Free monthly KPI review template
Run the monthly KPI meeting from one deck: a scorecard, what is on and off track, root causes and actions with owners and dates. Sample business included.
What's in this template
Slide 1: September KPI review Two of four on target.
- Revenue and ratings hit target. Margin and on-time delivery did not, and the fixes are inside.
Slide 2: Revenue hit target, but margin and delivery slipped
- $2.86M Revenue (target $2.8M)
- 38.2% Gross margin (target 40%)
- 91% On-time delivery (target 96%)
- 4.5★ Customer rating (target 4.5)
Slide 3: Four metrics on track, three off
- On track
- Revenue: 102% of target
- Subscriptions: 18,400 active, up 6%
- Customer rating steady at 4.5★
- Return rate: 2.8%, below the 3% limit
- Off track
- Gross margin: 1.8 points below target
- On-time delivery: 5 points below target
- Support backlog: 1,140 tickets (limit 600)
Slide 4: What went wrong
- Root causes for the three misses
Slide 5: Late orders jumped in week 3
Slide 6: Late deliveries came from one warehouse
- Reno handled 64% of late orders after a new WMS went live
- Two shifts ran short-staffed for 11 days
- Carrier pickups missed the 4 pm cut-off 9 times
Slide 7: Margin fell on promotions, not on prices
- The Labor Day 25% offer ran 5 days longer than planned
- Free-shipping threshold dropped to $35 for the promo
- Supplier prices were flat, so the fix is ours
Slide 8: Late orders drove the support backlog
- "Where is my order?" tickets up 140% in September
- First reply time rose to 31 hours
- Backlog should clear once deliveries recover
Slide 9: Six actions, each with an owner and date
- Delivery and support
- Add a weekend shift in Reno: Luis, 10 Oct
- Fix WMS pick routing: Hannah, 17 Oct
- Proactive delay emails: Grace, 14 Oct
- Margin
- Promo end dates set in code: Ken, 9 Oct
- Free shipping back to $49: Ken, 1 Nov
- Weekly margin alert in Slack: Aisha, 16 Oct
Slide 10: What October should look like
- 95% On-time delivery
- 40% Gross margin
- < 600 Support tickets open
Slide 11: Next review: Tuesday 10 November
- Aisha Patel, Head of Operations · aisha@bluebirdpets.com