The KPI & Monthly Metrics Dashboard to Pinterest (opens in a new window)

The KPI & Monthly Metrics Dashboard

$27.00

Track the handful of numbers that really run your wedding business. Clear formulas, twelve months of fill-in tables for enquiries, conversion, revenue, cash, marketing and reviews, and a monthly review sheet that turns numbers into decisions.

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Description

Most wedding business owners know roughly how things are going. Roughly is the problem. Without the same numbers written down every month, you cannot tell whether a quiet month is a blip or a trend, which marketing is paying its way, or whether the deposits in your account are profit or money you have not earned yet.

This dashboard shows you the eight numbers worth tracking, explains how to work out each one in plain English, and gives you a place to record them for twelve months.

Inside you will find:

  • A one-hour monthly routine for gathering your figures
  • The eight numbers at a glance, with formulas and where to find each one
  • Fill-in twelve-month tables for enquiries by source
  • Sales and conversion, including average booking value and a rolling three-month conversion rate
  • Revenue booked, revenue delivered and cash in bank, with client deposits tracked separately
  • Marketing spend, cost per enquiry and cost per booking
  • Website traffic, social reach and reviews
  • A targets table, a monthly review prompt sheet and a quarterly deep-dive checklist

There are no made-up industry benchmarks inside. Wedding businesses vary too much for that. Your benchmark is your own last month and, after a year, your own same month last year. Start in whichever month you like.

It is written for planners, stylists, florists, photographers, celebrants and any wedding professional who wants to run the business with more confidence and fewer guesses.

After a few months, you will see which enquiry sources bring real bookings, where your marketing money goes, and how full your future really is. Decisions about pricing, marketing and growth stop being gut feel and start being grounded in your own numbers.

What’s inside

  • The eight numbers at a glance with formulas
  • Enquiries by source tracker
  • Sales and conversion tracker
  • Revenue booked, delivered and cash tracker
  • Marketing spend and cost per booking tracker
  • Traffic and reputation tracker
  • Targets table and monthly review sheet
  • Quarterly deep-dive checklist