# Know what's making you money and what to do next week

> It tells you, bluntly, what to stop doing, with your own numbers to back it up.

Give AI your sales export, client list, call notes and calendar, and get a blunt weekly dashboard: what's earning, what's wasting time and the three moves that matter next week.

- Page: https://thesolocreators.com/prompts/weekly-owner-dashboard/
- Category: Make smarter decisions
- Made for: Coaches, Consultants, Small business owners
- Works in: ChatGPT, Claude
- Time: About 15 minutes a week
- Effort: A few steps

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
Act as my blunt business advisor. I've uploaded [SALES OR PAYMENTS EXPORT], [MY PROJECT OR CLIENT LIST], [NOTES FROM RECENT CLIENT CALLS], and [MY CALENDAR OR TIME LOG]. Build me a one-page weekly dashboard that shows: 1) what's actually making money, by offer or client, 2) what's eating my time without paying off, 3) what clients keep asking for that I don't offer yet, 4) what I should stop doing, and 5) the three highest-leverage actions for next week, each with the reason. Show your work by pointing to the numbers or notes behind every claim. If the data is too thin to judge something, say so.
```

## Step by step

1. Export your sales or payments for the month and copy your client list and a few call notes.
2. Upload them to ChatGPT or Claude with the prompt.
3. Run the prompt every Friday.

## What you'll get

A one-page dashboard with revenue by offer, time drains, repeated client requests, a stop list, and three priorities, each backed by your own data.

## Good to know

**Which AI tools does this work in?** It works in ChatGPT and Claude. On this page, ChatGPT and Claude open with your prompt already typed in. No paid plan is noted for this one.

**How long does it take?** About 15 minutes a week. It's rated "A few steps". There are 3 steps, listed above.

**What do I need before I start?** Just your details for 4 blanks: sales or payments export, my project or client list, notes from recent client calls and my calendar or time log. You can skip any, and your AI will ask for them.

**What will I get back?** A one-page dashboard with revenue by offer, time drains, repeated client requests, a stop list, and three priorities, each backed by your own data.

Idea spotted on X, shared by @gregisenberg: https://x.com/gregisenberg/status/2095854071580156338. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Board of Advisors (Convene seven AI advisors who debate your decision, vote, and hand back a stress-tested verdict); Fact Checker (Every quote, number, date, and link in your draft checked against its real source, with the fixes handed back as tracked changes you accept or reject).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.