Business
KPI Dashboard Template
A KPI dashboard tracking revenue, MRR, churn, CAC, LTV, gross margin, and burn — built for monthly business reviews.
Preview — what you'll download
| Category | Line Item | 2025-01 | 2025-02 | 2025-03 | 2025-04 | 2025-05 | 2025-06 | 2025-07 | 2025-08 | 2025-09 | 2025-10 | 2025-11 | 2025-12 | FY Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aa text | Aa text | $ currency | $ currency | $ currency | $ currency | $ currency | $ currency | $ currency | $ currency | $ currency | $ currency | $ currency | $ currency | $ currency |
| Revenue | Product Sales | $82,000.00 | $86,500.00 | $91,200.00 | $94,800.00 | $99,100.00 | $103,400.00 | $108,200.00 | $112,900.00 | $118,500.00 | $124,300.00 | $131,200.00 | $138,400.00 | $1,290,500.00 |
| Revenue | Service Revenue | $21,000.00 | $22,300.00 | $23,800.00 | $24,500.00 | $25,700.00 | $27,100.00 | $28,600.00 | $30,200.00 | $31,700.00 | $33,200.00 | $35,100.00 | $37,200.00 | $340,400.00 |
| Revenue | Subscription Revenue | $14,500.00 | $15,200.00 | $16,100.00 | $16,900.00 | $17,800.00 | $18,900.00 | $20,000.00 | $21,200.00 | $22,400.00 | $23,700.00 | $25,100.00 | $26,600.00 | $238,400.00 |
| COGS | Cost of Goods Sold | $-31,200.00 | $-32,800.00 | $-34,900.00 | $-36,100.00 | $-37,700.00 | $-39,500.00 | $-41,400.00 | $-43,200.00 | $-45,100.00 | $-47,200.00 | $-49,600.00 | $-52,200.00 | $-490,900.00 |
| COGS | Direct Labor | $-9,800.00 | $-10,100.00 | $-10,500.00 | $-10,900.00 | $-11,300.00 | $-11,700.00 | $-12,200.00 | $-12,600.00 | $-13,100.00 | $-13,700.00 | $-14,200.00 | $-14,800.00 | $-144,900.00 |
| OpEx | Salaries & Wages | $-28,000.00 | $-28,000.00 | $-28,000.00 | $-30,000.00 | $-30,000.00 | $-30,000.00 | $-32,000.00 | $-32,000.00 | $-32,000.00 | $-34,000.00 | $-34,000.00 | $-34,000.00 | $-372,000.00 |
| OpEx | Rent & Utilities | $-6,500.00 | $-6,500.00 | $-6,500.00 | $-6,500.00 | $-6,800.00 | $-6,800.00 | $-6,800.00 | $-6,800.00 | $-7,100.00 | $-7,100.00 | $-7,100.00 | $-7,100.00 | $-81,600.00 |
| OpEx | Marketing & Advertising | $-7,200.00 | $-8,100.00 | $-9,300.00 | $-9,800.00 | $-10,500.00 | $-11,200.00 | $-12,000.00 | $-12,700.00 | $-13,500.00 | $-14,200.00 | $-15,000.00 | $-15,800.00 | $-139,300.00 |
+ 6 more rows included in the download
Who it's for
Founders, operators, and finance leads at startups and small businesses.
How to use it
Update each KPI at month-end. The change column shows movement vs last month.
Built-in formulas
- FY Total — =SUM(C2:N2) — Annual total per line item
- Total Revenue — =SUMIF($A$2:$A$N,"Revenue",C2:CN) — Sum all revenue lines per month
- Total COGS — =SUMIF($A$2:$A$N,"COGS",C2:CN) — Sum cost of goods sold
- Gross Profit — =Total_Revenue+Total_COGS — Revenue minus COGS
- Gross Margin % — =Gross_Profit/Total_Revenue — Gross margin as percentage
- Total OpEx — =SUMIF($A$2:$A$N,"OpEx",C2:CN) — Operating expenses
- Operating Income — =Gross_Profit+Total_OpEx — EBIT
- Net Profit Margin — =Operating_Income/Total_Revenue — Bottom-line margin
- YoY Growth — =(N3-C3)/C3 — Dec vs Jan growth per line
FAQ
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