Business Dashboard Overview

Step 1: Get your copy.

1. Grab your copy here  👉

2. Click "File" then "Make a Copy"

3. Store in your Google Drive

Step 2: Watch training video.

Step 3: Review and Set Up System

Dashboard Set Up:

1. Choose your KPIs (see KPI Examples in sheet)

2. Update Row 2 with KPI names

3. Adjust equations based on KPIs (Sum or AVERAGE)

4. Adjust conditional formatting (example CPA spend should be lower than target)

5. Adjust cell format ($, %, Number, etc.)

6. Set date range in Column B

7. Record "how-to" videos to pull KPIs

8. Hyperlink videos to KPI name in Row 2

9. Set Targets

System Set Up:

1. Choose your KPIs

2. Record videos to pull KPIs

3. Choose day + time to pull data

4. Create recurring task to pull data

5. Delegate to team member (explain, give access, monitor)

6. Set review period in your calendar

7. Review on regular basis