Business KPI Dashboard Excel Template | Monthly Metrics, Targets, Lead Channels and Reviews

For small business owners who want their key numbers in one place. You enter one row per month and the dashboard shows revenue, margin, leads and conversion at a glance. Targets are set each quarter and checked against actuals every month, and cost per lead is tracked by channel. A weekly pulse and quarterly review keep you looking at the right numbers.

What it covers

• Dashboard that reads every tab live
• Monthly metrics for revenue, margin, leads and conversion
• Quarterly targets checked against actuals each month
• Cost per lead by channel to show where marketing works
• Weekly pulse with the five numbers to check every Monday
• Quarterly review to step back and decide what changes

Who it is for

Suits trade businesses, small service firms, agencies, shop owners and any owner managed business.

What is inside

• Easy Setup, your lists in one place so every dropdown matches how you work
• How To Use and Quick Start guides, from download to working in ten minutes
• Dashboard
• Monthly Metrics
• Targets vs Actual
• Channel Tracker
• Weekly Pulse
• Quarterly Review
• Notes and Actions, Log and Diary and Monthly Review tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 11 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.