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FOR SMALL BUSINESS OWNERS WITH BIG AMBITIONS

CEO Dashboard: A Must for Every Entrepreneur

A simple spreadsheet that levels up the way you run your company, helping you stay on top of your business without the hassle, focus on what truly matters, and say "no" to the rest.

  • Ready-to-Use Template
  • Right Metric Examples
  • Step-by-Step Implementation Guide
  • Gap Management Playbook
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Designed for Small Business Owners Like You

You're in the right place if you manage a team of 0 to 20 and the following describes you:

  • Drowning in daily tasks and chaos

    You’re caught up in the grind, handling urgent tasks and putting out fires. It’s hard to focus on growth when the daily demands never stop, leaving you drained and stuck.

  • Unsatisfied with business progress

    You work long hours and pour all your energy into your business, but the results don't match your effort, leaving you stuck spinning your wheels.

  • Stuck without a clear path forward

    You see countless areas in your business that need improvement, but you're unsure where to start. You don't know which actions will have the most significant impact.

  • Tired of endless business theories

    You've read countless business books and articles, but practical solutions still seem out of reach. You need something actionable and affordable to move forward.

Bet These 5 Problems Exist in Your Business

Almost every small business owner struggles with these 5 biggest issues. This leads to inefficiency and burnout. How many sound familiar?

01. Overwhelmed by Details and the Daily Grind

Focusing on scattered tasks and day-to-day operations creates the illusion of control but distracts from what the business truly needs to grow.

02. Blind to Bottlenecks

Without identifying the most significant obstacle holding back progress, businesses often waste time on less critical issues. This lack of clarity leaves entrepreneurs stuck, unsure why their efforts aren't translating into results.

03. Wasting Time on Non-Critical Tasks

Focusing on tasks that feel urgent but don't impact growth spreads resources too thin. Many entrepreneurs take on dozens of activities, 90% of which could be avoided by identifying and prioritizing what really matters.

04. Misaligned Team Efforts

Unclear or conflicting goals lead to wasted effort and frustration among team members. When a team isn't aligned, progress slows, productivity drops, and valuable opportunities are missed.

05. Gut-Driven Decisions

Without actionable data, decisions are often based on instincts or guesswork, resulting in wasted resources and missed growth opportunities. Leveraging the right data is critical to making smart, impactful choices that drive progress.

Act Like an Owner of Your Business, Not an Operator

In business, the path from A to B is never a straight line. Running a business without the right metrics is like driving with your eyes closed. Metrics aren’t just numbers; they’re your business’s heartbeat, showing what’s working, what’s not, and where you’re headed. With the right system, you can scale or step away, knowing things stay on track.

Imagine your entire business fits on one simple page. Sales? Marketing? Operations? It’s all in one place. You see key metrics, targets, and actual results. Marketing is green (great!), but sales are yellow (time to act). In just minutes, you know what to focus on, and what you can confidently say “no” to.

Tried to Build a Management Metrics System But Still Feeling Stuck?

You've probably downloaded templates, taken management courses, and tried different approaches, but it's been a struggle.

Too often, small business owners waste time and money on:

  • Endless spreadsheets with no clear focus
  • Overcomplicated dashboards that add confusion instead of clarity
  • Lengthy, theoretical business courses that don’t offer practical solutions

And when it comes to putting it into practice, uncertainty remains about where to start or how to make it work.

Forget the noise, the fluff, and the complexity!

The Game-Changer You’ve Been Waiting For

Introducing a comprehensive set of ready-to-use tools and supporting resources for quick, do-it-yourself implementation

01. Company Dashboard

One-Page Spreadsheet. It provides a simple and clear view of your key business metrics statuses. You’ll know exactly where your business is heading, what needs attention, and what’s working, all at a glance.

Manual Input. By design, key team members (or you) fill it out manually. This hands-on approach only takes about 10 minutes per week, yet it fosters greater ownership, helps your team gain a deeper understanding of the data, reveals patterns, and aligns everyone with company goals.

How to Implement It in Your Business

Our product includes a professional, ready-to-use template in Google Sheets with all the necessary formulas, data validations, and conditional formatting. It’s designed to be implemented immediately without extra setup. No integrations with company systems are required.

02. The Right Metrics

Critical Metrics Only. Don’t drown in countless metrics your business tools have. It leads to confusion. As a business owner, focus on a few key metrics that matter. Keep a firm grasp on your business’s pulse, free of unnecessary data.

Leading Metrics. They act like tsunami sensors, spotting small, early changes that warn of problems before they escalate. This alert lets you act quickly and reduce damage. In business, leading/lagging metrics system serves the same function, letting you respond before issues grow.

Bringing It into Your Business

We provide a curated list of metrics examples for every critical area of business and a step-by-step guide to help you pick the most relevant ones and link them into a leading/lagging metrics system, ensuring you focus on what truly matters

03. Weekly Reviews

Weekly Clarity. Each week, you get a completed dashboard with clear visual indicators showing what’s on track, at risk, or off track. Running a business without frequent check-ins leads to poor decisions and missed opportunities.

Bird’s-eye view. By staying at the right altitude, frequent enough to catch issues early but high enough to avoid daily distractions, you remain focused on the bigger picture and keep your business aligned with its monthly goals.

How to Implement It?

You’ll receive a proven methodology for conducting weekly reviews, along with policy and SOP templates for your team. This will help you quickly integrate this approach into your company.

04. Decision-Making Framework

No More Guesswork. Use a data-driven dashboard to make decisions based on numbers, not gut feeling. Plans often go off track, so quick, precise action is crucial. A robust system grounded in metrics and a solid decision-making playbook that ensures the right response every time.

One Bottleneck at a Time. Each week, identify the biggest issue holding your business back. Fix only that. It’s like a factory line—focus on what’s slowing you down first. Everything else can wait.

Making It Work for You

Access a Gap Management Playbook, a simple cheat sheet showing exactly what to do whenever progress doesn’t match your plans, plus a bottleneck-identification method to pinpoint your top priority at any moment.

05. Quarterly Reviews

Year Perspective. Weekly data is automatically consolidated into an annual sheet, structured similarly to the monthly sheets but presenting data at a higher level, by months, quarters, and year-end totals.

Quarter Reviews offer a broader perspective than weekly ones. The focus shifts to annual or three-year targets, prompting higher-level strategic decisions, such as planning a mid-year product launch to meet yearly goals or establishing a second sales department to scale operations.

How to Put It into Practice

Using our template, you’ll get an automatically populated annual sheet. We also provide a step-by-step approach for conducting quarterly reviews, complete with all the necessary templates.

See Pricing

We Promise You'll Get

  • Everything That Matters on One Page. See the key metrics and priorities of your business without unnecessary details.
  • Identified Bottleneck. Pinpoint the most significant obstacle holding back your company's growth every week.
  • Less Micromanagement, More Time Saved. Focus only on what drives growth, skipping obvious but non-essential activities.
  • Complete Control Without Daily Involvement. Manage your business without participating in daily operations or constant monitoring.
  • Seamless Team Alignment. Get your team fully aligned with clear and shared growth goals.
  • Precise Decisions. Make smarter, faster decisions using clear, actionable, data-driven insights.

And the best part? It won’t take years to see results.

Our approach is practical, focusing only on what's essential for your business right now. Everything is ready and optimized for immediate use. You can easily implement these tools in your business using our step-by-step instructions. You’ll start to see a real difference. It’s a system that doesn’t demand all your time, it gives it back to you.

You can copy and paste our approach and tools right into your business.

Fast-Track Implementation

We've removed all unnecessary complexity and excess. Forget about slogging through months of theory.

Everything is designed for smooth self-implementation, no consultant meetings are required. And if you have any questions, our experts are just an email away.

01. Download the plug-and-play templates

Instantly access a complete kit of templates and materials for your team, all ready for immediate use.

02. Access a clear step-by-step guide

Learn essential, streamlined theory, no fluff, just the critical actionable steps for success. All content is available in text and audio formats for convenient study, searching, and quick reference.

03. Implement everything quickly

Achieve quick results with simple, actionable steps. We'll guide you through the fastest way to get things done. Implement everything quickly and start seeing results fast.

04. Use expert assistance when needed

Get expert help, if needed, to finalize and seamlessly integrate the tools into your business.

05. Enjoy a year of expert support

Receive ongoing guidance to refine your processes and ensure long-term success for a year.

Ready to elevate your business?

Start with the CEO Dashboard Today

  • Template Only

    $195 One-Time Purchase

    Nothing extra, for those who prefer just the basics:

    • CEO Dashboard Template
    • Template Description

  • Complete DIY Toolkit

    $245 One-Time Purchase

    All-in-one toolkit for confident DIY implementation:

    • CEO Dashboard Template
    • Template Description
    • Step-by-Step Implementation Guide
    • Company-Level Metrics Examples
    • SOP Templates
    • Gap Management Playbook
    • Bottleneck Concept Explained
    • Email Expert Support

    These are the most important assets for making your company self-running and focusing on growth and scale.

Testimonials

Still Not Sure? Hear from Our Customers

  • ★★★★★
    Dasha Blake
    CEO, Mira Marketing
  • ★★★★★

    "Keeps me ahead of problems. The early warning indicators are a lifesaver. I can spot issues before they become real problems, which has given me so much peace of mind. I feel more in control than ever before."

    Mark Evans
    Mark Evans
    Founder & CEO, Brightwood Studios
  • ★★★★★

    "Love the simplicity. It gives us a bird's-eye view of the business. We can track progress, prioritize, and stay ahead of challenges. Keeps our business on track."

    Priya Desai
    Priya Desai
    COO, Eco Solutions DMCC
  • ★★★★★

    "Clarity I didn't know I needed. This toolkit has made running my business so much easier. All the key metrics are right at my fingertips, and I finally feel like I have a clear picture of where we’re going. No more overwhelming reports, just the essentials that matter most."

    Sarah Thompson
    Sarah Thompson
    Co-Founder, Lotus Themes
  • ★★★★★
    Andrei Bennett
    CEO, CRO Therapy
  • ★★★★★

    "This dashboard has completely changed how I manage my company. It's simple! I now know which tasks I should step away from, whereas before, I tried to tackle every issue, idea, and question, ultimately ending up with only average outcomes."

    Stephen Caldwell
    Stephen Caldwell
    Founder, Sorkin Media

Ready to dig deeper? Check out our step-by-step implementation plan

Implementation Steps

01

Files

Templates & Examples
2:00
02

Getting Started & Fundamentals

Company Dashboard Explained
12:00
Weekly Rhythm Concept
8:00
Book One Hour Each Week for Reviews
5:00
Metrics System Concept
7:00
Dashboard Metrics Area in Detail
4:00
Dashboard Weekly Data Area in Detail
2:00
Dashboard Progress Review Area in Detail
5:00
Prepare Your Company Dashboard File
7:00
03

Metrics Setup

Roadmap for Identifying Your Metrics
4:00
Define Your Metric Groups
20:00
Leading vs. Lagging Metrics
8:00
Identify Your Core Metrics
20:00
Identify Your Leading & Other Metrics
90:00
Test Your Metrics
90:00
04

Weekly Reviews Setup

No Plan, No Progress: The Truth About Weekly Reviews
5:00
Set a Realistic Monthly Plan
15:00
Dashboard Statuses Explained
4:00
How to Conduct Your Weekly Review
6:00
Customize an SOP Template for Weekly Review Preparation
10:00
Start & Continuously Improve Your Weekly Reviews
60:00
05

Elevating Decision Power

The Strong Business Owner Mindset
6:00
Gap Management Playbook: How to Make the Right Decisions
20:00
Adapt the Gap Management Playbook to Your Case
15:00
Bottleneck Concept
12:00
Dashboard Bottleneck Area in Detail
2:00
06

Final Stage

Dashboard Year Sheet in Detail
4:00
Satisfaction Survey
5 questions
Choose Your Plan & Get Started

Frequently Asked Questions

I’m not an analyst and don’t want to dig into formulas.

All formulas are pre-built—simply enter your numbers in the right fields; everything else calculates automatically.

Our niche is specific; the template won’t fit.

You set your own metrics using our cheat sheets and curated metric list. Change metric names—no need to rewrite formulas. The method works for any metric and business function.

Why manual entry? Aren’t automated dashboards better?

Sounds old-school? Maybe. But it’s intentional—here’s where the real magic happens:

When you manually enter data, you engage with it. You notice patterns, question results, and feel responsible for outcomes. You move from passive watching to active thinking. This dashboard becomes a decision-making tool, not just a report.

Data entry takes no more than 15 minutes a week.

What if I delete a formula or an employee deletes a column—will the dashboard break?

Don’t worry—just copy from the master template, or contact us for support.

I tried other dashboards—chaos remained

This isn’t just a dashboard; it’s a complete method with a pre-configured template, built-in formulas, and cheat sheets, enabling quick, simple rollout.

I already have SaaS for tracking metrics—why your dashboard?

Automated dashboards connect directly to your data sources and update in real time—great for quick trends. But automation can make you passive: numbers change, but you may not connect with why. Over time, data becomes background noise.

The CEO Dashboard is interactive—manual input, status updates, and direct engagement push you to think deeper. Many businesses use both: beautiful automated visuals for quick views and this dashboard for analysis and strategic decisions.

What is the minimum time I’ll need to spend?

The full implementation takes 3–5 hours, and you can pace it to fit your schedule.

Is the dashboard useful if I haven’t launched my business yet?

It works best if you already have a business and a small team, but if you’re still planning, it gives you a strong start and helps you avoid problems.

What is the refund policy?

As we offer non-tangible, irrevocable goods, we don’t provide refunds once the product is delivered.

Exceptions:

  • Non-delivery due to email issues—contact us for assistance.
  • Product not as described—contact Support within seven days of purchase.