Business Performance Pack

Two Excel templates for reading business performance: a monthly KPI dashboard tracked against your own targets, and a financial ratio analysis built from one sheet of figures.

What you get

• KPI Dashboard Template
• Financial Ratio Analysis Template
• One purchase and one checkout for both templates

Included templates

• KPI Dashboard Template — Fifteen KPIs of your own choosing, tracked monthly against target, with an automatic On track / Watch / Off track status on every one.
• Financial Ratio Analysis Template — Twenty-one financial ratios calculated from one sheet of figures, grouped and explained so you know what each one is telling you.

Who it is for

Business owners, managers, lenders and advisers who report the same set of numbers every month and want to read a set of accounts properly.

In the download

• 2 ZIP files, one for each template
• Each ZIP contains the Excel workbook, a README with the full usage guide and the licence
• Worked sample data in every workbook, clearly labelled

Requirements

• Microsoft Excel 2016 or later, or Microsoft 365
• Also opens in LibreOffice Calc, Google Sheets (import) and Apple Numbers
• No macros, no add-ins, no internet connection required

Please read

• The templates in this bundle are the same files as the individual products. See each template’s own page for its specific notes and limitations.
• Sample data is included and clearly labelled. It is illustrative only.
• These are tools, not financial, accounting, tax or legal advice.

Value comparison

• Individual value: $54 (KPI Dashboard $29 + Financial Ratio Analysis $25)
• Bundle price: $43
• You save: $11 (20.4%)