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)
