I really do hope you find something helpful or of interest to you in my little dashboard series. Oh and if you do, please drop me a line, I would love to hear from you. I’ve certainly enjoyed writing them. In this latest one I’ll just say that you should now have a copy of those about which I’ve been more expansive;
And these (above) coupled with a copy of your aged debtors, aged creditors and bank statements, should give you a really good overview of the performance of your company. Think of it like taking the company pulse! But whilst you’ve taken the pulse, I wonder if you’ll allow me to make a few observations about making it all work?
For me, the important thing was ensuring the team knew I wanted these on my desk each month and them knowing I would look through them. Indeed as director I used to call one or two clients personally each month and chat about issues I had seen on the Client Issues Report, which in itself kept the team on their toes as they knew I would do so.
Furthermore, there were generally very few issues with clients that slipped and it all helped with our client retention. The pro-active ideas raised were also a great way of keeping both interest within my team and affirmation to our clients that we really were worth retaining.