# Owner-Operator Weekly Dashboard Template

Use this dashboard to force one owner-level operating review every week. The point is not to collect more numbers. The point is to put the few numbers that matter in one view so the owner can decide where to intervene fast.

## Scoreboard Lines

Track one line for each of these:

- inbound calls
- missed calls
- booked jobs or consults
- show rate or kept appointment rate
- open follow-up opportunities
- reviews requested
- reviews received
- reactivation touches
- owner rescue moments

## KPI Definitions

Define each line before the team starts using the dashboard:

- what exactly counts
- where the number comes from
- who owns the input
- what target is acceptable
- what threshold creates a watch or red status

If those definitions are fuzzy, the dashboard becomes politics instead of operating truth.

## Weekly Review Questions

Ask these every week:

- which line improved because the system got stronger?
- which line improved only because demand volume spiked?
- where did the owner still have to rescue the business?
- which team member or lane needs a clearer next step?
- what should be escalated before next week starts?

## Escalation Rules

Escalate immediately when:

- missed calls rise two weeks in a row
- booked work drops while lead volume stays flat
- show rate softens without an obvious seasonal reason
- reviews are not being asked for after completed work
- the owner is still the fallback for basic front-door failures

## Operator Notes

Each weekly review should end with:

- one number to protect
- one number to recover
- one process to tighten
- one owner for the next fix

That keeps the dashboard decision-oriented instead of decorative.