Metrics & KPI Tracker Template

Shared via the founders of hypercontext.com ❤️

Presentation here: https://drive.google.com/file/d/1IqzBctI_A-XS1aAdUq10Gdz0GYAqvY2B/view?usp=sharing

1. "File" > "Make a Copy" and bring this into your company's google drive

2. Fill out the blue options below

4. Change column B in "Company Metric Tracker" to be a better set of metrics for your business. Delete all the sample data

5. Open "Dashboard" and select the 5 KPIs you're likely to communicate to the Team, Investors, Board, etc. You need to know these very well

6. Open "Company Metric Tracker" every week and fill it out.

This should be the company's founding date, mvp launch date, YC start date, or today's date. Whatever you have data for

Double click the blue to get a calendar picker

This is your tracker. It's a living document. Hide dates that feel old. Add dates columns when you need space.

If something major happens (ie launch on HN) add that to the context row along the top

As you discover metrics within your business that you feel like you should track, add them to the column B

As you make certain metrics irrelevant, hide that row and move on.

Fill in the numbers each week before your co-founder/mgmt meeting

This is your 90d dashboard. It's likely what you'll want to review once metrics are filled out

Select your KPIs from the list of metrics your tracking. to make sure you always see the trends of the important things

Column U+ contains chart elements you can copy into other documents