Interactive Tool

P&L Cockpit

Your monthly command centre. Track the metrics that matter across revenue, sales, operations, finance, and delivery. Fill in your numbers, review your team, and set your commitments.

Master Dials

The headline numbers that define the health of your revenue function.

£
%
£
£
hrs

Sales

Pipeline health, conversion, and deal metrics for your sales function.

%
£
£
£
£

Ops & People

How leadership time is spent and where operational capacity sits.

%
%
%

Finances

Cash position, runway, and financial obligations at a glance.

£
£
£
£
£

Delivery

Client outcomes, satisfaction, retention, and delivery performance.

/10
%
%
%
%

Client RAG Status

Rate each client relationship. Click the dot to cycle through Green, Amber, and Red.

Tap to change
£
%

Team Member RAG Panel

Review your team. Click the dot to cycle status. Add notes for context.

Tap to change

Monthly Commitments & Accountability

What are you committing to this month? What will you hold yourself accountable for?