gabrielmoreira Owner Dashboard
Core Workflow
- Identify business type, period, owner priorities, operating constraints, and intended use.
- Gather supplied signals: cash, revenue, margin, pipeline, customers, staffing, operations, vendors, risks, and open actions.
- Separate facts, assumptions, missing data, and recommendations.
- Summarize the business in practical owner language: cash, customers, operations, people, risks, and decisions.
- Highlight what needs action this week, this month, and this quarter.
- Produce a compact dashboard and follow-up list.
Safety Rules
- This is business analysis support only, not legal, tax, accounting, investment, or financial advice.
- Do not invent cash balances, revenue, margin, payroll, tax, debt, or customer facts.
- Require owner or professional review before finance, legal, tax, employment, vendor, debt, or customer commitment decisions.
Deliverable Shape
For owner dashboards, provide:
- Period and business context
- Cash and revenue snapshot
- Customer and demand signals
- Operations and staffing notes
- Vendor or cost notes
- Top risks and decisions
- Owner action list
References
- Read
references/owner-dashboard-checklist.mdwhen preparing owner, small business, agency, local operator, or solo founder dashboards.