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Template Level 10

Metrics Dashboard Template

All your key business numbers in one place. Fill this in monthly (or weekly for the metrics that move fast). Track current values, targets, and trends to spot problems early and celebrate progress.


Section 1
Financial Metrics

The numbers that tell you if your business is making money. Review these monthly at minimum.

Metric
Current
Target
Trend
Monthly Revenue
Net Profit
Profit Margin (%)
Cash in Bank
Annual Run Rate
Cash Conversion Cycle (days)
Section 2
Client Metrics

The numbers that tell you how your clients feel about you and how stable your revenue base is.

Metric
Current
Target
Trend
Client NPS Score
Client Retention Rate (%)
Largest Client (% of revenue)
Active Client Count
Average Client Lifetime Value
Monthly Churn Rate (%)
Section 3
Team Metrics

The numbers that tell you how your team is performing and feeling. Healthy teams build healthy businesses.

Metric
Current
Target
Trend
Utilisation Rate (%)
Available Capacity (hours)
Team eNPS Score
Team Size
Revenue per Team Member
Staff Turnover Rate (%)
Section 4
Growth Metrics

The numbers that tell you where tomorrow's revenue is coming from. These are leading indicators, they predict future performance.

Metric
Current
Target
Trend
Pipeline Value
Pipeline Velocity ($/day)
Qualified Leads (this month)
Lead to Client Conversion (%)
Average Deal Value
Average Sales Cycle (days)
Section 5
Monthly Review Notes

Use this space each month to write a brief summary. What changed? What needs attention? What is working well? This creates a running record you can look back on to spot patterns over time.

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