Build a dashboard that answers the questions that actually matter. This template covers the core KPIs every business owner should track, organized by category.
Measures how efficiently you produce goods or deliver services. Target: industry-dependent, but trend upward.
What percentage of revenue remains after all expenses. The bottom-line health indicator.
Tracks overhead efficiency as you scale. Should decrease or stabilize as revenue grows.
Ability to cover short-term obligations. Healthy range: 1.5–2.0.
How many days you can operate with current cash. Target: 60–90 days minimum.
How long it takes to collect payment. Lower is better; benchmark against your payment terms.
How quickly inventory sells. Higher turnover indicates efficient inventory management.
Month-over-month or year-over-year growth. Track both to spot trends and seasonality.
What it costs to win a new customer. Compare against lifetime value (LTV).
| Frequency | KPIs to Review |
|---|---|
| Weekly | Cash balance, AR aging, sales pipeline |
| Monthly | All profitability + liquidity KPIs, budget variance |
| Quarterly | Growth KPIs, CAC vs LTV, trend analysis |
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