Business Intelligence

Know Your Business Performance

Name: Know Your Business Performance
Brand: PA Data Analytics
Price: 19.00 USD
Availability: InStock

A complete business performance workbook: executive, sales, marketing, finance, customer and product dashboards, a revenue forecast and automated written insights, all driven by five data tables.

$19One-time purchase

Get the template See what's included

1 Excel workbook · 19 sheets · no macros

Executive business dashboard in Excel with fifteen KPI cards and charts for revenue versus target, profit and expenses, region, category, channel, products and customers — Screenshot of the workbook with its fictional sample data.

The problem

Why this template exists

Revenue, costs, customers and marketing results usually live in separate files. Pulling them together each month takes time, and it is hard to see the overall picture or know which number needs attention first.

What the template does

What it does

Five data tables for sales, customers, marketing, expenses and products. Paste in your data and the dashboards update automatically; new sales rows are picked up without changing any ranges.
Six dashboards: Executive, Sales, Marketing, Finance, Customer and Product, with more than 40 charts including a region-by-month sales heat map.
20 headline KPIs, including revenue, gross and net profit, margins, orders, average order value, customers, retention, ROAS and CAC, each compared with last month.
Targets for revenue, profit, margin, ROAS, retention and conversion, with on-target status on the dashboards.
A revenue forecast using a linear trend, with best, expected and worst cases and an R² fit score that shows how far to trust it.
Automated Insights: plain-language observations marked Good, Watch or Action, written by formulas that update when the data changes.
A Monthly Report sheet summarising KPIs against last month and target.
Data-quality checks on import (missing dates, duplicate invoices, unknown products or customers), plus a data dictionary for every field.

Product preview

Inside the workbook

Screenshots from the workbook, shown with its fictional sample data.

Finance dashboard with revenue, profit and expense KPIs and charts for expense breakdown, net profit, budget versus actual and expenses by department — Finance Dashboard: profit, expenses, budget versus actual and cash view.

Automated insights table listing observations by area with Good, Watch or Action signals — Automated Insights: formula-written observations, each flagged Good, Watch or Action.

What's included

What you receive

1 Excel workbook (.xlsx) with 19 sheets, including a Start Here guide, Settings, Import Data, five data tables, six dashboards, Forecasting, Insights, Monthly Report and a Data Dictionary
Sample data for a fictional company, with a Start Fresh routine on the Import Data sheet to clear it before you add your own
More than 40 built-in charts
Automatic calculations throughout; no macros

Who it's for

Owners and managers of small and growing businesses
Finance or operations leads who prepare a monthly performance report
Teams that want one view of sales, costs, customers and marketing without a BI tool

How it works

Three steps

Purchase
Buy the template on Gumroad for $19, a one-time payment.
Download
Download the Excel workbook straight away. The Start Here sheet walks through set-up in six steps.
Add your own data
Enter your company settings and targets, clear the sample data using Start Fresh on Import Data, then paste your sales, customer, marketing, expense and product data into the five tables.

Questions

Frequently asked questions

What format is the product?

A single Excel workbook (.xlsx) with 19 sheets.

Is this a one-time purchase or a subscription?

A one-time purchase of $19. There is no subscription.

Do I need Excel?

You need Microsoft Excel 2019 or later, or Microsoft 365, because the workbook uses the MAXIFS function. It contains no macros. It has not been tested in Google Sheets or other spreadsheet apps, so we can't promise it will work there.

Can I edit the template?

Yes. Input cells are clearly marked, and lists and settings can be changed. Cells that contain formulas are best left alone, because editing them can break the calculations.

Does it work with my own data?

Enter your company settings and targets, clear the sample data using Start Fresh on Import Data, then paste your sales, customer, marketing, expense and product data into the five tables.

What do I receive after purchase?

Gumroad gives you an instant download link for the Excel file.