Coaching business KPI dashboard template

The weekly numbers we put on every coaching business dashboard, with formulas. If you track only these, you will know where the business stands.

Sales

Metric	Formula	Why it matters
Leads	New leads this week	Top of the funnel
Calls booked	Sales calls booked this week	Setter output
Show rate	Calls held ÷ calls booked	Booking and reminder quality
Close rate	Clients won ÷ calls held	Offer and closer quality
Cash collected	Money received this week	What you can actually spend

Delivery

Metric	Formula	Why it matters
Active clients	Clients currently in a program	Team workload
Clients per coach	Active clients ÷ coaches	Delivery quality risk
Days to kickoff	Average days from payment to kickoff call	Onboarding speed
First-win rate	Clients with a first win by day 30 ÷ clients who started 30+ days ago	Early results

Retention and money

Metric	Formula	Why it matters
Engagement	Clients active in the last 14 days ÷ active clients	Early churn warning
Refund rate	Refunds ÷ clients won (rolling 60 days)	Sales and onboarding quality
Renewal rate	Clients who renew ÷ clients reaching end of program	Long-term value
Cost to deliver per client	Monthly delivery costs ÷ active clients	Margin

How to use it

1. Update it every Monday from your CRM and payment tool.
2. Review it in a 30-minute weekly ops meeting.
3. Pick one number to improve each month. Do not try to fix everything at once.

Our guide to the high-ticket sales process explains how to improve the sales numbers.