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Worksheet

Dashboard rescue interview sheet

One row per role. Columns record the person, the weekly decision, the first morning figure, the spreadsheet kept on the side, the alert wanted and the date of the thirty day review. A footer block lists the five headline figures, each with its source system, its reconciliation status and a last checked date.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Why managers stop opening the dashboard and how to rescue it”, www.gullysystem.com/blog/why-managers-stop-opening-the-dashboard-and-how-to-rescue-it