Monday morning scorecard
The one page to read before the Monday team meeting: new customers, churn, revenue, retention and engagement, each against last week and last year.
Authored by Sid Chaudhary
Founder & CEO at Intempt
Agentic workflow
Coming soon1 step Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Build the weekly scorecard
Coming soonBlu builds a step
About this recipe
When to use it
New customers, churn, revenue, retention, and engagement usually live in five different tabs a founder has to check separately. This puts them on one scorecard with week-over-week and year-over-year comparison built in.
What it delivers
Compiles new customers, churn, revenue, retention, and engagement into a single scorecard with WoW and YoY comparison, delivered weekly.
How you prompt this
Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.
Tell Blu Agent what you want
“The one page to read before the Monday team meeting: new customers, churn, revenue, retention and engagement, each against last week and last year.”
recipe.md preview
Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.
Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.
Outputs
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Build the weekly scorecardCreate a Dash board (12-column composition canvas) titled "Founder Weekly Review". Persona: Founder, CEO, or Head-of-Operations running the weekly cadence. Question answered: "What's the one-pager I look at every Monday before my team meeting?" This dashboard is mode-agnostic: it auto-adapts to the workspace's primary mode (saas, ecommerce, or mixed). The cards default to the most relevant configuration per mode. Board-level configuration: - defaultDateRange: last_7_days (this-week view): but cards default to comparing against prior week and YoY - exclusionPeriod: incomplete_periods - visibility: project - boardFilters: none by default - boardBreakdowns: none Layout: 3 rows (intentionally compact: this is a one-pager). Row 1: Headline scorecard (heightPx: 240, six metric cards at widthUnits: 2 each): - Card 1: Insights metric to source recipe: weekly-business-review-summary, vizType: metric, titleOverride: "New Signups (WoW)" - Card 2: Insights metric to source recipe: weekly-business-review-summary, vizType: metric, titleOverride: "New Paying Customers" - Card 3: Insights metric to source recipe: weekly-business-review-summary, vizType: metric, titleOverride: "Net New Customers" - Card 4: Insights metric to source recipe: weekly-business-review-summary, vizType: metric, titleOverride: "Revenue (WoW)" - Card 5: Insights metric to source recipe: weekly-business-review-summary, vizType: metric, titleOverride: "Active Users (DAU 7d avg)" - Card 6: Insights metric to source recipe: weekly-business-review-summary, vizType: metric, titleOverride: "Churned Customers" Row 2: Trend strip (heightPx: 280, three cards at widthUnits: 4 each): - Card 1: Insights to source recipe: weekly-business-review-summary, displayMode: chart, vizType: line, titleOverride: "Revenue 12-Week Trend" - Card 2: Insights to source recipe: weekly-business-review-summary, displayMode: chart, vizType: line, titleOverride: "Net New Customers Trend" - Card 3: Insights to source recipe: weekly-business-review-summary, displayMode: chart, vizType: line, titleOverride: "Engagement Trend (DAU)" Row 3: Mode-specific anchor (heightPx: 360, full-width single card at widthUnits: 12): - Mode = saas: Card 1: Insights to source recipe: mrr-movement-decomposition, displayMode: chart, vizType: stacked_column (waterfall view) - Mode = ecommerce: Card 1: Insights to source recipe: customer-lifecycle-distribution, displayMode: chart (lifecycle distribution with migration view) - Mode = all (mixed): Card 1: Insights to source recipe: weekly-business-review-summary, displayMode: table (the full WBR scorecard table) Annotations: - This dashboard is intentionally compact (3 rows, ~880px total height) so it fits on a single screen for a Monday-morning scan. - Row 1's six metric cards each show: current week value, week-over-week % change, year-over-year % change. - Row 3 is the strategic anchor for the week. SaaS founders watch the MRR waterfall; ecommerce founders watch lifecycle migration. - Row 1 and Row 2 cards are intentionally all sourced from weekly-business-review-summary: that recipe is a multi-series report designed to power exactly this dashboard. Each card pulls a different series (Series A through Series F) of the same report. Taxonomy notes: - weekly-business-review-summary is mode-aware and adapts its underlying queries based on the workspace's primary mode. - All cards reference canonical events through their source recipes.
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /founder-weekly-review-dashboard in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
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