Data is only useful if you actually look at it. This Monthly KPI Report Template helps you track and communicate your most important metrics in a consistent, clear way. Whether you’re a solo founder or agency manager, this sheet keeps your numbers front and center.
It includes pre-set fields for website traffic, ad spend, leads generated, conversion rates, sales, and ROAS — all easily customizable for your own data. Built-in formulas highlight changes month-over-month with color indicators for growth or drop.
If you’re using GA4, Google Ads, or a CRM like HubSpot, the sheet supports native integration using Google Sheets connectors — no coding needed. Plus, you’ll receive a quick-start video guide.
A perfect lightweight alternative to full dashboards when you need a snapshot view each month without overwhelm.
