KPI: Active Clients by Month

A quick tip on how to track another important key performance indicator using Microsoft Excel
Another key performance indicator (KPI) you need to watch is “active clients by month.” If your production management software doesn’t give you this number easily, one way you can get it is by using your accounting software, most of which will allow you to export reports to Microsoft Excel. In this video, we work with an Excel spreadsheet that shows a sales summary report over a 12-month period. The original report was generated by QuickBooks.