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HerDataStudio

The Staff & Team KPI Tracker - Monthly Version

The Staff & Team KPI Tracker - Monthly Version

7 total reviews

Regular price $46.00
Regular price Sale price $46.00
Sale Sold out
Version - Excel or 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 staff & team KPIs. 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 and is available in Excel and Google Sheets. If you'd like to track other time periods do check out the weekly 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. 

💫 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 is a google sheets template. It allows you to auto-generate a dashboard of your key metrics alongside an overview summary report. It also provides a template for you to define growth metrics & set targets to measure against. 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 
✭ Both clean version and reference version with sample data
✭ Select Excel or Google Sheets version
✭ KPI growth tracking (weekly detailed view)
✭ KPI dashboard view with trend charts
✭ KPI overview of latest week, month and year
✭ 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 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 / download spreadsheet 
Get set up & start tracking within minutes!

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Customer Reviews

Based on 7 reviews
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M
Mellisssa

It has been a very useful tool so far

L
Lexie

I am actually a teacher and I wanted a specific sort of spreedsheet to track certain KPI's for my students. This is working out really well and I am happy with the product.

s
siwau

Perfect, great report, easy to use

B
BGroup

Works well for our service center and lets us consolidate KPIs seamlessly

N
Nadia

Our management team loves this. Recommend!