Weekly KPI digest
Spot a slipping margin in week two, not week six. The handful of numbers that tell you how the business is doing, on one page every Monday.
Hours back
2
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Your numbers agreed once
Usually six to eight: sales booked, jobs completed, average job value, gross margin, cash collected, money owed to you and new reviews.
- 02
Pulled from the source each week
From your accounting software and job system, so nobody has to type anything.
- 03
Compared with last week and target
Each number next to last week, the same week last year where you have it, and the target you set.
- 04
A short note on why
Two or three sentences on what moved and the likely reason, linked to the jobs or invoices behind it.
- 05
In your inbox on Monday
One page, the same layout every week.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
The digest is for you. Targets are yours to set, and any number that looks badly off is marked for checking instead of being explained away.
What it's worth
What those hours add up to.
2 hours a week, over 46 working weeks, is 92 hours a year. At $50 an hour, that’s
$4,600
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
You either wait for the bookkeeper's month-end report or build a spreadsheet yourself on Sunday night. Neither tells you why a number moved, and both arrive too late to act on.
What we build
- Your numbers agreed once
- Pulled from the source each week
- Compared with last week and target
- A short note on why
- In your inbox on Monday
A month in
A slow month shows up in week two, while there's still time to fix it, and your Sunday nights stop going on spreadsheets.
FAQ
How is the KPI digest different from an operations report?
The weekly KPI digest is the owner's version: fewer numbers, money first, and the trend over months. The operations report is for whoever runs the day to day, with the detail they need.
Which KPIs should a small business owner track?
Start with a handful: sales, jobs, margin, cash and reviews cover most small businesses. We suggest a set on the free call based on your kind of business, and you change it after a few weeks once you see which numbers you actually look at.
More for business owners
See them all →Next step
Bring this one to a free live build.
Thirty minutes on weekly kpi digest. We build its elf with you, live, and you keep it.