KPI Tracking (Week 3)

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Objective: Track your daily activity so you can create a flywheel of consistent action, spot trends, and adjust your actions to yield better results.

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Key To Success: Consistent action is the only way to generate consistent results. Consistent results is the only path to scaling your business.

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Worksheets:

Google Sheet:

https://docs.google.com/spreadsheets/d/1ocDMGy-1TH4gxWvPMCswghgjLtnyPamruklDl2Z3Hdw/edit?usp=drive_web

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Quick Reference

1. Goal Plan

Purpose:

Set clear revenue, sales, and operations goals for the next 90 days.

What to do here:

Enter your monthly revenue goals
Define how many jobs or customers you need per month
Calculate how many sales calls or quotes you need to hit your target
Use this tab to reverse-engineer what actions to take daily/weekly

2. Daily Activity Tracking

Purpose:

Track your daily outreach, jobs quoted, jobs booked, and more.

What to do here:

Log your # of calls, walk-ins, referrals asked, content posted, etc.
Track your quotes sent and jobs won each day
Build discipline and see where momentum is building

3. Monthly KPI Tracking

Purpose:

Get a birds-eye view of your performance month by month.

What to do here:

Input total numbers from your Daily Activity tab at the end of each month
Track KPIs like:
- Leads generated
- Quotes sent
- Jobs won
- Close rate
- Total revenue
- Average job size
- Profit margin
Spot trends and adjust your strategy

4. Sales Tracking

Purpose:

Log and manage every closed sale so you can begin to forecast revenue

What to do here:

Add each closed won sale to the sheet
Track:
- Name, contact info
- Service requested
- Date of service
- Job amount
- Status (Quoted / Won / Lost)
Use filters to keep a live view of your pipeline

Pro Tip:

Review the Goal Plan every Monday, update your Daily Activity each evening, and check in with the KPI + Sales Tracking every Friday.