Money template
Monthly KPIs: free Excel workbook
The monthly kpis is a free, multi-sheet Excel workbook for a Kenyan business: the owner's dashboard: revenue, profit, cash, receivables, customers.
You feel how the business is doing but cannot point to the five numbers that prove it.
What is in the workbook
Start here
What the workbook is for, how to fill it, and the colour key.
Monthly KPIs
The register: the right columns, dropdowns, and live totals. Type in the gold cells.
Dashboard
Your numbers added up as you go, with a simple bar view.
Lists
The dropdown options, so your data stays tidy and consistent.
Settings
The reporting currency, and where figures come from.
Next step
How SawaAfrik does this automatically from your real records.
The columns it includes
How to use it
- 1Download the workbook and open the "Monthly KPIs" sheet.
- 2Fill one row per entry. Type only in the gold cells; the white cells and the totals work themselves out.
- 3Where a cell has a dropdown, pick from the list instead of typing.
- 4Use the Dashboard to see your entries counted and summarised.
- 5When you outgrow the file, bring it into SawaAfrik, where it fills from your real records and the tax figures are computed for you.
Questions
- Which numbers matter most?
- Revenue, gross profit, closing cash, overdue receivables, and new versus repeat customers. Tracked monthly, they tell you whether you are growing, leaking cash or carrying bad debt, long before the accounts do.
- Is the monthly kpis free?
- Yes. Download the monthly kpis as a ready-to-use Excel workbook, with no sign-in and no payment. It is yours to keep and edit.
- What is inside the monthly kpis workbook?
- Six sheets: a Start Here guide, the Monthly KPIs register (Month, Revenue KES, Gross Profit KES, Operating Profit KES, Closing Cash KES, Receivables KES, and more), a Dashboard that adds everything up, a Lists sheet for the dropdowns, a Settings sheet, and a Next step sheet. It opens in Excel, Google Sheets or WPS, with no macros.
- Does it work in Google Sheets and on my phone?
- Yes. The workbook opens in Excel, Google Sheets or WPS. There are no macros, so it works on a phone or a laptop. Keep your own copy before you share it.
- How do I keep the monthly kpis consistent?
- Use the dropdowns where they appear, and fill one row per entry. The Dashboard counts and summarises your entries, so you can see the picture at a glance without a formula.
- How is this different from the SawaAfrik app?
- A workbook is a file you fill in yourself. Inside a free SawaAfrik workspace the same shape fills from your real records, invoices, payroll and expenses flow in once and appear everywhere, deadlines remind you before they are due, and statutory figures are computed with their source and date. The workbook is the start; the app is when you stop retyping.
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