How to Track Business Metrics and Boost Your Success

January 20, 2025

Ready to Grow Your Business with Clarity and Confidence?

Track business metrics like a pro and watch your business scale fast! If you’re working nonstop, checking off tasks, and still wondering whether your efforts are paying off, it’s time to focus on the numbers that matter. A simple KPI dashboard can give you the clarity you need to make smarter decisions and grow your business with confidence.

What’s a KPI Dashboard Anyway? How Does It Help Track Business Metrics?

KPI stands for Key Performance Indicators. In superrrr simple terms: it’s your most important numbers (also known as metrics), tracked on a simple spreadsheet or in a notebook.

A KPI dashboard is kinda like your business’s report card. It’s where you track the data that actually matters: cold, hard data.

Listen: how can you know where you’re going if you don’t know where you are? Whether it’s revenue, website visits, or client retention rates, these numbers don’t lie.

These numbers don’t lie. When you track business metrics, you can see what’s working, what isn’t, and where to focus your energy.

Why You Need to Track Business Metrics as a Small Business Owner

Here’s the deal: most small businesses don’t fail because they lack passion or ideas. They fail because they run out of cash. Tracking your KPIs weekly keeps you on top of what’s coming in and going out so you can avoid those panicky “I need a miracle” moments.

Here’s a quick example: Imagine tracking your average customer spend and noticing it’s lower than you’d like. That’s a signal to introduce upsells or bonuses. Boom! Problem solved before it even becomes a crisis.

3 Reasons Why

Need even more proof you need this?

To know what to work on. Never track a number just to track a number. Only track what you’re going to change behaviors around. So these numbers should be things you will TAKE ACTION ON
2. Another reason is to know when there’re a problem. I have my Success Squad (my group program) track their email open rates. One day, one of them noticed her open rates on her emails plummeted from 60% to 10%. Uh-oh. Something was CLEARLY wrong. This was around the time of the whole DMARC deal. She didn’t know she needed to verify her domain through her email service provider. Had she not been tracking open rates, it could have been MONTHS before she realized there was a problem
For my driven girls, it’s also a great scorecard of how well you’re doing. Even on the tough weeks, you can pop this open and look at your overall growth

How Tracking Business Metrics Helps Build a Healthier Business

When you’re clear on your numbers, you’re not just running a business – you’re leading it. Weekly tracking allows you to:

Spot trends early (like dips in sales or skyrocketing costs).
Make informed decisions backed by data, not just your feelings.
Strategize quarterly goals that align with your long-term vision.

And don’t worry. I promise, you don’t need a fancy system or an MBA to make this happen.

A simple (free) Google Sheet is enough to get started.

Ready to Think Like a CEO?

Your business deserves clarity and strategy. And you probably don’t have a ton of time to spend trying to figure out the nuts and bolts of this.

My KPI Strategy Made Easy course (it’s instant access!) will show you exactly how to set up and use your own dashboard. Plus, we give you dashboards ready to use!

It’s time to stop guessing and start growing.

Click here to grab the course and transform your business today.

Hello, I'm Kelly!

A latte-loving, polka dot and stripe wearing business coach. I’m mom to 4 wonderfully quirky, sarcastic, competitive, driven, and hilarious kids (plus 2 kids-in-law) and happily married to my rock-solid husband for 25 years. While I frequently spill food on myself and can never seem to find my iPhone, my dedication to helping women like you reclaim their time and thrive in their business is unstoppable.

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“Kelly’s method makes so much sense to me and just putting everything on paper and then in the dashboard made me feel like I conquered IT ALL!!! I’m actually pretty organized in my life, I’m never late, and I get things done. But Kelly’s method? It takes organization to a whole new level. Most importantly, it brings peace.”

“I have had many mentors and coaches and am extremely grateful for all of them. But with Kelly, I am learning how to run my business. It finally feels like I have a clear path and direction on what really matters and what will move the needle ion my business. God knew I needed a coach like Kelly and I finally feel a peace I haven’t felt in a long time.”

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