Make smarter decisions by tracking what really matters.
No matter what stage your company is in, one thing remains true: strong decisions require strong data. Whether you’re deciding to hire, expand, or invest, stakeholders need clear reasoning—supported by real evidence—to justify your move.
The best business owners monitor five top metrics weekly. These five KPIs will give you a stronger sense of performance, allowing you to identify issues before they get out of hand, and empowering smarter decisions across your business.
1. Customer Experience & Retention Rate
Why it’s important: It’s typically more profitable to keep existing customers than to find new ones. A drop in retention usually indicates issues in product performance or customer support that require immediate attention.
What to track: Customer retention rate (weekly or rolling 30 days), number of support or ticket requests, average resolution time, type of request, customer satisfaction rating (CSAT or survey feedback).
Weekly retention trends allow you to understand how customers actually feel about your brand. Spikes in support inquiries or slow resolutions are red flags, while consistent CSAT scores and renewal rates are signs of healthy customer relationships.
2. Cash Position
Why it’s important: Having an idea of how much cash you have on hand—and how long it will keep operations going—gives you the confidence to move forward.
What to track: Total cash on hand, outstanding receivables, expected disbursements/upcoming payables, net cash inflow/outflow.
Weekly cash snapshots can keep you ahead of surprises, while also helping you spot new opportunities.
3. Expenses & Burn Rate
Why it’s important: Tracking expenses on a weekly basis can reveal whether or not spending is truly aligned with your overall strategy.
What to track: Weekly operating expenses (fixed and variable), burn rate (net cash outflow vs. inflow), spending by category or department, any unexpected or nonrecurring charges.
If a recurring expense is no longer providing growth, consider cutting it.
4. Sales & Pipeline Activity
Why it’s important: Understanding key sales and pipeline activity, like weekly booked revenue and sales opportunities, can allow you to understand the effectiveness of your marketing and outreach efforts.
What to track: Weekly closed/won deals, new qualified leads added, total pipeline value, lead-to-close conversion rate, sales cycle length and stage progression.
If you’re unable to capitalize on new leads, it is important to understand why. Sales and pipeline metrics are worth acting on before they affect your organization’s bottom line.
5. Profit Margin Snapshot
Why it’s important: Your margin gives you a snapshot into the health of your organization. A weekly margin check can allow you to understand what is improving profitability and where there are hidden costs reducing it.
What to track: Gross profit margin (weekly or trailing average), net profit margin, key cost inputs affecting margin (materials, labor, overhead). Break it down by product, service line, or client segment if possible.
Watching your margins week to week ensures that you’re able to identify pricing issues, loss-making products, and rising costs before they affect your bottom line, allowing you to determine if growth is actually sustainable.
Next Steps
All business owners need the right metrics—and the right support—to form the right strategies.
We help CEOs track and understand their KPIs so they can make smart and informed decisions. Our team of CPAs, advisors, and analysts can help make sense of the numbers and develop a plan that works for your organization.
