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Retail Store Monthly KPI Dashboard - Google Sheets & Excel

Monitor the KPIs for your store easily with this template

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Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

Retail Store Monthly KPI Dashboard - Google Sheets & Excel
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Retail Store Monthly KPI Dashboard

This Retail Store Monthly KPI Dashboard helps monitor and visualize KPIs that are relevant to a retail store. These indicators are designed to help a store owner track the financial performance of their store and identify areas for improvement. This template includes the following sheets.

Dashboard

This tab contains a summary table showing key and summary financial information and financial KPIs computed by the financial data extracted from other sheets and numbers input manually on the sheet. At the bottom of the sheet, you can see visualized monthly revenue and operating profit margin, changes in cash position, cash conversion cycle, changes in sales per square foot, average transaction value, and sales per employee as a default.

What the summary financial data and manually input numbers look like in the Retail Store Monthly KPI Dashboard template

What the six default charts look like in the Retail Store Monthly KPI Dashboard template

Profit & Loss and Balance Sheet

These are the tabs where you pull out your QuickBooks data with LiveFlow. As described above, some figures on these sheets are referred to by formulas on the Dashboard tab.

How to Use This Template

This sheet shows the steps you need to take to use this template with the LiveFlow extension.

Why is it important to track and monitor KPIs for your business?

Have you thought about why keeping your eyes on KPIs is so essential for your business in the first place? KPIs are measurable values that indicate how well a business is achieving its objectives. Tracking and monitoring KPIs is critical for your business growth and development for several reasons:

  1. Measuring progress: KPIs provide a way to measure progress towards specific goals and objectives. By regularly tracking KPIs and comparing them with the planned ones, you can quickly identify if your business is on track or need to adjust your strategies and operations.
  2. Identifying areas for improvement: KPIs can help businesses identify areas where they are falling short and need to improve. For example, suppose a sales per square KPI is constantly lower than your competitors or industry average. In that case, you can identify the problem areas and work on improving your sales efficiency per square.
  3. Making data-driven decisions: KPIs provide businesses with data that can be used to make informed decisions. By analyzing KPI data, you can make decisions based on real-world data and facts rather than experiences, assumptions, or guesses.

Nayo Carter-Gray clearly explains why you should keep your eyes on your business KPI in the following YouTube video. Check it out!

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