What Dashboard Should I Be Looking At Weekly?

Shelly Rodriguez • July 31, 2025

Cut the Fluff, Keep the Focus

Too many business owners think dashboards are for big corporations. The truth? A simple weekly dashboard can make or break your momentum.  You don’t need a thousand data points. You need the right ones—updated weekly, not annually.  This post walks you through the exact metrics to track every single week so you can:

  • Make fast, smart decisions
  • Catch problems before they snowball
  • Focus your time where it counts



The Problem: Too Much Data, Not Enough Direction

A typical small business owner is drowning in data:

  • Google Analytics
  • CRM notifications
  • Accounting tools
  • Manual spreadsheets

But what actually matters every week?  Let’s simplify.



The Weekly Dashboard: What to Include

Here are the only five sections your weekly dashboard needs:

1. Lead Flow

  • How many new leads this week?
  • Where did they come from?
  • Which source converted best?
Check out The Efficiency Blueprint to learn how systematized lead tracking supports smarter marketing decisions.

2. Sales Pipeline

  • Total number of leads in pipeline
  • How many are in each stage?
  • How many are moving forward?

This helps you predict cash flow and follow up effectively.

3. Revenue Overview

  • New revenue this week
  • Outstanding invoices
  • Weekly trend (vs. goal)

If cash flow surprises you, you’re not tracking it closely enough.

4. Client Fulfillment

  • How many projects/jobs/tasks were completed?
  • Any delays or missed handoffs?
  • Team capacity or burnout indicators?

This keeps you honest about delivery quality as you grow.

5. Operational Efficiency

  • Tasks completed vs. assigned
  • Open tasks or bottlenecks
  • Automation vs. manual input ratio
Check out How Automation Boosts Profitability to learn the efficiency side of tracking.


Tools That Make It Easy

No need to reinvent the wheel. Use:

  • GoHighLevel: CRM + automation + reporting
  • Google Data Studio: Clean, custom dashboards
  • ClickUp or Notion: Task completion + capacity
  • QuickBooks or Wave: Finance snapshots

The key is integrating them where possible—so you don’t have to click 10 tabs.



Real Example: How Monday.com Improved Their Team Visibility

Monday.com scaled fast—but without metrics clarity, departments were siloed.

They used their own platform to:

  • Build visual dashboards tracking team output
  • Monitor lead quality by source
  • Set up alerts when workflows stalled

The result? Increased cross-team collaboration and 40% faster project delivery.

Source: Monday.com Case Study Library, 2022



Final Takeaway

You don’t need more dashboards. You need the right one.

A weekly dashboard gives you:

  • Confidence in your numbers
  • Control over your growth
  • Clarity on what’s working (and what’s not)

You can’t optimize what you’re not tracking. And what you track? You can scale.



Next Steps

Need help building a weekly dashboard you’ll actually use? Schedule a Business Audit with The Omnia Co. We’ll help you decide what to track, where to track it, and how to use it to grow smarter—not harder.

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