13/07/2026
Most SME owners can tell you last month's revenue. Ask them today's cash position, and they pause to call their accountant. That pause is costing businesses money every single month.
In this video, I break down the 5 Vital Signs every growing business must track β cash position, small leaks, team cost vs. output, weekly revenue, and monthly profit trend β and show you exactly how to build a free financial dashboard in Excel using data you already get from your accountant. No ERP subscription. No finance degree required.
π― What you'll learn:
β The 5 numbers that predict business trouble before it hits your bank account
β How to translate your accountant's Trial Balance and P&L into numbers you can actually use
β Step-by-step: build your own dashboard in Excel or Google Sheets, for free
β How to read the traffic-light system so you know what to do next, in 5 seconds
π₯ FREE TEMPLATE: Comment "DASHBOARD" below and I'll send you the starter Excel template used in this video β 6 tabs, pre-built formulas, traffic-light formatting already set up.
β± Timestamps
0:00 The blindfolded driver problem
1:52 The 5 Vital Signs
5:37 Where this data comes from (translating your accountant's reports)
6:44 Building the dashboard in Excel
8:08 Reading a completed dashboard
8:53 3 mistakes to avoid
10:08 Get the free template
π New system for your business every Thursday β subscribe so you don't miss the next one.
π More free resources: https://skillstation.pro/free-resources/
π₯108+ Templates, AI Prompts & Checklists: https://skillstation.pro/product/business-os-assets-v1-0/
π§ Questions: [email protected]
Skill Station helps Tier 2/3/4 SME owners (βΉ1β500 Cr revenue) fix revenue leakage, build systems, and grow without burning out β 27+ years of consulting distilled into practical, do-it-yourself frameworks.
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