Free Monthly Pocket CEO Dashboard

Use this simple agenda once a month. Copy it into your preferred document or spreadsheet and keep the same headings so trends become visible.

1. Commercial snapshot

  • Cash available and major commitments due
  • Revenue compared with plan and previous period
  • Gross margin or contribution margin
  • Overdue receivables

2. Customer snapshot

  • Enquiries, conversion and average sale
  • Repeat purchase or returning customers
  • Refunds, complaints and recurring themes
  • One improvement to the customer journey

3. People and delivery

  • Capacity, bottlenecks and rework
  • Decisions waiting for the owner
  • Supplier or agency commitments at risk
  • One process to document or improve

4. Decisions

  • Top three priorities for the next month
  • One thing to stop or defer
  • Owner and due date for every action
  • Risk that needs qualified advice

The goal is visibility and accountability, not a perfect report. Financial measures should be chosen with your accountant or qualified adviser.