Phoenix - Your AI AssistantBuild a KPI Dashboard Your Team Will Actually Check Each Week
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4 days
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What you get with this Offer
Most dashboards get built once, admired for a week, and never opened again. Usually because they report what is easy to measure rather than what actually predicts the result.
This is a weekly scorecard: a small set of leading numbers, each with one owner and one target, that tells you on a Monday morning whether the week is going to land.
WHAT YOU GET
- A 45-minute session to work out which numbers actually predict your results, not just describe the past
- A scorecard of 5 to 8 measurables, each with a target, an owner and a source
- Built in Excel or Google Sheets, or in ClickUp, Notion or Monday if you would rather it live in your workspace
- Red and green against target at a glance, with a 13-week trend so you can see direction, not just position
- A one-page guide to reading it: what a red means, and what happens next
- The editable file, plus one revision round
HOW IT GETS USED
The numbers get read out, not discussed. Anything red two weeks running stops being a number and becomes an issue to solve. That habit is what makes the difference, and it is built into how I set this up.
WHO I AM
PMP certified, ClickUp certified, MBA, ten years in business management. Trained in EOS, Scaling Up and Pinnacle. I build and run weekly scorecards for founder-led teams.
NOT INCLUDED
Connecting live data feeds from your CRM or accounting system, ongoing maintenance, and software licences.
This is a weekly scorecard: a small set of leading numbers, each with one owner and one target, that tells you on a Monday morning whether the week is going to land.
WHAT YOU GET
- A 45-minute session to work out which numbers actually predict your results, not just describe the past
- A scorecard of 5 to 8 measurables, each with a target, an owner and a source
- Built in Excel or Google Sheets, or in ClickUp, Notion or Monday if you would rather it live in your workspace
- Red and green against target at a glance, with a 13-week trend so you can see direction, not just position
- A one-page guide to reading it: what a red means, and what happens next
- The editable file, plus one revision round
HOW IT GETS USED
The numbers get read out, not discussed. Anything red two weeks running stops being a number and becomes an issue to solve. That habit is what makes the difference, and it is built into how I set this up.
WHO I AM
PMP certified, ClickUp certified, MBA, ten years in business management. Trained in EOS, Scaling Up and Pinnacle. I build and run weekly scorecards for founder-led teams.
NOT INCLUDED
Connecting live data feeds from your CRM or accounting system, ongoing maintenance, and software licences.
What the Freelancer needs to start the work
To build your scorecard, please send:
1. What the business or team is trying to achieve over the next quarter.
2. Any numbers you already track, and where they live.
3. Who is on the team and what each person owns.
4. Where you want it built: Excel, Google Sheets, ClickUp, Notion or Monday.com.
5. Two or three times you are free for the 45-minute session, with your time zone.
The four-day clock starts once the session is booked.