Show yesterday’s revenue, average order value, new contacts, bookings, fulfillment time, and unresolved tickets in one view. Include a trailing seven-day chart for trend context. Color-code thresholds to guide action quickly. Link each metric to its source for trust. This routine builds shared focus, turns meetings into decisions, and highlights wins that deserve celebration with the whole team.
Calculate contribution margin by subtracting direct costs from revenue per product or service, then estimate acquisition cost by channel. Tag orders by promo to see real profitability. Review monthly to catch drift in costs or discounting. Decisions about pricing, bundling, and promotions become obvious when the math is visible and simple enough to explain to new teammates.
Create alerts for low cash runway, overdue invoices, and inventory tying up dollars. Automate reminders for payment plans and supplier terms. Set a weekly cash snapshot email to yourself and your manager. Pair the view with a short checklist of actions. These early warnings prevent surprises and protect momentum during growth spurts or seasonal dips.