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.
Download Free →
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.
Keep Going
Related resources
InsightSOPs that stick: why most process documents die in a Google Drive folder
Documentation is easy. Adoption is the hard part — here's the embed-and-audit loop that works.
InsightChoosing a project management system: ClickUp vs Monday vs Asana for SMBs
Asana, Monday.com and ClickUp will all run a £3M business perfectly well. They will also all fail inside one, and for the same reason:…
GuideThe SOP Playbook: Documentation That Actually Gets Used
A Markinly operating guide for CEOs, business owners and the managers who run their teams.
Recently viewed
Templates fix documents. Engagements fix businesses.
Start where every client starts: the free 60-minute Ops Diagnostic.