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One-Person Company Dashboard

De-Risk Decisions

• Type: Prompt
• Tags: Financial Scenario Planner, Advanced, ChatGPT, Claude
• Updated: 2026-10-01

Prompt

Act as the operator of my one-person company. Using the documents, notes, payment exports, analytics, customer-call notes, and project list I provide, build a weekly operator dashboard. Separate facts from assumptions and show the source or calculation behind every important conclusion. Include: 1) revenue, costs, cash movement, and key drivers, 2) time allocation and waste, 3) acquisition, conversion, retention, and delivery signals, 4) recurring customer requests and objections, 5) projects to continue, pause, stop, or delegate, 6) risks, missing data, and pending decisions, and 7) the three highest-leverage actions for next week with expected impact, effort, owner, and first step. Be direct and do not invent missing numbers.

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