Ops scorecard: every question

1. How you work today for your version, wk Dec 14

What we heard on our calls, about how your leaders see the numbers today. Correct anything that's changed. Confirm each line, or write what's different.

1. You run about 9 branches. (Our call on Nov 2)
2. Each person pulls their own numbers from Power BI, so answers differ. (Our call on Nov 2)

2. Who's involved for deep dives, wk Dec 7

So we meet whoever owns the numbers, and whoever builds the reports they come from. Confirm each line, or write what's different.

• Owns it: Lennox Varga, VP of operations. Approves: Dorian Kessler, CFO. Decides: Dorian Kessler, CFO.
• Also: Callum Price, aspire report writer, joins the deep dives.
• Also: Branch GM (name to come), not at the deep dives.

3. What's on it for your version, wk Dec 14

So the first scorecard carries the numbers you'd look at first. Pick them, and when it should arrive. Confirm each line, or write what's different.

• On it: Days to get paid (Aspire), AR over 60 days (Aspire), Sales pipeline (Aspire), Gross margin (Acumatica), Labour % of revenue (Paycom), Overtime hours (Paycom).
• Could also carry: Cash collected, AP due this week, Invoices to code, Contracts renewed, Jobs behind schedule.
• Every weekday at 7:00 AM, to every branch's GM, by email.

4. Targets and views for your version, wk Dec 14

So each measure shows against your target, and each person sees the right slice. Confirm each line, or write what's different.

1. Where do your targets live today?
2. What should each GM see?
3. Every number comes from one source, the same for everyone. (What we assumed)

5. Your files for build and test, Jan 4 to Feb 5

A scorecard you've liked before, and today's report, so the first one looks familiar. Send them as they are.

1. A scorecard you've used before and liked, if you have one.
2. Today's Power BI report, exported.