Start with decisions
Identify recurring decisions: following up customers, spending, hiring or adjusting an offer. Then select a few indicators that inform them rather than an exhaustive list that is difficult to maintain.
Connect operations and cash
Track enquiries, quotations, orders and payments. Add expected outflows and deadlines. Define the source and owner of each indicator.
Create a review rhythm
Regular reviews turn figures into action. Record decisions, responsibilities and dates. Assess the results before adding more indicators.
General information to be adapted to your circumstances. Services are defined by the quotation and contract.