Key Performance Indicators

The numbers that drive your results

As you plan for the new year, this worksheet will help you better understand your current reality. These numbers collectively tell the critical story of your ability to grow in a predictable, healthy, and profitable manner.Remember:
  • Financial KPIs lead to profitability
  • Sales KPIs lead to growth
  • Retention KPIs lead to stability

If you would like to know how your numbers stack up, send us your completed worksheet, and we'll return a benchmarking report showing how you compare to your peers.

(We will not share your name or data and promise to keep it strictly confidential. Send to