Who it is for · control
To see what needs action
One page with what is urgent: forgotten, overdue, unpaid, missing.
What work this is about
A manager does not need to know everything, only what needs their decision today. Here it is gathered on one page from the same records the work is done in — nothing has to be filled in separately.
Example
- Forgotten dealsTwo deals with no movement for more than ten days
- Overdue paymentsA client promised to pay on Friday — no payment
- Missing documentsOne delivery has no sign-off
Three situations
“What is urgent?” The dashboard: forgotten deals, overdue payments, invoices to pay, missing documents.
“Who has to do what?” Assignments are recorded with the person and the deadline and are visible both on the shared page and on the person's page.
“How much will come in and go out?” The money page: income and spending by month against the plan, money to receive and to pay.
Which parts are involved
One day
You open the dashboard: it shows what needs action and the questions without an answer. You go down the list, answer the questions and set two assignments. The rules — how many days count a deal as forgotten, which documents are required — are set once and changed with one line.