Staff & Retention KPI Tracker - Weekly 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 weekly view with monthly 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 customise 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 (weekly detailed view)
✭ Automated individual staff performance scorecard with visualisations
✭ KPI overview of latest week, month 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)

💫 CUSTOMISE 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 

💫 YOU WILL NEED
‣ A device with internet access (desktop, laptop, tablet) 
‣ A Google account (it's 100% free) 
‣ Your own transaction data (to customise to your business metrics)

💫 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!

TERMS AND CONDITIONS

NO REFUNDS OR CANCELLATIONS

This is a digital download. No physical items will be sent after purchase. Due to the digital nature of the product, all sales are final, and no refunds or cancellations will be issued.

LICENSE AND USAGE RIGHTS

FOR PERSONAL OR SINGLE-BUSINESS USE ONLY

• Templates purchased from HerDataStudio are licensed for personal use or single-business use only.
• You are not authorized to:
  • Distribute, resell, or share the templates in their original or modified form.
  • Sublicense, duplicate, or reproduce the templates for commercial purposes.
  • Use the templates as part of any paid service, course, or product offering without explicit written consent from HERDATASTUDIO PTE. LTD..

PLATFORM-SPECIFIC USAGE

• Google Sheets: Templates are provided as a link to a shared file that must be copied and saved to the user's Google Drive. Redistribution or sharing of the copied file is strictly prohibited.
• Excel: Templates are provided as downloadable files. Redistribution, reselling, or sharing the file in its original or modified form is strictly prohibited. 

  Note that our Excel templates are built using the latest version of Microsoft Excel. While we strive to ensure compatibility with various Excel versions, we cannot guarantee full functionality on older versions or non-standard software. If you encounter issues, please reach out to us. We will do our best to help resolve any concerns.

OWNERSHIP

By purchasing any product, you are granted a limited, non-exclusive, non-transferable license to use the template. Ownership of the intellectual property, design, formulas, and logic remains solely with HERDATASTUDIO PTE. LTD..

LIMITATION OF LIABILITY

While we ensure the highest quality of our templates:

• HerDataStudio is not liable for any errors, inaccuracies, or outcomes resulting from the use of these products.
• The user is responsible for ensuring compatibility with their software and systems.

PROHIBITED ACTIONS

• Altering the template for redistribution, resale, or public use.
• Removing or obscuring any copyright notices or branding included in the template.
• Sharing copies of the template or granting access to others outside the licensed user or organization.

For inquiries or feedback, please contact us via email at hello@herdatastudio.com

By completing your purchase, you acknowledge that you have read, understood, and agreed to these terms.