Staff & Retention KPI Tracker - Monthly Version (Google Sheets)

🚀 Supercharge growth with actionable insights 
At HerDataStudio, we champion hassle-free, data-driven decisions; gone are the days of tedious manual processes. Our template is designed to help small businesses, group practitioners and entrepreneurs optimise their business decisions & streamline performance management with ease. Whether you're a newcomer or seasoned pro, this template jumpstarts your journey with ease. 

Leverage this easy-to-use analytics template to manage your staff & team KPI performance. Give your staff and team actionable insights to improve. This template is a great start for anyone looking to get up to speed quickly. 

This version of the template provides a detailed monthly view with monthly, quarterly and annual summary in Google Sheets. If you'd like to track other time periods do check out the monthly version in our shop. If you can't find the perfect template for your use case, we are also available for custom requests (limited slots only). Do drop us a message to explore. 

▶️ DASHBOARD PREVIEW


💫 DESIGNED FOR YOU
This template is designed for users who want to get up to speed quickly with data-driven decision making and effective performance tracking. It's most suitable for startup founders, small business owners, group practice management, customer service management, managers and HR teams who manage staff members and teams.

💻 SPECIFICATIONS
Be intentional and data-driven. This template allows you to seamlessly measure performance against targets while defining your own set of metrics (or use the defaults). It comes with detailed team performance tracking alongside automated calculations for metrics such as retention. This template comes with four formatted views (detailed tracker & visualisations). Note that this is a google sheets template. You can easily customize the dashboard & metrics for your needs. We provide you with a clean template as well as a populated template with sample data for reference. 

🛒 INCLUDED IN THE PURCHASE 
✭ Google sheet template (both clean version and reference version with sample data)
✭ KPI growth tracking (monthly detailed view)
✭ Automated individual staff performance scorecard with visualisations
✭ KPI overview of latest month, quarter and year
✭ Dashboard with charts and data visualisation
✭ Retention tracker and visualisation
✭ Dynamically generated dashboard with charts
✭ Written instructions and Video Guide

Additional Features
✭ Performance vs. Targets
✭ Trend visualisation
✭ Automated calculations
✭ Dynamic outputs
✭ Performance commentary
✭ Flexible dates and currency (multi-year usage, essentially forever!)
✭ Easy one click drop-down selections
✭ Sample metrics (editable)

💫 CUSTOMIZE FOR YOUR BUSINESS
‣ Add, Edit or Remove Staff members / Teams
‣ Add, Edit or Remove KPIs 
‣ Edit date range based on your data availability 
‣ Include your brand logo and name
‣ Personalize colors 

💫 HOW IT WORKS
1. Purchase (Instant Download)
2. Receive access link to the template(s) 
3. Open the spreadsheet & make a personal copy
Get set up & start tracking within minutes!