Running the Business · Part 6
Template: the monthly KPI sheet
Lesson 12 of 12~4 minFree previewCurrent as of September 2026
One page, once a month, from the books: the four operating numbers by technician, the three failure signals with their thresholds, and the actions taken. The example is the two-truck month from lesson 6.6 filled in.
What the full lesson covers
- Fill it from the bookkeeping categories and the software's job counts on the first business day of the month for the month just ended.
- Any red signal has an action written next to it before the sheet is filed.
- Keep the sheets; twelve of them are the year's story and the buyer's diligence file (lesson 6.9).
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