Business Performance KPI Scorecard — free Excel template
Track key business KPIs with trend and variance analysis over time. Free .xlsx with formulas. Tracks Monthly Revenue, Gross Margin, Customer Retention Rate.
Analytics · dashboard · CC0 public domain · Built by Sheetly AI
About this template
This analytics dashboard brings together indicators like "Monthly Revenue", "Gross Margin" and "Customer Retention Rate" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps you monitor core business performance metrics by logging results and targets for each period. Enter KPI values, targets, and variances across months to analyze trends and identify areas needing attention. Review the top KPIs and comparison bars to quickly understand performance versus goals. Use the data sheet for ongoing updates and performance reviews.
Released under the CC0 license (public domain): download, edit and use it freely — including commercially — with no attribution required.
Use cases
- Visualize indicators like "Monthly Revenue" and "Gross Margin"
- Make faster decisions based on "Customer Retention Rate"
- Compare your data without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Monthly Revenue
- Gross Margin
- Customer Retention Rate
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 7 columns already laid out and formatted.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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