One screen, five numbers
- Leads this week, and where they came from.
- Booked: how many turned into a conversation or an appointment.
- Customers: how many paid.
- Revenue, against last week and the same week last year.
- Reply time: how fast new leads heard back.
Where the numbers come from
Nothing is typed in. Leads come from the forms and the phone system, bookings from the calendar, revenue from Stripe, Square or Shopify, ad spend from Google and Meta. Each connection is made once, and the screen stays current without anyone maintaining a spreadsheet.
The Monday message
- Sunday night: the numbers closeThe week's totals are fixed so the summary matches the dashboard.
- Monday, 7 am: the summary landsIn Slack or email: five numbers, each with an up or down arrow and one line on why.
- Anything unusual is called outA reply time that doubled, a channel that went quiet, a week with no reviews.
- One link to the dashboardFor the detail, if you want it. Most weeks the message is enough.
What you need
- Logins for the tools that hold the numbers; we connect them, you keep the accounts.
- Agreement on which five numbers matter. The audit usually settles this.
- A place to receive the summary: Slack, email or both.