Free Tool · Sales & Commercial Excellence

Commercial KPI Dashboard & Monthly Review Kit

One page the leadership reviews every month: sales, margin, pipeline, collections.

One page the leadership reviews every month: revenue vs plan, contribution margin, pipeline coverage, forecast accuracy, collections, win/loss, channel health, pricing realisation — each with a definition, an owner, and a decision log that proves the meeting happened.

For: CEO / Sales Head·Free — no sign-up for results·Related service: Commercial Excellence

One page, eight KPIs, one owner each. Fill actuals, run the meeting, log the decisions. The discipline is the product.

Revenue vs planSales head

₹ this month and YTD, vs plan and last year

Contribution margin %Finance

After discounts, freight, credit cost — not gross margin

Pipeline coverageSales head

Qualified pipeline ÷ next quarter's target (healthy: 3×)

Forecast accuracySales head

Last month's forecast vs actual (healthy: ±10%)

Collections / DSOFinance

Overdues by bucket, top 10 debtors named

Win/loss reasonsSales head

Top 3 each, coded from interviews not CRM dropdowns

Channel healthChannel head

Secondary vs primary, partner inventory weeks

Pricing realisationCommercial head

Pocket price ÷ list, trend line

Decision log — what did we decide, who owns it, by when

0/8 KPIs filled
A review that ends without a decision log is a status update. Every month should produce at least one decision someone would notice if it didn't happen.
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How it works

Eight KPIs, each with an agreed definition and a named owner. Definitions matter more than targets — 'margin' without 'after discounts, freight and credit cost' is a debate, not a metric.

The decision log is mandatory: a review ending without decisions was a status update.

Pipeline coverage (qualified pipeline ÷ next quarter's target, healthy at 3×) is the forward-looking number most dashboards miss.

Worked example

A CEO's first one-page review surfaces what three separate reports hid: revenue on plan, but pipeline coverage at 1.4× and realisation down 3 points. Two decisions get logged — a pricing-floor rule and a demand push — before anyone leaves the room.

Illustrative figures, not a client outcome.

Questions, answered

Why only eight KPIs?

Attention is the constraint. Eight well-defined metrics reviewed monthly outperform thirty reviewed never. Add one only when you retire one.

How is this different from our BI dashboard?

BI shows data; this forces definitions, owners and decisions. The page is a meeting discipline, not a visualisation.

Version 1.0 · Reviewed 2026-10 · Methodology is fixed and version-controlled; results depend on your inputs.

Reviews that report but never decide? Install the operating rhythm.

BLEZZINGS runs this analysis inside a focused engagement — with your data, your market and a plan to act on it.