Why do I need a dashboard?

Budgeting and reporting the financials of your business is critical to get financial mastery.  Keeping a track of the other numbers in your business like leads, conversion, average order value are just as important.

The old adage… “What gets focused on grows” is so true. The challenge most business owners face is having a system to monitor the business performance.

The KPI & Reporting spreadsheet allows you to monitor both your financials (lagging indicators) and your lead conversion (leading indicators).


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the KPI’s Worksheet