www.amudietcoffee.com
Handbook

SOP AMU-060 · Part 3

Management KPI Dashboard

Central KPI dashboard, traffic-light system, daily report format and weekly CEO dashboard.

AMU management should have one central dashboard.

Sales KPIs

  • Daily sales
  • Weekly sales
  • Monthly sales
  • Orders
  • Average order value
  • Conversion rate

Customer KPIs

  • New customers
  • Repeat customers
  • Reorder rate
  • Satisfaction score
  • Complaint rate
  • Refund rate

Marketing KPIs

  • Advertising spend
  • Cost per lead
  • Cost per customer
  • Revenue by campaign
  • Return on ad spend
  • QR conversion
  • Experience Box conversion

Partner KPIs — separate performance for

  • Doctors
  • Nutritionists
  • Gyms
  • Trainers
  • Influencers
  • Corporate programs

Operations KPIs

  • Order accuracy
  • Packing accuracy
  • Same-day processing
  • Delivery success
  • Inventory accuracy
  • Stockout rate

Quality KPIs

  • Complaints by batch
  • Defect rate
  • Quarantined stock
  • Product incidents
  • Supplier deviations

Finance KPIs

  • Gross sales
  • Net sales
  • Gross margin
  • Marketing cost
  • Logistics cost
  • Refund cost
  • Operating profit
  • Cash position

Management Traffic-Light System

  • GREEN — on target
  • AMBER — needs attention
  • RED — immediate action

AMU Management Daily Report — Recommended Format

  • Date / Prepared by
  • Sales — orders, revenue, average order value
  • Operations — orders dispatched, pending orders, failed deliveries
  • Customer Service — queries, complaints, returns, refunds
  • Marketing — leads, orders attributed, spend, best campaign
  • Inventory — low-stock items, quarantined stock, expiry risk
  • Important issues
  • Management decisions required
  • Tomorrow's priority

AMU Weekly CEO Dashboard

The owner / CEO should be able to understand the company in approximately 10 minutes. The first screen should show:

Revenue
Profitability
Orders
Repeat Rate
Marketing ROI
Cash
Inventory
Complaints
Refunds
Major Risks