Operator-grade KPI visibility and accountability infrastructure. Structured governance for execution-focused leadership teams.
| KPI | Category | Target | Actual | Var % | Status |
|---|---|---|---|---|---|
| Revenue vs. plan | Financial | 100 | 97 | -3.0% | At risk |
| Gross margin | Financial | 42% | 43.5% | +3.6% | On track |
| On-time delivery | Operational | 95% | 91% | -4.2% | At risk |
| Pipeline value | Growth | $15M | $18M | +20.0% | On track |
| Customer retention | Growth | 92% | 90% | -2.2% | At risk |
5-day deployment checklist included with every purchase
Six integrated sheets — each solving a specific operational problem
This system is designed for operators with organizational structure and reporting rhythm.
Concrete operational improvements from the first week
All tiers include the complete workbook, 28 KPIs, and implementation guide
Best for: internal operators deploying at one company.
Get Core — $297Best for: leadership teams who need cadence + accountability infrastructure.
Get Professional — $597Best for: consulting firms and PE operating partners.
Contact for ConsultingOperational pain points mapped to specific system capabilities
| Pain point | How this system addresses it |
|---|---|
| KPIs exist but nobody owns them | Ownership matrix built into Governance sheet — every KPI has a named owner and backup |
| Leadership meetings lack structure | Weekly and Monthly Review sheets provide structured agendas with carry-forward logic |
| Status is unclear until someone asks | Executive Dashboard shows operational health in under 60 seconds |
| Metrics are defined inconsistently | Metric Glossary provides formal definitions, calculation methods, and data sources |
| Off-track items get forgotten | Escalation flags auto-populate; carry-forward logic prevents items from disappearing |
| New hires don't know the system | Governance sheet + Implementation Guide make the system self-documenting |
| No standard operating cadence | Meeting Templates and Review Cadence table define weekly/monthly/quarterly rhythms |
Real product screenshots — no mockups




No. The entire workbook uses standard Excel formulas. No macros, no VBA, no plugins. It opens cleanly in Excel 2016+, Google Sheets, and LibreOffice Calc.
Yes. Formatting will degrade slightly, but all formulas and data validation work in Google Sheets. Many PE-backed companies use Google Workspace successfully with this system.
Most operators need 15–25 active KPIs. The system ships with 28 starter KPIs. Select the ones relevant to your operation and hide the rest. An additional 12-KPI extended library is included for deeper coverage.
No. The Core tier works entirely in Excel. The Notion workspace (Professional tier) adds cadence management, action tracking, and escalation handling — but the workbook functions independently.
Yes, with a Consulting License ($1,250–$2,500). The Core and Professional tiers are for internal use within one legal entity.
Yes. Everything is editable. Add KPIs, remove KPIs, change categories, adjust thresholds, rename departments. The system is designed to be configured, not just consumed.
The Implementation Guide includes a 5-day deployment checklist. Most teams are in active use by the end of the first week.
Operational visibility in 5 days. No consulting engagement required.