Dashboard Menu

The Dashboard Menu is the  key menu to review a Lean-Case project. This is why everyone invited to a project as an Editor or Viewer is being directed  to the Dashboard Menu.

The dashboard has 2 sub-menus Profit&Loss  and Insights

Profit & Loss

The submenu Profit & Loss shows a combined profit and loss and a cash flow statement. Here you can find all data in one place - Revenues, CogS CaC, operating expenses for headcounts and expenses. You can drill down into each total and see the data by revenue stream.  At the same time, the P&L report serves as a simple simulation dashboard – you can select which revenues streams, teams and expense groups you want to include in the numbers.

The key metrics show

  • the number of customers at the end of the selected period
  • the number of total Revenues at the end of the period
  • the time to break even which is the first time when EBITDA get positive
  • the max cash required to fund the project and
  • the time to get your invest back which is the first time when the cumulated cash flow is positive


The submenu Insights has several tabs. You can check results of assumptions which you entered in the revenue, headcount and expense menu.

  • Check results of revenue streams in terms of number of new customers and total customers
  • Check results of revenue streams in terms of number of revenues and revenue growth,
  • Check results for headcounts teams in terms of cost and headcount numbers
  • Check results for expense groups in terms of expenses and expense growth
  • The profitability tab combines all this data and shows how profitability margins develop over time.
  • The cash flow tabs also adds cash flow from financing and investments to the data and shows how cash-flow develops over time.
  • The tab Customer Lifetime metrics shows the Unit Economics per revenue stream. Please refer to the Revenue Manage Menu for a detailed explanation of those.

Like in any other menu, you can select for which time periods you want to check the data. You can choose between a monthly view showing 1 year, a quarterly view showing 3 years or yearly view showing 5 years. You can also browse through the periods.

Please check out the additional links in the Getting Started Box which provide more help through our help portal.