Grab these templates to fast track building your business dashboard

You’ll receive a link to download a zip file with the goods. Here’s what’s included:

1. Key Performance Indicator Prompt Worksheet (pdf)
   This is a fillable or printable PDF list of questions that will start your juices flowing on what’s working and what’s not in your business which helps you identify what you should track and what you can skip.

2. KPI Tracker Template (xls) - Compatible with both Google Sheets and Microsoft Excel, this template has a tab chock full of a long list of possible KPIs. The next tab shows you a format for tracking them at your desired intervals. Track only what you need, leave the rest. Bonus columns all you to set goals and see your percentage to that goal each period.

3. Simple Sales Tracker (xls) - Compatible with both Google Sheets and Microsoft Excel, this is a super basic template perfect for a service based business that has both hourly and projects-based clients. I’ve used variations of this template for years in my own business as a way to know what I’m billing each month AND project into the future. And of course, it has your goal and percentage to goal columns built in to bring meaning to the data.

4. Simple Business Dashboard (doc) - Compatible with both Google Docs and Microsoft Word, this template that sums up individual dashboards and parts of your business you may track. This is a perfect for bookmarking on your bookmarks bar and checking in on each Monday morning.