have an exec dashboard

make better informed decisions

Author

Tyler Bevacqua
August 07, 2024

Hey.

I built a free systems training going over even more about what I talk about today, the actual things needed to scale past 7 figures click here

In today’s newsletter we will go over the following:

  • Building an executive dashboard

  • The KPIs you need in it

  • How to leverage this dashboard to make proper decisions

And a whole lot more

B2B Operational Idea of the Week

Have an automation daily inside your own internal team chat that gives an overview of tasks overdue, due today, and for the week

This is a search record automation to find the record count and sending a slack message

Whether that’s in airtable, clickup, or asana its all the same

  • Content gameplan you should follow if you want more clients

  • Tyler talking about how to become a better human being, smarter, stronger, and faster

  • Advice to younger self

Deep Dive

At scale you need an executive system where you can see all your stats within 5 minutes and see where the biz is going

And see where you need to put out a fire

And what problem in the given moment needs to be solved

Given the name this is only something you, your partner if you have one, and other C suite people should have access to

This is the all in one dashboard that you can see the overall health of the business

This gives you insight as to where you need to take the business

Whether you need to focus a bit more on marketing

Or sales

Or service delivery

It's about finding the weakest link in the moment and being able to strengthen that time and time again

Because your business is only as good as your weakest link

A good exec dashboard contains:

  1. Appointments MTD

  2. Closed MTD

  3. Qualified %

  4. Booking %

  5. Show Up Rate %

  6. Close %

  7. Meeting & Closed Source in Pie Chart

Above is for sales, below is for client tracking

  1. Average price per sale

  2. Monthly churn %

  3. Current client capacity

    1. General overview

    2. Capacity per offer

  4. Client LTV

    1. In $$$

    2. In Months

  5. Average net new clients per month

And this is just the tip of the iceberg

This gives you full clarity into numerous different insights

Use the interface and face yours look like this

Poll

How I Can Help

  1. You can apply to work with my Agency. Bevacqua

  2. You can message me on twitter to talk more or find more content

  3. You can watch my youtube content

  4. Join our free community

  5. or, so can just reply to this email.

I reply to absolutely everybody who replies to me.