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how to track all your numbers in one view

Through an executive dashboard

Hey,

Oftentimes, most companies do not have an executive dashboard in their company, right?

I've spoken to so many companies this week alone, and they often ask, "Tyler, can you build me an executive dashboard?"

It's gotten to the point where I feel like I need to talk about this.

Most companies aren't able to know their numbers, and that results in them not making the best data-backed decisions, right?

They make decisions based on their gut, but not on what the numbers and data say, right?

Data in general gives clues and tells stories.

If you can understand and see past the numbers themselves and the clues and stories they give you, you'll be able to focus on the weakest links at all times.

This will further enhance the business and allow you to grow, right?

The saying, "The weakest link will stunt your growth," is always very, very true, right?

You can't grow and continue to grow your business if you have a lot of weak links in your business, right?

You need to focus on those weakest parts and the weakest avenues so you can continue to grow and improve your service.

That's what allows and separates the best companies in the world from the average companies in the world.

Most of their processes aren't dialed in.

The best way is to pull all this data into one dashboard.

You need to pull your CRM so you can see your close rates, your booking rates, and where people are coming through.

You can see all your acquisition data, right?

You also need to pull your marketing data to figure out your KPIs—maybe how much you've spent this month on ads, how many creatives you've tested, how many are winners, how many are losers, and how many you've launched just this month alone.

You can figure out, "Okay, what's our click-through rate, what's our opt-in rate, what's our conversion rate, how much are we spending per conversion?"

Even from an operational perspective, you can figure out, "What's our client satisfaction, what's the turnaround time, what's our average completion rate, what's our client LTV, what's our client referral rate, how many referrals do they give us?"

From a project management perspective, you can figure out, "Okay, who is actually completing tasks on time, who isn't, and what does that exactly look like?"

Only then can you pull data onto one platform and figure out what everything looks like.

I recommend using Airtable or something along those lines where you can sync all data into one base and then build an interface on top of it.

You can also do something like Google Sheets and then use something like a dashboard tool to build a proper database and dashboard on top of it.

Now, if you want the whole blueprint, I have given this away in my low-ticket community.

If you want to join, the link is here

Ciao,

Tyler

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