Are You Tracking the Right Numbers in Your Business?

Let’s be honest: most small business owners know they should track their numbers… but few actually do it consistently. Why?

Because the data feels overwhelming. Because QuickBooks looks confusing. Because you’re juggling five hats and “KPIs” feel like a corporate buzzword.

But tracking your business metrics doesn't have to be complicated — and it's one of the most empowering things you can do for your success.

📊 Why Metrics Matter (Even if You're Not a Numbers Person)

You can’t grow what you don’t measure.
You can’t fix what you don’t see.

When you track the right metrics, you:

• Spot problems early (before they become expensive)

• Make smarter, faster decisions

• Know what’s actually working — and what’s wasting your time

• Improve cash flow, client retention, and funding readiness

✅ The 5 Core Metrics Every Business Should Track

You don’t need a dashboard full of charts. Just these five:

1. Revenue

Your total income from sales or services. Track it weekly and monthly.

2. Profit Margin

What’s left after expenses. Revenue is vanity. Profit is sanity.

3. Client Retention Rate

How many clients stick around or come back? Loyalty is cheaper than acquisition.

4. Cash Flow

The timing of money in and out. A profitable business can still fail from poor cash flow.

5. Lead-to-Client Conversion

How many inquiries actually turn into paying customers?

🧩 Make It Simple: The SWFS Method

Here’s what we tell our clients:

• Choose your metrics (just 3–5 max)

• Use a basic tracker (Google Sheet, ClickUp, or Notion — no need to overbuild)

• Review them weekly or biweekly

• Color-code wins and issues so it’s visual and clear

• Reflect: What’s the story the numbers are telling you?

✨ What Happens When You Start Tracking?

One client realized her busiest week was her least profitable.
Another discovered 80% of her revenue came from just 2 services.
A third finally saw why cash flow felt tight — and fixed it in 30 days.

Tracking turns confusion into clarity.
And clarity leads to confident growth.

🛠️ Ready to Get Clear?

📥 Download Our Business Metrics Tracker
📅 Book a Growth Metrics Strategy Call

Stop flying blind. Let’s build a business that’s measured, manageable, and massively more powerful.

Sasha Watson
Founder & CEO, SWFS