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Free 50+ Page Guide

Stop Tracking Everything.
Start Measuring What Matters.

A practical guide for operations leaders drowning in spreadsheets, reports, and metrics that don't drive decisions. Written by the founder who built a 14-person global BI team at a Fortune 500 manufacturer and delivered 150+ initiatives while managing a portfolio of 500+ with multimillion-dollar savings.

11 Chapters
4 Frameworks
20+ Metric Examples
What You'll Learn

The 4-Part Framework for Metrics That Actually Drive Decisions

01

Why Most Businesses Measure the Wrong Things

The 4 common mistakes that lead to "spreadsheet chaos" and how to avoid them. Including the #1 trap: measuring what's easy instead of what's important.

02

The 4-Category Framework

Financial Health, Operational Efficiency, Customer Success, and Growth & Scalability. The only metrics that matter for operations teams.

03

Start With 3-5 Metrics

How to pick the right metrics for your business stage, without analysis paralysis. Plus specific examples for manufacturing, logistics, and service businesses.

04

When to Upgrade to BI Tools

The 5 signs you've outgrown spreadsheets and need automated dashboards. And what to look for when you're ready.

"I have no idea if my business is actually doing well. I have all these numbers, but I can't tell if I should be worried or celebrating."

Sound familiar? This guide was written for you.

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Table of Contents

What's Inside

11 chapters of practical, actionable guidance, not theory. Plus templates and frameworks you can use immediately.

Part 1 The Foundation
Chapter 1 Why Most Businesses Measure the Wrong Things
Chapter 2 The Business Metrics Framework
Chapter 3 Setting Up Your Metrics System
Chapters 4-7 Deep Dives: Financial, Operational, Customer, Growth Metrics
Part 2 Making It Work
Chapter 8 Building Your Dashboard
Chapter 9 Making Metrics Actionable
Chapter 10 Common Pitfalls and How to Avoid Them
Chapter 11 When to Upgrade from Spreadsheets to BI Tools

Is This Guide Right For You?

✓ Perfect For

  • Operations leaders spending hours compiling reports
  • Finance teams manually reconciling data from multiple systems
  • Executives asking "what metrics should we actually track?"
  • Growing companies whose processes are breaking
  • Anyone tired of vanity metrics that don't drive decisions

✗ Not For

  • Enterprise teams with dedicated data science departments
  • Companies looking for industry-specific compliance metrics
  • Those wanting advanced statistical analysis techniques

Already Know You Need More Than a Guide?

If you're spending 10+ hours per week on manual reporting and know you need automated dashboards, skip the eBook and let's talk. We'll identify your top 3 opportunities in a free 30-minute call.

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