A 12-month rolling metric tracking system can work on most performance metrics. It works by adding up the 12 months data and then inserting that data point monthly into a graph or other time basis. Dale Richards Valuation Optimization Presentation with Dashboards was John’s Favorite. John Martin, Ohio gained many insights from the 3.5 hour presentation but will implement graphical dashboards first. He learned key business concepts from Dale Richards’ presentation on Business Valuation Principles – How to Increase Your Business Value, Financially, Operational and Strategically. May 2018, Cincinnati, Ohio.