Executive Operating Dashboard™
The one-screen view of your business most service-based owners don't have — client concentration, pipeline health, and cash-flow runway, all in one place instead of guessing.
Secure checkout. Instant access to the dashboard after payment.
Three numbers most owners can't answer in under 60 seconds.
Revenue concentration, exposed
See exactly what percent of your revenue comes from each client. If one client is 40%+, you'll know — and what to do about it.
Pipeline health on one page
Active conversations, proposals out, expected close dates, expected value. No more 'I think we have enough work coming in.'
Cash-flow runway, not vibes
Rolling 90-day cash view. Know which month is tight before you're in it.
One file. Seven tabs. No 47-tab spreadsheet sprawl.
- Client revenue concentration tracker (with auto-flagging at 30% and 40%)
- Pipeline tab: active conversations, proposals, expected close, expected value
- Monthly revenue rollup with year-over-year comparison
- Rolling 90-day cash-flow projection
- Service-line profitability snapshot
- Friday close-out: this week's revenue, next week's top 3 sales actions
- 5-minute Loom walkthrough so you can be live the same day
The first step into the YoU.nified ecosystem.
Most owners use the dashboard for 2–4 weeks and realize the same thing: "I can see the problem clearly now — I need help fixing it." When that happens, a Strategic Hour or Advisory engagement is the most direct next step.
Quick answers.
What format is this?
A Google Sheets template you copy to your own Drive in one click. Works on desktop, tablet, and phone. No Excel required, no software to install.
How long does it take to set up?
About 20 minutes for the first pass. After that, ~10 minutes a week to keep current.
Will this work if I'm a solo provider?
Yes — it's built for solo operators and small service teams. Every tab assumes one operator wearing every hat.
Is this a course?
No. It's a working tool. There's a short Loom walkthrough included so you can be up and running the same day.
Refund policy?
30-day satisfaction guarantee. If the dashboard doesn't give you a clearer read on your revenue, email me and I'll refund you.