In this episode of the UpScale Podcast, Leon sits down with Erina (@erinaroxx) to break down one of the most talked about (and misunderstood) topics in business: KPIs, key performance indicators.
If you've ever wondered what KPIs actually are, why they matter, or where to even start, this episode is for you. Using a sporting analogy (an under 8s soccer player versus a World Cup star), Leon and Erina explain how the KPIs you track should evolve as your business grows, but the fundamentals stay the same.
They dig into the financial side first: revenue, gross profit margin, and net profit margin, and why these three numbers alone can tell you exactly where your business is winning or losing money. From there, the conversation moves into how those numbers connect to your team, covering things like billable hours, job efficiency, callbacks, and how to spot when one team member's performance is quietly affecting your bottom line.
You'll also hear practical advice on:
- Building simple checklists and KPIs for apprentices, tradesmen, and leadership roles
- Setting realistic targets for cold calls, follow ups, and lead generation
- Why tracking your numbers (even manually) beats not tracking at all
- How to automate KPI tracking using tools like Google Sheets and Zapier
- Reinvesting profit surplus back into your team once you're hitting targets consistently
- Why KPIs aren't just for your business, they can apply to your personal goals too, like time with family or hitting the gym
Whether you're a one man band just starting out or running a growing team, this episode will help you build a simple, sustainable way to measure what's actually working in your business.
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Quick note: I only linked Erina's handle since Mitch isn't in this recording, it's Leon and Erina. Let me know if Leon has a handle you'd like added instead.