Retail Store Monthly KPI Dashboard - Google Sheets & Excel

Monitor the KPIs for your store easily with this template

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form. Please try again!

What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with


Google Sheets



Live data


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

Learn how to set up this template in the video below

Arrow down

Get started in 3 simple steps

Google Sheets Logo

1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

See the template in a demoSee the template in a demo
LiveFlow Logo Icon

2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

Connect to LiveFlow
Google Sheets Icon

3. Customize it

Customize the template into anything you like.

See how

Give the template superpower with live data from LiveFlow

Join hundreds of accountants and finance teams automating their workflows with LiveFlow and saving hours of work every week

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.


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!

Frequently Asked Questions
How do I get access to this template?
Who built this template?
How long can I access the template for?
Can I get help if I need it?
Frequently Asked Questions
How can I gain access to a premium template?
Who built this template?
How long can I access premium templates for?
Can I get help if I need it?