Pull the key numbers from every team. Connect QuickBooks, Stripe, HubSpot, Google Analytics and spreadsheets into one dataset.
Agree on definitions. Each KPI has one documented definition, so the number in the leadership meeting matches the number in each team's report.
Stay informed between meetings. Scheduled updates and alerts let leaders know when a key metric moves outside its expected range.
What you can track
- Revenue and growth rate
- Gross margin
- Cash balance and runway
- Pipeline value and win rate
- Website traffic and leads
- Customer count and churn
