Excel Templates For Kpis For Project

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  1. Excel Templates For Kpis For Project Management
  2. Excel Template For Project Management
  3. Free Kpi Template Excel
  4. Sales Kpi Excel Template
  5. Excel Template For Kpi For Project
  6. Warehouse Kpi Excel Template
  7. Free Templates For Kpis Metrics

KPI Dashboard Excel templates are the graphical representations to track the key data points for maximizing the performance of the business. KPI dashboard templates are available in tabular, pie chart and graph formats for better visualization. Best KPI dashboard templates hold good control in increasing the productivity of an organization. Because these dashboards include all the phenomenal elements which are essential for the upliftment of the business.

This resource provides visual KPI examples and templates for key departments such as Sales, Marketing, Accounting, Supply Chain, Call Centers and more. Let us help you launch your reporting project. Showcase your data on TV's, Wallboards, and more. Key performance indicators need to be customized to your business situation. 40+ Free Productivity Dashboards and Templates This article was updated in February, 2017 to accurately represent currently available options. Be your own designer with Canva.

Download Top 21 Free KPI Dashboard Excel Templates

Out of multiple KPI Excel templates available in the market, we have chosen the best KPI dashboard templates which definitely increase the productivity. We have picked one KPI template for each section of the business that was recommended by the industry experts.

Here is the list of 21 amazing KPI templates in Excel you have been waiting for:

Page Contents

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1. Executive Dashboard Template

Executive dashboard template describes us about the complete blend of high priority resources and their performance. It provides the measure of success at an executive level for the better functionality of an organization.

Key Highlights

  • Monthly data (for the complete year).
  • Monthly revenue.
  • Growth in revenue.
  • Total number of customers.
  • Increase in customers.
  • AOV (Average Order Value).
  • Progress in AOV.

Click here to download the Executive KPI dashboard template in Excel format.

2. Business Dashboard Template

Business dashboard template depicts the overall growth of the business over a tenure, generally in the span of quarters and then cumulative at the end of a year. The goals and actuals of each and every important aspect of business are drafted in this Excel template. The dashboard template displayed here can be very handy. In fact, you can customize it more effectively based on your need.

Key Highlights

  • Monthly budget goals.
  • Monthly budget actuals.
  • Annual budget goals.
  • Annual budget actuals.
  • Monthly revenue goals.
  • Monthly revenue actuals.
  • Annual revenue goals.
  • Annual revenue actuals.
  • Gross profit margin.
  • Net profit margin.
  • Monthly debt to equity ratio.
  • Annual debt to equity ratio.

Click here to download the Business KPI dashboard Excel template.

3. Financial Dashboard Template

Financial dashboard template is jotted down with all the key financial metrics related to the business are converted into graphs and pie charts and jotted down into the Excel template. This helps in analyzing where the funds are distributed and which product or service is generating more revenue for the business.

Key Highlights

  • Product revenue estimated/quarter.
  • Product revenue actual/quarter.
  • Annual product revenue estimated.
  • Annual product revenue actual.
  • Regional revenue.

Click here to download sample Financial KPI dashboard Excel template for free.

4. Sales Management Dashboard Template

Sales management dashboard template is used to analyze the sales of each and every product across the globe. It is very easy to draw conclusions from the template provided here for download. From the conclusions drawn, you can drive your resources in a more effective and efficient way.

Key Highlights

  • Referral sales tracking.
  • Region sales data.
  • Item wise sales distribution.
  • Mode of sales happened [Outlet].
  • Item vs Region.
  • Outlet vs Region.
  • Item vs Outlet.

Excel Templates For Kpis For Project Management

Click here to download sample sales management KPI dashboard Excel template for free.

5. Lead Generation Dashboard Template

Lead generation dashboard templates can have a better picture of total leads generated and how much percentage of the leads are converted to sales. The follow-up input and its response from each lead are taken into account in developing this dashboard thereby making it more productive.

Key Highlights

  • Leads generated.
  • Percentage of goal reached.
  • Leads per source.
  • Untargeted leads.
  • Response time (30 days).

Click here to download the Lead generation KPI dashboard Excel template.

6. Marketing Dashboard Template

Marketing dashboard template helps you in creating value to the product, getting leads, achieving goals and establishing a brand. Understanding the market and creating plans and strategies which lead to the development of the sales in the market are taken into account in developing a best KPI dashboard for marketing needs. Configure it to your needs and make the best use of this marketing template.

Key Highlights

  • Leads per source/month.
  • Leads per day/month.
  • Percentage of goals achieved.
  • Traffic per source/month.
  • Annual traffic per source.

Click here to download Sample Marketing KPI dashboard Excel template.

7. Social Media Dashboard Template

Social media dashboard template helps you in tracking all kinds of audience engagement on social media. This includes various social networking sites like Facebook, Google Plus, Linkedin, YouTube, etc. This dashboard blends all outlet engagement in the spotlight for easy tracking.

Key Highlights

  • Total visits per week.
  • Total visits for a year.
  • Visits vs Goals.
  • Facebook fans, post reach, interactions, page impressions and talking about.
  • Google plus followers, post reach, interactions, shares and talking about.
  • Linkedin followers, impressions, clicks, likes and engagement.
  • Pinterest followers, post reach, interactions, shares and talking about.
  • Twitter followers, tweets, retweets, mentions and favorites.
  • YouTube subscribers, lifetime views, monthly views, likes, and comments.

Click here to download sample Social media KPI dashboard Excel template for free.

8. Digital Marketing Dashboard Template

Digital marketing dashboard template is one of the evolving and authoritative mode of marketing for startups as well as industry experts. One who has professional digital marketing skills can reach more customers through organic search. Still, startups find their way into digital marketing through paid search across all digital platforms. All these digital marketing metrics can be viewed and analyzed on a single digital marketing dashboard provided here.

Key Highlights

  • Paid Media.
  • Organic Media.
  • Views generated/month.
  • ROI (Return On Investment).
  • Revenue/month.
  • Annual views generated.
  • Average ROI.
  • Various types of Organic Reach.
  • Various types of Paid Reach.

Click here to download sample Digital Marketing KPI dashboard Excel template for free.

9. Email Marketing Dashboard Template

Email marketing dashboard template includes tracking of leads, creating multiple campaigns and some other key metrics. The template provided here will help you to keep track of all your subscribers and their active/passive engagements etc.

Key Highlights

  • New subscribers.
  • New subscribers growth.
  • Unsubscribers.
  • Unsubscribers growth.
  • Bounce rate.
  • Bounce rate growth.
  • Email data for all campaigns.

Click here to download sample email marketing KPI dashboard Excel template.

10. Project Management Dashboard Template

Project management dashboard template helps you in meeting project-oriented goals with quantifiable project management metrics like financial status, risk mitigation, deadlines, etc. The template provides here include all the key performance indicators required for project management. Hope you do not need any revisions for the Excel template provided here.

Key Highlights

  • Exit from Project.
  • Project objectives.
  • Requirements of project.
  • Infrastructure requirements.
  • Planning of resources.
  • Staffing.
  • Alpha out.
  • Alpha testing.
  • Beta out.
  • Beta testing.
  • Launch of product.
  • Future enhancements.
  • Days per project.
  • Task status.
  • Project financials.

Click here to download the project management KPI dashboard Excel template.

11. Development Operations (DevOps) Dashboard Template

DevOps dashboard template is a must for any organization since it is one of the emerging technologies in the current IT industry. Any application or website development involves an agile team working on the operations like development, testing, alpha and beta releases, etc. keeping track of DevOps metrics is highly recommended and hence we are providing a dashboard template for free.

Key Highlights

  • Unresolved Issues.
  • Resolved Issues.
  • WIP (Work In Progress) Limits.
  • Feature Investment.
  • Bug Investment.
  • Feature vs Bug Investment.
  • Release Tracker.

Click here to download sample DevOps KPI dashboard Excel template for free.

12. Product Metrics Dashboard Template

Product metrics dashboard template includes key metrics like product revenue for each and every item, revenue breakdown and performance of the product. The dashboard template provided here covers all the above and can be customizable as always.

Key Highlights

  • Product revenue/month.
  • Annual product revenue.
  • Revenue breakdown across items.
  • Time to market.
  • Win/Loss.

Click here to download sample product metrics KPI dashboard Excel template for free.

13. Supply Chain Dashboard Template

Supply chain dashboard template helps for the effective management of the flow of goods and services, raw materials required and inventory. In short, it is providing a suitable product at the right time on the spot. The sample download template provided here includes all the KPIs required to view on the dashboard.

Key Highlights

  • Stock/month.
  • Annual Stock.
  • Individual Stock breakdown.
  • Delivery scope of existing products.
  • Delivery scope of the new products.
  • Win/Loss.

Click here to download sample supply chain KPI dashboard Excel template for free.

14. Customer Service/Call Center Dashboard Template

Customer service/call center dashboard helps in analyzing the real-time business metrics and it boosts the results for sure if one can act on the drawbacks effectively. One of the best services which keep track of live interaction between customer and business is the call center, hence in need of KPI dashboard template. Customer satisfaction is of high priority in customer service.

Key Highlights

  • Total Calls.
  • Average response time.
  • Call abandon rate.
  • Calls per rep.
  • Abandoned calls per rep.
  • Answer time breakdown.

Click here to download sample customer service/call center KPI dashboard Excel template for free.

Also Read: Top 7 Best Customer Service KPI Dashboard Excel Templates

15. Web Analytics Dashboard Template

Web analytics dashboard template helps in robust analysis of the key performance indicators. Giants like Google has their own web analytics tool for easy tracking of blog views, bounce rates, time spent on each page, etc. But you need a blend of all search engine reports to keep track of everything, hence try the template provided below.

Key Highlights

  • Total Visitors/month.
  • Unique Visitors/month.
  • Returning Visitors/month.
  • Bounce rate.
  • Average time on site.
  • Total visitors/day.
  • Unique visitors/day.
  • Returning visitors/day.

Click here to download sample web analytics KPI dashboard Excel template for free.

16. SEO Dashboard Template

SEO dashboard template speaks about the key metrics involved in Search Engine Optimization (SEO). It is the technology which is updating its requirements very frequently. If your web page needs to perform well on search engines, it must comply with all those requirements. You need to keep an eye on your competitors to outsmart them. Never begin with an intention you can outrank high authority sites in a month or so, it always takes time. Be patient is the best policy when it comes to SEO.

Excel Template For Project Management

Key Highlights

  • Paid Search results.
  • Organic search results.
  • Referring Domains.
  • Email traffic.
  • Campaign Ads.
  • Visits/month.
  • Annual Visits.

Click here to download SEO KPI Excel template.

17. Retail Analysis Dashboard Template

Retail analysis dashboard template helps in analyzing the performance of three key pillars – product, customer, and salesperson for the success of the business. Tracking the retail business every week, every month, every quarter, and every year brings out the best suggestions for the future.

Key Highlights

  • Stock breakdown.
  • Stock/month.
  • Existing delivery scope.
  • New delivery scope.
  • Win/Loss.
  • Quarterly units sold/rep.
  • Annual units sold/rep.
  • Total units sold/quarter.
  • Annual units sold.

Click here t0 download sample retail analysis KPI dashboard Excel Template for free.

18. E-commerce Dashboard Template

E-commerce dashboard template deals with sellings of various product online. With the advancement in technology, shopping is no longer limited to offline. E-commerce has paved a way for online shopping. Sooner or later all the products will make their entry into the e-commerce field. This is just a digital way of selling products hence the dashboard will be a mixture of SEO KPIs and Sales KPIs.

Key Highlights

  • Visits/month.
  • ROI.
  • Revenue/month.
  • Paid search.
  • Organic search.
  • Various ad results.

Click here to download sample E-commerce KPI dashboard Excel template for free.

19. HR Dashboard Template

HR dashboard template helps in managing Human Resources for the smooth functioning of any organization. Recruitment of new employees, taking care of them, and employee satisfaction are some of the KPIs for achieving better results. Employees are the huge assets to the organization, as long as they are satisfied the organization has extended support from them.

Key Highlights

  • Employees per department.
  • Salary breakdown.
  • Average salary by the department.
  • Bonus.
  • Overtime.

Click here to download HR KPI dashboard Excel template for free.

20. Productivity Dashboard Template

Productivity dashboard template helps in measuring is the KPIs to portray whether an organization is running up to the mark or not. The productivity of an individual affects the productivity of the team, which in turn impacts the productivity of a vertical and finally, it has a huge impact at an organizational level. Hence productivity dashboard should be able to depict everything at the highest level of accuracy.

Key Highlights

  • Expected client contact hours.
  • Actual client contact hours.
  • Client contact hours per rep.
  • Abandoned calls per rep.
  • Average hours.

Click here to download sample productivity KPI dashboard Excel template for free.

21. Insurance Claims Dashboard Template

Insurance claims dashboard template which provides you complete details about various types of insurance claims is inevitable. Any organization have to safeguard their employees and should be able to contribute to providing a better lifestyle. It is again a financial burden to the organization, but they should never neglect this.

Key Highlights

  • Automobile insurance claims.
  • Business insurance claims.
  • Life insurance claims.
  • Property insurance claims.
  • Other insurance claims.
  • Total claims/month.
  • Total claims/year.

Click here to download insurance claims KPI dashboard Excel template for free.

Final thoughts on KPI templates

All best KPI dashboard Excel templates listed here will meet the needs of any organization ranging from a low-level organization (startups) to high-level organization (well established).

Hope you find the most important KPI dashboard Excel templates which you want to download. If you are searching for any other KPI template which you didn’t find here, please let us know through the comments section. Appreciate our efforts by sharing this article on social media and let others know the importance of KPI.

Key performance indicators (KPIs) are visual measures of performance. Based on a specific calculated field, a KPI is designed to help users quickly evaluate the current value and status of a metric against a defined target. The KPI gauges the performance of the value, defined by a Base measure (also known as a calculated field in Power Pivot in Excel 2013), against a Target value, also defined by a measure or by an absolute value. If your model has no measures, see Create a measure.

PivotTable with Employee Full Name in rows and Sales KPI in values

Create a KPI

  1. In Data View, click the table that has the measure that will serve as the Base measure. If you have not already created a base measure, see Create a measure.

  2. Make sure the Calculation Area is displayed. If it is not showing, in Power Pivot, click Home> Calculation Area.

    The Calculation Area appears beneath the table in which you are currently in.

  3. In the Calculation Area, right-click the calculated field that will serve as the base measure (value), and then click Create KPI.

  4. In Define target value, select from one of the following:

    Select Measure, and then select a target measure in the box.

    Note: If there are no fields in the box, there are no calculated fields in the model. You need to create a measure.

    Select Absolute value, and then type a numerical value.

  5. In Define status thresholds, click and slide the low and high threshold values.

  6. In Select icon style, click an image type.

  7. Click Descriptions, and then type descriptions for KPI, Value, Status, and Target.

Edit a KPI

  • In the Calculation Area, right-click the measure that serves as the base measure (value) of the KPI, and then click Edit KPI Settings.

Delete a KPI

  • In the Calculation Area, right-click the measure that serves as the base measure (value) of the KPI, and then click Delete KPI.

    Deleting a KPI does not delete the base measure or target measure (if one was defined).

More about KPIs

In business terminology, a KPI is a quantifiable measurement for gauging business objectives. Daryl braithwaite download music. For example, the sales department of an organization might use a KPI to measure monthly gross profit against projected gross profit. The accounting department might measure monthly expenditures against revenue to evaluate costs, and a human resources department might measure quarterly employee turnover. Each is an example of a KPI. Business professionals frequently use KPIs that are grouped together in a business scorecard to obtain a quick and accurate historical summary of business success or to identify trends.

A KPI includes:

Base value

A Base value is defined by a calculated field that resolves to a value. This value, for example, can be created as an aggregate of sales or created to define profit for a given period.

Target value

A Target value is defined by a calculated field that resolves to a value, or by an absolute value. For example, a calculated field could be used as a target value where the business managers of an organization want to compare how the sales department is tracking toward a given quota, where the budget calculated field would represent the target value. An example where an absolute value would be used as a target value could be where the HR manager would like to evaluate each employee’s number of sick-leave days compared to the average, where the average number of sick-leave days represents the absolute value.

Status thresholds

A Status threshold is defined by the range between a low and high threshold. The Status threshold displays with a graphic to help users easily determine the status of the Base value compared to the Target value.

Example

The sales manager at Adventure Works wants to create a PivotTable she can use to quickly display whether or not sales employees are meeting their sales quota for a given period (year). For each sales employee, she wants the PivotTable to display the actual sales amount in dollars, the sales quota amount in dollars, and a simple graphic display showing the status of whether or not each sales employee is below, at, or above their sales quota. She wants to be able to slice the data by year.

To do this, the sales manager chooses to add a Sales KPI to the AdventureWorks workbook. The sales manager will then create a PivotTable with the fields (calculated fields and KPI) and slicers to analyze whether or not the sales force is meeting their quotas.

In Power Pivot, a calculated field on the SalesAmount column in the FactResellerSales table, which gives the actual sales amount in dollars for each sales employee is created. This calculated field will define the Base value of the KPI. The sales manager can select a column and click AutoSum on the Home tab or type a formula in the formula bar.

The Sales calculated field is created with the following formula:

Sales:=Sum(FactResellerSales[SalesAmount])

Free Kpi Template Excel

The SalesAmountQuota column in the FactSalesQuota table has a sales amount quota defined for each employee. The values in this column will serve as the Target calculated field (value) in the KPI.

Sales Kpi Excel Template

The SalesAmountQuota calculated field is created with the following formula:

Target SalesAmountQuota:=Sum(FactSalesQuota[SalesAmountQuota])

Note: There is a relationship between the EmployeeKey column in the FactSalesQuota table and the EmployeeKey in the DimEmployees table. This relationship is necessary so that each sales employee in the DimEmployee table is represented in the FactSalesQuota table.

Now that calculated fields have been created to serve as the Base value and Target value of the KPI, the Sales calculated field is extended to a new Sales KPI. In the Sales KPI, the Target SalesAmountQuota calculated field is defined as the Target value. The Status threshold is defined as a range by percentage, the target of which is 100% meaning actual sales defined by the Sales calculated field met the quota amount defined in the Target SalesAmountQuota calculated field. Low and High percentages are defined on the status bar, and a graphic type is selected.

Excel Template For Kpi For Project

Key Performance Indicators in Power Pivot

Warehouse Kpi Excel Template

The sales manager can now create a PivotTable adding the KPI’s Base value, Target value, and Status to the Values field. The Employees column is added to the RowLabel field, and the CalendarYear column is added as a Slicer.

Free Templates For Kpis Metrics

The sales manager can now quickly view sales status for the sales dept., slice by year the actual sales amount, sales quota amount, and status for each sales employee. She can analyze sales trends over years to determine whether or not she needs to adjust the sales quota for a sales employee.