Business Insight™ — CEO Workspace v9.4.3

Scorecard

Decision Blueprint

Dashboard

Saved versions — click any quarter to edit it

Q1 2026 ↥ *Q2 2026 *

Vision & Long-term Goals

Business goals — 2028

Personal goals — 2028

Quarter Narrative

A short narrative about this quarter

Leading Indicators

Metric	2024	2025	Q1	Q2	Q3	Q4	FY	2028 Target
									×
									×
									×

Key Financial Metrics

Green-shaded columns are annual actuals — enter these from your year-end financials. They are the source of truth for year-over-year calculations. • Values in millions of dollars (2 decimal places). EBITDA and Net Income: show % alongside dollar amount.

Metric	FY 2023 Actual	FY 2024 Actual	FY 2025 Actual	×	×	×	×	×	2028 Target	×

Constraints & Opportunities

Constraints — drag to rank (#1 = highest single impact)

≡1#1×

≡2×

Opportunities — drag to rank (#1 = highest potential)

≡1#1×

≡2×

Strategic Triangle — Lines of Business

Strategic Triangle — Executive Team

B+

Strategic Triangle — Key Processes

Strategic Triangle → 2028 Goal Alignment

Given your current Strategic Triangle grades, are you on track to achieve your 2028 goals?

Which Triangle grades, if unchanged, make your 2028 goals unreachable?

On track At risk Off track — action needed

Which area(s) most threaten your 2028 goal, and what needs to change?

Which area(s) most support your 2028 goal?

CEO Focus & Results

Last quarter — focus & results

Focus 1

Links to:

Focus 2

Links to:

Focus 3

Links to:

Next quarter — intended focus

Focus 1

Links to:

Focus 2

Links to:

Focus 3

Links to:

Select a blueprint or create a new one.

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Review

Commit

Importing into Nota3D · Jason Jarosch

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Drop a file here

Excel (.xlsx, .xlsm, .xls), Word (.docx), or PDF (.pdf)

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What this does: Reads your Business Insight™ scorecard and imports the data into this tenure. You’ll review every extracted field before anything is saved.

Files are sent to Anthropic (the maker of Claude) for extraction. They are not stored after the import session ends. By using this importer, you agree to this processing.

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This usually takes 10–20 seconds for a quarterly scorecard.

Periods to import

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Export (interim)

Interim home: Per the Import Spec v1.0 §11, Export will live in the Scorecard toolbar. Until that ships, the export functions stay here for convenience. Remove this section once the Scorecard adds the Export button.

Quarters

Annual years

Blueprints

Q2 2026

Latest quarter

Print-ready quarter PDF

A full-page printable PDF of any saved quarter, with prior-quarter Strategic Triangle grades.

Advanced · raw data backup (JSON)

For backup, moving between browsers, or sending to the developer for debugging. Not human-readable.