Businesses that review KPIs weekly grow revenue 12% faster than those that review monthly, according to Geckoboard research. This Performance Review is built for weekly reviews — visual, fast to update, and immediately clear to anyone who opens it.

What’s inside this Performance Review template

• 6 to 10 headline KPIs with live calculations — the numbers that actually move your business
• Weekly trend indicators — up arrow, down arrow, or flat based on the last four weeks automatically
• Target vs actual comparison — every KPI shows the gap to goal in both number and percentage
• Traffic light status — green, amber, and red based on thresholds you define once

How to use this Performance Review template

1. Get instant access to the template using the button above.
2. Make a copy via File → Make a copy and rename it for your business.
3. Define your 6 to 10 most important metrics in the KPI configuration tab.
4. Set your weekly, monthly, and annual targets for each KPI.
5. 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

Can I share this with investors or board members?

Yes. The template includes a presentation-ready summary tab with clean formatting. Hide the raw data tabs and share only the summary view for external audiences.

Can different team members own different KPIs?

Yes. Assign each KPI to an owner in the configuration column and share the sheet with your team. Each person updates their own metrics and the dashboard reflects changes for everyone.

Does the template generate charts automatically?

Yes. The dashboard tab includes automatically updating charts for the key trend metrics. You can customise chart types by right-clicking and selecting ‘Edit chart’.