Free templateFree template / Google Sheets and Excel
Know how your business is doing in five minutes.
Stop digging through twelve reports. The Monday Scorecard puts the five numbers that matter on one page, so you know where you stand before your first coffee.
PLAYBOOKNo. 06
Monday
numbers on
one page
BIZPLAYBOOKSDATA
What’s insidePreview
Cash in the bankWhat you can spend today
Money owed to youInvoices out, not yet paid
Sales this weekNew work booked
Gross marginWhat’s left after direct costs
Work deliveredJobs or orders finished
What you get
Everything you need. Nothing you don’t.
- The one-page scorecardFive numbers, filled in once a week. Works in Google Sheets and Excel.
- Where each number comes fromWhich report to pull it from in Xero, QuickBooks or your bank.
- What to do when one goes redA simple next step for each number, so the sheet turns into action.
- A 5-minute Monday routineThe exact order to check them in, and who should own each one.
How it works
- 1Download the sheetMake a copy in Google Sheets or open it in Excel.
- 2Fill it in on MondayFive numbers. Five minutes. Same time every week.
- 3Act on the red onesEach number comes with the first thing to do when it slips.
Who made this
Built from real businesses, not theory.
I’m Kevin Kasaei. I’ve been writing code for thirty years, and every week on BizPlaybooks I take one real business apart: how it works, what it costs, what broke. This comes straight out of those conversations.
It’s for you ifOwners of service, trade, clinic and retail businesses with a small team, who want the numbers without the reports.
Questions
- Is it really free?
- Yes. No card, no trial. You’ll get the Monday newsletter too, and you can unsubscribe in one click.
- Do I need accounting software?
- No. It helps, but you can fill it in from your bank and invoices.
- How long does it take?
- About 20 minutes to set up the first time. Then five minutes every Monday.
Free / instant download