Monthly KPI scorecard
The 5 to 10 numbers your team owns, target against actual, with an automatic on-track, watch or off-track status.
[ For managers and teams ]
The sheets your job runs on, ready to use.
Pick your department, position, company type and market. We show the templates that fit you and the numbers worth watching. Excel files with the formulas built in and examples filled, and they open in Google Sheets too. Free, no sign-up.
Your department
Your position
Company type
Market
Templates that fit you
25 templates13-week cash flow forecast
Money in and money out, week by week for a quarter, with the closing balance each week so a cash gap shows up early.
Budget against actual
Each department’s yearly budget against what was really spent, with the gap in money and percent.
Sales pipeline tracker
Every lead with its stage, value, chance of closing and next step. Weighted pipeline and overdue follow-ups calculate themselves.
Sales targets and commission
Each rep’s target, achievement and commission, with a higher rate on everything above target.
Daily sales activity log
Calls, meetings, follow-ups and deals per rep per day. The totals row shows the team’s week at a glance.
Content and campaign calendar
What goes out, where, in which format and who owns it, with a status for each post.
Campaign spend and lead cost
Budget, spend, leads and customers per campaign, with cost per lead and cost per customer worked out.
Invoices and collections
Every invoice with VAT, what is paid and what is still owed, days overdue and an aging bucket, ready for the weekly collections call.
Expense and petty cash tracker
Every expense with VAT split out, who paid and whether there is a receipt, totalled by the top row.
Payroll cost sheet
Gross salary, allowances and employer social insurance per person, with the monthly and yearly cost to the company.
Employee directory
One row per person: position, department, manager, start date, contract and years of service. The base for every other HR sheet.
30-60-90 day onboarding plan
What a new hire learns and delivers in week one, then at 30, 60 and 90 days, with owners and due dates. Managers fill it, new hires tick it.
Leave and absence tracker
Who is off, which type of leave, working days counted automatically, and approval status.
Performance review form
Goals and behaviours with weights, a self score and a manager score from 1 to 5, and a weighted overall score.
Stock and reorder tracker
Every item with stock on hand, a reorder point that flags itself, and the value of what sits on the shelf.
Team task tracker
Who does what by when, with priority and status. Overdue tasks flag themselves for the weekly team meeting.
Process checklist (SOP)
Write a routine job down once, step by step, with owners and expected minutes, so anyone can run it the same way.
Complaints and ticket log
Every complaint or request with channel, category, owner and status. Hours to close and whether the target was met calculate themselves.
Systems and subscriptions register
Every system and subscription the company pays for: owner, users, monthly cost, renewal date, two-step login and last tested backup.
Property unit inventory
Every unit with project, type, area, price, price per square metre and status, so sales and management read the same list.
Installment payment schedule
Type the price, down payment, years and how often the client pays. Every due date and amount fills in for you to send the client.
Hotel daily occupancy report
One row a night: rooms sold, room revenue and the channel split. Occupancy, average rate and RevPAR calculate themselves.
Appointments and no-shows log
Every booking with service, staff, fee, reminder sent and outcome. The top row shows the no-show rate and the revenue lost.
Car stock and aging
Every car in stock with cost, asking price, margin and days on the lot. Cars past 60 days flag themselves for a price review.
Want the sheet to fill itself?
Once a team grows, the sheet turns into five copies that never match. We build your company a system that fills these numbers from the real work and shows them to each department. Send us the sheet you use and we will tell you where we would start.