DASHBOARD – SCORECARD

Understanding your firm’s KPIs in a single spreadsheet is vital to keeping your finger on the pulse of your firm’s progress month over month. Tracking your business development pipeline, your firm financial status, your project profitability, your marketing goals, and even your firm culture is the only way to analyze your progress. This single spreadsheet has five tabs that include the Scorecard, Fee Remaining, Cash Flow projections, CRM – Business Development tracking, and End of Year projections for understanding your profitability and bonus distributions. Excel file.