Blank KPI Spreadsheet v3

This Key Performance Indicator Spreadsheet is
provided by Roxanne Banta with Liberate Your Biz

Consulting and is inspired by MINDBODY
University. Please edit and use it to set goals and
keep your bottom line in a good place. This
spreadsheet & materials contained within cannot
be used by third parties for commercial use. It is
intended to be used by small business
owners/managers who work with MINDBODY
University / MINDBODY Consultants directly.
Questions on formulas, usage, e-mail
info@liberateyourbiz.com.
http://www.liberateyourbiz.com
https://www.mindbodyonline.com/professional-
services/consulting
https://www.mindbodyonline.com/mbu
Key Indicators Monthly
ATTENDANCE & REVENUE
Revenue
Reports > Sales > General Sales > Sales by
Category > Filters: 1. Last Month 2. Y/Y if
applicable 3. Accrual Basis > GO and Get
'Total' column
Use Formula
Get % on bottom right, for main service catego
Recurring Revenue
Payment Processing > Auto Pay Summary > Filte
Same as above > Get 'Total Successful Quantit
Use formula, for main Service Category or all
Reports > Clients > Membership > click GENERA
Reports > Clients > Marketing > New Members >
Attendance
A. Reports > Clients > Visits & Retention > Attendance Analysis > Change dates to last Month > Select Service Catego
Enter in number of Paid Visits at bottom of page (should match Total Visits)
B. Tag New
A divided by B
C. Reports > Clients > Visits & Retention > Fir
C minus B
Optional D. Reports > Sales> General Sales > Sales By
Optional D. minus B.
RETENTION
No Visit After First Visit
A. Reports > Clients > Visits & Retention > Fir
Class: Goal 30%/Avg 50-60%
B. Reports > Clients > Visits & Retention > Fir
Appt: Goal 30-
40%/Avg 30%
New Clients who Purchased Intro Offer

Class: Goal 60-80%*/Avg 40-60% A. Reports > Clients > Visits & Retention > Fir
Appt:
Goal 60-80%*/Avg 40-60%
*60% for big B. Reports > Sales > General Sales > Sales b
businesses and/or big cities,
80% for small
businesses and/or small cities
Intro Offer Retention
Class: Goal 50-60%/Avg 25% A. SAME AS FOUND ABOVE. Reports > Sales > Ge
Appt: Goal 90%/Avg B. Reports > Sales > General Sales > Sales by
70%
Class: Goal 50-60%/Avg 25%
Appt: Goal 90%/Avg
70%
Conversion of Intro to Auto Pay

A. SAME AS FOUND ABOVE. Reports >
Sales > General Sales > Sales by Service >
Class: Goal 20-30%/Avg 5% Filters = 1. Dates = at least 3 months ago 2.
B. Payment Processing > AutoPay Summary
Appt: Goal 10- check 'tagged
> Filters clients
= 1. Add two only'
months3. Select
to endservice
date
20%/Avg 5% Service Category
(start date 3 months= main
ago)Service
2. check Category
'tagged4.
in Series
clients & Memberships
only' = 'Intro
3. leave 'include autoOffer'
pays at>
click TAG
POS' NEW>and
checked clickget
TAG# tagged
NEW and (depending
get #
Groupon on your sales process you can add the
tagged
following month to be accurate)
Class: Goal 10-20%/Avg 5% A. Reports > Sales > General Sales > Sales b
Appt: Goal 10-
20%/Avg 5% B. Reports > Sales > General Sales > Sales by
Year Over Year

*This section only needs to be done once per year, not monthly
A. Reports > Sales > General Sales > Sales by
Class: Goal 50%/Avg 10%
Appt: Goal 90%/Avg 60-
B. Reports > Sales > General Sales > Sales by
70%
Year Over Year-New Clients

A. Reports > Clients > Visits & Retention > Firs
Retention of New Clients in 2011 who

came back in 2012
REFERRALS
Reports > Clients > Marketing > Referral Sou
Analyze referral sources when

implementing new marketting
campaigns
ONLINE SALES
Analyze when trying to
increase revenue via online
sales
PAYROLL
A. Reports > Sales > Sale Analysis > Earned
B. Reports > Staff > Payroll > Filters: 1.

Dates = Last Month 2. Select Service
Category 3. Select 'All Teachers Summary
View' > Generate/GO and get 'Total Payroll
Amount'
PRICING ANALYSIS
Pricing Options Analysis
Reports > Sales > General Sales > Sales by Service >Filters: 1. Dates = Last Month 2. Service Category =
(1) List everything you're selling. Get rid of series that aren't selling.
(2) Pick top 5-6 and track them over time. We are trying to increase high commitment series (AutoPays)
and decreasing low commitment series (drop-ins)
Total #'s sold

<your series name here>
Total as %
2013
Sept Oct Nov Dec Jan
Total Revenue $ - $ - $ - $ - $ -
This Month Year /Year
Up to 12 Months / 12 Months
Total AutoPay Sales $ - $ -

Number of AutoPay Sales
AutoPay Sales as % Revenue #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Number of Cancelled AutoPay
Number of New AutoPays
Total Paid Client Visits
Total Unique Clients
Average Visits Per Month
Total New Clients
Total Not New Clients
Total New Clients Groupon/Free
Total New Clients Not Groupon/Free
First Visit
No Visit After First Visit (3 months)

% who haven't come back since first visit #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
# of new clients
# of new clients who purchased intro offer

#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
% of new clients who purchased intro offer
Number of Intro Offer Sold

Number of Intro Offer Clients Retained
Overall Intro Offer Retention #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Number of Intro offer converted to autopay

Total # of Groupon Sold
Total # of Groupon retained

% of Groupon Retained
Total Clients Last Year --> Tag new
Total # of Tagged Clients that Returned This Year

B divided by A
Total new Clients Last Year --> Tag New
Total # of New Clients that Returned This Year

B divided by A
Another Client
Internet
Flyer/Sign
Walk By
Other
Total Online Sales

As % of Revenue
Earned Revenue
Payroll
0% #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Payroll as % of Revenue
s > Sales by Service >Filters: 1. Dates = Last Month 2. Service Category =
ng. Get rid of series that aren't selling.
m over time. We are trying to increase high commitment series (AutoPays)

ent series (drop-ins)
Drop-in
Auto-pay
10-card
Total Series Sold 0 0 0 0 0
Drop-in #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Auto-pay #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
10-card #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Total Series Sold
2014
Feb March April May June July Aug Sept Oct Nov
$ - $ - $ - $ - $ - $ - $ -
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!


0 0 0 0 0 0 0

Dec
PRICING ANALYSIS
Membership Pricing
Option Analysis (Do once
per year, not A.monthly) Total Tagged
Reports > Clients > Visits & Retention > Attendance Analysis > Filters: 1. Dates=two months ago 2. Service Service Category = M
Clients
Total
B. Reports > Attendance
Clients > (visits)
Visits &
Average C. B divided #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Retention
Attendance > by A
Attendance
Medium
D. Reports >
Analysis >
User
Filters: 1.
change Average
dates to be Revenue Per
one month Visit or
ago 2. check Average
'tagged Cost of
clients only' Most
(3. Service Popular
Service Package
Category
Membership CP multiplied #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
stays same by D
4. Analysis
By = CLIENT
Pricing stays the
Options same > Click
Analysis Generate /
GO and
scroll
Reportsto > Sales > General
bottom right
andList
(1) Enter
everything you're
Total Get rid of series
selling.
Attendance
that aren't selling.
(2) Pick top 5-6 and track
(visits)
them over time. We are
trying to increase high
Total #'s sold commitment series
(AutoPays) and
<your serieslow
decreasing
name here> series
commitment Drop-in
(drop-ins)
<your series
name here> Auto-pay
<your series
name here> 10-card
Total Series
Sold 0 0 0 0 0 0
Total as %
<your series
name here> Drop-in #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
<your series
name here> Auto-pay #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
<your series
name here> 10-card #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Total Series
Sold
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
0 0 0 0 0 0

Pricing Workshe
Package Current Pricing
Pricing Guidelines:
* Sales by Service - notice what's selling the most as a percentage of total revenue
* Raise drop in price
* Drop non-selling packages
* Keep pricing options to 7 or less
* Re-price the AutoPay
* Adjust pricing of all other options to drive clients to the AutoPay
Pricing Worksheet
Price per session/class New Pricing
e of total revenue
Price per session/class
Retention Strategy Jan Feb March April May June
First Impressions
Intro Offer
Website
Brand
Staff
Quantify Expectations
Bricks & Mortar
Stay Connected
Auto-Pays
Challenges/Competitions
Bootcamps/Group Programs/Wkshps
Beginners Workshops
Ongoing Clients
Customer Service
Analyze Clients Behavior
Remove Barriers to Entry
Reach Out to Lapsed
Total $$
This can be used as a budget to calculate
spending or just as a calendar
July August Sept Oct Nov Dec
Retention Targets Monthly
RETENTION
No Visit After First Visit
Class: Goal 30%/Avg 50-60%

Appt: Goal 30-40%/Avg 30%
% who haven't come back since first visit
New Clients who Purchased Intro Offer
**to find intro peeps use rev cat = "new client specials"
Class: Goal 60-80%*/Avg 40-60% Appt: Goal 60-80%*/Avg 40-60%

*60% for big businesses and/or big cities, 80% for small businesses and/or
small cities
% of new clients who purchased intro offer

Intro Offer Retention
Class: Goal 50-60%/Avg 25% Number of Intro Offer Clients Retained

Appt: Goal 90%/Avg 70%
Overall Intro Offer Retention

Class: Goal 20-30%/Avg 5% Number of Intro offer converted to autopay

Groupon
Total # of Groupon Sold
Class: Goal 10-20%/Avg 5% Total # of Groupon retained

% of Groupon Retained
Year Over Year
Class: Goal 50%/Avg 10%

Appt: Goal 90%/Avg 60-70%
Retention of 2011 to 2012

Year Over Year-New Clients
Retention of New Clients in 2011 who came

back in 2012
January February March April
Actual Target Actual Target Actual Target Actual
A. Reports > Clients > Visits & Retention > First

Visit > Filters = 1. Dates = at least three months
ago, 2. select Main Service Category > click 'TAG
NEW' and write total
B. Reports > Clients > Visits & Retention > First

Visit > Filters = 1. Change end date to be plus two
months 2.check' TAGGED clients only' 3. check
'only show w/ no visits after 1st visit' > click TAG
NEW and write total
B divided by A #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
A. SAME AS A ABOVE. REDO. Reports > Clients >

Visits & Retention > First Visit > Filters = 1. Dates
= at least three months ago, 2. select Main
Service Category > click 'TAG NEW' and write
total
Service > Filters = 1. Same date range as above 2.
check 'tagged clients only' 3. Select service
Service Category = main Service Category 4. in
Series & Memberships = 'Intro Offer' > click TAG
NEW and get # tagged (depending on your sales
process you can add the following month to be
B divided by A
accurate) #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
A. SAME AS FOUND ABOVE. Reports > Sales >

General Sales > Sales by Service > Filters = 1.
Dates = at least 3 months ago 2. check 'tagged
clients only' 3. Select service Service Category =
main Service Category 4. in Series &
Memberships = 'Intro Offer' > click TAG NEW and
get # tagged (depending on your sales process
you can add the following month to be accurate)

Service > Filters = 1. Add two months to end date
(start date stays same) 2. Check 'Tagged Clients
Only' 3. Change Series & Memberships = All
series (excluding INTRO offer and freebies) > click
TAG NEW and get # tagged.
A. SAME AS FOUND ABOVE. Reports > Sales >

General Sales > Sales by Service > Filters = 1.
Dates = at least 3 months ago 2. check 'tagged
clients only' 3. Select service Service Category =
main Service Category 4. in Series &
Memberships = 'Intro Offer' > click TAG NEW and
get # tagged (depending on your sales process
you can add the following month to be accurate)
B. Payment Processing > AutoPay Summary >
Filters = 1. Add two months to end date (start
date 3 months ago) 2. check 'tagged clients only'
3. leave 'include auto pays at POS' checked > click
TAG NEW and get # tagged

Service > Filters = 1. Dates = at least 3 months
ago, when you offered groupon for sale 2. Select
service Service Category = main Service Category
3. in Series & Memberships = 'Groupon' > click
TAG NEW and get # tagged

Service > Filters = 1. Add at least 3 months to end
date (start date stays same) 2. Check 'Tagged
Clients Only' 3. Change Series & Memberships =
All series (excluding GROUPON and freebies) >
click TAG NEW and get # tagged.

Service > Filters = 1. Dates = Last Year > click TAG
NEW and get # tagged

Service > Filters = 1. Dates = This Year 2. Check
'Tagged Clients Only' > click TAG NEW and get #
tagged.
A. Reports > Clients > Visits & Retention > First

Visit > Filters = 1. Dates = Last Year > click 'TAG
NEW' and write total # tagged

Service > Filters = 1. Dates = This Year 2. check
'Tagged Clients ONLY' > click TAG NEW and get #
tagged
April May June July August September
Target Actual Target Actual Target Actual Target Actual Target Actual
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
September October November December
Target Actual Target Actual Target Actual Target


Reports Based On Attendance
No Return Report (removing members)
Why do we want to remove members? If you do not remove members the report will include the people who are paying a monthly membership
1. Pick a date range (go back at least 3 months for the end date)
2. Run NO RETURN Report, TAG NEW
3. Reoprts > Sales > General Sales > Sales By Service > Auto Pays > TAGGED CLIENTS ONLY, TAG REMOVE (D
4. Reports > Clients > Marketing > Mailers and Data Export > TAGGED CLIENTS ONLY
5. Send "We Miss You Email" or Coupon
No Return Report For Members
1. Payment Process > AutoPay Summery > select last 30 days > TAG NEW
2. Reports > Clients > Marketing > No Return, TAGGED CLIENTS ONLY>TAG NEW
4. Call them and get them back!
Reports Based On Purchased

No Repurchase
These are people that purchased in a certain time frame and didnt repurchase in a later time frame
1. Reports > Sales > General Sales > Sales By Service> Intro Offer/Groupon>TAG NEW
2. Reports > Sales > General Sales > Sales By Service > ALL OPTIONS EXCEPT INTRO > TAG REMOVE (DO NO
4. Send a "Come Back Coupon" or "We Miss You"
e paying a monthly membership fee but havn't come back.
CLIENTS ONLY, TAG REMOVE (DO NOT GENERATE)

TS ONLY
EW
TS ONLY
AG NEW
NTRO > TAG REMOVE (DO NOT GENERATE)
TS ONLY
Sinage/Branding
WORKS BEST
STRATEGY ADVANTAGES
IN/WHEN
Works for everyone Compensates for poor
Sandwich Board signage
Works for everyone

Grass Signs
Works for everyone

Bench/Bus Sign
Works for everyone

Car Magnent
Works for everyone

Car Wrap
Other (tshirts, bumper Works for everyone

stickers, etc.)
Works for everyone
Grocery Cart Ads
Guerilla Marketing
WORKS BEST
STRATEGY ADVANTAGES
IN/WHEN
Post Card/Flyer Urban/more concentrated
Cheap
Distribution areas
Group classes (not as well Geographically targeted

for expensive one-on-one
services like Pilates/personal Easy to do
training)
Street Fairs/Farmers
Populated areas Cheap
Market/Table on
sidewalk Pre-opening marketing
Group classes
Cross Higher priced services that Referrals from a credible

Marketing/Creating require expertise (private source or professional
Relationships with pilates/nutritional really work
Like-Minded counseling/massage/facials
etc)
Business/Other
businesses
Open House Cheap
Group
classes/fitness/dance
schools/music
schools/pilates/ yoga etc.
Free Demo/Free Pilates/personal
Session Cheap (not including
training/higher priced
staff costs)
services
Door Hangers Suburban areas Geographically targeted
Pre-opening marketing Relatively cheap
Social Commerce
STRATEGY WORKS BEST IN/WHEN ADVANTAGES
Groupon/Living Social To increase awareness of Free (except for your

your business labor costs
Makes you $$ right
New businesses
away
You want to fill Brings lots of clients into
classes/appointments your business
Website & Online Marketing
Google Ad Words Increase natural search

You have an internet-savvy
position even if Google
client
says it doesnt
Web Site Re- Arent generating ONLINE Will immediately

Design/Call to Action sales increase Revenue
Buttons/Online Have less than 15% of your One of the most
Incentives referrals coming from web important things you can
site do
Search Engine Will increase traffic to
Optimization If you dont have a high your web-site may make
natural search position more sense than AD
WORDS
Have less than 15% of your
referrals come from web site
Social Media & Online Marketing

Creating enthusiasm in Increases reviews on
existing clients social media increase
Perkville your businesses presence
on internet searches
As a Thank you to existing Cheap
Word Of Mouth clients customer service
Campaign Referral
Rewards
To market to your existing Cheap

client base
Eblasts/newsletters
To market to your existing Cheap

client base
Facebook/Twitter
/Blogs To increase awareness of Creates an online
your business/brand communnity
Younger demographic
For internet search Free
provides reviews
Yelp (Citisearch) Increases your online Can reach a wide
visability market
Younger demographic
Traditional Advertising
Smaller media markets Can reach a wide

market
Print Ads When the cost is cheap Easy not labor
intensive
Increases awareness
If you have poor signage Can make up for poor
signage
Billboards Near your place of Easy not labor
business intensive
When it is cheap Increases awareness
Smaller media markets Can reach a wide
when the cost is cheap market
Radio Easy not labor
intensive
Increases awareness
ding
DISADVANTAGES TIPS
Cost (sometimes)
Negotiate price
eting
DISADVANTAGES TIPS
Create compelling market

Time/labor intensive
materials
Requires constant Create a system (use
replenishing spreadsheet)
Incentivize staff with $$
www.modernpostcard.com
Use enthusiastic staff who
Time/labor intensive
can sell
Pricing offer that day only
Intro offer that day with
laptop
Network with business that
Takes time to create
can refer (doctors/hotels/retail
these relationships
stores)
Offer to refer back to them
Create coupons and
discounts with each other
Time/labor intensive Have upsell that day only
Have enough staff to sell
REQUIRE online registration
Keep it simple (no food or
entertainment)
Time/labor intensive Have Upsell that day only
Time/labor intensive Create compelling materials
erce
DISADVANTAGES TIPS
Poor retention Do groupon when you're

unqualified leads slow/new
Too many clients Have great upsell in place
Gives you the sense that Use it to create a vibe of a
your marketing/business is busy business i.e. you are
doing better than it is newly opened
Marketing
DISADVANTAGES TIPS
Monitor carefully refine

Expensive
search words
Use Google analytics
Can be expensive (but Dont wait to redesign your

worth it) website just add the buttons
Ask around for referrals for

Can be expensive someone who does SEO
cheaply
e Marketing
DISADVANTAGES TIPS
Doesnt drive a lot of new Make it easy for your clients
clients in the door to refer they wont do it
otherwise
Use your staff and
incentivize them
Doesnt drive a lot of new Offer special pricing only
clients in the door through your newsletter with
time limits (that day only)
Doesnt drive a lot of new Offer special pricing only

clients in the door through your blog/facebook
with time limits (that day
only)
Raffle for all Friends on your
Facebook page to increase
number of Friends
Should pair with SEO/ Get your clients to write
Google ad, strong web site good reviews
Not strong in all markets Have a link to Yelp on your
especially smaller Website
markets
ertising
DISADVANTAGES TIPS
Expensive and doesnt Make sure to have an INTRO

drive a lot of new clients in offer with expiration date and
the door coupon code
Expensive and doesnt Should be VERY close to

drive a lot of new clients in your location
the door Make sure to have a INTRO
offer
Expensive and doesnt Make sure to have a INTRO

drive a lot of new clients in offer with expiration date and
the door coupon code
Marketing Targets
JAN
Target
Total Revenue Reports > Sales > General Sales > Sales by Category
Payment Processing > Auto Pay Summary > Choose Date
Total Auto Pay/membership Sales Range
Number of New Memberships Reports > Clients > Membership
Reports > Clients > Mailers & Data Exports > List Clients =
New Clients With First Visits Between
Reports > Sales > General Sales > Sales by Service > Intro
Intro Offers Sold/Leads Offer, Tag New
Reports > Sales > General Sales > Sales by Service > Select
Online Sales Location = Online Store and Summary View
Target should be about 15% over last year -- for conservative growth and 20%-50% for aggressive growth
FEB MAR APR MAY JUN
Actual Target Actual Target Actual Target Actual Target Actual Target
JUL AUG SEP OCT NOV
Actual Target Actual Target Actual Target Actual Target Actual Target
DEC
Actual Target Actual
Marketing Strategy Jan Feb March April
Signage/Branding
Sandwich Board
Grass Signs
Bench Signs - Bus Signs
Car Magnents
Car Wrap
Other (t-shirts, bumper stickers, etc.)
Grocery Cart Ad
Guerilla Marketing
Post Card/Flyer Distribution
Street Fairs/Farmers Market
Cross Marketing/Referrals
Open House/Free Demo
Door Hangers
Social Commerce
Groupon/Living Social
Website & Online Marketing

Healcode Widgets
Web Site Design/Call to Action Buttons

Google AdWords
Search Engine Optimization
Social Media & Online Marketing

Perkville
Word Of Mouth Campaign Referral Rewards
E-blasts/newsletters
Facebook/Twitter/Blogs
Yelp/Citisearch
Traditional Advertising
Print Ads
Billboards
Radio
Total $$
This can be used as a budget to calculate spending or just as a
May June July August Sept Oct Nov Dec
ng or just as a calendar
MONTHLY BUDGET
REVENUE Jan Feb Mar Apr May
Revenue
Classes $ 20,000.00
Appointments $ 7,000.00
Workshops $ 1,000.00
Retail $ 2,000.00
Total Revenue $30,000.00 $ - $ - $ - $ -
EXPENSES
Total Variable Costs $ 15,950.00 $ - $ - $ - $ -
Total Operating Expenses $ 13,250.00 $ - $ - $ - $ -
Total Expenses $29,200.00 $ - $ - $ - $ -
NET REVENUE
NET PROFIT $ 800.00 $ - $ - $ - $ -
MARGIN = 3%
Retail; 6.67%
Workshops; 3.33%
Appointments; 23.33%
Classes; 66.67%
BUDGET
Jun Jul Aug Sep Oct Nov Dec
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
EXPENSES
VARIABLE COSTS Jan Feb Mar Apr May
Teacher Payroll $ 10,000.00
Payroll Taxes Avg 9.5% $ 950.00
Total Teacher Payroll $ 10,950.00 $ - $ - $ - $ -
Retail Cost of Goods Sold $ 5,000.00
TOTAL VARIABLE COSTS $ 15,950.00 $ - $ - $ - $ -
OPERATING EXPENSES / FIXED COSTS
Personnel Costs $ 4,700.00 $ - $ - $ - $ -
Facilities $ 3,500.00 $ - $ - $ - $ -
Marketing $ 3,300.00 $ - $ - $ - $ -
General & Administrative $ 1,750.00 $ - $ - $ - $ -
TOTAL OP EXPENSES $ 13,250.00 $ - $ - $ - $ -
TOTAL EXPENSES $ 29,200.00 $ - $ - $ - $ -
OPERATING
EXPENSES / FIXED
COSTS; 45.38% VARIABLE COSTS;
54.62%
SES
Jun Jul Aug Sep Oct Nov Dec
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
OPERATING EXPEN
Jan Feb March
Personnel Costs
Non Teacher and Owner Salaries $ 4,000.00
Payroll Taxes $ 200.00
Health Benefits $ 500.00
Total Personnel Costs $ 4,700.00 $ - $ -
Facilities
Rent $ 2,500.00
Telephone $ 100.00
Utilities $ 300.00
Repairs/Maintenance $ 600.00
Total Facilities Costs $ 3,500.00 $ - $ -
Marketing
Media/Advertising $ 2,000.00
Internet Search $ 1,100.00
Email Marketing $ 200.00
Total Marketing Costs $ 3,300.00 $ - $ -
General & Administrative
Insurance $ 200.00
Supplies $ 400.00
Postage & Delivery $ 150.00
Credit Card Fees $ 1,000.00
Total G&A Expenses $ 1,750.00 $ - $ -
Total Operating Expenses $13,250.00 $ - $ -
General &
Administrative; Personnel Costs;
13.21% 35.47%
Marketing; 24.91%
Facilities; 26.42%
RATING EXPENSES
April May June July Aug Sept Oct Nov Dec
$ - $ - $ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ - $ - $ -

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Blank KPI Spreadsheet v3

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This Key Performance Indicator Spreadsheet is

provided by Roxanne Banta with Liberate Your Biz

C. Reports > Clients > Visits & Retention > Fir

Optional D. Reports > Sales> General Sales > Sales By

New Clients who Purchased Intro Offer

Conversion of Intro to Auto Pay

Year Over Year

Year Over Year-New Clients

B. Reports > Sales > General Sales > Sales by

Retention of New Clients in 2011 who

Analyze referral sources when

B. Reports > Staff > Payroll > Filters: 1.

Total #'s sold

Total AutoPay Sales $ - $ -

Total Paid Client Visits

Total Unique Clients

Average Visits Per Month

Total New Clients

Total Not New Clients

Total New Clients Groupon/Free

Total New Clients Not Groupon/Free

No Visit After First Visit (3 months)

# of new clients who purchased intro offer

Number of Intro Offer Sold

Number of Intro Offer Sold

Number of Intro offer converted to autopay

Total # of Groupon Sold

Total # of Groupon retained

Total Clients Last Year --> Tag new

Total # of Tagged Clients that Returned This Year

Total new Clients Last Year --> Tag New

Total # of New Clients that Returned This Year

Total Online Sales

m over time. We are trying to increase high commitment series (AutoPays)

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Bricks & Mortar

Analyze Clients Behavior

Remove Barriers to Entry

Reach Out to Lapsed

Class: Goal 30%/Avg 50-60%

% who haven't come back since first visit

New Clients who Purchased Intro Offer

Class: Goal 60-80%*/Avg 40-60% Appt: Goal 60-80%*/Avg 40-60%

% of new clients who purchased intro offer

Class: Goal 50-60%/Avg 25% Number of Intro Offer Clients Retained

Overall Intro Offer Retention

Conversion of Intro to Auto Pay

Class: Goal 10-20%/Avg 5% Total # of Groupon retained

Class: Goal 50%/Avg 10%

Retention of 2011 to 2012

Class: Goal 60-80%/Avg 40-60% Appt: Goal 60-80%/Avg 40-60%