Your business has numbers. The question is whether those numbers are actually helping you make decisions.

The B2B KPI Tracker 2026 turns your monthly sales and customer data into a clear, practical view of business performance. Simply enter your figures into the yellow cells and let the tracker calculate your quarterly results, annual totals, conversion rates and progress towards your targets.

No complicated formulas. No unnecessarily intimidating dashboards. No pretending you understand what "logo retention" means while quietly Googling it in another tab.

WHAT YOU CAN TRACK

• New leads, MQLs, SQLs and sales opportunities

• Deals won, deals lost and win rate

• Lead-to-customer conversion rates

• New business, expansion and renewal revenue

• Total revenue and average deal size

• Open pipeline value and pipeline coverage

• Average sales cycle length

• Active accounts, customer churn and logo retention

• Net Revenue Retention

• Sales and marketing spend

• Customer Acquisition Cost

• Customer Lifetime Value

• LTV-to-CAC ratio

WHAT IS INCLUDED

• A polished executive KPI dashboard

• Monthly tracking from January to December 2026

• Automated quarterly and annual calculations

• Annual targets and progress tracking

• Revenue and sales-funnel charts

• A clear Start Here guide

• A detailed glossary explaining all 26 KPIs

• Plain-English formulas and practical B2B examples

• Helpful notes explaining common reporting mistakes

WHO IT IS FOR

This spreadsheet is designed for:

• B2B founders and small-business owners

• Sales and marketing leaders

• Consultants and service businesses

• SaaS and subscription businesses

• Account managers and revenue teams

• Anyone who wants better visibility without investing in another complicated platform

HOW IT WORKS

Add your annual targets.
Enter your monthly numbers into the yellow cells.
Let the spreadsheet calculate the rest.
Review your dashboard and decide what needs your attention.

Because a spreadsheet cannot run your business for you - but it can stop your numbers from behaving like unsupervised toddlers.

DIGITAL PRODUCT

This is a downloadable spreadsheet file. It can be used in Microsoft Excel or uploaded to compatible spreadsheet platforms, including Google Sheets.

Please note that some colours, charts or formatting may display slightly differently depending on the software used.

This product is intended as a business planning and performance-tracking tool. Results depend on the accuracy and consistency of the information entered.