Free Resource
The Weekly Owner's Report
You can't fix what you don't see. These are the 5 numbers every SMB owner should get automatically every Monday morning — what they mean, where they come from, and when to worry.
01 The 5 metrics
1. Cash position & runway from: bank + accounting tool
Cash in the bank today, and how many weeks it lasts at your average burn.
The number that lets you sleep. Everything else is commentary.
Worry when: runway dips below 12 weeks2. Money owed to you (A/R) from: invoicing tool
Total outstanding invoices, split into current vs. overdue, plus average days-to-paid.
Worry when: overdue > 25% of total, or days-to-paid trending up 2 weeks straight3. Pipeline: leads & quotes from: CRM / inbox / forms
New leads this week, quotes sent, quotes accepted. Three numbers, one line.
Worry when: two weeks of falling leads — revenue feels it 4-8 weeks later4. Work in progress from: project/job tool
Active jobs, jobs due this week, and anything overdue or blocked.
Worry when: overdue jobs > 10% — delivery slippage quietly erodes referrals5. Team capacity from: calendar / time tool
Who's overloaded, who's free, and the ratio of billable to admin time.
Worry when: admin time > 30% — that's the automation signal02 The Monday email — template
This is the exact layout we automate for clients. Numbers pulled from your tools, compared to last week, delivered 8am Monday.
| Metric | This week | Last week | Trend |
|---|---|---|---|
| Cash / runway | $__ / __ wks | $__ / __ wks | ↑ ↓ → |
| Owed to us (overdue) | $__ ($__) | $__ ($__) | ↑ ↓ → |
| Leads / quotes / won | __ / __ / __ | __ / __ / __ | ↑ ↓ → |
| Jobs active (overdue) | __ (__) | __ (__) | ↑ ↓ → |
| Billable vs. admin | __% / __% | __% / __% | ↑ ↓ → |
Rule of thumb: the report should take 90 seconds to read and 0 minutes to produce. If a human compiles it, the report eventually stops happening.
Want this landing in your inbox every Monday?
We connect your existing tools and build this report to fire automatically. Book a free 30-minute call and we'll map your 5 numbers together.
Free to use and share. Want the automated version of this? Book a free discovery call.