closest to customers explain what the numbers can’t.
A guide who has done it before can help you weigh up the hundreds of small trade-offs, so you spend your time on the decisions that matter.
18 quick questions across the six areas a dashboard depends on. Answer honestly, for how things are today, not how you’d like them to be.
About 10 minutes. Your answers stay in your browser.
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Send me your score and I’ll tell you the three things I’d tackle first, before anyone builds a single chart. No pressure.
Email me your scoreFast growth changes what your business needs to know. These are the moments when I’d check your strategy, your data and how you report on both, before anyone builds a new dashboard.
Investors want regular updates, and the numbers in your pitch deck quietly become the numbers you run the business on.
What worked with one location, where you could see everything yourself, stops working at three or ten.
One big customer can reshape your workload, your cash flow and what “a good month” means.
New owners arrive with their own reporting pack and their own idea of which measures matter.
Sales are up on the report, yet cash is tight, the team is stretched or customers are unhappy.
Someone spends the first week of every month pulling numbers together, and the meeting ends with no decisions.