March 14, 2019

Weekly Revenue Goal KPI Template

Rosie Sherry @rosiesherry

I created a 12 week revenue goal template Inspired by a post from @davj on focusing on one KPI for 3 months which he mentioned in his office hours session.

You might want to use it like this:

  • Enter your goal and date in the top right hand corner.
  • Each week enter what your goal is, and then what you actually achieved.
  • The two questions give you a chance to briefly take note of important things.
  • The faces, I thought would be nice to track how you are feeling. Colour them in or cross them out.
  • The square box, put a cross or a tick depending on whether you achieved your weekly revenue goal.

What do you think?
Should I make more of these? And if so, on what topics?


  1. 3


    I used to use exactly this format for my team all-hands meetings. Super, super useful.

    If I could add one thing, it would be a space for:

    what is the one most surprising/important thing you learned this week, and (how) do you need to change your goals accordingly?

    Such a great forcing function for learning and focussing on what's important!

  2. 1

    Love this and the mood check! thanks for sharing @rosiesherry