"Write metric definitions before handing off your shop dashboard" "Source","https://bluefinchadvisors.com/blog/shop-dashboard-metric-definition-owner-handoff" "Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance." "Metric name","Exact definition","Source and filters","Update cadence","Decision supported","Definition owner","Missing required fields" "Completed job count","Jobs marked complete in source during period","Shop system, exclude canceled estimates","Weekly","Review capacity and work mix","Operations manager","None" "Use this worksheet" "Use one row for each item described in the article." "Record the source, unresolved difference and next action before marking an item complete." "Review the actual business records separately. This worksheet does not connect to accounts or change your records." "Sources" "SBA: manage your finances","https://www.sba.gov/business-guide/manage-your-business/manage-your-finances" "FTC: protecting personal information","https://www.ftc.gov/business-guidance/resources/protecting-personal-information-guide-business"