Understanding key statistics in your business is the secret sauce that will help you figure out where (1) you need to improve your process and (2) where you are excelling beyond belief so you can use that to generate more leads and sales. I created this Airtable dashboard for MY OWN business. It’s how I can say impressive stats like “I’ve implemented over 250 workflows!” to my leads and clients. And if you’re in the Dubsado Setup business, you know how critical it is that as much of this data as possible is captured automatically. The moment that we have too much manual work to do, is the moment we’re not using our tools correctly (or at all).
So here’s what I’ve created:
An Airtable base with fields to collect alllllll of the key data needed in order to understand the health of the operations of your business. Then I created a series of Zaps that fill in as much of that data as possible. THEN I made a beautiful interface that makes it easy to fill in the very few manual statistics you’ll need to enter (there are about 5 easy stats per project). And then I turned it all into a dashboard that is extrapolating key information and giving you insight into how things are going.
Why keep talking about it when I can show you?
A better understanding of the health of your business inside of a flexible system that can adapt and change as your business does (an oo-la-la CEO feeling!!)
You will receive:
Note that these are for PERSONAL USE. NO COMMERCIAL LICENSE. This means that you may not share this template with other Dubsado pros and you may not resell it. You MAY use it with your own clients for whom you are doing a Dubsado Setup. Due to the nature of digital products, there are NO REFUNDS.
All products are meant to be used inside your own business and it is illegal to use them with other accounts, share, or redistribute them.