Bundle · 3 files
Monthly Reporting Pack
Weekly numbers in a shared Sheet, the month's KPIs in Excel, and the deck you present them in.
What's in the bundle
| Template | Single licence |
|---|---|
| KPI Starter Dashboard.xlsx, no macros | €29 |
| KPI Tracker for Google SheetsSheets-ready .xlsx | €25 |
| Monthly KPI Report Deck.pptx (16:9) | €19 |
| Bought separately | €73 |
| Bundle price · €14 less | €59 |
Team licences: €69 + €59 + €45 = €173 separately. Team bundle €139, €34 less.
kpi-starter.xlsx
| KPI | October | Target | Status |
|---|---|---|---|
| Revenue | €184,200 | €180,000 | On target |
| Gross profit | €72,400 | €70,000 | On target |
| Operating costs | €58,900 | €56,000 | Off target |
| New customers | 412 | 400 | On target |
| Churn rate | 2.4% | ≤ 2.0% | Off target |
| Conversion rate | 2.9% | 2.8% | On target |
kpi-tracker.xlsx
| KPI | Owner | This week | Target | Status |
|---|---|---|---|---|
| New trials | Maya | 64 | 60 | On track |
| Trial-to-paid rate | Maya | 18% | 20% | Watch |
| Weekly revenue | Jonas | €9,410 | €9,000 | On track |
| Active users | Jonas | 1,118 | 1,200 | Watch |
| Cancellations | Priya | 9 | ≤ 5 | Off track |
| Support tickets opened | Priya | 41 | ≤ 35 | Off track |
Cancellations: 9 vs ≤ 5
monthly-kpi-report.pptx
The three files as tabs, each showing its Dashboard. Sample data, fictional.
Who it suits
- Your team logs numbers through the week, someone rolls them up at month-end, and it all ends in a meeting with slides.
- You want the month-end routine to be the same three files every time.
How the three fit together
Owners type weekly numbers into the KPI Tracker. At month-end you paste the monthly totals into KPI Starter. The deck's charts take the same figures, typed in.
What's inside each file
- KPI Starter Dashboard
- Read me · Settings · Data · Dashboard · Quarterly Look inside
- KPI Tracker for Google Sheets
- Read me · Settings · KPIs · Weekly log · Dashboard Look inside
- Monthly KPI Report Deck
- 1 Cover · 2 Contents · 3 Month at a glance · 4 Revenue and margin · 5 Customers · 6 Operations · 7 KPIs vs target · 8 Wins and issues · 9 Next month's priorities · 10 Appendix · 11 How to update this deck · 12 Alternative A · 13 Alternative B · 14 Alternative C Look inside
- Format
- One .xlsx, one Google Sheets file (import or make-a-copy link), one .pptx.
- Delivery
- One order, one download link for all three.
Will they work on your machine?
Excel files
| App and version | Works? | Notes | |
|---|---|---|---|
| Windows | |||
| Excel for Microsoft 365 | Yes | ||
| Excel 2021 | Yes | ||
| Excel 2019 | Yes | Excel 2019: fine. The formulas stick to SUMIFS, INDEX and MATCH, nothing that needs dynamic arrays. | |
| Excel 2016 | Partly | Excel 2016: should open and calculate. Some chart formatting may look different. | |
| Mac | |||
| Excel for Mac (Microsoft 365) | Yes | Excel for Mac (Microsoft 365): fine. Nothing in the file uses Power Pivot or macros, which is what usually breaks on a Mac. | |
| Browser | |||
| Excel for the web | Partly | Excel for the web: opens, calculates, slicers and drop-downs work. Editing gets slower in the bigger tabs. | |
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
No macros in any file. Nothing asks you to enable content.
Google Sheets
| App and version | Works? | Notes | |
|---|---|---|---|
| Browser | |||
| Google Sheets in any current browser | Yes | Any up-to-date browser on Windows, Mac, Linux or a Chromebook. It's an .xlsx built for Google Sheets: import it into Drive, or use the make-a-copy link when it's in your order. | |
| Phone and tablet | |||
| Google Sheets mobile app | Partly | Sheets mobile app: fine for looking. Typing into a budget on a phone is possible, not pleasant. | |
| Excel | |||
| Opened in Excel instead | Partly | Opening it in Excel works for reading. Use it in Sheets; that's what it's laid out for. | |
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
No macros in any file. Nothing asks you to enable content.
PowerPoint decks
| App and version | Works? | Notes | |
|---|---|---|---|
| PowerPoint | |||
| PowerPoint for Microsoft 365, Windows and Mac | Yes | PowerPoint for Microsoft 365, Windows and Mac: fine. PowerPoint 2019 and later: fine. Charts are native PowerPoint charts. Right-click, Edit Data, type your numbers. | |
| PowerPoint 2019 and later | Yes | PowerPoint for Microsoft 365, Windows and Mac: fine. PowerPoint 2019 and later: fine. | |
| Other apps | |||
| Google Slides | Partly | Google Slides: opens, but the charts turn into pictures, so you can't edit their numbers there. | |
| Keynote | Partly | Keynote: opens. Charts and some layouts shift; fine for presenting, awkward for editing. | |
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
No macros in any file. Nothing asks you to enable content.
What the licence lets you do
The licence applies to each of the three files exactly as it would if you bought it alone.
| What you can do | Single | Team |
|---|---|---|
| Who can use the file | You, one named person | Up to 10 named people in the same company |
| Use it in your own business or job | Yes | Yes |
| Send the outputs (charts, PDFs, slides) to anyone, clients included | Yes | Yes |
| Edit anything: formulas, colours, layout, logo | Yes | Yes |
| Pass the file itself to someone else | No | Only inside the team of 10 |
| Resell, upload, rebrand or publish it as a template | No | No |
| Price | €59 | €139 |
More than 10 people? Ask us at office@primedigitallabs.com. Both licences are a one-off price. Nothing renews.
Probably not for you if
- Your company can't use Google Drive. Two of the three still work; the tracker doesn't.
- You present in Google Slides. The deck's charts become pictures there.
Questions people ask about this one
Do the three files update each other?
No. You copy the monthly totals across. Linked files across Sheets, Excel and PowerPoint break too easily to be worth it.