Retail KPI templates & workbooks
Free, editable CSV templates used by store managers, wholesalers and supermarket operators. Drop your email to download — we'll never spam you.
Retail KPI Dashboard
One-page weekly dashboard tracking sales, GP%, waste, shrink, labour and service across departments.
- ✓Weekly KPI tracker for sales, GP%, waste, shrink and labour
- ✓Pre-built department benchmarks
- ✓Editable Excel (.xlsx) workbook plus branded PDF
Daily Waste Tracker
31-day fresh-food waste log with reason codes, variance to budget and annual loss projection.
- ✓31-day fresh food waste log
- ✓Reason codes and budget variance
- ✓Annual loss projection built in
Margin Improvement Workbook
4-step pricing audit, opportunity sizing, action plan and 12-week tracking workbook.
- ✓4-step margin improvement framework
- ✓Category opportunity sizing
- ✓12-week tracking grid
Department Scorecard template
The same weighted scoring model used in our Department Scorecard Generator, packaged as an editable CSV your store managers can fill in weekly.
More retail KPI resources
Reference material that pairs with the templates above.
Retail KPI Glossary
Plain-English definitions of GP%, GMROI, ATV, UPT, shrink, sell-through and more.
Department Benchmarks
Typical waste %, labour % and GP% ranges across grocery and specialty retail.
Manager Routines
Daily walks, weekly reviews and monthly deep-dives that top managers run.
Pricing Playbooks
Frameworks for everyday pricing, promotions and markdown management.
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