What This Is: A plug-and-play finance dashboard that tracks all 10 critical money skills in one place. See your financial health at a glance and catch problems before they become crises.
warningWhy You Need This
You can't master money skills you're not measuring. Most founders have financial data scattered across bank accounts, Stripe dashboards, spreadsheets, and their accountant's software.
This dashboard consolidates everything into one system. Set it up once, import data monthly in 10 minutes, and run a 15-minute review on the 1st of every month.
checklistHow to Use This Playbook
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Start with the Snapshot: Get your baseline numbers and key financial ratios into Step 1.
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Fill Revenue & Margin: Track profit margin monthly and run your pricing calculator in Step 2.
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Monitor Cash & Unit Economics: 13-week forecast, per-project margins, and burn rate in Step 3.
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Watch Customer Health: Budget vs. actual, concentration risk, and AR aging in Step 4.
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Run the Monthly Review: 15-minute scorecard on the 1st — plus automation recipes to keep it running.
Details provided for members.