Executive
Company Dashboard
Overall company health — money in, money out, and progress against goals.
Revenue (MTD)
$184,220
▲ 18.4% MoM
Profit
$111,810
▲ 24.7% MoM
Expenses
$72,410
▼ 6.1% MoM
Cash Flow
$96,300
▲ Healthy
Payroll
$38,900
▲ Monthly
Accounts Receivable
$41,250
▲ 6 invoices
Accounts Payable
$18,740
▲ 4 bills
Bank Balance
$412,880
Goal Progress
Monthly, quarterly, and annual targets.
Monthly Revenue Goal · $200k92
Quarter Revenue Goal · $600k78
Annual Revenue Goal · $2.4M64
Member Growth Goal · 3,00071
Company OKRs
Q3 objectives and key results.
- O1 · Scale Clique membership to 1,50082%
- O2 · Sell out Born To Teach VIP tier100%
- O3 · Launch Elite retreat58%
- O4 · Reach 40k email subscribers95%
- O5 · Hold expenses under 40% of revenueAt risk
Department Performance
Weekly scorecard by department.
| Department | KPI Completion | Trend | Owner |
|---|---|---|---|
| Marketing | 88% | ▲ 4 pts | Aria Bennett |
| Sales | 94% | ▲ 2 pts | Jasmine Lee |
| Community | 91% | ▼ 1 pt | Sydney Rowe |
| Finance | 97% | ▲ 1 pt | Noah Carter |
| Events | 76% | ▼ 5 pts | Danielle Hart |
| Content | 84% | ▲ 3 pts | Morgan Blake |
Weekly Wins
- Best revenue month in company history$184k
- VIP conference tier sold out72 hrs
- Two new sponsors signed$45k
Weekly Roadblocks
- Retail fulfillment SLA slipped2 days
- Marketing behind on launch reels3 assets
- Discovery-call show rate dipped62%