Growth Lever Dashboard

This is the Growth Dashboard we build for every client, shown for a fictional firm run eight ways. Pick a version from the menu above. In the dark box, switch Growth Levers on and off to try a plan and see the next 12 months change.Illustrative. Juniper Ridge Advisory is a fictional firm with a full year of modeled data, analyzed the way we analyze yours.
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Master Vital Sign

Growth Rate

ActualNormal companyIf nothing changes (forecast and range)Healthy rangeExpected with the Growth PlanXmR limits

Revenue

Monthly revenue: actual through October 2026, then the next 12 months if nothing changes and with the Growth Plan.
ActualIf nothing changesWith the Growth PlanWhat the plan adds

Growth Plan

Levers being pulled now
Solid green: the forecast once the Rock is done.
Vitals critical to the Growth Plan
Dotted navy: where the Vital Sign is expected to go as the Growth Plan works. You do not pull a Vital Sign; it moves because the levers do.
Other Vital Signs
Vital Signs at a glance
Vital SignLast 2 weeksHealthy rangeStatusTime in range (last 90 days)If nothing changes, Oct ’27With the plan, Oct ’27
Every other Growth Lever
Dashed green: the potential if this lever were pulled, reaching its best-practice target in about three months. When the dashed line sits close to the forecast, pulling that lever now would gain little.