Scale & Growth Dashboard

Does the growth plan actually make money? — live CFO advisory tool
  1. Section 1 – Where are you now? Enter the client's actual current numbers from their latest accounts (revenue, GP%, labour%, overheads, cash). This drives the whole model.
  2. Section 2 – Where do you want to go? Capture the client's growth ambition in their own words as numbers — target revenue, target income, target profit, target cash reserve.
  3. Section 3 – What has to change? This is the core of the session. Type in the "Required" figures live, together with the client, and watch the feasibility check and plain-English summary update instantly — this is where the real conversation happens.
  4. Section 4 – Break-even. Review automatically, comparing today's break-even point with the break-even point implied by the required numbers.
  5. Section 5 – What if...? Stress-test the plan with the sliders — price, volume, cost and overhead changes — to show the client how sensitive the outcome is.
  6. Section 6 – 90-day plan. Turn the biggest levers from Section 3 into committed, owned, dated actions before the client leaves the room.

Use the Snapshot panel at the top and the ↑ Base Data pill on each section to jump back to Section 1 at any point — handy when a client wants to sanity-check a number mid-discussion. Use Save client snapshot in the footer before you close the session.

Live Snapshot updates automatically

Revenue — Current vs Target vs Required

Current Target Required

EBITDA — Current vs Required vs Target-implied

Current Target needs Required scenario

P&L Snapshot

Line itemCurrentTargetRequired scenario

1Where are you now?

Enter the client's actual, current-year figures. Everything else in this dashboard is built on these numbers.

Enter manually, or tick the box above to auto-calculate from price × volume.
Rent, admin wages, insurance, subscriptions — costs that don't move with revenue.
Optional. Roughly how full is the business — kitchen covers, billable hours, floor space, etc.
Default 25% — ATO base rate entity company tax rate. Adjust for the client's actual structure.
Stock + debtors − creditors, as a rough % of revenue. Used to flag extra cash needed to fund growth.

2Where do you want to go?

↑ Base Data

Capture the client's ambition as hard numbers — this is often the first time it's been stated this precisely.

What the owner wants to personally pay themselves — deducted after net profit after tax in the P&L Snapshot above, to show what's actually retained in the business.

3What has to change?

↑ Base Data

Type the "Required" column live with the client — these are manual assumptions, not auto-solved, so you stay in control of the conversation. The feasibility check below tells you instantly whether those assumptions actually reach the Section 2 target.

LeverCurrentRequired (type live)Delta
Price ($ / unit) — —
Volume (units) — —
COGS (%) — —
Labour (%) — —
Capacity utilisation (%) — —
Overheads ($) — —
Contribution margin (%) — — —

4What is the break-even point?

↑ Base Data

Calculated automatically from Sections 1 and 3 — no input needed here.

Current (Section 1)

Break-even revenue—
Break-even units—
Margin of safety—

Required scenario (Section 3)

Break-even revenue—
Break-even units—
Margin of safety—

5What happens if…?

↑ Base Data

Stress-test the plan live. These sliders apply on top of the Section 1 current numbers so you can show the client how sensitive the outcome is.

0%
0%
0pp
0pp
0%
MetricCurrentScenarioChange

690-Day Financial Action Plan

↑ Base Data

Actionable items, not more numbers — turn the levers from Section 3 into committed, owned, dated actions before the client leaves the room. Fully editable.

Action Owner Linked metric Due date Status