Most owners I work with have plenty of data. What they don't have is a short list of numbers they look at every week, and a clear view of the cash coming in and going out. So they run the business off a feeling.

These two templates fix that. Think of it this way: your dashboard is the scoreboard, and your cash flow is the calendar. Together they take about 30 minutes a week, and they'll change how you make decisions.

What's Inside

• A weekly dashboard: five to seven numbers on one page
• How to pick the right numbers and set targets and red lines
• A 13-week cash flow forecast, week by week
• How to spot a tight week months before it hits
• Rachel's fictional business worked out as an example

Who It's For

• Owners running the business off a feeling
• Growing businesses that are profitable but always short on cash
• Owners getting ready for a buyer's questions

What You Get

Instant download: a fillable PDF you can type right into, plus a print-ready PDF. It's also in your library in the Deal Dynamics app.

Pairs Well With

Part of the Growth Operator Kit. Pairs well with the Margin Expansion Toolkit.

SOP & Delegation System: Your Weekly Scoreboard and a Calendar for Your Cash.

What's Inside

More Buyer Tools