One page: money, sales, projects and decisions.
A company health-check that pulls from every area — cash, pipeline, projects at risk, and the decisions waiting for you.
The everyday jobs this workspace hands off to Plank — you review the finished work, not the busywork.
Pulls a single snapshot from finance, sales, projects, support, and HR by Monday morning.
"Build this week's dashboard"Prepares an owner's report with the key numbers, the trends, and short takeaways.
"Prepare the management report for July"Gathers, from every area, the items that need the owner's sign-off or word, and keeps them in one list.
"What needs my decision?"Watches each team's weekly priorities and highlights where the plan is drifting from reality.
"What are this week's priorities?"Catches overdue payments, missed SLAs, project blockers, and red tasks before they turn into a fire.
"What's on fire right now?"Shows cash in the accounts, obligations, and how much is left free after every payout.
"Will we have enough cash to the end of the month?"Adds up the pipeline and weighted probability, and shows which deals you're short of the target.
"How are sales tracking to the quarter's plan?"Assesses load across projects and tasks and flags when it's time to hire or rebalance.
"Who's overloaded this week?"Every morning it sends a short summary in chat: cash, what's on fire, the day's decisions.
"Send me a briefing at 9am"Compares week over week and month over month on revenue, costs, and the funnel.
"Compare July with June"Pulls decisions, owners, and deadlines out of meeting notes — and turns them into tasks.
"Break the standup notes into tasks"Keeps project deadlines, tax dates, and client promises in front of you.
"What deadlines are due this week?"This is what it looks like in Plank — real dashboards with data. Everything is interactive: drag cards, check off tasks. Sample data.
Demo mode — changes aren't saved and reset on reload.