Stop guessing. Find bottlenecks fast. Run a weekly scorecard that changes behavior.

If you can’t clearly see churn, retention, and revenue trends, you don’t have recurring revenue — you have recurring confusion.

Most contractors track the wrong stuff:

• “How busy are we?”
• “How many leads?”
• “How many calls?”

Cool. Meanwhile the real killers hide in the dark:

• churn
• retention
• LTV
• past-due drift
• program leakage
• membership profitability

This dashboard makes performance visible without needing fancy software.

What this does (and what it doesn’t):

• This does give you a simple KPI system you can actually use weekly and monthly.
• This does not fix numbers by itself. It makes the truth impossible to ignore.

What you got in this product

Core

• KPI tracker (signups, active members, MRR, churn, retention, LTV assumptions)
• Monthly review sheet (what to look at + what to change)
• Simple forecasting fields (next 90 days)

Add-ons

• KPI definitions cheat sheet (so numbers mean something)
• Red-flag thresholds (what counts as danger)
• Weekly scorecard version (for meetings)

Jobber build spec assets

• KPI field instrumentation spec (what fields must be tracked to measure KPIs accurately)
• Tags + statuses required for reporting (so reports don’t lie)
• Weekly KPI review workflow in Jobber (screens/filters + export steps)
• CSV export mapping spec (which exports feed the sheet; column-to-metric mapping)
• Data hygiene rules (required fields enforcement so KPI data stays clean)

Who this is for

• Owners running memberships / maintenance programs
• Companies planning recurring revenue and want control early
• Anyone tired of “I think we’re doing okay” reporting

The core rule

If the dashboard is updated monthly, it’s too late.
Weekly visibility prevents dumb decisions.

Do You Know Where You Stand?