KPI Dashboard Template, Small Business KPI Scorecard, Monthly Business Goals Tracker, Excel & Google Sheets

Name: KPI Dashboard Template, Small Business KPI Scorecard, Monthly Business Goals Tracker, Excel & Google Sheets
Brand: FixnDashTemplates
SKU: 4600228587
Price: 16.80 USD
Availability: InStock

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Highlights

Digital download
Digital file type(s): 1 File

Your 6 most important business numbers, color-coded every month: green, yellow or red.

Pick the numbers that matter most to you (sales, margin, new customers, average sale, repeat customers, expenses, or anything else), set a monthly target for each, and say whether higher or lower is better. Each month, type in your results. The scorecard instantly shows what's on target, what's close and what needs attention.

WHAT YOU'LL SEE ON THE DASHBOARD
- How many KPIs are on target, close or off target this month
- This month's scorecard: result, target, last month, change and status
- A 12-month color grid so you can spot trends at a glance
- A chart of any KPI vs. its target (pick it from a dropdown)

HOW IT WORKS
1. Setup tab: name up to 6 KPIs, set targets, choose Higher or Lower is better, and Dollars, Percent or Number
2. Monthly Numbers tab: type each month's results in the yellow cells
3. Dashboard: updates instantly

You choose how close counts as "close" (10% to start).

WHAT'S INCLUDED
- 1 Excel file (.xlsx) with Start Here instructions, Setup, Monthly Numbers and Dashboard tabs
- Up to 6 KPIs, 12 months
- Sample numbers included so you can see how it works, then replace them with yours
- Works in Microsoft Excel (desktop or online) and Google Sheets

This is a digital download. No physical item will be shipped. Sample data is fictional.

More from Fix n Dash: Cash Flow Forecast, Cash Flow Tracker, Budget vs. Actual, Sales Dashboard and Expense & Profit Tracker templates.

Want a dashboard built around your own business? Message me through Etsy.

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