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.
| Item | Who owns it | Where it is kept today | What 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