Template · Spreadsheet · XLSX
KPI Tracking Spreadsheet for SMBs
A ready-to-use scoreboard: five headline numbers with owners and targets, per-function tabs, and a leadership summary view with trend arrows.
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Used across 50+ client engagements
What’s inside
- Five-number weekly scoreboard with RAG status
- Per-function tabs: sales, delivery, cash, team, pipeline
- Automatic trend arrows and 12-week sparkline view
- Owner and target columns baked into every metric
- Monthly and quarterly rollup sheet
How to use it
- Choose one number per function — resist adding more
- Set owner and target before the first week’s entry
- Review every week at the same time, reds first
- Re-select the five numbers quarterly, not weekly
Put this to work
The fastest way to apply it to your business: a free 60-minute Ops Diagnostic.
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