🧭 The Monday 20-minute owner review

Beginner · 12 min · Reports & insights

A fixed weekly routine for owners: check the dashboard, run Business X-Ray, look at money owed, and review item and customer performance, all in about 20 minutes.

Why and when you use it

Most problems in a small business, a slow payer, a stock-out or a sales slump, are cheap to fix if you see them in the first week and expensive by month-end. A short, fixed review every Monday catches them early. This is for owners and partners, and works for any business type.

Before you start

Last week's sales, purchases, payments and expenses entered by Saturday
An owner or admin login

Step by step

Minutes 0 to 3: DashboardOpen the Dashboard. Read the tiles: Today's Sales, Today's Purchases, Cash Position, Outstanding Receivables, Outstanding Payables and Inventory Alerts, and note the health score.
Minutes 3 to 7: Business X-RayOpen Business X-Ray and press RUN BUSINESS X-RAY. Write down the top two or three points it highlights.
Minutes 7 to 11: ReceivablesOpen Receivables, look at the biggest Outstanding amounts and the oldest dues. Press Generate Statement for customers to chase.
Minutes 11 to 14: Item-wise PerformanceOpen Item-wise Performance, choose last week and press Load. Note fast movers to restock and slow movers to push.
Minutes 14 to 17: Customer-wise PerformanceOpen Customer-wise Performance for the last month and press Load. Find customers whose Last Purchase is getting old.
Minutes 17 to 20: Assign actionsTurn your notes into tasks in Team Workboard, for example a collection call or a customer visit, and close the review.
Once a month: add ReportsIn the first week of the month, also run Profit & Loss and Stock Valuation in Reports for the month just ended.

Worked example

Every Monday at 9:30 am, the owner of Sharma Traders in Jaipur does the review before salesmen leave for their beats. This is Monday 16 Nov 2026.

Dashboard: Cash Position ₹4,20,000, Outstanding Receivables ₹6,80,000, three Inventory Alerts.
Business X-Ray: highlights rising dues on the Sanganer route and two products low on stock.
Receivables: Laxmi General Store owes ₹1,10,000, part of it over 60 days; he presses Generate Statement.
Item-wise Performance for last week: 1 kg atta pack sold 420 units, best ever; a biscuit variant sold only 6.
Customer-wise Performance for October: Shree Ganesh Stores has not bought since 18 Aug 2026.
Team Workboard: Collection task to Imran for Laxmi General Store, Customer visit task to Ravi for Shree Ganesh Stores; he asks Pooja to raise a purchase for atta.

Result: In 20 minutes the owner has three actions assigned before 10 am, atta will not run out, and the oldest dues are being chased the same week. Next Monday he checks whether last week's actions were done.

💡 Tips

Keep the same order every week; the habit is what makes it fast.
Write the week's three actions on paper or in Team Workboard, no more.
Start next Monday's review by checking last week's actions in Admin Workboard.
If entries are behind, fix that first; a review on old data wastes time.

⚠️ Common mistakes

Turning the 20-minute review into a two-hour report session. Stay on the highlights.
Reviewing but not assigning anyone. Every point needs an owner.
Skipping weeks; problems compound.

सवाल

What if I only have 10 minutes?

Do the Dashboard, Business X-Ray and Receivables. These catch most money problems.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Clock shows 9:30 am Monday; open the Dashboard and read the tiles.
Scene 2: Business X-Ray, press RUN BUSINESS X-RAY.
Scene 3: Receivables, Generate Statement for the largest overdue.
Scene 4: Item-wise Performance for last week.
Scene 5: Customer-wise Performance, find a quiet customer.
Scene 6: Assign tasks in Team Workboard.
Scene 7: Clock shows 9:50 am; review done.