Lay Out a One-Screen Performance Dashboard
Posted: Thu Oct 29, 2026 7:16 am
Lay Out a One-Screen Performance Dashboard
Goal: a summary sheet that answers, in one glance, whether you are on track. Design it before you build it.
Top row, volume and result: number of trades, total R, expectancy in R, and the t-statistic. These tell you what has happened and how reliable it is.
Second row, quality of the edge: win rate, average win, average loss, profit factor, and profit factor without the best trade. These show shape and fragility.
Third row, risk: maximum drawdown in R and percent, current drawdown, longest losing streak, and the largest single loss in R, with a flag if it exceeds 1.05R.
Fourth row, behavior: process score, the percentage of clean trades, expectancy of clean trades versus flagged ones, and number of trades beyond the daily limit.
Fifth row, costs: average cost in R, total costs as a share of gross profit, and average slippage on stops.
Sixth row, trend: rolling expectancy over fifty trades, plotted, with a review line.
Rules for the layout. Group related numbers. Use conditional formatting for thresholds, green when within plan, amber when close, red when beyond. Show sample sizes beside every statistic, so you do not over-read a thin number.
Add a date range selector, so you can look at this month, this quarter, or all time.
Print or save a copy monthly.
Exercise: sketch the dashboard on paper with your ten most important numbers, and choose a threshold for each.
Goal: a summary sheet that answers, in one glance, whether you are on track. Design it before you build it.
Top row, volume and result: number of trades, total R, expectancy in R, and the t-statistic. These tell you what has happened and how reliable it is.
Second row, quality of the edge: win rate, average win, average loss, profit factor, and profit factor without the best trade. These show shape and fragility.
Third row, risk: maximum drawdown in R and percent, current drawdown, longest losing streak, and the largest single loss in R, with a flag if it exceeds 1.05R.
Fourth row, behavior: process score, the percentage of clean trades, expectancy of clean trades versus flagged ones, and number of trades beyond the daily limit.
Fifth row, costs: average cost in R, total costs as a share of gross profit, and average slippage on stops.
Sixth row, trend: rolling expectancy over fifty trades, plotted, with a review line.
Rules for the layout. Group related numbers. Use conditional formatting for thresholds, green when within plan, amber when close, red when beyond. Show sample sizes beside every statistic, so you do not over-read a thin number.
Add a date range selector, so you can look at this month, this quarter, or all time.
Print or save a copy monthly.
Exercise: sketch the dashboard on paper with your ten most important numbers, and choose a threshold for each.