Examples
See the work before you call
These are samples of Marcie’s two signature deliverables. They use made‑up companies and made‑up numbers, so you can see the format. Your versions are built from your own books.
Sample 1
One‑Page KPI Dashboard
Built for a made‑up property management company. Each measure shows its target, this month’s actual, the trend and who owns it. The note at the bottom explains what moved and why, in three lines.
NoteSample with made‑up numbers, not client work. Your version is built from your books.
About the One‑Page KPI Dashboardvs September
Target 95%
by the 5th
faster than Sep
of $412K budget
vs September
| Measure | Target | Oct | Trend | Owner |
|---|---|---|---|---|
| Cash on hand | $200K | $248.5K | on track | Owner |
| Occupancy | 95% | 94.2% | off target | Leasing lead |
| Rent collected by the 5th | 97% | 98.1% | on track | Office manager |
| Days to fill a vacancy | 25 | 21 | on track | Leasing lead |
| NOI vs budget | 100% | 96.7% | off target | Owner |
| Maintenance cost per unit | $135 | $142 | off target | Property manager |
| Work orders closed in 3 days | 85% | 88% | on track | Property manager |
| Renewal rate | 70% | 74% | on track | Leasing lead |
| Receivables over 30 days | $12K | $9.8K | on track | Office manager |
| Debt service coverage | 1.35× | 1.41× | on track | Owner |
What moved this month
- Two move-outs at the Elm Street building took occupancy below target. Both units are listed, with showings booked.
- Rent came in faster after the new reminder schedule started on the 1st.
- Maintenance cost rose with two boiler repairs. A service contract quote is on the agenda for Nov 12.
Sample 2
12‑Week Cash Flow View
Built for a made‑up contracting firm. It shows cash in and out for each week, the ending balance against a minimum‑cash line, and one tight week highlighted. The note says what the owner could do about it: move a payment, chase a receivable or draw on the line of credit.
NoteSample with made‑up numbers, not client work. Your version is built from your books.
About the 12‑Week Cash Flow View- Week 1
- $186K
- Low point
- $98KWeek 6 · $22K short
- Week 12
- $204K
| Week | Cash in | Cash out | Ending |
|---|---|---|---|
| W1 | $38K | $48K | $186K |
| W2 | $41K | $55K | $172K |
| W3 | $36K | $50K | $158K |
| W4 | $44K | $53K | $149K |
| W5 | $39K | $67K incl. $40K deposit | $121K |
| W6 | $31K | $54K | $98K (below the $120K minimum) |
| W7 | $52K | $46K | $104K (below the $120K minimum) |
| W8 | $71K | $44K | $131K |
| W9 | $63K | $42K | $152K |
| W10 | $58K | $42K | $168K |
| W11 | $55K | $42K | $181K |
| W12 | $66K | $43K | $204K |
What we’d do now
Move the $40K equipment deposit from week 5 to week 9, and collect the two invoices that are past 60 days. Cash stays above your $120K floor the whole way.
Coming later: a sample Clarity Assessment scorecard
Once Marcie has run her first assessments, we’ll add a sample one‑page scorecard in the same format.
NoteEvery company name and figure on this page is invented to show the format. None of it is client work or a client result.
