Weekly Owner Brief
Sample Company · retail and services
Revenue this week$110,000+10.0% vs last week
Cash collected$85,000
Gross margin42.0%
Open quotes$210,000
Revenue, last 8 weeks ($ thousands)
Platform Demo & Reports
One hub that runs the whole job.
THE DASH: your entire dashboard, custom built to your business.
Clients, deals, documents and approvals in one place (e-signature coming), built around how your team works.
Your engine is your tools, your people and your processes. Your vehicle is your business. The hub keeps the engine in sync so the work keeps moving.
Where others provide just the speedometer, we provide “THE DASH”.
Demo with sample data. Every company, person, document number and value on this page is fictional.
01 · Client hub
Companies, contacts, pipeline and follow-ups
Every client, contact and deal on one board, from first lead to renewal. Follow-ups surface on their own, so nothing stalls between steps.
Lead 1
Sample CaféDana WhitfieldsampleNext: Intro call Thu
Discovery 2
Sample ClinicMarcus BellsampleNext: Send question list
Sample LandscapingTess OkaforsampleNext: Review scope
Proposal 1
Sample StudioJordan ReyessampleNext: PROP-STD-002 in review
Signature 1
Sample Retail ShopPriya NatarajansampleNext: AGR-RSH-001 out for signature
Won 1
Sample ContractorAlex MorenosampleNext: Kickoff scheduled
Sample data. Values are fictional.
| Company | Code | Industry | Owner | Stage |
|---|---|---|---|---|
| Sample Studio | STD | Wellness | Owner | Proposal |
| Sample Retail Shop | RSH | Retail | Owner | Signature |
| Sample Contractor | CTR | Trades | Owner | Won |
| Sample Clinic | CLN | Healthcare | Owner | Discovery |
| Name | Company | Title | |
|---|---|---|---|
| Jordan Reyes | Sample Studio | Manager | jordan@sample-studio.example |
| Priya Natarajan | Sample Retail Shop | Owner | priya@sample-shop.example |
| Alex Moreno | Sample Contractor | Manager | alex@sample-contractor.example |
| Marcus Bell | Sample Clinic | Manager | marcus@sample-clinic.example |
| Due | Who | Next step | Status |
|---|---|---|---|
| Today | Priya Natarajan | Nudge on AGR-RSH-001 signature | Due |
| Tomorrow | Jordan Reyes | Walk through PROP-STD-002 | Open |
| Overdue | Marcus Bell | Send question list | Overdue |
| Project | Client | Status |
|---|---|---|
| Customer-retention dashboard | Sample Contractor | In Progress |
| Scheduling board | Sample Café | Ongoing |
Sample projects.
02 · Documents
Numbered agreements and invoices, signed records kept with the job
Agreements, proposals and invoices each get their own number and are kept together. Signed records stay with the job.
| Number | Type | Related to | Version | Status |
|---|---|---|---|---|
| AGR-RSH-001 | Agreement | — | v1 | Sent |
| PROP-RSH-001 | Proposal | AGR-RSH-001 | v2 | Sent |
| JOB-RSH-001 | Job scope | AGR-RSH-001 | v1 | Draft |
| INV-0000 (sample) | Invoice | JOB-RSH-001 | — | Draft |
Signed records (Sample Contractor, sample)
| Record | Signed | Replaces | Kept |
|---|---|---|---|
| AGR-CTR-001 v1 | Sample date | — | With the job |
| JOB-CTR-001 v2 | Sample date | JOB-CTR-001 v1 | With the job |
| AMD-CTR-001 v1 | Sample date | — | With the job |
Earlier versions stay linked to the latest one.
03 · E-sign COMING
E-signature: coming to THE DASH
E-signature inside THE DASH home screen and phone app. Coming.
COMING · preview only. This walkthrough shows how e-signature is planned to look. It is not available yet. Sample data.
From: Sample sender <you@yourbusiness.com> · CC: team@yourbusiness.com (sample)
Subject: 2 documents to sign: Sample Studio (sample)
Subject: 2 documents to sign: Sample Studio (sample)
YOUR BUSINESS
Hi Jordan,
Here is your signing link for 2 documents to sign in one place.
| Company | Sample Studio |
| Document 1 | AGR-STD-001 v1 |
| Document 2 | JOB-STD-001 v1 |
| Link expires | Sample date |
Thank you,
Sample sender, you@yourbusiness.com
Document 2 of 2: JOB-STD-001 v1
Each document has its own signature spots; nothing is final until Submit.
- Signing email sent to jordan@sample-studio.example (sample)
- Signed by Jordan Reyes (sample)
- Signed copy kept with the job
REPORTS
The numbers you need, before you ask.
Custom-built reports for your business: by email, on demand, or on a schedule you choose. Wherever you go.
Weekly
WHAT YOU GET
Stop chasing numbers. Open your report.
The figures you check every week, pulled together for you, so decisions start from the facts instead of a hunt through spreadsheets.
Built to your needs.
Tell us what you need to see. We build the report around your business, not a template.
Built to reach you.
We can build it to land where you already look: your inbox, and on your phone as THE DASH app moves through testing.
On demand or on a schedule.
We can build it to open when you want it, or to arrive on the schedule you choose.
DELIVERED
Wherever you go: by email and in THE DASH app.
I’m in your pocket.
Reports can be built to reach you by email, with phone access planned as THE DASH app moves through testing.
By email
Available as part of a custom buildReports can be built to land in your inbox, for you and the people you choose.
In THE DASH app
In testing- THE DASH app is in testing
- Phone access to reports: planned
THE DASH app is in testing. Phone access to reports is planned as the app moves through testing.
On demand
We can build reports you open whenever you want them, with current figures.
Available as part of a custom buildOn a schedule
Reports can be built to arrive on the schedule you choose, to fit your business.
Available as part of a custom buildYOUR WAY
Customized to fit your business.
Reports can be built around how you run your business and who needs to see what.
01
What goes in
- The numbers you care about
- Your data, brought together
- Comparisons that matter to you
02
Who gets it
- You, your partners, your team
- Your accountant or advisor
03
The format
- Built around how you read reports
- Email, and THE DASH app once it is out of testing
04
The timing
- On demand
- Daily, weekly or month-end, as examples
- Reminders can be built in
Examples of views we can build
OWNER
The whole business
- Revenue and cash
- What needs you first
- Margin and pipeline
FINANCE
Cash and close
- Billed, collected, outstanding
- Aging and overdue accounts
- Month-end close pack
SALES
Pipeline and wins
- Open pipeline by stage
- Win rate and deal size
- Quote-to-close speed
EXAMPLE REPORTS
Reports a leadership team will want on Monday.
Six examples of the kind of report we build. Every number below is sample data for a fictional sample company.
Weekly Owner Brief
Sample Company · retail and services
Revenue this week$110,000+10.0% vs last week ($100,000)
Cash collected$85,000
Gross margin42.0%$46,200 gross profit
Open quotes$210,000
Revenue, last 8 weeks ($ thousands)
- Quote waiting on your approval
- Invoice past due
- Order delayed, customer not yet told
Cash and Collections
Sample Company · professional services
Billed this month$250,000
Collected$200,00080.0% of billed
Outstanding (all open invoices)$160,000
Outstanding by age ($160,000 total)
| Age | Amount | Share |
|---|---|---|
| Current | $80,000 | 50% |
| 1–30 days | $48,000 | 30% |
| 31–60 days | $24,000 | 15% |
| 60+ days | $8,000 | 5% |
| Total | $160,000 | 100% |
Top 3 overdue accounts: $40,000 of $80,000 overdue
Account A $20,000Account B $12,000Account C $8,000
Sales Pipeline and Win Rate
Sample Company · project-based services
Open pipeline$400,000
Win rate30.0%15 won of 50 quotes
Average deal$20,000$300,000 won across 15 deals this month
Funnel
Leads200
Qualified100
Quotes sent50
Won15
Open pipeline by stage ($400,000 total)
Qualified$100,000
Proposal$150,000
Negotiation$150,000
Quote-to-Close Speed
Sample Company · services
Quote to close30 daysaverage, all stages
Slowest stageInvoice to paid18 of 30 days
Quotes waiting6no reply after 7 days
Where the 30 days go
4
3
5
18
Quote to approval4 daysApproval to start3 daysStart to invoice5 daysInvoice to paid18 days
4 + 3 + 5 + 18 = 30 days. Shows where deals wait, so you know what to fix first.
Quotes waiting longest (3 of 6)
Quote A 12 daysQuote B 9 daysQuote C 8 days
Margin by Service Line
Sample Company · mixed lines
| Line | Revenue | Cost | Margin | % |
|---|---|---|---|---|
| Core services | $400,000 | $260,000 | $140,000 | 35.0% |
| Repeat services | $300,000 | $180,000 | $120,000 | 40.0% |
| Rush work | $200,000 | $170,000 | $30,000 | 15.0% |
| Products | $100,000 | $60,000 | $40,000 | 40.0% |
| Total | $1,000,000 | $670,000 | $330,000 | 33.0% |
Margin % by line
Core services35.0%
Repeat services40.0%
Rush work15.0%
Products40.0%
Month-End Close Pack
Sample Company · retail
Revenue$500,000
Gross profit$200,00040.0% of revenue
Net income$60,00012.0% of revenue
| Summary | Amount |
|---|---|
| Revenue | $500,000 |
| Cost of sales | −$300,000 |
| Gross profit | $200,000 |
| Operating expenses | −$140,000 |
| Net income | $60,000 |
Cash: $100,000 + $480,000 in − $450,000 out = $130,000
- Invoices sent
- Bank accounts matched
- 3 open items
- 2 approvals pending
All figures shown are sample data for illustration only, rounded, and do not describe any real business. Your reports use your own data.
HOW IT WORKS
From “I wish I could see…” to a report you can open.
1
Tell us what you want to see.
The questions you ask every week, and who needs the answers.
2
We build it to your needs.
Your data, brought together into the reports that matter to you.
3
Built to reach you your way.
On demand or on a schedule, by email, and in THE DASH app once it is out of testing.
Reports are available as part of a custom build. THE DASH app is in testing. Example reports on this page use sample data.
Start here
See where your engine is taking your vehicle.
Start with a review of the data you already have. If a hub like this would help, we’ll build it around how your team works.