Built to solve: Running the business without one clean status screen.
Dashboards / Review workflow
Business Health Dashboard
Owners who want a simple operating view across sales, workload, delivery, and admin. Running the business without one clean status screen.
Sales detail
Business Health Dashboard built as a usable business asset, not a loose page or form.
A dashboard showing the health of key business areas.
Launch shape: 4-8 days with from $1,500 entry scope
Upgrade path: Full analytics layer, forecasting, automated reporting
What is included
Scope that can launch, then grow.
Build slot secured with a 50% project reservation. Remaining balance completed before handoff.
Core inclusions
- Key metrics map
- Business health snapshot
- Weekly summary
- Traffic light indicators
- Data source setup
- Executive view
Likely connections
- Sheets
- Airtable
- CRM
- Accounting exports
- Forms
Build sequence
Clicking intake is the start of controlled scope, not blind checkout.
Confirm the decision questions
Used where hidden complexity can change effort, timeline, or tools.
Map available data sources
Kept practical, visible, and connected to the final handoff.
Build the dashboard layer
Kept practical, visible, and connected to the final handoff.
Document update rules and next reporting upgrades
Kept practical, visible, and connected to the final handoff.
Expected outcome
What this should change in the business.
Running the business without one clean status screen.Connects with Sheets, Airtable, CRM, Accounting exportsCan expand into Full analytics layer, forecasting, automated reporting
Before intake
Have these answers ready.
Client provides
- Business name and contact details
- Current tools or links
- Must-have outcome
- Deadline if there is one
FAQ
- Prebuilt scope is kept tight so it can launch quickly.
- Deeper setup details are collected after the package is confirmed.
- Every prebuilt can be expanded into a custom system later.
Ready for the form
Business Health Dashboard
The intake form collects the details needed to review scope, confirm payment timing, and prepare the right invoice or proposal path.