How to Build a Business Tracking Dashboard

6Steps2Clip evidence1Anchor concepts2Taught in programs
How-ToFrom the source
How to Create a Daily Business Execution Dashboard -- Set up simple tracking systems that ensure your business executes key activities daily instead of falling into boom-bust cycles

Steps

  1. Track three daily metrics

    Record website visitors, new subscribers, and paying customers in a simple spreadsheet—takes only 3 minutes daily

  2. Set up automated customer feedback

    Create a website form that emails customers one week after purchase asking what they liked and didn't like

  3. Review feedback daily

    Check customer responses every day and immediately improve your product or service based on their input

  4. Chart trends after 30 days

    Select your data columns and create charts showing trend lines to gain unprecedented business insight

  5. Hold daily priority meetings

    Communicate the same key priorities every day and publicly recognize team members who execute on them

  6. Assign functional accountability

    As you grow, assign specific people to own prospecting, conversion, reporting, and other key business functions

Relevant Clips2

  • How-To

    How to Create a Daily Business Execution Dashboard -- Set up simple tracking systems that ensure your business executes key activities daily instead of falling into boom-bust cycles

  • How-To

    How to Create a Vital Stats Dashboard -- Build a simple 4-metric tracking system that provides complete business visibility for under $5 per day