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3 Reasons Your Entire Team Needs to Understand Your Numbers

By

David Bell

  |   June 24, 2026

  |   Categories: ,

There was a stretch in my business where nothing I tried seemed to improve performance.

Revenue was flat for almost two years. Not dropping, just stuck. I kept tinkering. Better marketing. Tighter scheduling. New service offerings. None of it made much difference. I was putting in the same hours and getting the same results and I had no idea why.

Turned out the problem wasn’t the business. It was that the people running the day-to-day of it had almost no idea what the business actually needed from them. Not because they didn’t care. Because I had never told them.

When I finally started sharing the numbers with my team and explaining what they meant, the ceiling cracked.

Over the years that followed, we went from just over a million in annual revenue to well over eight million. That’s not all from one change, but this one was the biggest.

Your people are guessing, and it is your fault

Walk through a typical day in my company…

Somewhere a coordinator is deciding how to handle a client who wants something done differently than our usual process. A collector is deciding whether to flag something on a form or move past it. Someone on my front desk is deciding how much effort to put into resolving a complaint before escalating it.

Those kind of decisions happen dozens of times a day in every business. You never see most of them. And the people making them are working with whatever information they have, which in most companies, is not much.

Think about a job you had before you owned your own business. You made decisions all day based on what you could see from the limited perspective of your seat. You thought you were doing the right things. Some of them were. Some of them would have looked completely different if you had known what the owner knew.

Your team is living that right now.

A collector who has never been told that documentation errors are among the top reasons clients leave will treat a sloppy form as a minor hassle to get through. One who knows the real cost of that error handles it completely differently. Same person. Same form. Different outcome, just because the context changed.

You cannot manage your way into good judgment. You have to inform your way into it.

People optimize for what they think you are measuring

I had a coordinator a few years back who was one of the hardest workers I had ever hired.

Fast, organized, never missed a deadline. I thought she was a star. Then I started noticing small errors creeping in. Clients calling about missing info. Forms coming back from the MRO flagged. Nothing catastrophic, just a consistent drip of small mistakes.

She wasn’t cutting corners. She was doing exactly what she understood her job to be, which was moving paperwork through quickly. No one had ever explained to her that accuracy mattered more to me than speed, or that a single documentation error could put a client account at risk, or what it cost us when we lost one.

I sat down with her and walked through the numbers. What a long-term client was worth. What the common reasons clients left looked like. Where her role sat inside that chain. The errors stopped almost immediately. Not because she tried harder. Because she finally understood what she was actually supposed to be trying to do.

That was two years of small errors I could have prevented on day one. That is 100% on me.

Every person in a company touches client retention, compliance, or revenue in some direct way. When they only know their own task, they optimize for their task. When they understand the business goal behind it, everything shifts.

Your team sees the warning signs before you do

You’re running business from thirty thousand feet.

You see trends, patterns, the shape of things. Your team is on the ground and they see something entirely different.

Someone on your billing staff notices a reliable client suddenly sitting on invoices for forty-five days. A coordinator picks up on a shift in tone from one account over the past month, shorter calls, shorter replies, less warmth. The collector who mentions, almost in passing, that the employees from one employer seem confused every time they come in for testing, which almost always means the program is not being communicated internally and the relationship is shakier than it looks.

That stuff never shows up in a report. It shows up in the day operations your team is elbow deep in, and it almost never makes it to you. Not because they’re hiding it. Because nobody told them you want to hear it or why it matters.

When people understand what the business is trying to do and can understand the numbers behind it, they start connecting what they notice on the ground to what it means up top. The billing staff mentions the slow invoices before it becomes a cash flow problem. The coordinator flags the weird energy from that account before the client starts talking to your competitors. You find out early enough to do something about it instead of finding out when it is already gone.

A short monthly meeting. How things are tracking. What the goals are. What you need people watching for.

Ask what they are seeing.

Your team already has information you need. You’re just not able to use it yet because you haven’t given them a reason to pass it along to you.

The numbers give them that reason.

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