The Metrics Handbook
Finance · Nº 26
The Metrics Handbook
The Numbers Every Owner Should Check Each Week, without Getting Buried in Spreadsheets
You check sales and the bank balance. By the time those drop, the problem is months old.
24 tools to pick 10 numbers, calculate them from data your register already records, and read them all on one sheet in 15 minutes every Monday, with a spreadsheet that does the math.
You get 24 tools to choose the numbers worth watching, calculate your money, customer, and operations metrics, tell a real warning sign from normal noise, and read it all on one page each week. Plus 12 ready-to-use templates and a 6-tab metrics spreadsheet.
A book explains the method. This handbook puts it to work: the tool, a worked example, and a spreadsheet with your numbers.
One-time payment of $29.00. The order form shows the final amount, with any taxes for your country, before you pay.
Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.
14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.
Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.
Your point-of-sale system emails you a report. Your card terminal sends another. Your accountant sends a stack at year-end. You open none of them. You check sales and the bank balance, and that's it. So you find out the margin slipped three months after it happened, and that a good customer stopped coming in only when you finally notice you haven't seen them in a while.
THE SPREADSHEET
Weekly metrics spreadsheet
Use the completed example as a reference and enter your business data in the marked fields. Check the instructions and the calculations before you make a decision.
SOUND FAMILIAR?
Three situations this handbook solves
Monday, 8 a.m., before the rush
You print one sheet and read it with your team. Ten numbers, each with an owner. You only talk about the ones outside their limits. Once the routine settles in, it takes about fifteen minutes, and everyone leaves with the week's actions.
Sales dropped this week. Panic?
Before you call a meeting, you check the limits from your own history. Most weeks, the drop is normal variation and you leave it alone. When a week falls below the limit, that's a signal, and you go find the cause the same day.
A number improved and something feels off
Waste is down, but you check its pair: items out of stock in the late afternoon went up. Now you see the whole trade-off and set two targets instead of one.
INSIDE
What you'll find in each tool
Five parts. First, choose what to measure: a few numbers, early warnings versus lagging results, and a card for each metric. Then the money numbers, the customer numbers, and the operations and team numbers, each calculated from data you already have. Last, how to read them: paired metrics, signal versus noise, targets with a floor, and the Monday sheet. Every tool has a step by step, a worked example, and a short exercise.
WHAT YOU GET
Everything included in your purchase
- The Metrics Handbook in PDF: 24 tools, each with a step by step, a worked example, and an exercise
- The Weekly metrics spreadsheet in Excel and Google Sheets, with 6 working tabs, filled in with the example company
- The Template kit: 12 ready-to-use texts, from the metric card and the Monday reading script to the quarterly review agenda
- 2 worksheets to fill in (metric card and Monday reading) and a 30-day plan, one week per stage
- Access to your handbook on the Consylion platform
Full table of contents
The 24 tools, in the order you'll use them
Part 1 · Part 1 · Choosing what to measure
- 01A few numbers that matterGo from a pile of reports nobody reads to 10 numbers a week
- 02Result numbers and effort numbersWhich numbers warn you early, and which only confirm it later
- 03The profit treeFrom the month's profit down to the number each person on your team can move
- 04The metric cardFormula, source, frequency, and owner of every number, on one page
Part 2 · Part 2 · The money numbers
- 05Revenue in three partsCustomers, average order value, and frequency: see what really went up or down
- 06Weekly cost of goods soldCatch the margin that slips between one purchase and the next
- 07Expenses as a share of salesPayroll, rent, and energy measured against every sale you make
- 08Days of cashHow many days your business can run on the money it has today
Part 3 · Part 3 · The customer numbers
- 09Turning inquiries into salesOut of every 100 people who ask, how many buy, and where the rest drop off
- 10Cost to win a customerWhat each new customer costs you and how many months it takes to earn it back
- 11Customers who come back and customers who disappearSpot the sign that a customer is leaving, before they're gone
- 12Customer lifetime valueWhat a customer is worth over the years, and how much it makes sense to spend to win one
- 13The customer scoreOne question, a score from 0 to 10, and what to do with the answers
Part 4 · Part 4 · The operations and team numbers
- 14Spoilage and wasteHow much of what you make or buy ends up in the trash, and what it costs you
- 15Inventory and stockoutsDays of inventory and out-of-stock items, in a single calculation
- 16Team productivitySales per hour worked, by shift and by role
- 17On-time delivery and reworkHow many jobs go out on time, and how many have to be redone
- 18Capacity utilizationHow much of your equipment, space, or schedule sits idle, hour by hour
Part 5 · Part 5 · Read, decide, and keep it going
- 19Paired metricsA second number that keeps one improvement from hiding a decline somewhere else
- 20Normal variation or signalWhen a rise or a drop calls for action, and when it's just noise
- 21Targets with a floor and a trendA target drawn from your own history, with a floor, a deadline, and a 4-week average
- 22When the number becomes the targetHow a team can hit the number and miss the point, and how to prevent it
- 23The Monday sheetThe week's 10 numbers on one sheet, read in 15 minutes
- 24Quarterly metrics reviewWhat gets dropped, what gets added, and which targets change every 3 months
Who it's for
It's for you if
- You run the business on sales and the bank balance, and problems keep showing up too late
- You get reports from your register and your card terminal and have no idea which ones matter
- You want everyone on your team to know the one number that depends on them
- You make calls on gut feeling, and team discussions always come down to whose opinion wins
It's not for you if
- You want a full routine of meetings, targets, and action plans. Start with The Business Management Handbook
- You need to build your cash flow and P&L from scratch first. That's The Cash Flow and Profit Handbook
- You want BI software or an advanced Excel course. This method runs on one simple spreadsheet
- You want a promise of more profit. This handbook gives you a method and a way to measure, and the decisions are still yours
Frequently asked questions
I'm not a numbers person. Is this too technical for me?
No. The level is beginner. Each tool explains the number in plain English, shows the formula, and works it through on the example. The spreadsheet does the math, and you type into the input cells.
Do I need special software or a dashboard?
No. The method runs on one simple spreadsheet and the data your register, your card terminal, and your own logs already record. The whole point is one sheet you actually read every Monday, not a perfect dashboard you keep putting off.
Will this work for my kind of business?
The example is a bakery, but every tool shows how it applies to services, retail, manufacturing, and independent professionals. You don't measure everything in the book. You pick the 10 numbers that answer your business's questions today.
I already have an accountant. Why do I need this?
Your accountant reports on the month or the year after it closes. This handbook gives you weekly numbers that warn you early, while there's still time to act. It doesn't replace your accountant.
How much time does this take?
About 2 hours and 24 minutes of reading, or about 6 minutes per tool, plus the exercises. Once it's set up, the routine is a 15-minute read every Monday and a review every 3 months. The 30-day plan gets your first sheet running in four weeks.
What do I get, and in what formats?
Each handbook is a PDF of about 100 pages with 24 to 27 tools. Every tool has step-by-step instructions and a worked example. You also get the handbook's spreadsheet in Excel (.xlsx), which opens in Google Sheets too, with the example already filled in. The message, policy, and clause templates are in the Template Kit inside the PDF, ready to copy and adapt. Read it in the member area or download the files.
How do I know if it fits my business?
Each handbook's page shows the problem it solves, who it is for and who it is not for, the full table of contents, sample pages, and the company used in the examples. The examples come from small businesses in several industries, with illustrative numbers. If it is not a fit, you can ask for a full refund within 14 days of your purchase, as described in the Refund Policy.
What is the difference between a handbook, an area set, and the Series?
A handbook solves one problem. An area set brings together every handbook and spreadsheet in one of the 6 areas, for less than the price of 5 single handbooks. The Consylion Handbook Series brings together all 100 handbooks and 100 spreadsheets, for less than the price of 8 single handbooks, and includes the next handbooks in the Series. Products outside the Series, from Consylion Life or Consylion Business, have their own price. They are sold separately and are not part of an area set or the Series.
Do I need to read everything before I start?
No. Each tool works on its own. Open the table of contents, pick the tool for today's problem, and start there. You can also read it cover to cover.
Do I need to know Excel?
The basics are enough: open the file and fill in the marked fields. The formulas are already built, and the handbook's example is filled in for reference.
How do I pay, and when do I get access?
By card or bank transfer, as a one-time payment with no subscription. Once your payment is confirmed, you get access to the member area by email. Approved card payments are confirmed right away. Bank transfers are confirmed when the funds clear. If access does not arrive within 24 hours of confirmation, check your spam folder and write to team@consylion.org.
How long do I have access, and how can I use the files?
Access does not expire, and you can download the files for offline use. The license is individual. You may read the handbooks, print them for your own use, and fill in and adapt the spreadsheet and templates with your company's data. If you are a consultant, accountant, or manager, you may apply the tools with your clients and deliver the result of your work, not the files. You may not share, resell, or distribute the files or the access.
How do support and refunds work?
Support is by email at team@consylion.org, on business days, with a reply within 5 business days. It covers questions about access, files, and payment. It does not include consulting or advice on applying the material to your case. You can cancel within 14 days of your purchase, without giving a reason, and get the full amount back through the payment method you used. Send the request to the same email. The details are in the Refund Policy.
CONSYLION HANDBOOK SERIES
The 6 departments of your business, for less than the price of 8 single handbooks.
This handbook solves today's problem. The Series solves the next one, and the one after that, with nothing more to pay.
- 100 handbooks with 2,403 ready-made tools, to read on screen and download as PDFs
- 100 spreadsheets for Excel and Google Sheets
- 6 business areas
- Lifetime access, unlocked once payment is confirmed
One-time payment of $197.00. The order form shows the final amount, with any taxes for your country, before you pay.
Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.
14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.
Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.
Finance · Nº 26
See what's changing while there's still time to act
Sales and the bank balance tell you what already happened. This handbook gives you the tools, the spreadsheet, and a worked example to pick 10 numbers, read them every Monday, and catch a slipping margin or a disappearing customer while there's still time to do something about it.
See all 100 handbooks · $197.00
One-time payment of $29.00. The order form shows the final amount, with any taxes for your country, before you pay.
Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.
14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.
Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.