Google Sheets Performance Review Template
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Only 23% of small businesses regularly track key performance indicators, according to Clutch.co — meaning 77% are making growth decisions without knowing what’s actually working. This Performance Review changes that with a clear, weekly snapshot of what matters most.
What’s inside this Performance Review template
- Customer acquisition cost tracker — total marketing spend divided by new customers, automatically
- Churn rate calculator — monthly and annual churn calculated from your subscriber numbers
- NPS or satisfaction score log — track customer sentiment over time in the same dashboard
- Weekly review checklist — a prompt to update each KPI so the dashboard stays current
How to use this Performance Review template
- Get instant access to the template using the button above.
- Make a copy via File → Make a copy and rename it for your business.
- Define your 6 to 10 most important metrics in the KPI configuration tab.
- Set your weekly, monthly, and annual targets for each KPI.
- Update the dashboard every Monday and share the link with your team before the weekly meeting.
Why Google Sheets for Performance Review?
Most business intelligence tools require either a data connection or a dedicated analyst to keep them current. This template works with numbers you already know — the kind you get from your payment processor, your email tool, and your own memory of last week.
Frequently asked questions
Is this KPI dashboard template free?
Yes. Enter your email above, receive the link, and make a copy to your Google Drive. Free to use and customise for your business.
Which KPIs should I track?
Start with revenue, customer acquisition cost, conversion rate, and churn rate — the four metrics that predict growth or decline in almost every business. Add sector-specific metrics from there.
How often should I update the dashboard?
Weekly updates produce the best results. Businesses that review KPIs weekly grow revenue 12% faster than those that review monthly, according to Geckoboard research.
Need more than one template?
Get the complete Performance Review Bundle — 20+ professional templates, ready to use.
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