Weekly KPI Dashboard Report for Financial Services

# Weekly KPI Dashboard Report - Financial Services

## Purpose
Distribute every Monday to keep the team focused on the numbers that matter and quickly identify areas needing attention.

## When to Use
A concise weekly KPI report with visual indicators for tracking revenue, pipeline, customer satisfaction, and operational metrics against targets.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (HubSpot or Xero)

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## Weekly KPI Dashboard

**Week Ending:** [Date]
**Prepared by:** [Your Name]
**Week #:** [X] of [X] (Quarter [X])

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### At a Glance

| Category | Status | Trend |
|----------|--------|-------|
| Revenue | [On Track / At Risk / Behind] | [Up / Stable / Down] |
| Pipeline | [On Track / At Risk / Behind] | [Up / Stable / Down] |
| Delivery | [On Track / At Risk / Behind] | [Up / Stable / Down] |
| Team | [On Track / At Risk / Behind] | [Up / Stable / Down] |

### Revenue & Sales

| Metric | This Week | MTD | Target (Month) | % to Target |
|--------|-----------|-----|----------------|-------------|
| Revenue invoiced | $[Amount] | $[Amount] | $[Amount] | [X]% |
| Revenue collected | $[Amount] | $[Amount] | $[Amount] | [X]% |
| New deals closed | [X] | [X] | [X] | [X]% |
| Average deal size | $[Amount] | $[Amount] | $[Amount] | - |

### Pipeline & Leads

| Metric | This Week | Last Week | Change |
|--------|-----------|-----------|--------|
| New leads | [X] | [X] | [+/-][X] |
| Qualified opportunities | [X] | [X] | [+/-][X] |
| Proposals sent | [X] | [X] | [+/-][X] |
| Pipeline value (total) | $[Amount] | $[Amount] | [+/-]$[Amount] |
| Weighted pipeline | $[Amount] | $[Amount] | [+/-]$[Amount] |

### Delivery & Operations

| Metric | This Week | Target | Status |
|--------|-----------|--------|--------|
| Projects on schedule | [X] of [X] | 100% | [On Track / Behind] |
| Tasks completed | [X] | [X] | [On Track / Behind] |
| Client tickets resolved | [X] | [X] | [On Track / Behind] |
| Average response time | [X] hrs | [X] hrs | [On Track / Behind] |

### Client Health

| Metric | This Week | Last Week |
|--------|-----------|-----------|
| NPS score (rolling) | [X] | [X] |
| Support tickets opened | [X] | [X] |
| Support tickets closed | [X] | [X] |
| Escalations | [X] | [X] |

### Team Pulse

| Metric | This Week | Last Week |
|--------|-----------|-----------|
| Team capacity (available hrs) | [X] | [X] |
| Utilisation rate | [X]% | [X]% |
| Unplanned absences | [X] | [X] |

### Key Wins This Week

1. [Win 1]
2. [Win 2]
3. [Win 3]

### Issues Requiring Attention

| Issue | Impact | Owner | Action Required |
|-------|--------|-------|-----------------|
| [Issue 1] | [High / Medium / Low] | [Name] | [Action] |
| [Issue 2] | [High / Medium / Low] | [Name] | [Action] |

### Focus for Next Week

1. [Priority 1]
2. [Priority 2]
3. [Priority 3]

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**Complexity:** simple | **Setup time:** 15 minutes | **Tools:** HubSpot, Xero, Slack

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.