Small Business KPI Dashboard

Review a small business month using eight operating metrics and four charts, with a clear path back to the orders, refunds, expenses and traffic behind each result. Compare revenue with targets, investigate changes and prepare a report from your own exports.

Who it is for

Small-business owners and teams reviewing entered performance data.

What is included

• The package includes Blank and Demo XLSX workbooks, four demonstration CSV files covering 12 months and 1,000 fictional orders, and setup and calculation references in the PDF buyer guide.
• Prepared capacity covers 1,000 orders, 100 refunds, 120 expense and traffic rows, and 12 monthly targets.
• A full PDF buyer guide with contents and product-specific setup and usage instructions is included. Documentation and reference sections are consolidated in the PDF; separate Markdown guides are not included.
• The Google edition supplies two portable XLSX files—Blank and Demo—for import into your own Google Sheets account.
• The package also includes the original Office files.

How to use

• Map and paste source values manually, choose one reporting currency and confirm the data coverage date before interpreting results.
• Upload a working copy of the supplied Google-import files to your own Google Drive, open or convert them in Google Sheets, then save, reopen and verify your copy.

Requirements and formats

• Desktop Excel must support the documented formulas, including MINIFS and legacy array formulas; Google Sheets requires your own account and import of the supplied files.
• Google use requires your own account and internet access; access to the publisher's Google account or seller-owned files is not needed or included.

Before you buy

• Acquisition cost depends on your attribution, and repeat buyers within the selected period are not a cohort-retention measure.
• Store synchronization, currency conversion and accounting automation are not included.
• After Google Sheets import, check locale, numeric values, dates and documented results. Formula-edit warnings do not transfer automatically through XLSX; configure the documented input/formula ranges again in your own copy. These warnings are not access security.

Usage permission

The included licence permits one purchasing individual or business to adapt the files for internal work and create finished client outputs.
Do not resell, sublicense, redistribute or publish the reusable templates, application or source kit.
Mandatory purchase-channel terms and statutory rights take precedence where applicable.

Digital product

Digital product; no physical item.

Download your files

After purchase, open this product in your Whop account and download the ZIP from its Downloads section. Start with the included PDF buyer guide. Check the product requirements above before buying.