Step 04 of 6 · Metrics

Metrics Tree & Analytics What moves the P&L, and how you track it

Profit is the result of a few numbers you can actually influence. These templates break revenue and profit down into those numbers, define each one and put them on one weekly dashboard.

Get the templates — $[XX] See what's inside

5 templates
Step-by-step instructions
1:1 session Soon

Sound familiar?

If reports exist but decisions don't follow from them, you have data without a system.

Lots of reports, no answersNumbers everywhere, yet nobody can say what to fix this week.
Everyone counts differentlyThe same metric has three values depending on who you ask.
You notice problems lateBad months show up in the P&L when it is too late to react.
Goals without levers"Grow revenue 30%" with no idea which numbers make it happen.

What's inside

5 templates for this step. Each one comes with instructions: where to take the numbers from and how to read the result.

A
Metrics tree
From profit and revenue down to the operational numbers that drive them.
B
Metric dictionary
How each metric is defined, calculated, and where the data comes from.
C
Unit economics
What one customer or one order brings and costs.
D
Weekly dashboard
The 7–10 numbers you look at every week, with trends.
E
Targets & thresholds
Target value and alarm level for every key metric.

Metrics tree Example data

Operating profit120,000
- Revenue1,200,000
  - Customers96 / month
    - Leads800
    - Conversion12%
  - Average check1,040
  - Purchases per customer1.3
- Costs1,080,000
  - Cost of sales60% of revenue
  - Fixed costs30,000 / month

Every leaf has an owner from step 05 and a target in step 06.

After this step

You know your levers

Which numbers actually move revenue and profit.

One version of the truth

Every metric is defined once, for everyone.

You react in weeks

Problems show up on the dashboard before they hit the P&L.

Get step 04

Buy this step on its own, or get all six steps as one connected system.