A KPI review works best when it keeps a small number of measures, a clear cut-off date and one next action together. This template is a manual review sheet: it does not create dashboard calculations or trends automatically.
What to record
Use measures that help the business act, such as sales, customer balances, gross margin, cash, stock, staffing capacity or overdue actions. A service business may focus on customer work and staffing. A product business may add stock and supplier availability. A trade business may add project measures.
Keep approval status separate
Record approved scope-change value separately from unapproved potential value. Only the approved value belongs in an agreed or revised income view. The unapproved value is a commercial risk or opportunity, not income earned.
Download
The workbook is designed for manual entry and action review. Set the same cut-off date for connected measures, label missing information and assign an owner to each material exception.
Next step
Choose a small set of measures, set one cut-off date and assign an action for every material exception.
Important
General information only. Check the current official guidance for the business’s circumstances.
Sources and review
- Evidence check date: 5 November 2026.