Money

Using reports to track performance

Three numbers beat thirty charts.

Pick a weekly trio

Examples: total sales, gross margin, overdue invoices. Stick with them for a month.

Only add a fourth report when the first three feel easy.

Act on what you see

If overdue invoices rise, assign one person to follow up the same day each week.

If one category drags margin, adjust pricing or promotions with a dated note so you remember why.

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