Template

SME KPI Dashboard Template

A clean KPI layout for owners and managers — reviewed weekly, not quarterly.

Summary

A good SME dashboard has 8-12 KPIs max. More than that, nobody looks. Fewer, you're flying blind.

Template structure

Per KPI: current value, target, previous period, owner.

Marketing KPIs

MQLs (this week vs last)
CPL
Sessions from target channels

Sales KPIs

New opportunities this week
Pipeline value
Close rate (rolling 3 months)
Average deal size

Operations KPIs

On-time delivery rate
Open tickets / issues
Utilisation (for services)

Customer KPIs

New customers
Churn / cancellations
CSAT / thumbs

Financial KPIs

Revenue MTD / YTD vs target
Gross margin
Cash on hand / runway
AR > 30 days

Weekly use

Monday AM: owners update numbers before 10am
10am: 15-min standup, red KPIs flagged
Each red gets an action item + owner + due date
Review actions next Monday

Common mistakes

Adding KPIs without removing — dashboard becomes noise
Vanity metrics (followers, likes)
Monthly-only review misses course-correction chances

Frequently asked questions

Tool to use?

Spreadsheet for first 1-2 months to confirm KPIs. Then Looker Studio, Metabase, or whichever fits your stack.

Next step

Keep exploring related resources to strengthen this area of the business.

See Best Reporting Tools

Phase 2 content slot (ads / affiliate)