Small Business KPI Dashboard

Most small businesses look at revenue and the bank balance and hope the rest is fine. This workbook gives you a one-page monthly health check instead, built from numbers you already have.

Each month, type 17 figures from your profit and loss, POS or ecommerce system, website analytics, customer list and balance sheet. The workbook calculates 18 KPIs in six groups: profitability (gross margin, net margin, operating expense ratio), growth, sales and marketing (average order value, visit-to-lead and lead-to-customer rates, marketing % of revenue), customers (acquisition cost, churn, active customers), operations (refund rate, on-time delivery, complaints per 100 orders, revenue per FTE), and cash and working capital (days sales outstanding, inventory days, cash cover). Set your own target and direction for each. The Scorecard shows the chosen month's value, target, status with a Watch band, change vs the prior month and year to date. The Quarterly Review works from period totals, not averages of percentages, and the Dashboard shows headline tiles, status counts and two charts. KPIs stay blank instead of showing errors when an input is missing.

Included: worked-example and blank workbooks (8 sheets, 625 formulas; the example is a fictional pet supply store with January–October figures), plus a 4-page PDF guide in US Letter and A4 with every KPI defined. Google Sheets copy: pending.

General information, not financial, tax or accounting advice. Example targets are not industry benchmarks.