Pick the few financial numbers that actually tell you the health of the business, build them into one recurring view, and track the trend to drive improvement.
Select a small set of numbers across the financial domains and track them over time. For each, note why it matters, your target, the current reading, and the trend. A handful of the right numbers watched regularly beats a mountain of data reviewed never.
| KPI | Why it matters | Target | Current | Trend |
|---|---|---|---|---|
| Cash position or runway | Survival | |||
| Net profit or margin | Are we making money | |||
| Revenue vs plan | On track? | |||
| A key operating driver | Leading indicator |
Resist the urge to track everything. The trend column matters more than any single reading: financial health is a direction, not a snapshot. The trend is what sets each period's focus and flags when to return to a specific guide. This is distinct from your current-position dashboard, which shows where you stand today; this one shows how the key numbers are moving.
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