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Finance

Owner's Financial Dashboard

Define the 8 numbers a business owner should look at weekly and monthly: what each means, where it comes from, and the threshold that demands action.

Define my owner's dashboard. Business: {{business}} ({{model}} — how we make money, current pain points).

Pick 8 numbers max, split weekly vs monthly: for each — plain-English definition, why it matters for MY model (not generic), where it comes from (bank feed, accounting software report name, spreadsheet), the healthy range and the action threshold ('if cash cover < 6 weeks → do X'), and the leading/lagging balance (I need early warnings, not just autopsies — cash cover, pipeline, and bookings lead; profit lags). Then the 20-minute weekly ritual: which numbers, in what order, asking what question of each. Kill any metric I can't act on.

Fields like {{ this }} are placeholders — replace them with your own details, or let Aria ask you for them.

dashboard metrics owner

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