What's on This Page
What's Included
- Inventory Turnover and Days of Inventory on Hand
- Gross Margin %, Average Order Value, Customer Acquisition Cost
- Break-Even Point and Operating Cash Flow
- A place to log this month's actual value and status
Who This Template Is For
- A business that tracks revenue but hasn't reviewed margin or cash flow KPIs consistently
- An owner who wants one sheet instead of hunting for benchmarks across different sources
- Anyone building a habit of monthly financial and operational review
How to Use This Template
- Review each KPI's formula. The calculation is listed right next to the metric name.
- Calculate your current value. Use your own numbers to fill in this month's result.
- Compare against the benchmark. See where the number sits relative to a healthy range.
- Repeat monthly. Log the result and revisit the same sheet next month.
Filling this in by hand every month? CircularGuru Business Suite keeps these numbers live automatically. Start Free →
More Free Templates
See all 8 templates on the Resources page.
FAQ
Does this checklist include the formulas, or just a list of KPI names?
It includes the formula and a healthy benchmark next to each KPI, not just a bare list of names to look up elsewhere.
How often should this checklist actually be used?
Monthly, so a slipping KPI is caught within a few weeks rather than discovered at year-end.
Does it cover more than just financial metrics?
Yes, it groups inventory, sales, and finance metrics together in one monthly review rather than treating them separately.
Related Guides
- Finance Academy. the guide this template pairs with
- Inventory Management Guide. the mistakes this template helps you avoid
- Financial KPIs Every Business Should Track. the numbers this template feeds into