Free Templates · Reporting
Weekly KPI Dashboard Template for Small Business
Most small businesses already have the numbers. They just live in five different reports. This free Excel KPI dashboard pulls them into one weekly scorecard: paste in a few numbers every Monday and see what is on target, what is slipping and where the last 12 weeks are heading.
Who it's for: Owners and managers of restaurants, retail shops, sports facilities and service businesses who want a weekly pulse without buying a BI tool.
What it looks like
Real screens from the template and its guide, filled in with sample data.
What's inside
An Excel workbook plus a short PDF guide. No macros, no add-ins.
- One-page dashboardYour headline KPIs with this week, last week, change, target and a red, amber or green status for each one. Prints on one page.
- 12-week trendsCharts for sales, labor and other key numbers across the last 12 weeks, so one bad week does not hide a slow slide.
- Weekly inputsOne row per week for sales, transactions, labor cost, cost of goods and new customers. Ratios calculate automatically.
- TargetsSet a target and an amber zone for each KPI, and choose whether higher or lower is better.
- Printable guideA two-page PDF on picking the right KPIs and running a 15-minute Monday review.
Ready to use it? Get the Weekly KPI Dashboard Starter free. It arrives by email with Sync or Swim.
Frequently asked questions
What should a small business KPI dashboard include?
Start small: five to eight numbers tied to decisions you make every week, such as net sales, average ticket, labor cost percent, cost of goods percent and new customers. The template ships with those and lets you rename them.
Is this a KPI dashboard template for Excel?
Yes. It is an .xlsx file that works in Excel and also opens in Google Sheets. There are no macros or add-ins.
How do the red, amber and green colors work?
You set a target and an amber zone on the Targets sheet. Each KPI turns green when it hits target, amber when it is close and red when it misses, based on whether higher or lower is better.
How do I get the template?
Enter your email in the form on this page. The template arrives by email with Sync or Swim, the TriLumen newsletter. You can unsubscribe anytime.