Metrics Dashboard Template
Stop flying blind. Track the 11 numbers that actually run your business in one Google Sheet.
One sheet. Eleven numbers. Fifteen minutes a week. The end of running by feel.
Everything in the Kit
Instant access to all deliverables below.
The Problem
Ask most owners "what was your gross margin last month?" and you get a shrug. That's why roughly 8 in 10 small businesses fail within 20 years, per BLS data. Not because the owner is bad at their craft. Because they cannot see what's happening.
Running a business without a dashboard is like driving with the speedometer, fuel gauge, and warning lights removed.
Owners lose 10-25 percent of potential profit annually to blind spots. On a $500K business, that is $50K to $125K a year evaporating because nobody was watching.
The Money Wall
Eleven numbers. Three you check daily, five you check weekly, three you check monthly.
DAILY: Cash in bank · Leads today · Sales today (count + dollars).
WEEKLY: Revenue · New customers · Response time (median) · Ad spend · Reviews.
MONTHLY: Gross margin per job · CAC · Runway (months of cash).
That is the wall. Everything else is a distraction.
The Install (Weekend)
Time: 90 min setup. 15 min/week forever.
- Import the CSV template. Rename it with your business.
- Fill baseline numbers (today cash, last 30-day revenue, etc.).
- Set 3 recurring calendar reminders (daily 5 PM, Monday 9 AM, 1st of month 9 AM).
- Add threshold formulas (red/amber/green auto-color).
- Every Monday: 10-min Money Meeting. Read every red cell out loud. Pick ONE to move green this week.
What Working Looks Like
- You update the Money Wall every week for 12 weeks straight
- Gross margin improves 15-30 percent within 6 months
- You catch problems while they are small
- You can answer "how are we doing" in 15 seconds instead of two hours of research
Do one thing today: Download the tracker. Fill in today cash balance. One number. It is the anchor for every future comparison.
Ready for us to install this for you?
Every BFM install includes this play wired into your CRM. Book a free 30-minute Clarity Call and we'll walk you through your bucket.
Book The Teardown →Zero pitch. You leave with a written plan whether we work together or not.
