KPI Development and Tracking

You can’t manage what you don’t measure.

Most small businesses are flying blind when it comes to performance. You might check your bank balance, maybe glance at your sales—but without real metrics, you’re just guessing.

That’s where our KPI Development and Tracking service comes in. We help you figure out what numbers actually matter for your business, set smart goals, and track them clearly each month.

What Are KPIs (And Why They Matter)?

KPI stands for Key Performance Indicator. It’s just a fancy way of saying: “Here’s a number that tells us how we’re doing.”

Not every KPI matters for every business. That’s why we help you pick the ones that actually match how you run.

Some common KPIs we set up:

• Gross profit margin

• Net profit

• Revenue per employee

• Cost per lead

• Customer acquisition cost

• Average order value

• Monthly recurring revenue (MRR)

• Inventory turnover

• Labor cost percentage

• Utilization rate (for service-based teams)

We’ll help you figure out what to measure, how to track it, and what the results mean.

What We Do

We make your numbers easy to track and understand. Here’s what we handle:

• Identify the KPIs that match your goals

• Set up dashboards or reports so you can see them at a glance

• Pull real data from your systems (QuickBooks, POS, etc.)

• Track progress over time (weekly, monthly, quarterly)

• Provide plain-language explanations and recommendations

• Adjust KPIs as your business grows or changes

You won’t need to build spreadsheets or guess what the graphs mean. We’ll do that part—and explain it all in real words.

Why It Helps

Tracking the right KPIs helps you:

• Spot problems early

• Set realistic, focused goals

• Improve team performance

• Manage cash and profit better

• Make better decisions—faster

One Portland client thought they were crushing it with sales… but their net profit margin was only 3%. Once we tracked it, they made a few pricing changes and jumped to 14% in two months.

For All Types of Businesses

We’ve built KPI systems for:

• Agencies

• Contractors

• Restaurants

• Online shops

• Nonprofits

• Coaches and consultants

Even solopreneurs benefit from tracking just a few key metrics.

We’ll help you start small and grow from there. No pressure to track 20 things if only 3 really matter right now.

Tools We Use

We can build your tracking setup using:

• QuickBooks Online or Desktop

• Google Sheets (for lightweight dashboards)

• Data from POS or e-commerce platforms

• CRM tools like HubSpot, Monday, or whatever you’re using

• Custom reports or visual dashboards if needed

We keep it simple so you can actually use it—without hiring a full analytics team.

Local Help, Nationwide Support

We’re based in Seattle, work with clients in Portland, Memphis, and across the U.S. Everything is remote-friendly, and you’ll get reports and updates you can use in real life—not just stuff to impress your CPA.

Let’s Track What Matters

If you’re tired of guessing, hoping, or going with your gut—this is the way to change that.

We’ll help you choose the right KPIs, set goals, and stay on track. It’s not about more data—it’s about better data.

Flat pricing. Real results. Metrics that matter.