Free Resource · Team Businesses

The 4hr Business
Scorecard.

Track 9 KPIs weekly — 3 Marketing, 3 Sales, 3 Operations. 15 minutes per week. The manual system that runs before the live scoreboard.

Free Excel template
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Instant download
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Plus a 5-part email series showing you how to use it — and what comes next when you're ready to go live.
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What's in the template

One Year tab. Twelve monthly tabs. Everything rolls up automatically.

01 — YEAR TAB
Annual summary
Set your revenue goal and 9 metric targets once. Every month rolls up automatically. Win rate row shows how many metrics are above target.
02 — MONTHLY TABS
Weekly tracking
Week 1–5 rows for every month. Revenue, cash, expenses, profit calculated automatically. 9 custom metric columns. Win/Lose indicator vs your target.
03 — DROPDOWNS
Metric examples
Every metric column has a dropdown populated with real KPI examples from the scoreboard system — volume, conversion, and result metrics for each area.

3 metrics per system.
9 metrics total.

Marketing
Metric 1 — Volume
Leads generated · Website visitors · Outbound calls
Metric 2 — Conversion
Lead to enquiry rate · Email open rate · Ad CTR
Metric 3 — Result
Qualified leads this month · Pipeline value added
Sales
Metric 1 — Volume
Proposals sent · Discovery calls · Demos booked
Metric 2 — Conversion
Quote to close rate · Proposal win rate · Ramp time
Metric 3 — Result
New clients won · Revenue closed · Average deal size
Operations
Metric 1 — Volume
Jobs scheduled · Capacity utilised · Hours available
Metric 2 — Conversion
On-time delivery · First-call resolution · Rework rate
Metric 3 — Result
Jobs completed · Revenue per job · Billable hours

This is how it starts.

📊
Download the template
Start tracking 9 KPIs this week. 15 mins per week.
→
🎯
Predict your score
Free prediction — see your winning and losing KPIs now.
→
⚡
Go live
When ready — Jason maps your data into a live scoreboard.
→
📈
Review and compound
Quarterly or monthly. Every period builds on the last.