This workshop shows you how to set up a Dashboard with your key performance metrics so you can measure how your business is performing against the business and marketing goals you defined in your One Page Business Plan and One Page Marketing Plan.
1) Dashboard Template
We look at a standard dashboard and see how it will allow you to measure how your business is performing
2) Financial Goal Review
We look at the financial goals you have defined and agree the performance metrics for each one. Financial goals will be usually be measured using your accounting information - both Xero and Quickbooks can be set up to measure performance.
3) Marketing Goal Review
We look at the marketing goals you have defined and agree the performance metrics for each one. Marketing goals will usually be measured using Google Analytics and Social Media Insight tools.
4) Dashboard Completion
We fill in your dashboard for your first month so you have a baseline for measuring performance and are familiar with populating the dashboard for future months.