Key Metrics Dashboard Design
Choose the numbers that matter to run the business.
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Design a monthly dashboard for my business. Business model and revenue streams: [BUSINESS_MODEL]. Decisions I make each month: [DECISIONS]. Data sources: [DATA_SOURCES]. Recommend 8 to 12 metrics grouped as growth (revenue, new customers), profitability (gross margin, net margin), cash (closing cash, weeks of runway, DSO), efficiency (revenue per employee or per hour), and risk (customer concentration, overdue receivables). Output format: 1. A table: Metric | Formula | Why it matters | Target or range | Data source | Warning threshold | Common distortion. 2. A one-page layout: what sits at the top, which items are numbers and which are charts, and color-independent status signals for accessibility. 3. A comparison rule: always show this month, last month, and the same month last year. 4. A worked example for three metrics using placeholder numbers labelled as examples. 5. A 30-minute monthly review routine with a time per item. Warn against vanity metrics and too many numbers, and recommend only what my data can support. Everything you calculate or conclude is an estimate; use my inputs and no outside assumptions. Treat the exercise as organizing help, not accounting, tax, legal or investment advice. Let an accountant or financial adviser who knows [JURISDICTION] confirm the output before it informs a decision.
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