monthly KPI report template
Monthly KPI report you can update in minutes
Track key business metrics month over month with change in percent, ready to share or download to Excel.
Opening the template uses no credits. Building from a prompt uses credits; the Free plan includes 25.
Monthly reports take hours when numbers are copied by hand into slides. A single sheet with change formulas makes the report repeatable.
What the spreadsheet looks like
| Row | A | B | C | D |
|---|---|---|---|---|
| 1 | Metric | Last month | This month | Change |
| 2 | Revenue | 410,000 | 452,000 | =(C2-B2)/B2 |
| 3 | Costs | 300,000 | 318,000 | =(C3-B3)/B3 |
| 4 | Profit | =B2-B3 | =C2-C3 | =(C4-B4)/B4 |
| 5 | Customers | 1,180 | 1,265 | =(C5-B5)/B5 |
This is the real first sheet of the Monthly Business Report template. Every total is a formula.
Who it's for
- Founders sending investor updates
- Managers reporting to leadership
- Small teams reviewing monthly
What you get
- One row per KPI
- This month, last month and change %
- Formulas that handle zero values
- Charts on request
How it works
- 1
Pick your KPIs
Five to eight metrics is usually enough.
- 2
Update monthly
Type or paste the new numbers.
- 3
Share
Download to Excel or show the dashboard view.
Prompts to try
Tips from practice
- Define each KPI once and keep the definition next to it.
- Show change in % and absolute numbers.
- Keep the same order every month so readers find things fast.
Good to know: Numbers come from you; Tabstra doesn't pull data from other tools.
Formulas used here: Percentage change, IFERROR, AVERAGEIFS