A KPI tracker for Google Sheets is useful for continuously monitoring performance metrics, driving business strategy, and achieving operational excellence. Access our free KPI tracker for Google Sheets here.
Please do not request edit access. To make a copy, go to 'File' and select 'Make a copy’.
Follow the steps below to use our KPI tracker template for Google Sheets.
Start by getting familiar with the template’s layout. Note where each metric is located, and understand the pre-set formulas in columns like Conversion Rate and Cost per Lead. Conversion rate is calculated by dividing leads generated by website traffic while Cost per lead is derived from dividing total marketing cost by leads generated.
You can add additional KPI metrics by adding a new column and setting up formulas for automation.
Your main task will be to enter the daily or weekly data for each metric. This includes Website Traffic, Leads Generated, Social Media Engagement, and any other metrics included in your template. Input the data in the respective columns, starting from the first empty row beneath the column headers. You can edit the columns highlighted in yellow.
After entering your data, the formulas already set in the template will automatically calculate your KPIs. This includes Conversion Rates, Cost per Lead, and others. Review these calculations to ensure your data inputs are accurately reflected in the computed metrics.
Scroll to the Summary Section of your template. This area will automatically update with key metrics like average conversion rate, total leads generated over time, and average cost per lead, thanks to pre-set formulas. Use this section to quickly assess your digital marketing performance.
It’s important to consistently add new data to the tracker. Regular updates ensure that the tracker remains a relevant and accurate tool for assessing your digital marketing efforts.
We hope that you now have a better understanding of how to use our KPI tracker template in Google Sheets. If you enjoyed this article, you might also like our article on employee training tracker.