The KPI & Dashboard Playbook for Small Business (Ebook + Excel & Google Sheets Templates)

Most small business owners work hard and still can't say, with confidence, whether the business is healthier than it was three months ago. This playbook fixes that.

You'll choose the 5–7 numbers that matter for your business, set up a dashboard that updates in about 15 minutes a month, set targets you believe in, and build a simple monthly review that turns numbers into decisions. No finance or data background needed.

WHAT YOU GET

1. The KPI & Dashboard Playbook (72-page PDF)

• 11 practical chapters, from choosing your KPIs to a 30-day implementation plan

• 50 KPIs explained on clear cards: the question each one answers, the formula, a worked example, a rule of thumb and three ways to improve it

• 5 starter packs: service business, online store, local shop or café, subscription, appointment-based

• KPI trees to diagnose any red number: revenue down, profit down, cash tight, customers not coming back

• A 60-minute monthly review agenda, 5 printable worksheets and a plain-English glossary

2. KPI Dashboard Template (Excel & Google Sheets), blank + filled example

• Type 16 numbers once a month; 19 KPIs calculate automatically

• 8 headline cards showing each KPI's change vs last month, target and status (On track / Watch / Off track)

• Full scorecard, 4 trend charts, adjustable targets and an action log

• A fully filled example business, so you can see it working before you start

3. KPI Library & Planner (Excel & Google Sheets)

• All 50 KPIs in one sortable, filterable table

• The 5 starter packs, plus a planner that fills in each KPI's formula and data source for you

WHO IT'S FOR

Freelancers, shops and cafés, online stores and Etsy or Shopify sellers, service companies, studios, trades, coaches and subscription businesses. If you can use a spreadsheet, you can use this.

AFTER 30 DAYS YOU'LL BE ABLE TO

• See at a glance whether sales, profit, customers and cash are on track

• Spot problems weeks earlier with leading indicators

• Find the real cause of a bad month instead of guessing

• Link your income goal to the everyday numbers that drive it

ABOUT THE AUTHOR

Written by Yuka Hiratani, a business intelligence specialist with about 20 years of experience in data and analytics, building the kind of dashboards and reporting that larger companies pay analysts for.

FAQ

Do I need Microsoft Excel?

No. The templates work in Excel and in Google Sheets, which is free.

Is it only for Canadian businesses?

It uses Canadian examples (GST/HST, e-transfer, QuickBooks, Wave), but the method works for any small business. The templates show $, which suits CAD, USD, AUD and other dollar currencies; other currencies only need a cell format change.

How do I receive it?

Instant download after purchase: one ZIP file containing the PDF and the three spreadsheets.

Is this financial advice?

No. It's an educational guide. For tax, legal or financing decisions, talk to a qualified professional.

LICENCE

For use in your own business. Please don't share or resell the files.