Guides
Running a company on the numbers you already have
Written for owner-operators and founders rather than for analysts. Each guide starts from a decision you have to make — not from a chart someone thought you should look at.
What should a CEO dashboard include?
Most executive reporting fails because it shows everything. This guide works the other way round: start from the decisions a CEO actually makes each week, and keep only the numbers that change one of them.
KPI dashboard for a small business: what to track and who owns it
A KPI is only real when someone owns it. This guide covers choosing a handful of targets for a small company, cascading them to named people, and what to do when a target lands on a role nobody fills.
Cash flow dashboard for a small business: seeing the gap before it opens
Profit and cash are not the same thing, and the gap between them is where small companies get caught. This guide covers the rolling 13-week view, collection terms, and the difference between a committed forecast and a hopeful one.
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