Use Recommended Actions to decide what to do next

What is Recommended Actions?

Our Recommended Actions is a practical companion to the KPI Dashboard. It takes the numbers you've logged and turns them into a decision. Should you keep going, tweak the approach, or change it entirely? This is your decision layer. It keeps your response consistent regardless of who reads the numbers, and it is updated each month as new results come in.

How does it work?

It mirrors the KPI Dashboard's five sheets—Outbound, Inbound, Lead Generation, Community-Building and Conversion—so every touchpoint you track has a corresponding box here. Each month, you look at the trend for each touchpoint and insert the right colour into its box.

Green (the number is growing). Amber (the number is flat) and Red (the number is declining).

Team members simply read the trend and colour the box, so the response to results stays consistent across people and campaigns.

Only USD 29

Read your results and act on them immediately.

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What’s next after downloading it?

  1. Read it carefully. Map its five sheets (Outbound, Inbound, Lead Generation, Community-Building, Conversion) against the KPI Dashboard you're already filling in, and note every touchpoint that doesn't line up.

  2. Define your thresholds before you colour anything. The template gives you the three states but not the boundaries—decide what counts as growth, stagnation and decline for each touch point (a percentage band, a number of months flat, a minimum absolute move). Write it down. Otherwise stagnant means something different to every person who reads it, and the colours lose their meaning.

  3. Fill it in only after the Dashboard is filled in. This is a reading of your numbers, not a substitute for collecting them. If the Dashboard isn't honest and current, the colours will be decoration.

  4. Colour one month at a time, working backwards. Start with the most recent month and read the trend that led to it. A single month's figure tells you little; three months of direction tells you which colour belongs in the box.

  5. Add a short note for every red and amber. "Change the approach" and "tweak the approach" are modes, not instructions. Next to each red and amber box, write one line on what specifically you'll change or tweak—this is what turns the colour into an action.

  6. Set a review timeline (monthly, alongside your Dashboard update) and revisit your red boxes first, so the template stays a live instrument rather than a colouring exercise.

  7. Park it in your central repository, next to your KPI Dashboard, such as Google Drive or any shared folder where all stakeholders can access and edit. This template only compounds in value when it is coloured honestly, reviewed monthly, and treated as the single source of truth for what you do next.

  • No. They do two different jobs. The KPI Dashboard measures. It's where you log your monthly numbers across Outbound, Inbound, Lead Generation, Community-Building and Conversion.

    Recommended Actions decides. It mirrors the same five sheets, but instead of numbers, you insert a colour into each box based on the trend.

    The Dashboard tells you what happened; this tells you what to do about it. You can use Recommended Actions on its own, but it only works if the numbers behind it are real, so most people run the two together.

  • The template gives you the three states but deliberately doesn't fix the boundaries, because "stagnant" means different things in different businesses—flat for one month on a fast-moving ad account is not the same as flat for three months on a partnership pipeline.

    So the first thing to do before you colour anything is to define your own thresholds: a percentage band, several months flat, a minimum absolute move. Write them down. If you don't, "amber" will mean something different to every person who reads the sheet, and the colours stop being a decision tool.

  • No. Like the Dashboard, it mirrors the full funnel—Events, Referrals, Partnerships, Ads, Website, Traffic Sources, Social Media, PR, Leads Generated, Newsletter, Paid Customers and more.

    You only need the touchpoints that matter to your business. Delete the rows you don't track, keep the ones you do, and colour those.

    The rule of thumb is the same as our other templates: select what's suitable, tweak it to your environment, then act on it. A short, honest sheet you update monthly beats a full one you abandon.

  • That's the part the template won't do for you, and it's deliberate. Red and amber are modes, not instructions: they tell you whether to change your approach or tweak it, not what specifically to change.

    The most useful habit is to write one line next to every red and amber box saying what you'll actually do differently; that's what turns a colour into an action.

    If you can't answer that line yourself, that's usually the point where a walkthrough call or a scoped consulting cycle earns its fee: the template handles the pattern; we help with the specifics of your numbers.

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