Free Template

Small Business KPI Dashboard

The core metrics a fractional CFO reviews with owners every month — profitability, cash health, collections, and customer economics — on one page, so you know how the business is really performing, not just what's in the bank.

  • ✓Excel workbook · 11 KPIs calculated automatically
  • ✓Set your targets — cells turn green or red
  • ✓Plain-English guide to what each KPI means

Get the free KPI dashboard

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What's inside

Eleven numbers that tell the whole story

Enter a few figures from your P&L and balance sheet each month. The dashboard does the math and shows you where you're on track and where to look closer.

01

Profitability

  • Gross profit margin
  • Net profit margin
  • Operating expense ratio
02

Growth

  • Month-over-month revenue growth
  • Revenue per customer
  • Revenue per employee
03

Cash health

  • Months of cash runway
  • Current ratio
  • Year-to-date ending cash
04

Collections & payables

  • Days sales outstanding (DSO)
  • Days payable outstanding (DPO)
  • Spot cash tied up in receivables
05

Customer economics

  • Customer acquisition cost (CAC)
  • New customers per month
  • Marketing spend efficiency
06

Built-in guide

  • What each KPI measures
  • Why it matters
  • What to do when it moves the wrong way

Want your KPIs tracked and explained every month?

Fink Advisory Group closes your books, keeps your KPI dashboard current, and translates the numbers into decisions — with a licensed CPA (NJ & PA) and active NJCPA member on your side. Based in NJ, servicing clients nationwide.

Book a 30-Minute Discovery Call

Also free: the 13-Week Cash Flow Forecast Template →