KPI tracker
Track 8 to 12 key measures against targets each month, with the latest value, year-to-date average and an automatic on-track status.
An Excel tracker with ten example KPIs across finance, sales, customers, operations and people. Set a target and whether higher or lower is better; enter actual results each month and the tracker shows the latest value, year-to-date average and an On track, Watch or Off track flag. A definitions sheet records how each KPI is calculated, where the data comes from and who owns it.
Format: XLSX · Version 1.0 · Updated 2026-11-06
How to use it
Update it monthly and use it as the agenda for a 30-minute performance meeting. Replace the examples with the measures that matter in your business.
Preview
| KPI | Target | Better if | Latest | YTD average | Status |
|---|---|---|---|---|---|
| Revenue (ex GST) | $45,000 | Higher | $44,900 | $44,000 | Watch |
| Gross margin | 45.0% | Higher | 45.0% | 44.5% | On track |
| Debtor days | 30 | Lower | 33 | 37 | Watch |
| Customer churn (monthly) | 2.0% | Lower | 1.9% | 2.5% | On track |
| Lead-to-customer conversion | 20.0% | Higher | 21.0% | 19.8% | On track |
Related articles
- Business KPIs – Key performance indicators are the few numbers that tell you whether the business is on track. How to choose them, link them to goals, set targets and avoid the vanity metrics that look good and change nothing.
- Reporting and dashboards – How to design reports and dashboards that get read and acted on: the difference between a report, a dashboard and an alert, who needs which view, and the design rules that keep a one-page dashboard honest.
- Sales performance metrics – The handful of numbers that tell you whether your sales engine is working: activity, conversion, velocity and value, how to calculate them from your CRM, and how to use them to coach rather than just to judge.