Over the course of my career, I’ve sat on a number of small-company boards. Looking back, it would have been nice if the managing directors had a baseline dashboard they could riff off of so as not to waste so much time on dash boarding.
So the purpose of this document is to offer a baseline template dashboard that a start-up firm could use to update the board of directors. All the data would need to be filled in with real data, of course. And, the dashboard would have to be customized to meet the reporting requirements and operational uniqueness of the business. That said, baselines can save time and spark thought-threads.
Remember that reporting should be for the sake of strategic enlightenment and to drive transparent discussions, and not for the sake of reporting.
If anyone out there has some additional points of data they use effectively in their small-business management reporting , I’d love to hear about it!