# Revenue Intelligence Dashboard Kit
MAVERICK INC. | FIELD GUIDE 02

Build a clearer picture of revenue, margin, advertising efficiency and actual contribution.

## What this system is designed to accomplish

The purpose is not to create another unused report. It is to create a repeatable decision process that connects evidence, owner accountability, and action. Numbers in examples are illustrative, not verified customer results.

## Four-stage implementation checklist

### Step 1: Reconcile orders, refunds, booked revenue and cash collected
- Identify the actual system of record and business owner.
- Record the baseline, timestamp, unit of measurement and reporting limitations.
- Produce one working artifact and one decision or follow-up action.
- Verify the final outcome with the stakeholders who use it.

### Step 2: Define revenue metrics that distinguish gross sales from actual net sales
- Identify the actual system of record and business owner.
- Record the baseline, timestamp, unit of measurement and reporting limitations.
- Produce one working artifact and one decision or follow-up action.
- Verify the final outcome with the stakeholders who use it.

### Step 3: Calculate contribution margin, CAC and payback assumptions
- Identify the actual system of record and business owner.
- Record the baseline, timestamp, unit of measurement and reporting limitations.
- Produce one working artifact and one decision or follow-up action.
- Verify the final outcome with the stakeholders who use it.

### Step 4: Plan a dashboard that surfaces data-quality gaps
- Identify the actual system of record and business owner.
- Record the baseline, timestamp, unit of measurement and reporting limitations.
- Produce one working artifact and one decision or follow-up action.
- Verify the final outcome with the stakeholders who use it.

## Deliverables checklist
- [ ] Revenue data map
- [ ] Margin bridge
- [ ] Source-of-truth protocol
- [ ] CEO dashboard wireframe

## Executive diagnostic questions
- What does revenue mean in each system?
- Do ad platforms double-count attributed sales?
- What is excluded from contribution margin?
- What happens when payment and CRM systems disagree?

## Quality control standard
- Never combine different definitions of the same KPI without reconciling the sources.
- Label unverified, illustrative or directional findings.
- Validate formulas on known test cases.
- Keep a change log: observation, recommendation, owner, due date and verified result.
- Judge financial impact using actual costs, margin and collected revenue when available.

## How to use the workbook
Open the accompanying Maverick Business OS workbook. Locate the tab matching this topic, replace example inputs with your actual data, validate the metric definitions, and use the action column to log your next decision. Do not share sensitive customer-level data without an appropriate agreement and security review.

## 30 / 60 / 90-day accountability
- Day 30: establish working definitions, initial diagnostics, owners and a prioritized set of actions.
- Day 60: test changes, review actual results and discontinue weak hypotheses.
- Day 90: scale validated improvements and make the reporting process repeatable.

For a private business review: https://maverick.plus/#book
Contact: ian@maverick.plus

Copyright Maverick Inc. Internal business use permitted. No guarantee of commercial outcome is implied.