Self-serve dashboard
CEO Scorecard Dashboard: your 15 most important numbers, scored automatically
A spreadsheet template (Excel or Google Sheets) that turns monthly inputs into a target-vs-actual CEO dashboard with red/amber/green status and an overall score.
What is inside
Dashboard sheet
Current vs. prior month, % of target and GREEN / AMBER / RED for every KPI, plus an overall score.
Monthly Inputs sheet
Twelve months of inputs and editable targets. Change the month number and the dashboard updates.
15 pre-built KPIs
Revenue, gross margin, net profit, cash runway, new customers, CAC, LTV, churn, MQLs, conversion, sessions, list growth, utilisation, owner hours, NPS.
How-to-use guide
Set-up steps and the 30-minute monthly CEO review agenda.
How it works
- Download the .xlsx after checkout (or upload to Google Sheets)
- Replace the placeholder targets with your own
- Enter actuals each month and set the current-month cell
- Run your monthly CEO review from the Dashboard sheet
Questions
Does it work in Google Sheets?
Yes — upload the file and Sheets converts it; all formulas are compatible.
Can I add KPIs?
Yes, add a row on both sheets; instructions are in the How to Use tab.
Want it built and connected to live data instead?
Book a call about a custom dashboard build.