Examples · Chief of staff
Chief of staff weekly pack
Revenue, hiring, cash, and goals on one page, each from its owner's sheet.
The decisionIs the company on plan, and if not, which of the four is off?
Sample data · not a real company
Monday exec pack, Oct 13Click a number
Apr
May
Jun
Jul
Aug
Sep
Revenue by month ($k)
Receipt
Revenue, September
- Definition
- Invoiced revenue recognized in September
- Source
- exec_metrics.xlsx, 214 invoices
- Left out
- 2 test invoices
- Check
- Plan is $174k (Plan sheet)
The numbers in this example
Each one with its full receipt.
- Revenue, Sept$184k
- Definition
- Invoiced revenue recognized in September
- Source
- exec_metrics.xlsx, 214 invoices
- Left out
- 2 test invoices
- Check
- Plan is $174k (Plan sheet)
- Roles filled7 of 10
- Definition
- Offers accepted ÷ roles approved
- Source
- exec_metrics.xlsx, 10 approved roles
- Left out
- 1 role on hold
- Check
- Updates through Oct 10
- Cash runway19 mo
- Definition
- Cash ÷ average monthly net burn
- Source
- exec_metrics.xlsx, Cash and Burn sheets
- Left out
- A one-off tax refund in July
- Check
- Bank balance as of Sep 30
- OKRs on track8 of 11
- Definition
- Key results scored 0.7 or higher
- Source
- exec_metrics.xlsx, 11 key results
- Left out
- Nothing
- Check
- Scores updated Oct 10
How it was built
- 1
The decision
The leadership team checks every Monday whether the plan still holds.
- 2
The metrics
Revenue vs plan, roles filled, cash runway, and key results on track.
- 3
The cleaning
Two test invoices, a role on hold, and a one-off tax refund were left out and listed.
- 4
The receipts
Every number names the owner's sheet and the date the data runs through.