Reconcile orders, refunds, booked revenue and cash collected
Define the evidence, the metric, the owner and the next decision. Capture a baseline and measure the change after implementation.
MAVERICK RESOURCE SYSTEM 02 / 09
Revenue Intelligence Dashboard Kit
Build a clearer picture of revenue, margin, advertising efficiency and actual contribution.
Free field guide and business operating workbook
A usable checklist with implementation steps, decision questions and quality standards, plus a multi-sheet Excel operating system.
The four-step implementation process
Define revenue metrics that distinguish gross sales from actual net sales
Define the evidence, the metric, the owner and the next decision. Capture a baseline and measure the change after implementation.
Calculate contribution margin, CAC and payback assumptions
Define the evidence, the metric, the owner and the next decision. Capture a baseline and measure the change after implementation.
Plan a dashboard that surfaces data-quality gaps
Define the evidence, the metric, the owner and the next decision. Capture a baseline and measure the change after implementation.
What you build
- Revenue data map
- Margin bridge
- Source-of-truth protocol
- CEO dashboard wireframe
Questions to answer first
What does revenue mean in each system?
Capture your answer, document the current source of evidence and list the information needed to validate it. Enter the action into your operating system.
Do ad platforms double-count attributed sales?
Capture your answer, document the current source of evidence and list the information needed to validate it. Enter the action into your operating system.
What is excluded from contribution margin?
Capture your answer, document the current source of evidence and list the information needed to validate it. Enter the action into your operating system.
What happens when payment and CRM systems disagree?
Capture your answer, document the current source of evidence and list the information needed to validate it. Enter the action into your operating system.
This is a free educational resource. Financial estimates are only as reliable as the data and assumptions supplied. The paid, bespoke version involves a separate scoped engagement with Maverick Inc.
Need this implemented across your business?
Tell Ian about your business. If aligned, he will arrange a short fit call before a detailed strategy session.