Google Sheets · Sheets-ready .xlsx · 5 sheets

KPI Tracker for Google Sheets

A shared weekly log of your KPIs, each with an owner, a target and a status, so the Monday meeting starts from the same sheet.

  • Google Sheets in any current browser Yes
  • Google Sheets mobile app Partly
  • Opened in Excel instead Partly
kpi-tracker.xlsx

Dashboard

KPIOwnerThis weekTargetStatus
New trialsMaya6460On track
Trial-to-paid rateMaya18%20%Watch
Weekly revenueJonas€9,410€9,000On track
Active usersJonas1,1181,200Watch
CancellationsPriya9≤ 5Off track
Support tickets openedPriya41≤ 35Off track

Cancellations: 9 vs ≤ 5

ReadyTidewater Software StudioSample data, fictional

Rendered from the template's own layout with made-up numbers for Tidewater Software Studio, a company that doesn't exist.

What it answers

  1. Which KPIs are on target this week, which are close, and which are off?
  2. Who owns the KPI that keeps missing?
  3. Has the trend turned, or was last week a blip?
  4. Can everyone type their own number in, instead of sending it to me?
  5. Can I look back at an earlier week?

What's in the file

SheetWhat it does
Read meWhat it is, the plug-in steps, a guide to each tab, and a note that charts may need redrawing after import.
SettingsYour team or company's name, the date of the Monday that starts week 1, and how close to target counts as close.
KPIsTen KPI slots. For each: name, definition, owner, unit, weekly target and whether higher or lower is better.
Weekly logFifty-two weeks down, ten KPIs across. You type the values; the week number and week-starting date fill themselves in. 42 weeks of sample numbers for a made-up Tidewater Software Studio.
DashboardThe latest week (or the one you choose) against the week before and against target, a status flag for each KPI, and ten eight-week trend charts with the target drawn in.
FormatGoogle Sheets file (import the .xlsx, or use the make-a-copy link). No scripts, no add-ons.

Plugging in your own data

Set it up once, then each owner adds a row a week.

  1. 1

    Make a copy: upload the .xlsx to Google Drive and open it with Sheets, or use the make-a-copy link from your order. Share it with the KPI owners.

  2. 2

    On Settings, type your team name, the Monday that starts week 1 and your close-to-target tolerance.

  3. 3

    On KPIs, define your ten: name, definition, owner, unit, weekly target and direction.

  4. 4

    On Weekly log, type one row per week.

  5. 5

    Read the latest week on Dashboard. To look back, type a week number. Delete the sample labels when you're done.

What your data has to look like

ColumnWhat goes in it
Ten KPI columnsone value per KPI per week, in the order of the KPIs tab; leave a cell empty if you didn't measure it
Week number and week-starting dateformulas, leave them alone

Will it work on your machine?

Will it work on your machine?
App and versionWorks?Notes
Browser
Google Sheets in any current browserAny up-to-date browser on Windows, Mac, Linux or a Chromebook. It's an .xlsx built for Google Sheets: import it into Drive, or use the make-a-copy link when it's in your order.YesAny up-to-date browser on Windows, Mac, Linux or a Chromebook. It's an .xlsx built for Google Sheets: import it into Drive, or use the make-a-copy link when it's in your order.
Phone and tablet
Google Sheets mobile appSheets mobile app: fine for looking. Typing into a budget on a phone is possible, not pleasant.PartlySheets mobile app: fine for looking. Typing into a budget on a phone is possible, not pleasant.
Excel
Opened in Excel insteadOpening it in Excel works for reading. Use it in Sheets; that's what it's laid out for.PartlyOpening it in Excel works for reading. Use it in Sheets; that's what it's laid out for.
  • Several people can type in the Weekly log at once. After import, check the ten trend charts; Sheets sometimes needs them redrawn.

Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.

No macros in any file. Nothing asks you to enable content.

What the licence lets you do

What you can doSingleTeam
Who can use the fileYou, one named personUp to 10 named people in the same company
Use it in your own business or jobYesYes
Send the outputs (charts, PDFs, slides) to anyone, clients includedYesYes
Edit anything: formulas, colours, layout, logoYesYes
Pass the file itself to someone elseNoOnly inside the team of 10
Resell, upload, rebrand or publish it as a templateNoNo
Price€25€59

More than 10 people? Ask us at office@primedigitallabs.com. Both licences are a one-off price. Nothing renews.

Read the licence in full

Updates and help

Bug fixes
Bug fixes are free for as long as we sell this template. Your copy in Google Drive won't change by itself, so when we fix something, download the newest version with your order number and copy your data across.
Support
Questions go to office@primedigitallabs.com. We usually reply within 2 working days.
What support covers
Support covers how the template works and anything that's broken. Rebuilding it around a different data structure is custom work, and we're happy to quote for that.

Probably not for you if

  • Your KPIs are monthly. The Excel KPI Starter is built for months.
  • You want numbers pulled in from other tools automatically. People type them in, or paste.
  • You need more than ten KPIs. Past that you need a reporting system; talk to us.
  • Monthly Reporting Pack

    Also in the Monthly Reporting Pack: 3 templates for €59 instead of €73.

    Bundle · 3 files
    €59team €139
  • KPI Starter Dashboard

    Ten monthly KPIs against target, last month and last year.

    Excel · .xlsx, no macros5 sheets
    Win YesMac YesWeb Partly
    €29team €69
  • Budget Dashboard for Google Sheets

    A year's budget by category, with spend logged as you go.

    Google Sheets · Sheets-ready .xlsx5 sheets
    Win YesMac YesWeb Yes
    €19team €45

Questions people ask about this one

How is the status worked out?

Each KPI's value is compared with its weekly target, in the direction you set (higher or lower is better). Within the close-to-target tolerance you set on Settings counts as close; beyond that it's off target.

Can I track monthly KPIs too?

Not well. The Dashboard thinks in weeks, one row per week. For monthly numbers, use the KPI Starter.

How many weeks does it hold?

Fifty-two. The sample has 42 of them filled in.

Can I stop people editing each other's rows?

Sheets lets you protect ranges per person. We don't lock anything ourselves.

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