Crimson Business Consulting
Business Built Together · Baltimore, MD
Worksheet
KPI Tracking Worksheet for Small Business
A monthly performance tracking template for Maryland small business owners — monitor the metrics that matter most and make data-driven decisions.
Tracking Period
How to Use This Worksheet: Fill in your Target at the start of the month and your Actual at month's end. Use the Trend column to note ↑ (improving), → (stable), or ↓ (declining) compared to the prior month. Review with your team or advisor monthly.
Category 1 — Revenue & Sales Performance
| KPI | Target | Actual | Trend | Notes / Action |
|---|---|---|---|---|
| Total Revenue (Monthly) | $ | $ | ||
| New Client / Customer Revenue | $ | $ | ||
| Recurring / Repeat Client Revenue | $ | $ | ||
| Number of New Clients Won | ||||
| Average Revenue Per Client | $ | $ | ||
| Sales Pipeline Value (open proposals) | $ | $ | ||
| Proposal / Quote Conversion Rate |
Category 2 — Profitability & Cash Health
| KPI | Target | Actual | Trend | Notes / Action |
|---|---|---|---|---|
| Gross Profit Margin | ||||
| Net Profit Margin | ||||
| Total Expenses (Monthly) | $ | $ | ||
| Cash on Hand (End of Month) | $ | $ | ||
| Accounts Receivable Outstanding | $ | $ | ||
| Months of Operating Runway (cash reserves) |
Category 3 — Client Satisfaction & Retention
| KPI | Target | Actual | Trend | Notes / Action |
|---|---|---|---|---|
| Client Retention Rate | ||||
| Net Promoter Score (NPS) or Avg. Rating | ||||
| Referrals Received This Month | ||||
| Client Complaints / Issues Logged | ||||
| Upsell / Expansion Revenue from Existing Clients | $ | $ |
Category 4 — Marketing & Growth Activity
| KPI | Target | Actual | Trend | Notes / Action |
|---|---|---|---|---|
| New Leads Generated | ||||
| Customer Acquisition Cost (CAC) | $ | $ | ||
| Website Visitors (monthly) | ||||
| Social Media Follower Growth | ||||
| Email List Size / Growth |
Category 5 — Operations & Team
| KPI | Target | Actual | Trend | Notes / Action |
|---|---|---|---|---|
| On-Time Project / Delivery Rate | ||||
| Team Utilization Rate (billable hours %) | ||||
| Hours Spent on Admin / Non-billable Work | ||||
| Open / Overdue Tasks or Action Items |
My Custom KPIs (Business-Specific)
| My KPI Name | Target | Actual | Trend | Notes / Action |
|---|---|---|---|---|
Monthly Review Summary
Want help interpreting your numbers? CBC's Business Operations service helps Maryland business owners build KPI dashboards, set meaningful targets, and turn data into strategy. Contact us at info@crimsonbc.com or +1 (443) 437-1209.
© 2026 Crimson Business Consulting LLC · All Rights Reserved