Free tools / Business Performance Tracker
Where does your business stand? Pick one goal.
Choose what you want to improve, enter two numbers and a goal, and see your score right away. The PDF gives you a simple tracker to check it every week.
- Free
- About 3 minutes
- No credit card
What do you want to improve?
Pick the one that matters most this quarter.
These are example numbers. Change them to match your business.
A goal you can reach in four to eight weeks works better than a perfect one.
Add more detail (optional, fills in your PDF)
Name what you are measuring and what counts as a success.
Live call answer rate
Track it week by week. Send this measure to Business OS, our free workspace, and record a new result each week. It stays in this browser and nothing is sent to us.
Get your plan as a PDF
- Your score and your goal, side by side
- How the number is calculated, in plain words
- What counts, what does not, and who owns it
- A weekly check-in sheet you can print
Your plan is downloading
If nothing happened, tap the button below. Your PDF stays on your device.
Book a free 15-minute walk-throughNo card, no obligation. Or call (312) 675-2985.
Have more than one KPI to keep track of? Keep them all in the free Business OS.
What is in your PDF
A one-page tracker you can pin up and fill in each week.
- Where you stand today, against your goal
- How many more successes you need to reach it
- The counting rules, so the number means the same thing every time
- What to do if you are behind
- A check-in sheet for every week
How it works
- Pick one thing to improveCalls answered, follow-ups, records or bookings. Or measure something else.
- Enter two numbers and a goalSee your score and the gap to your goal right away. Nothing is sent anywhere yet.
- Get your PDF trackerAdd your email and it downloads right away. A person at Pro Assist may follow up about it.
Questions
What is a KPI?
A number that tells you whether something is getting better. Here it is the share of times something went right, like calls answered out of calls received.
What goal should I pick?
One you could reach in four to eight weeks. Raise it once you hit it. A goal that is too far away is easy to ignore.
Where do I get the two numbers?
Your phone system call log, your CRM, or a simple tally sheet. The PDF tells you where to look and how to count the same way every time.
Is this really free?
Yes. The tool and the PDF are free. You do not need a card, and you are not signing up for anything.
What do you do with my email?
We use it to follow up about your tracker, and a person at Pro Assist may email or call you about it. We do not sell your information. The Privacy Policy has the details.
Can I track several numbers at once?
Yes. The free Business OS tracks as many KPIs as you need, records each weekly result, and links every number to the procedure behind it. It saves in your browser, with no sign-up.
Want help hitting your goal?
A free 15-minute call. We will look at your number with you, and tell you honestly whether a Pro Assist plan would move it.