Owner: Head of Delivery (HoD — Hamza Tasneem) — design and data
Contributors: CEO (reviews + presents monthly) · BA (analytics support) ·
Finance Lead (monthly actuals) · CSR (NPS/health data) · PM (utilisation data)
Department: D6 — Operations
Entity: REMAP.ai + PrivateAI (both)
Status: v1.1 · In Progress
Version: 1.1 | Last updated: 2026-10-09
Reviewed by: Pending — CEO review required
Classification: Confidential
⚠️ CEO involved. CEO reviews the Business Performance Dashboard
weekly/monthly and presents the Monthly Business Review Report to the
leadership team.
ℹ️ Aligned to the BOS (October 2026). This dashboard feeds the BOS
Weekly Scorecard and the
Weekly Leadership Sync. Where this page and a
BOS page differ, the BOS page applies.
What this workflow does: Maintains the business's central performance view —
a live dashboard pulling data from every department, plus a monthly written report
that interprets it. Together they answer one question on a recurring basis: is the
business healthy, and where does it need attention?
What triggers it: Two cadences:
What it produces:
OPS-O03-DOC-01 — Business Performance Dashboard (Google Sheets + LookerOPS-O03-DOC-02 — Monthly Business Review Report (Google Doc)/Operations/Performance/Why it matters: This is the operational heartbeat of the business. It feeds
the BOS Weekly Scorecard, the
Weekly Leadership Sync, the
Issues Register and
Quarterly Priorities — without it, leadership is
making decisions on gut feel rather than current data.
| Role | Department | Responsibility | CEO? |
|---|---|---|---|
| HoD | D6 | Owns dashboard design and data integrity · prepares Monthly Business Review Report | No |
| CEO | D6 | Reviews dashboard weekly/monthly · presents Monthly Business Review Report to leadership · approves any structural changes to metrics tracked | Yes |
| BA | D6 | Analytics support — builds/maintains visualisations · sense-checks trend data | No |
| Finance Lead | D6 | Adds monthly financial actuals (revenue, cash, AR, burn) | No |
| CSR | D3 | Source of NPS survey responses and client health RAG status | No |
| PM | D4 | Source of delivery utilisation and milestone status | No |
Primary owner: HoD — accountable for the dashboard running correctly and
the report being delivered on time.
Review authority: CEO — must sign off on any changes to this document and
to what is measured.
| Category | Metrics tracked | Primary source |
|---|---|---|
| Revenue | MRR, ARR, revenue by product line, revenue by entity | OPS-F01 / Xero |
| Pipeline | Pipeline value by stage, MQL volume, conversion rates | SAL-01 / ClickUp |
| Delivery | Active engagements, utilisation rate, milestone completion | DEL-02/DEL-03/DEL-04 |
| Client health | Active clients, RAG status distribution, open escalations | CS-05-DOC-01 |
| NPS | Score by period, Promoter/Passive/Detractor split, response rate | CS-04 / Typeform |
| Marketing | MQL volume, channel performance, blog/social reach | MKT-01a/01b/01c |
| Team | Headcount, open roles, placement fill rate | OPS-H01 / DEL-05 |
| Finance | Cash position, AR ageing, burn, runway | OPS-F01c |
RAG thresholds (dashboard only):
⚠️ Assumption flagged: RAG thresholds apply to this dashboard only. The BOS
Weekly Scorecard uses on target / off target against each line's weekly target.
CEO to confirm these RAG thresholds for the Business Performance Dashboard.
Step 1 — Automated weekly data pull 🤖
Step 2 — Manual data entry (monthly)
Step 3 — HoD weekly review
Step 4 — Weekly Leadership Sync review
Step 5 — Monthly report drafting
Step 6 — BA analytics support
Step 7 — CEO review and presentation
Step 8 — Action item tracking
Step 9 — Persistent off-target escalation
| Tool | How it's used | Agent-ready |
|---|---|---|
| Google Sheets | Underlying data store for the dashboard | Yes — API + MCP |
| Looker Studio / n8n | Renders the dashboard visualisation for leadership | Yes |
| n8n | Automated weekly data pulls from all department sources | Yes — core agent tool |
| Google Docs | OPS-O03-DOC-02 Monthly Business Review Report | Yes — API + MCP |
| Jira | Tracks action items and owners agreed at monthly review | Yes — confirmed |
| Xero | Upstream financial data — arrives pre-aggregated via OPS-F01 | Yes — API |
Red/stale metric at weekly review (Step 3)
| Condition | Action | Owner |
|---|---|---|
| Red or stale | Add to the Issues Register | HoD |
| Green/Amber and current | Proceed normally | HoD |
Persistent off-target escalation (Step 9)
| Condition | Action | Owner |
|---|---|---|
| Off target for 2+ consecutive weeks | Add to the Issues Register · SDR at the sync | HoD + CEO |
| Off target for fewer than 2 weeks | Continue monitoring at the Weekly Leadership Sync | HoD |
| Scenario | How to handle | Escalation |
|---|---|---|
| Dashboard shows stale data | n8n automation failed — HOD checks automation log · manually refreshes or flags source as down | Escalate to DEL-09 if n8n workflow broken |
| NPS section incomplete | Client Support survey response rate too low — note gap in report rather than reporting misleading score | CSR follows up on survey distribution |
| HoD unavailable to prepare monthly report | BA or delegated D6 contributor prepares draft · CEO reviews as normal | CEO decision on who proxies |
| Data conflict between dashboard and department record | State conflict explicitly in report — do not average or guess | Escalate to relevant department lead |
| Metric definition disputed at the sync | Add to the Issues Register · resolve via SDR | Issues Register |
| Metric | Type | Target |
|---|---|---|
| Dashboard data freshness — all sources refreshed weekly | Leading | 100% |
| Monthly report delivered within 5 business days of month-end | Lagging | 100% |
| Weekly Scorecard reviewed at every Weekly Leadership Sync (no skipped weeks) | Leading | 100% |
| Monthly review action item completion rate | Lagging | ≥ 80% by following review |
| Lines off target 2+ weeks added to the Issues Register | Leading | 100% |
⚠️ Assumption flagged: 80% action item completion is a placeholder.
CEO to confirm a realistic target.
| Step | Current state | Suggested automation | Tool | Effort |
|---|---|---|---|---|
| Step 1 — Weekly data pull | Already automated | Extend to cover remaining manual-entry fields | n8n | Low |
| Step 5 — Monthly report drafting | Manual (HoD writes narrative) | Auto-generate first-draft narrative from dashboard deltas · HoD edits rather than writes from scratch | n8n + LLM | Medium |
| Step 8 — Action item tracking | Manual Jira logging | Auto-create Jira tickets for any metric crossing Red status | n8n + Jira | Medium |
| Step 9 — Persistent off-target escalation | Manual tracking | Auto-flag when a line has been off target for 2 consecutive weekly snapshots (BOS agent) | n8n | Low |
Upstream (feeds OPS-O03):
Downstream (OPS-O03 feeds):
| Version | Date | Description | Author |
|---|---|---|---|
| 1.1 | 2026-10-09 | Aligned to the BOS: EOS Scorecard, L10, Rocks and IDS replaced with Weekly Scorecard, Weekly Leadership Sync, Quarterly Priorities and SDR; escalation rule changed from 3 weeks Red → Rocks to 2 weeks off target → Issues Register; CS links corrected | BA |
| 1.0 | 2026-07-19 | Initial build | HoD |