# Weekly Business Dashboard

> A clear operating view of the week — decisions, money, clients, and next actions.

#weeklyreview #business #finance

## ◉ Weekly snapshot

| Area | Status | One-line update |
| --- | --- | --- |
| Revenue | 🟢 |  |
| Clients | 🟡 |  |
| Delivery | 🟢 |  |
| Energy | 🟡 |  |

**Week score:** ○ ○ ○ ○ ○  /  5

> 💡 Most important insight:  
> Write the one thing you do not want to forget.

## $ Money dashboard

| Metric | This week | Last week | Change |
| --- | ---: | ---: | ---: |
| Revenue received | $ | $ |  |
| Invoices sent | $ | $ |  |
| Outstanding | $ | $ |  |
| Expenses | $ | $ |  |

- [ ] Send outstanding invoices
- [ ] Follow up on overdue payments
- [ ] Log unexpected expenses

## ◎ Client pulse

| Client | Health | Next commitment | Date |
| --- | --- | --- | --- |
|  | 🟢 |  |  |
|  | 🟡 |  |  |
|  | 🔴 |  |  |

**Client needing attention:**  
**Relationship to strengthen:**

## ★ Wins & lessons

### Wins

- [ ] A result worth repeating
- [ ] A difficult thing completed
- [ ] Positive client signal

### Lessons

- **What worked:**
- **What created friction:**
- **What I will change next week:**

## ! Open loops

- [ ] 🔴 Critical — owner: @me — due:
- [ ] 🟡 Important — owner: @me — due:
- [ ] ⚪ Waiting — owner: — follow up:

> Decision rule: delete, delegate, schedule, or finish every open loop.

## → Next week plan

### Three outcomes

1. **Must happen:**
2. **Should happen:**
3. **Would make the week exceptional:**

### Protected focus blocks

| Day | Focus | Time block |
| --- | --- | --- |
| Monday |  |  |
| Wednesday |  |  |
| Friday |  |  |

### Monday launchpad

- [ ] Open the highest-value client task
- [ ] Send the most important follow-up
- [ ] Block 90 minutes of distraction-free work

## 🎙 Voice debrief

Attach an Apple Notes audio recording here and answer:

1. What am I proud of?
2. What am I avoiding?
3. What deserves my attention next?

## ✎ Visual thinking space

Add a sketch, annotated screenshot, scan, or image here.

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**Weekly reset complete**  ·  Archive when reviewed  ·  Duplicate for next week