Hey,
It’s Saturday. You’ve got time to build something.
Today, I’m giving you the dashboard setup I use to track my entire business.
Before this: 5 different logins, 20 minutes every morning just to get my numbers.
After this: One screen, 30 seconds, everything I need.
THE PROBLEM
Here’s what my morning used to look like:
7:00am - Check Stripe (revenue) 7:05am - Check Calendly (calls booked) 7:10am - Check email platform (subscribers, open rates) 7:15am - Check CRM (pipeline value, lead count) 7:20am - Check ad platform (spend, cost per lead)
20 minutes before I even started working.
And I’d still miss things. Numbers would slip. Trends would hide.
I was spending 2 hours per week just gathering data.
100 hours per year.
Looking at numbers I could have automated.
THE FIX
One dashboard. Everything in one place.
Here’s what’s on mine:
TOP ROW (Revenue)
Revenue this month (Stripe)
Revenue last month (comparison)
Revenue vs target (% to goal)
Cash collected vs invoiced
SECOND ROW (Pipeline)
Calls booked this week
Show rate (last 30 days)
Close rate (last 30 days)
Pipeline value (total potential revenue)
THIRD ROW (Marketing)
New subscribers this week
Email open rate (7-day rolling)
Click rate (7-day rolling)
Unsubscribe rate
FOURTH ROW (Acquisition)
Ad spend this week
Cost per lead
Cost per call booked
Cost per client acquired
That’s it. 16 numbers. Everything that matters.
THE TECH
Two options:
Option A: Notion + Make.com (my setup)
Option B: Google Sheets + Zapier
Sheets as the dashboard
Zapier pushes data in
Simpler but less flexible
Zapier can get expensive with multiple zaps
Option C: Databox or Geckoboard (paid)
Purpose-built dashboard tools
Easier setup, less customization
$50-200/month
HOW TO BUILD IT (NOTION VERSION)
Step 1: Create the database
New Notion page
Add a database with these properties:
Metric Name (title)
Current Value (number)
Previous Value (number)
Target (number)
Last Updated (date)
Source (select: Stripe/Calendly/Email/CRM/Ads)
Step 2: Set up the automations
Create a Make.com scenario for each data source
Schedule: Every hour (or every 6 hours for non-critical metrics)
Action: Update the corresponding row in Notion
Step 3: Build the view
Create a “Dashboard” view
Group by category (Revenue/Pipeline/Marketing/Acquisition)
Add conditional formatting (green if hitting target, red if not)
Step 4: Add to your morning
Bookmark the dashboard
Check once in the morning
That’s it
THE 30-SECOND MORNING
Here’s my new routine:
7:00am - Open dashboard (already bookmarked) 7:00:15am - Scan the numbers 7:00:30am - Done
If something’s off, I dig in. If everything’s green, I move on.
No more 20 minutes of login gymnastics.
THE HIDDEN BENEFIT
It’s not just about saving time.
When you see your numbers every day, patterns emerge:
“Open rates dropped 3 days ago. What email did I send then?” “Cost per lead spiked on Tuesday. What changed in the ads?” “Pipeline value is down 20%. Time to push harder on outreach.”
You catch problems before they become crises.
You spot opportunities before they disappear.
The dashboard makes you a better operator.
YOUR WEEKEND PROJECT
Build version 1 of your dashboard today.
Start simple:
Pick 4-6 metrics that matter most
Set up a Notion page or Google Sheet
Manually enter the numbers (automation can come later)
Check it every morning for a week
Once you prove the habit, automate it.
Reply and tell me which metrics you’re tracking. I’m curious what matters most to your business.
WHAT TO DO NEXT
Option 1: Build It Yourself
Use the framework above. Start with manual entry. Add automation when you’re ready.
Option 2: Grab the Template
I put together a complete Notion dashboard template with:
Pre-built database structure
All the views are configured
Make.com scenario templates for common tools (Stripe, Calendly, Mailchimp, GoHighLevel)
Video walkthrough of setup
$97. Have it running by Monday.
Reply “DASHBOARD” and I’ll send the link.
Option 3: Full Business Audit If you want me to map your entire operations and identify what to track, automate, and fix, I’ve got 3 strategy call spots open next week.
60 minutes, $500. You’ll walk away with:
Your key metrics defined
Automation opportunities identified
90-day ops improvement roadmap
Reply “AUDIT” to grab a spot.
NEXT WEEK
Tuesday, I’m breaking down the AI tools I actually use every week.
Not the hype. Not the “game changers” that nobody actually implements.
The 5 tools that save me 10+ hours per week and how I use them.
See you Tuesday.
-DSG
P.S. The businesses that win in 2025 are the ones that know their numbers cold. Not quarterly reports from their accountant. Daily visibility into what’s actually happening. Build the dashboard. It changes everything.
P.P.S. The first week of December is just about a wrap. If you haven’t started building systems for 2026, you’re already behind. Block 2 hours this weekend. Build one thing. Start the momentum.