What should a dashboard do?
A dashboard should remember what you decided, help you follow through and give you something to learn from at the next review.
Read the essayExample: reviewing overdue invoices
- What changed?
More invoices are overdue.
- What explains it?
Missed follow-up, disputed charges, or slow payment? Check the records.
- What happens next?
Choose the action and who owns it.
- Did it help?
Record what happened and check again at the next review.
