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BICS industry sample · General business

General business (executive scorecard) × BI Consulting Services

The owner's one-page scorecard for a 20–200 person company: revenue and margin, cash and receivables, pipeline, people, customer concentration and a 13-week cash view — with every number re-computed by the filters above the board.

Prepared for Owners and CEOs September 2026
Sample data · 24 months to Aug 2026

The business on one page

Leads → quotes → orders → delivery → invoiced → cash, with live counts on every arrow for the selected slice

Volume in periodConversion / lag

Revenue and gross margin, 24 months

Monthly revenue (bars) and gross margin % (line); shaded band = selected period

RevenueGM %

What this board answers

Three questions owners ask on Monday morning

    Revenue & margin by product line × segment

    Selected period · gross margin after direct cost

    Top-customer concentration

    Top 10 customers, selected period · share of slice revenue

    Cash and A/R ageing

    Open receivables by age at period end

    Pipeline and win rate

    Open pipeline by stage · win rate over selected period

    Headcount and revenue per employee

    FTE serving the selected slice · annualised revenue

    Operating expenses vs budget

    Selected period · allocated to the slice by revenue share

    ActualBudget

    13-week cash view

    Projected closing balance, weeks 1–13 from 31 Aug 2026 · receipts from slice, disbursements allocated

    Closing cashMinimum operating cash

    Ask the data

    AI layer over the same model — a plain-English question answered with the board's own numbers (mock-up, static)

    Demonstration · Illustrative data · BI Consulting Services
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    The short deck

    14 slides on how a private AI server is scoped, secured and rolled out. Click through, or take the PDF.

    Download the PDF
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