One screen, five numbers, one decision.
You have 11 dashboards. The CEO opens none of them. Every leader tracks different numbers in different places. Monday standups argue about whose number is "right" instead of deciding what to do. The analytics team is exhausted from building views nobody reads. The C-suite is making gut calls because the data tab is overwhelming.
- 01 The screen
Five numbers. Trend-arrowed. Threshold-coloured. Built in your existing BI tool. Visible on every leader's laptop by 9am Monday.
- 02 Metric tree
A documented hierarchy from the five top-line numbers to the contributing inputs. Drill-down without sprawl.
- 03 Decision framework
A one-page playbook — what each colour state triggers, who owns the action, when to escalate.
- 04 Source-of-truth audit
I trace every metric back to its query. Where definitions disagree, we pick one and document why.
- 05 Dashboard retirement plan
Which of your 11 existing dashboards get archived, which get folded in, which stay. Approved by the team that owns them.
- 06 Monday meeting training
Your CEO runs the standing decision meeting solo within two weeks. I sit in for the first three, then leave.
- Teams with 5+ existing dashboards in active use
- A unified data warehouse (or one being built — we can sequence)
- A leader willing to retire dashboards that don't earn their slot
- Companies $5M – $100M ARR with weekly executive cadence
- Teams without a single source of truth (we'd be designing on sand)
- Pre-PMF companies still figuring out what to measure
- Organisations where the CEO isn't the decision-maker for what gets shown
- Tool-shopping engagements
What BI tool will you use?
Yours. Looker, Mode, Hex, Metabase, Tableau, Sigma — whichever your team already lives in. Tool-switching is its own project; not this one.
Which five numbers?
Decided in week 1 with the CEO. Usually some combination of growth rate, gross margin, cash runway, retention cohort, and one operational rate specific to your model.
What if my team disagrees on what to retire?
We don't archive anything in week 1. By week 4 the team is comparing the new screen against the old dashboards and deciding what's redundant. Retirement is consensual.
How is this different from buying a 'CEO dashboard' template?
Templates assume your business looks like the template-maker's. This is built from your metric tree and your decisions. Same idea on the surface; opposite engineering.
Can we layer in board-level KPIs later?
Yes — usually as a second screen for the board cadence. Same architecture, different audience and time horizon.
Five numbers. One screen. Your team aligned by Monday. Four to six weeks; one slot per quarter.