Reconcile the sources.
Enter 17 values for revenue, costs, sales, clients, delivery and cash. Keep fictional Demo rows separate from Live data.
Planned release · Editable Excel + Word files
Run the month with numbers you can define and act on.
Close one consistent dataset, calculate 18 practical operating indicators and turn profit, pipeline, client, capacity and cash movements into owned decisions.
$79
18 operating KPIs30 Live monthsNo macros
Anonymous signal. No email or account.
One monthly system for the whole operating picture.
The workbook keeps source inputs, formulas and working references visible. The guide defines ownership, reconciliation and review questions so the dashboard supports decisions instead of collecting unexplained numbers.
See 18 connected indicators.
Review profit, conversion, retention, utilization, productivity, collection, receivables and growth from standard formulas.
Assign fewer, clearer actions.
Use a 60-minute review agenda, movement questions and action records with evidence, owners, dates and success checks.
Built for small service businesses.
The dashboard is designed for agencies, consultancies, studios and professional-service firms that need operating discipline without a complex BI implementation.
Keep revenue and delivery economics connected.
Review revenue, gross profit, operating profit and margins while keeping the underlying cost definitions explicit.
Trace demand through retention.
Connect leads, proposals, new clients, active clients and losses without pretending that one month explains every cohort.
See pressure before guessing.
Compare utilization, revenue per FTE-month, collection rate, AR days and overdue receivables with their source counts.
This is an operational management tool with simplified formulas and working reference ranges. It is not accounting, tax, legal, investment or valuation advice. Definitions, policies and useful thresholds vary. The toolkit does not guarantee growth, profitability, liquidity, valuation or business survival.
Free guide
See the method before the toolkit.
Read the monthly KPI dashboard guide for the close sequence, all 18 formulas, review agenda and official references.
Questions before launch
What is included?
An editable Excel workbook with 30 Live-month rows, three fictional Demo months, 17 source inputs and 18 indicators, plus an editable 13-page Word guide with definitions, ownership, close controls and a management-review workflow.
Does the workbook replace accounting or CRM software?
No. It summarizes aggregated monthly source values. Reconcile the workbook to the systems that own revenue, costs, cash, receivables, leads, clients and capacity.
Can I change the working reference ranges?
Yes. Treat them as starting points, document the business reason and apply changes prospectively instead of rewriting closed periods.
Why is checkout unavailable?
This page measures anonymous launch interest before the product receives a live checkout. No email, answers or account are collected.
Planned release
Turn a monthly close into a repeatable operating review.
Vote anonymously if this is the product Miando should launch next.
$79