Executive KPI Library

Home How to Track EBITDA Margin in Excel (Monthly + By Service Line) Learn how to track EBITDA margin so you can spot profitability drift before it becomes a bigger problem. In this lesson, you’ll build a simple monthly view, visualize trends with a chart, and compare margins across service lines to see what parts […]

Home How to Analyze Lifetime Value to CAC by Month and Marketing Channel in Excel Learn how to measure whether your marketing is actually profitable by comparing customer lifetime value (LTV) to customer acquisition cost (CAC). In this lesson, you’ll break results down by month and by marketing channel so you can see what’s working,

Home Customer Acquisition Cost (CAC) in Excel: Track It by Month and Marketing Channel Learn how to evaluate whether your growth is actually scalable by tracking Customer Acquisition Cost (CAC) over time. In this lesson, you’ll build a clear month-by-month view of CAC, then break it down by marketing channel so you can spot what’s

Home How to Calculate Break-Even Revenue by Month (and See Which Months Beat It) Learn why more sales doesn’t always mean more profit. In this lesson, you’ll build a monthly view of revenue and costs, see your break-even point, and create simple visuals that instantly show which months are performing above or below break-even, plus

Home Accounts Receivable Days and Aging Buckets in Excel Learn how to measure how long customers take to pay and spot cash flow risk before it becomes a problem. In this lesson, you’ll build a month-by-month view of collection speed, then group invoices into aging buckets so you can see where your receivables are concentrated

Home How to Track Net Operating Cash Flow Month by Month in Excel Learn how to clearly track your cash inflows, cash outflows, and net operating cash flow month by month using Excel. In this lesson, you’ll see how to spot cash shortages early, understand why a business can look profitable but still struggle with

Home Warranty and Callback Costs as a Percentage of Revenue in Excel Learn how to track warranty and callback costs month by month, compare them against revenue, and spot problem areas before they grow. In this lesson, you’ll build a clean visual trend view, add a benchmark target, and identify which technicians may be driving

Home How to Track Discount Rate Trends and Spot Profit Leaks in Excel Discounts can quietly destroy margins. In this lesson, you’ll learn how to get a clear month-by-month view of discounting, compare it against a target, and quickly spot which reps, techs, or system types are discounting too aggressively using simple visuals and heatmaps.

Home Overhead Expense Analysis Dashboard in Excel (Heatmap, Benchmarks, and Trends) Learn how to break down your overhead month by month and see exactly where money is going. In this lesson, you’ll build a clean overhead view with a heatmap, quick trend indicators, and a benchmark line so you can spot problem areas fast and