The Assembled Growth Hub
Members onlyBusiness Operations

Basic Business Dashboard Template

The handful of numbers that tell you whether the business is healthy, on one screen.

Best for

Owners who want a weekly pulse without building a reporting system.

Use this when

Updated weekly, reviewed in the weekly planning session.

Preview

The dashboard

[BUSINESS NAME] DASHBOARD — Week of [Date]

MONEY
Cash in bank: [Amount]
Revenue month to date: [Amount] / target [Amount] ([X]%)
Outstanding invoices: [Amount] — overdue: [Amount]
Committed costs this month: [Amount]

PIPELINE
Open opportunities: [Number] worth [Amount]
Weighted pipeline: [Amount]
Proposals awaiting decision: [Number]
New leads this week: [Number]

DELIVERY
Active projects: [Number]
Projects at risk: [Number] — [names]
Capacity used: [X]%
Overdue deliverables: [Number]

CUSTOMERS
Active customers: [Number]
New this month: [Number]
Lost this month: [Number]
Open complaints or issues: [Number]

TRAFFIC LIGHTS
Cash: [GREEN / AMBER / RED]
Sales: [GREEN / AMBER / RED]
Delivery: [GREEN / AMBER / RED]
Team: [GREEN / AMBER / RED]

THE ONE NUMBER I'M WATCHING THIS WEEK: [metric] — currently [value], target [value]

The rest of this resource is for members

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This resource is general educational information, not legal, financial, tax, or HR advice. Review anything you send or publish against the rules that apply to your industry and location, and consult a qualified professional when the stakes are high.

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