Summary – The Directors Dashboard (Part 5)

The Directors Dashboard (Part 5)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.

avatar Name: Alexandra Eager
About: Alex has worked as a Financial Controller and Finance Director for many years for a variety of companies across a range of industries but more recently she has moved away from accounting working for an internet marketing agency as Finance and Operations director, primarily overseeing the finance functions and search engine optimisation (SEO) for clients. Follow Alex on G+ and on Twitter @Alex_BusDirUK
Alex runs her own company with two fellow owners developing a suite of e-commerce web sites and promoting them directly. “I found that SEO and finance were quite compatible both needing an eye for detail, research and analysis as well keeping up with new developments and changes.”

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