EOS Integrator view · Prototype

Portfolio EOS Dashboard

Illustrative sample data

Where this week's meeting time goes

Pods furthest from target float to the top. Any red metric means weekly.

Portfolio

Click a firm to see its pods.

How I'd use this

Monday

Scan this page. The attention list sets the week's agenda. I book the pod meetings that need the hour and leave the green pods alone.

Every pod meeting

Scorecard first, Rocks second, then issues: identify, discuss, solve. The managing partner runs the firm; I run the rhythm and chase whatever is stuck between meetings.

Cadence

Weekly with every pod at first. Once a pod holds its numbers, back off to every three or four weeks and spend the time where the ratio is drifting toward 2x.

Quarterly

On site at each branch. Rocks reviewed and reset, scorecard targets checked against the 25 / 30 / 3x goals, pricing reviewed pod by pod.