The Five Numbers Every Owner Should See Every Monday
The five numbers every owner should see every Monday morning, and why more dashboards usually means less clarity.
By Claire Beaumont, Partner, finance and capital , 1 min read
More dashboards rarely mean more clarity. Five numbers, reviewed every Monday, usually do. The five numbers every owner should see every Monday morning, and why more dashboards usually means less clarity.
The five numbers
Cash in the bank, sales booked last week, work delivered, overdue receivables and one customer measure such as complaints or renewals. Together they show whether the business is healthy, growing and getting paid.
Make Monday review a habit
Put the five numbers on one page, compare them with the same week last year and spend fifteen minutes on what changed. The habit matters more than the tool; a shared spreadsheet is enough to start.
How we apply this with clients
In client work this usually becomes one priority on the quarterly plan, with a named owner and a measure the leadership team reviews every month. Our finance partners start with a short diagnostic of where the business is today, then agree the smallest change that will make a visible difference within ninety days.
Key takeaways
- Review cash, bookings, delivery, overdue receivables and one customer measure.
- Compare with the same week last year.
- Keep the meeting to fifteen minutes.
Want to apply this in your business? Book a discovery call with a Maia Lafortezza partner.
Claire Beaumont
Claire Beaumont leads the firm's finance and capital practice. A chartered accountant and former chief financial officer of two founder-led companies, she has guided clients through capital raises, refinancings and sale processes. She advises leadership teams on cash forecasting, unit economics, board reporting and exit readiness, and writes the blog's finance coverage from the New York office.
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