presentation kpis

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7 ways to present KPIs that your management team will love

Published 2016-07-18 , updated 2023-09-27

Summary - Everyone procrastinates on KPI reporting-why? Because it’s time consuming, tedious and the final product is often uninspiring. Putting together a good KPI report that your management team will not only love, but actually look at, doesn’t have to take as long as you think.

Everyone procrastinates on KPI reporting —why? Because it’s time-consuming and tedious, and the final product is often uninspiring. But KPIs are important ! While reporting is absolutely necessary for data-driven businesses , there’s a huge difference between raw data and insights. Putting together a good business KPI report that your management team will not only love but actually look at doesn’t take as long as you think.

What should be included in a KPI report?

How you present information, reports, and opinions determines how it is received. A good KPI report should be accessible, interactive, and transformable in under 10 minutes. A great report has these qualities in addition to a clear objective. Your objective is supported by your key insights that show how you are performing. Your KPI report should effectively communicate your objective and insights to everyone in your organization. This is why knowing how to define your organization's KPIs is so important.

How do I create a KPI report? 

When you track your KPIs on a business dashboard in PowerMetrics , reporting becomes a quick, everyday task that will improve your team’s results and internal communication.

How do I present a KPI report?

Common ways to present KPIs to managers and executives:

• Share an email report with KPIs
• Distribute a PDF that shows KPIs
• Present KPIs using a slide presentation
• Display KPIs on a TV dashboard
• Visualize KPIs using a KPI dashboard
• Share KPIs using mobile reports or dashboards
• Build your own KPIs using dashboard software

1. Presenting KPIs in an email report

Email reporting makes a KPI report widely accessible across devices such as a smartphone, tablets, and desktops.

Email your KPI report in mobile-friendly formats such as PDFs or embedded images. A key benefit of email reporting is that users don’t need to download an external application to access KPI data, and visualizations appear in email reporting the exact same as on a business dashboard .

Automatically email a KPI presentation

S et up scheduled email reporting, and your team and management will automatically have your KPI report in their inboxes. Email is the most common KPI report communication channel. Connecting your business dashboard to email is easily accessible. An email KPI presentation decreases the amount of time spent creating a KPI report while increasing the amount of time management spends reading the update. 

Email a KPI report in an instant

Email KPI reporting is great for one-time use and on-demand KPI reporting. When your manager or CMO asks you, “How’s our current marketing campaign performance?” or “What are our lead numbers this month compared to last?” Now you have a KPI report at your fingertips to share with your leadership team. Performance insights are extremely valuable and, when asked for an update, often require immediate attention. Pausing your day to gather data and create a KPI report distracts you from the time that should be spent improving your performance. Email KPI reporting quickly shares these insights quickly and efficiently. Learn more about the digital marketing KPIs that your business should be tracking.

2. Turn your KPI presentation into a PDF report

PDFs are a great way to present KPI reports because they maintain a clean and organized format for web, email, and print. PDFs are arguably the best reporting tool for print because it presents your KPIs based on how they appear on your dashboard .

Users have the ability to adjust the layout, size, height, annotations, quality, and style for each KPI report. Formatting can be time-consuming when you create a KPI presentation because, when done manually, you have to extract the data from its source and create visualizations to communicate your key insights. Also, consider adding custom branding options to capture your attention and provide additional context.

3. Create a KPI report slide presentation

A KPI presentation or slide deck encourages conversation . Turn your PowerPoint or Google Slides into a KPI presentation. A KPI presentation in PowerPoint is a visual representation of your KPI story. A KPI presentation should include minimal text and be about showing your progress with visualizations and data.  

A common rule of thumb for a KPI presentation in PowerPoint or Google Slides is five words per line and five lines per slide. For this reason, images are important to include for a good KPI presentation. Visualizations make it easy for management to quickly understand KPI data while you present insights and everyone plans responsive action.

How do you show KPIs in a presentation? 

When you present KPIs to a group where time is limited, strong visuals keep everyone engaged and on topic. KPIs work together and should be discussed in relation to one another. Best practice suggests no more than two images per slide if you are including text. And no more than four images if there is no text. If your KPI presentation has a slide for each KPI, I’d recommend noting the KPIs relation to others and the overall business objectives.

Discuss KPIs with managers with a business dashboard slide presentation

Incorporating data from KPIs and metrics into presentations adds an important layer of context when discussing your business. Executives always get inspired when seeing a concise version of their data and discover that they can use it in key decision-making. An executive dashboard slide presentation can effectively convey this information to your management team.

After your dashboard-driven KPI presentation, execs will request that you create more data visualizations on topics of interest to them. By sharing the interactive executive dashboard , you can keep the conversation going and prevent your KPI presentation from withering away in PowerPoint purgatory.

4. Present your KPIs on a KPI dashboard

What is a KPI dashboard? A KPI dashboard displays your KPIs in dynamic, interactive visualizations like charts and graphs. When you measure your KPIs on a dashboard, it ensures your data is up to date, and you’re always using the latest insights to evaluate your progress towards achieving your KPIs. 

There is no set time of week, month, or year to make a KPI report. The best reporting is done every day . KPI dashboards make reporting an easy, daily habit so that you and your team can be transparent and data-driven. 

5. Combine live links and wallboards for an easy everyday KPI report

Live links are ideal for users who: use wallboards to display one dashboard, to share a dashboard with a broader group within their organization, or to share with external users. Klipfolio users can publish a dashboard (with or without a password) as a shareable link.

Live links for your KPI presentation

Live links (published links) give everyone access to the data in an easy way, anytime. Live links allow multiple people to view your KPI dashboard. For organizations that track KPIs for clients , this is especially useful as it streamlines the line of communication.

Foster teamwork with your KPI presentation on a wallboard

Live links mirror KPIs from your business dashboard, so they are continuously updated. Allocating time to create dashboards with the KPIs your executives request in their end-of-month KPI report will simplify the reporting process and create the habit of monitoring these metrics at all times, not just at month-end. Another great benefit of wallboards is that they foster teamwork in the workplace. Get everyone in the organization to talk about performance and prompt questions from other departments.

Using wallboard to display a dashboard is a great way to keep performance metrics at the forefront of your team's mind. Displaying your dashboards on a wallboard demonstrates the significance of these KPIs to your entire team and others within the organization so everyone’s in the know. For example, Salesforce dashboards are popular to display on TVs.

6. Grant direct KPI dashboard access

Make your KPI dashboards accessible to everyone on your team. Users can be added to your Klipfolio account as an admin, editor, or view-only. All of these roles are capable of viewing the dashboard, however, each has specific permissions. The benefit of direct access is that you can set up role-specific dashboards.

Granting your team members, especially management, with access to your dashboards is an accessible way to present KPIs. Individuals can access KPI report data at all times without going through the long line of communication to reach the administrator. Direct dashboard access improves communication and demonstrates the value of your team’s efforts to management, as well as key areas for improvement.

7. Take your data everywhere with a mobile KPI presentation

C-suite executives are often on the road and require quick access to the status of their company’s performance. Presenting KPIs for management to access on their smartphone makes it simple for them to quickly access and understand data from anywhere. When everyone in an organization is given access to dashboards, data can be integrated into day-to-day activities.

Mobile KPI reporting becomes especially important as work-from-home and remote offices become increasingly common. You may not always be on your laptop, but the vast majority of people never forget their smartphone before leaving the house.

Add real data to every conversation with your mobile KPI report

With mobile reporting, KPI data becomes a natural and essential element of any business discussion. How many times have you been in a casual conversation with a colleague about work where you say, “I can show you when I get to my computer”? A mobile KPI report brings context by incorporating KPIs into the conversation, leading to a follow-up conversation or even immediate action.

This article was originally published in July 2016 and has been revamped and updated for accuracy. 

• How to present a KPI report
• The basics of KPI management
• Starter guide to dashboard design
• What is a key performance indicator
• KPI Examples

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How To Write KPIs In 4 Steps + Free KPI Template

What Does KPI Stand For?

KPI stands for Key Performance Indicator, a measurable value that shows the organization's progress toward achieving key business objectives. Organizations can use KPIs as a way to track whether their key business objectives are on track, behind, ahead, or have been achieved. 

KPIs are typically used to assess performance against a benchmark (target) or industry standard. They can be applied to various business areas, such as marketing, sales, customer service, and operations, and are often used to guide decision-making and drive continuous improvement.

Check out our KPI Meaning & KPI examples article with 84 examples from different industries!

4 Reasons Why KPIs Are Important 

Like the famous Peter Drucker once said: "You can't improve what you don't measure."

So, running a business without KPIs is like driving a car with your eyes closed. You don't really know where you're going, and the chances are it won't have a happy ending. 

Now that we've established how fundamental KPIs are for a company's success, let's look into why they are so important and what benefits they provide to organizations:

Act as a scorecard for company health

KPIs provide a snapshot of how well a company is performing. By tracking metrics that are aligned with business goals, KPIs can help managers and leaders quickly assess company health and identify areas that need improvement. KPIs can also provide an easy way to communicate performance to stakeholders, such as investors, partners, or employees.

Measure progress through the tracking of metrics

KPIs allow organizations to track progress toward specific goals and objectives. By measuring and analyzing data on a regular basis, organizations can gain insights into what is working well and what needs improvement. This information can be used to make data-driven decisions, adjust strategies, and optimize processes for better outcomes.

Help identify when to make adjustments

KPIs can help organizations identify when to make adjustments to strategies or operations. By tracking performance against established benchmarks, KPIs can reveal trends and patterns that may indicate areas of concern or opportunities for improvement. This information can be used to make informed decisions about when and how to make adjustments to optimize performance.

Recognize and analyze patterns

KPIs provide valuable insights into patterns and trends in performance over time. By analyzing KPI data, organizations can identify patterns and trends that may indicate underlying causes of performance issues or opportunities for improvement. This information can be used to guide strategic decision-making and inform ongoing efforts to optimize performance.

Quick Overview Of Writing KPIs In 4 Steps:

• Determine strategic objectives
• Define success
• Decide on measurement
• Write your SMART KPIs

✋🏼But before we zoom into each step, let us give you an important tip: don't copy your KPIs straight from someone else's list!

While there's a wealth of KPI examples available online - scrolling through industry lists, picking out a KPI and attempting to force it into your strategy won't do you any favors.

Well, KPIs should be developed to contribute to achieving a specific strategic objective. If they're not developed with a specific strategic objective in mind, they run the risk of stealing attention, time, and money from KPIs that actually help to achieve strategic objectives.

The best KPIs for YOUR business are designed by starting with YOUR specific business objectives. Now, this is not to say all the content available on KPI examples is useless, because it's definitely not - it's actually an important resource. But, looking through KPI examples shouldn't begin till AFTER you have determined your own key strategic objectives.

Ok, let's get into it! 👇🏻

How To Write KPIs In 4 Steps

Your organization's business model, industry, and even the department in which you operate will have an impact on the type of KPI you need.

Luckily, we've devised a best practice process for how to write KPIs that will allow you to create the perfect KPIs every time.

Step 1 - Determine the key strategic objectives

Before writing KPIs, you'll first need to determine which of your organization's strategic objectives you're trying to gauge.

If you've been following along our mini-series "How To Write A Strategic Plan: The Cascade Model' then you will have already defined some strategic objectives for your organization, and you're ready to create some KPIs.

If you haven't defined any strategic objectives (or goals) for your organization yet, check out this article first and then jump back over here to create your KPIs.

E.g. Strategic Objective: Increase the flow of the marketing pipeline by 2022.

Step 2 - Define success

Now that you've identified your strategic objectives, you'll need to begin thinking about what the success of each objective looks like.

Sticking with the same example used in Step 1, if my objective is to increase the flow of the marketing pipeline, the success of this objective means increasing the number of contacts that enter the pipeline, and increasing the number of contacts that pass through the end of the pipeline and get handed over to Sales.

By first defining what success looks like, deciding how you will measure the success of your objective becomes a lot easier.

When defining the success of your KPI, you will usually find there are multiple parts to the definition of the success of your objectives. In the example used above, we found there were two parts to achieving the success of our objective -

• Increasing the number of contacts that enter the pipeline.
• Increasing the number of contacts that pass through the end of the pipeline and get handed over to Sales.

As mentioned earlier, this is the time when it might be useful to look through a few KPI examples to help get some inspiration for how you can define the success of your key business objectives.

Again, you should avoid copying KPIs straight from a list, as, chances are, they won't perfectly fit your strategic objectives. Instead, use the KPI examples as a way to ideate how you can measure the success of your own strategic objectives.

We've collated a whole bunch of KPI examples already and grouped them by the department to help give you a little inspiration:

• Operational KPIs
• Marketing KPIs
• Financial KPIs
• Customer Service KPIs
• Health & Safety KPIs
• Change Management KPIs
• Product Management KPIs

Looking for specific industry KPIs? We also have some of those:

• Retail KPIs
• Healthcare KPIs
• Higher Education KPIs
• Manufacturing KPIs

Step 3 - Decide on measurement

Next, you'll need to decide how you will actually measure success. Going back to our example once again, we've identified that the success of our objective means increasing the number of contacts that enter our pipeline AND increasing the number of contacts that pass through the end of our pipeline

Let's start with the first part of this - Increasing the number of contacts that enter our pipeline. Contacts enter our marketing pipeline when they subscribe to our mailing list or exchange their details for content for the first time.

When contacts engage in either activity, they automatically get added to our marketing automation platform as a subscriber. Using the number of new subscribers added to our marketing automation platform over a time period is an easy way for us to measure the number of contacts entering our marketing pipeline.

Now let's look at the second part - Increasing the number of contacts that pass through the end of our marketing pipeline. Contacts pass through the end of the marketing pipeline when they're ready to be handed over to our Sales Team.

We use the term "SQL" (Sales Qualified Lead) to define a lead that has moved through the end of our marketing pipeline and is ready for our Sales Team to pick up. Our marketing automation platform adds a tag on each contact profile to identify which life-cycle stage they are in based on a certain activity.

Again, through our marketing automation software, we can use the number of contacts who become a SQL in a given time period to measure our success.

This is where it might be wise to start considering dashboard software to track and display your KPIs.

You'll likely use various platforms and tools across your business to measure your KPIs, but having a central location to track and view all your departmental and organizational KPIs will ensure you have a clear view of your success.

Cascade's Dashboard tool is extremely powerful and allows you to pull data from all around your business, so you can display your most important information, real-time, to whoever in your organization needs it.

📚 Recommended read: 10 Popular KPI Software Tools To Connect & Visualize Your Data (2023 Guide)

Step 4 - Write your KPIs

Finally, it's time to begin actually writing your KPIs. KPIs should follow the SMART format (specific, measurable, attainable, relevant, and time-bound), to ensure your KPIs meet this criterion, we've devised a formula that you can follow to ensure you end up with SMART KPIs every time. 

The main advice here is to keep things simple. KPIs should be understood by everyone within the organization . That means no jargon (if possible), and keeping them to one sentence long.

We suggest a structure as follows:

Action Detail Value Unit Deadline

Putting it all together, our KPI example may look something like this:

Writing KPIs Example 1

Increase new HubSpot lead profiles to 40,000 people by 31st December 2019

Writing KPIs Example 2

Increase new SQL profiles to 20,000 people by 31st December 2019

Starting off with a verb forces you to be specific about what you’re trying to do. A metric and unit ensure your KPI is measurable and a deadline will do wonders for staying timely on your progress.

How Are KPIs Used In An Organization?

Key performance indicators are a communication tool for organizations. They inform business leaders of their organization's progress towards reaching key business objectives.

KPIs are able to provide this information because they actually track the most important performance measures, which can be taken together to represent how successful you are in achieving an objective.

This information channel is extremely valuable as, in a well-designed strategy, an organization's key business objectives should have a direct impact on the organization's overall performance.

Therefore, KPIs will communicate whether your activities are achieving, for example, business growth at the rate expected or not, and how much growth you've actually achieved.

KPIs also assist in identifying issues with organizational processes. If the progress on an objective falls behind, the key performance indicator associated with it will communicate this to business leaders as soon as the trend begins to show itself ( assuming you have leading & lagging KPIs ).

The organization will know that something has gone wrong and an investigation is required. A strategy to mitigate the issue can then be created and implemented before it has far-reaching effects on the organization's performance.

How Many Key Performance Indicators Do You Need?

The question of how many key performance indicators you need will vary with every company. However, we do have a framework that you can apply to help you assess how many KPIs you'll need to implement for your organization.

The number you need will depend on how many key business objectives you have in your organization. As a rule, we generally say you should have 2-3 KPIs per objective, to ensure a variety of measures without overwhelming the picture.

The reason we use a minimum of 2 KPIs as a rule, is because we believe each business objective should have at least 1 leading indicator and 1 lagging indicator.

This allows you to predict future performance as well as record the actual performance and compare these to the direction of your business objective.

Alternative vs Value-Based Decision-Making

To get a better understanding of why you should always start the KPI process by having first defined strategic objectives, consider the two potential ways of deriving your KPIs:

• Alternative-based decision-making
• Value-based decision-making

Alternative-based decision-making relies on choosing your preferred option from the alternatives offered.

Decision maker: I would like a coffee

Waiter: Sure, what milk would you like?

Decision maker: What do you have?

Waiter: We have full cream, skim, or soy milk?

Decision maker: I'll take the full cream milk.

Value-based decision-making relies on assessing what matters most to you and then making a decision that meets your needs.

Decision maker: (Considers objectives: I like a good tasting coffee, but also want to keep the fat content down because I'm watching my weight) I'll take soy milk with one serve of artificial sweetener.

Waiter: No problem.

As you can see, the decision-maker in the first example listened to the alternatives presented and then selected their preference based on the options given.

However, the decision-maker in the second example examined their objectives and what they really wanted from a cup of coffee first and then made a decision that met their needs.

When writing KPIs, using the alternative-based approach and scrolling through industry KPI lists will leave you with your preferred KPI from that list, but achieving that KPI won't necessarily mean you've achieved your strategic objectives.

On the other hand, using the value-based approach and considering your key strategic objectives first will ensure you end up with KPIs that once achieved, will mean you've also achieved your strategic objectives.

What Are Leading And Lagging KPIs?

Leading and lagging KPIs are often mentioned when it comes to strategy, but what is the difference between the two? A leading KPI indicator is a measurable factor that changes before the company starts to follow a particular pattern or trend.

Leading KPIs are used to predict changes in the company and future performance, but as predictors, they cannot always accurately forecast the future. On the other hand, a lagging KPI is a measurable fact that records the actual performance of an organization.

Leading key performance indicators are often easier to influence than lagging KPIs, however, generally measuring them can prove more difficult.

Lagging KPIs , on the other hand, are usually easier to measure, though much harder to influence. If you'd like to learn more about Leading and Lagging KPIs, check out this post .

KPI Reporting

Creating relevant, measurable, and time-bound key performance indicators is great, but it's only half the job done. The other half (which can often go overlooked) comes down to figuring out how to actually track and report on them appropriately and accurately.

While it can be tough setting up this kind of tracking and reporting, if you don't create an easy way to view and stay on top of progress, the KPIs aren't going to be of much use. A KPI report is a presentation that displays and communicates the current performance of an organization compared to its business objectives.

It's a tool used by management in order to analyze performance and identify issues. These reports can take many formats, including formal written reports, spreadsheets, powerpoint slides, or dashboards.

KPI Dashboards

Creating a KPI dashboard is a great way to provide at-a-glance views of key performance indicators relevant to a specific business objective, department, or the whole organization.

Now, before your eyes glaze over with boredom as another business term is introduced, dashboards are just another name for a progress report. However, what makes dashboards more powerful than your typical business report is that they're usually hooked up to business systems so the data is automatically updated.

The benefit of this is it ensures the data is always relevant, as it doesn't rely on someone in the organization continuously updating numbers. This is just one of the many benefits of using dashboard software for your strategy report.

Dashboards also give you total visibility of your business performance instantly, display KPI progress in a visual presentation to keep reporting engaging, and save time when compared to the hours poured into creating regular reports.

👉Here’s how Cascade can help you: 

With Cascade , you can track the progress of your strategic objectives in real time by assigning a measure (or KPI) to that objective very easily: 

• Select the objective you want to track and add the KPI - give it a name that specifies how you want the objective to be assessed
• Set a Start date and End date, which will set a timeline for your KPI.
• Set the initial and target value for your KPI - and don't forget to clarify the unit you'll be using to measure the result

You can also give your KPI a description to provide more context and add collaborators that will also be working on achieving that KPI. 

🚀 Want to take it a step further? Instead of updating the progress of your KPI manually, you can automate this process by integrating Cascade with tools like Microsoft Excel or Google Sheets.  

After your KPIs are set in place, you can use Cascade's Report & Dashboard functionalities that allow you to visually see the progress of your KPIs in real-time: 

Want to see Cascade in action?  Get started for free  or  book a 1:1 demo  with Cascade’s in-house strategy expert.

📚Editor’s note:

This article was originally part of our ‘How to Write a Strategy’ series. You can find the individual articles here:

• How To Write A Strategic Plan: The Cascade Model
• How to Write a Good Vision Statement
• How To Create Company Values
• Creating Strategic Focus Areas
• How To Write Strategic Objectives
• How To Create Effective Projects
• How To Write KPIs (This Article)

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PowerPoint presentation to show Key Performance Indicators

Mar 2, 2023 | Data Dashboards , DataPoint , Financial , Reporting

Key Performance Indicators (KPIs) are a great way to measure the performance of your business. They show how you’re doing against your goals and help you keep track of changes over time. KPI templates for a PowerPoint presentation can be used for many different types of businesses, from large corporations to small startups. Let’s dive into KPI presentations and dashboards.

What is a PowerPoint presentation?

A PowerPoint presentation is a visual way of communicating information. It can be used to communicate with your boss, colleagues, clients and customers.

How to use a KPI template as a PowerPoint presentation?

To use a KPI template for your PowerPoint presentation, follow these steps:

• Create a new PowerPoint presentation or get your professional PowerPoint templates from a professional site, and add your company’s data and performance metrics. You can import the KPI template from our database or create it yourself.
• Use the DataPoint plugin to automate the content updating (just add some connections into your presentation).

Key Performance Indicators (KPI) are used to measure the performance of a business.

Key Performance Indicators (KPIs) are used to measure the performance of a business. They can show your company’s overall performance or the performance of individual departments.

There are different types of KPIs, including financial KPIs and operational KPIs. Financial KPIs include:

• Net profit margin
• Gross profit margin
• Operating cash flow

Common KPIs for any business.

• Profitability
• Cost of goods sold (COGS)
• Sales per employee or sales per customer visit. This is a key indicator for companies that sell services. If you have a high-cost business such as consulting, this number can be used to measure how efficiently your team is working and whether you need more staff members or more projects for each employee.

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KPI Infographics

It seems that you like this template, free google slides theme, powerpoint template, and canva presentation template.

Do you want to assess the success or failure of your company? Use these KPI (Key Performance Indicators). It is a great tool to determine if you are achieving a goal or not. Represent your information about actions, strategies or productivity with bar or pie charts, pyramids, tables, percentages, maps... They include plenty of blocks, and their style is mainly flat, although you’ll find some 3D elements

Features of these infographics

• 100% editable and easy to modify
• 31 different infographics to boost your presentations
• Include icons and Flaticon’s extension for further customization
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint and Keynote
• 16:9 widescreen format suitable for all types of screens
• Include information about how to edit and customize your infographics

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Attribution required If you are a free user, you must attribute Slidesgo by keeping the slide where the credits appear. How to attribute?

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KPI presentation: a practical guide for managers

The way you show your accomplishments makes or breaks your career. If you’re on the executive track, it means the stakes are in the millions. Have you ever wondered why people just throw KPIs on the slide and hope for the best? For most people, a KPI presentation is presenting metrics by dumping numbers on a PowerPoint slide. However, a good presentation works differently.

A good KPI presentation PPT is not just about data. It’s also about how you present that data. And that’s exactly what this article is all about. Let’s dive right in and start with the most important part — KPI presentation don’ts!

Mistakes in KPI Presentation

If you want to create a company’s KPI presentation, ask yourself, “What do I, as a presenter, want the audience to look at?”. We will not go deep into the design theory but make sure you avoid making the following mistakes in your KPI PowerPoint presentation.

1. No hierarchy

All the objects and text should not be too similar in font size, style, and color. Make sure the most important metrics stand out as a clear object. Randomness is confusing for the viewer.

2. Proximity is a problem

It is not only about everything being too crowded. It also means that you should group items clearly and logically in meaningful ways. It’s hard to know what’s related when you do not create those connections.

3. No alignment

Make sure the information on each presentation KPI PowerPoint slide is balanced. Create some visual patterns for numbers to align them. Do not throw on many random images/photos as well.

4. Indirectly related material

You definitely don’t want to try to explain the whole campaign KPI on the same slide. If you want to present every bit of this info, it is better to create an additional report for your visual aids. Most importantly, each slide of your KPI PowerPoint presentation has to tell a cohesive story. Follow the ‘one idea per slide’ rule to be consistent.

5. Numbers without context

Pure metrics are useless. You know what these numbers belong to but not your audience. However, these data points can be powerful weapons when used correctly.

So how to show your KPIs in PowerPoint presentation the right way?

1. start with one message.

When you’re presenting KPIs, do not start by opening your PPT. Instead, ask yourself: “What message do I want the audience to take away from my presentation on KPI?” The answer has to fit into a concise sentence that covers your objective, metrics, results, and $ impact.

2. Expand to the full story

Here, you provide a brief overview of the campaign, show the most impactful results, and state how those created a sales boost.

3. Rehearse

Once you’ve written a story, read it out loud several times. If it doesn’t make sense or sound like your voice – change it. Read it to a colleague or friend, get their feedback, and change it again.

4. Add Visual Aids

Once you’re satisfied with the story, it’s time to open your slide design program or send content to a custom presentation designer you’ve hired.

How to present KPI in PowerPoint?

When time is limited, strong visuals help keep everyone engaged. Best practices suggest limiting the number of images to two when including text on a slide. If there is no text, there should be up to four images on each of the KPI presentation slides. If each KPI has its own slide, we recommend emphasizing how each one relates to the other KPIs and the general business goals.

How to present KPI report in another way?

Apart from creating and sharing a company KPI presentation, the other ways of presenting KPIs to managers and executives include:

• Sending a report with KPIs via email.
• Distributing a PDF with KPIs.
• Displaying KPIs on a dashboard.
• Utilizing mobile dashboards or reports to share KPIs.
• Building your own KPIs with dashboard tools.

Now, let me ask the same question from the beginning of the article: “What do you, as a presenter, want the audience to look at?” If you get this one wrong, read this article again or outsource the task to a professional presentation design service . If you get this one right, you now know how to make KPI presentation and can present all data the best way.

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• Presenting techniques
• 50 tips on how to improve PowerPoint presentations in 2022-2023 [Updated]
• Keynote VS PowerPoint
• Types of presentations
• Present financial information visually in PowerPoint to drive results

• Design Tips

8 rules of effective presentation

How to create a business plan presentation?

Annual report design templates and tips: how to tell a great story with financial data in 2023

How to make a KPI presentation to the executive board in an objective way

How to Track and Analyze KPIs in PowerPoint

If you’re looking for ways to enhance your business success, tracking key performance indicators (KPIs) is an absolute must. It helps you understand your business needs and evaluate performance to make informed decisions. With the right tools, this process becomes a lot easier to manage and implement, and one such tool is PowerPoint. Yes, the same software you use to create presentations can serve as an excellent KPI tracking and reporting tool.

Table of Contents

Why tracking KPIs is crucial for business success

Tracking KPIs in your business helps you gain visibility into the important metrics that drive your business forward. It helps you understand the areas where your business is thriving and where it needs improvement. KPIs give you insights into your business strategy and performance and help you make informed decisions to drive growth and success.

Moreover, tracking KPIs can also help you identify potential issues or challenges before they become major problems. By monitoring your KPIs regularly, you can quickly spot any negative trends or deviations from your goals and take corrective action to address them. This proactive approach can save your business time and money in the long run and help you stay ahead of the competition.

Understanding the importance of data visualization in KPI tracking

Data visualization is critical in KPI tracking because it helps you present your KPI data in a clear and concise manner. By visualizing data using charts, graphs, and other visualization tools, you can translate complex information into digestible, understandable content. This simplifies your KPI tracking process and improves your ability to analyze data and make critical business decisions easier.

In addition, data visualization also allows you to identify trends and patterns in your KPI data that may not be immediately apparent when looking at raw data. This can help you identify areas where you need to focus your efforts to improve performance and achieve your business goals. Furthermore, data visualization can also help you communicate your KPI data to stakeholders and team members in a more engaging and impactful way, leading to better collaboration and alignment towards achieving your business objectives.

The benefits of using PowerPoint for KPI tracking and analysis

PowerPoint is a versatile tool that can be used for much more than presentations. Its versatility makes it an ideal tool for KPI tracking and analysis. With its powerful charting and graphics functionality, PowerPoint enables users to create highly effective KPI dashboards with minimal effort. You can easily create and customize charts, graphs, and tables to present critical KPI data to stakeholders and team members.

Moreover, PowerPoint allows for easy collaboration and sharing of KPI dashboards. You can share your KPI dashboard with team members and stakeholders by simply sending them the PowerPoint file or by uploading it to a shared drive. This makes it easy for everyone to stay up-to-date on the latest KPI data and progress towards goals. Additionally, PowerPoint’s ability to add notes and comments to slides makes it easy to provide context and insights into the KPI data, helping team members and stakeholders better understand the data and make informed decisions.

Step-by-step guide to creating a KPI dashboard in PowerPoint

To create a KPI dashboard in PowerPoint, follow these simple steps:

• Identify the KPIs that align with your business goals and objectives.
• Gather data for each KPI.
• Create a design for your dashboard.
• Insert charts, graphs, and tables into your PowerPoint presentation.
• Format chart elements, such as axes, titling, and data points.
• Create visualizations that tell your story and draws attention to critical KPIs.
• Regularly update and maintain your dashboard with relevant information.

It is important to note that when creating a KPI dashboard, it is essential to choose the right metrics to track. These metrics should be relevant to your business goals and objectives, and should provide actionable insights that can help you make informed decisions. Additionally, it is important to ensure that your dashboard is easy to read and understand, with clear visualizations that highlight key trends and patterns. By following these steps, you can create a KPI dashboard that is both informative and visually appealing.

How to choose relevant KPIs for your business

Choosing relevant KPIs is critical for successful KPI tracking. Your KPIs should be aligned with your overall business objectives, be measurable, and be relevant to your team’s work. You should choose a set of performance indicators that focuses on the critical needs of your business so that you can achieve your goals and grow your business.

It’s important to regularly review and update your KPIs to ensure they remain relevant and effective. As your business evolves and changes, so too should your KPIs. Additionally, it’s important to communicate your KPIs clearly to your team and ensure they understand how their work contributes to achieving these goals. By regularly reviewing and communicating your KPIs, you can ensure that your team is focused on the right priorities and that your business is on track to success.

Tips for setting achievable KPI targets

Setting achievable KPI targets requires a good understanding of your target audience and market. It would be best if you based your targets on data and not assumption. Be realistic with your goals, considering your capacity and existing resources. It would help if you set objectives that are challenging yet attainable, so you encourage your team to strive to improve without it being stressful.

Another essential factor to consider when setting KPI targets is to ensure that they align with your overall business objectives. Your KPIs should be specific, measurable, and relevant to your business goals. This will help you track your progress and determine if you are on the right track towards achieving your objectives.

It is also crucial to communicate your KPI targets effectively to your team. Ensure that everyone understands the importance of the KPIs and how they contribute to the overall success of the business. Regularly review your progress and provide feedback to your team to keep them motivated and focused on achieving the targets.

Using charts and graphs to display KPI data effectively

Charts and graphs visually represent data in a report or dashboard, making it easier to understand ad analyze. PowerPoint has a vast array of options and features to create visually stunning and impactful charts, graphs, and tables. Use these features to tell a story and provide an overview of the critical KPIs that are important for your business.

When creating charts and graphs, it’s important to consider the audience and their level of understanding of the data. If the audience is not familiar with the KPIs being presented, it may be necessary to provide additional context or explanations to ensure they fully comprehend the information being displayed.

Additionally, it’s important to regularly update and refresh the charts and graphs to ensure they accurately reflect the most current data. Outdated or incorrect information can lead to incorrect conclusions and decisions being made based on the data.

Customizing your KPI dashboard to meet specific business needs

Customization is an important factor in creating KPI dashboards that work. It helps you tailor your KPI data to the specific needs of your business. PowerPoint has a range of customization features to select and change the color, layout, style, and more to improve your KPI dashboard. By customizing your KPI dashboard, you’re able to effectively convey the information to your stakeholders and team members.

One important aspect of customization is selecting the right KPIs to track. It’s important to choose KPIs that align with your business goals and objectives. For example, if your goal is to increase customer satisfaction, you may want to track metrics such as customer retention rate, net promoter score, and customer feedback ratings. By selecting the right KPIs, you can ensure that your dashboard provides valuable insights into the performance of your business.

Analyzing trends and identifying areas for improvement using KPI data

Analyzing trends is the core of KPI tracking and analysis. By utilizing KPI data, you can identify trends, strengths, and weaknesses in your business, so you can continuously improve. Analyzing trends enables you to focus on what works and learn from areas that don’t. Use KPI data to make data-driven decisions, so you can optimize your business performance and drive growth.

One of the key benefits of analyzing KPI data is that it allows you to track progress over time. By regularly monitoring your KPIs, you can see how your business is performing and whether you are on track to meet your goals. This information can help you make informed decisions about where to focus your efforts and resources, and can also help you identify potential issues before they become major problems. By using KPI data to track progress and identify areas for improvement, you can ensure that your business is always moving in the right direction.

Sharing your KPI dashboard with stakeholders and team members

Sharing your KPI dashboard is an essential aspect of communicating your business progress with your stakeholders and team members. It enables you to align your goals and objectives and track progress effectively. Share your dashboard regularly and provide insights to help stakeholders and team members understand the KPI data and how it affects your business.

Best practices for maintaining and updating your KPI dashboard over time

Once you’ve created your KPI dashboard in PowerPoint, it’s crucial to maintain and update it regularly. To stay on top of your KPIs, you should review them frequently and adjust your KPI targets as needed. Regular review of your data helps you stay current so that you can make timely and informed decisions. Also, ensure that any new information is regularly updated in your KPI dashboard so that all stakeholders and team members are on the same page.

Common mistakes to avoid when tracking KPIs in PowerPoint

Mistakes are an inevitable part of the KPI tracking process. The most common mistake to avoid is tracking too many, irrelevant KPIs. Instead, choose KPIs relevant to your business. You should also avoid not setting achievable KPI targets, making your dashboard too complicated, and not communicating your data well to your stakeholders and team members.

Integrating other tools and data sources with your PowerPoint KPI dashboard

Integrating other tools and data sources with your PowerPoint KPI dashboard makes it more powerful and effective. With third-party tools or data sources, you can get insights that you otherwise wouldn’t be able to collect. You can integrate data from social media platforms, Google Analytics, and other platforms to have a more comprehensive overview of your business performance.

Advanced techniques for analyzing and interpreting complex KPI data in PowerPoint

To interpret complex KPI data in PowerPoint effectively, you can use advanced techniques like correlation analysis, trend analysis, data modeling, and multivariate analysis. These techniques provide insights into hidden patterns, relationships, and trends that may help you make better decisions. They also help you scrutinize KPI data to identify which factors influence business performance and optimize the KPI metrics you track in the future.

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KPIs, Metric, and Goal Report

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Key Performance Indicator (KPI) Reports typically contain a mixture of charts, graphs and tabular information, which makes them data-heavy and extremely time-consuming. Our KPIs, Metric, and Goal Report presentation allows you to effectively visualize KPIs, track progress against goals to improve performance and share weekly, monthly and quarterly reports across your organization almost effortlessly.

Slide highlights

Use this slide to build a quick summary report from your metrics, then walk your team or stakeholders over each KPI, explaining which ones have been or are being currently met, and which require extra resources and attention.

Conversion rate is one of the most important KPIs for digital products and services. With this slide, you can discuss the state of your conversion rate performance, including unique and returning customers, bounce rate, etc.

Application

According to a KPI solutions platform, Simple KPI, these five steps will help you to build an effective report:

• Create an overview – this is a summary that aims to set the criteria of the report, which would answer the questions, such as: What is the objective and goal of this KPI report? Who are the stakeholders? What is the purpose of this report (meaning, is it Strategic, Operational, Static or Interactive?) When and how will the report be distributed?
• Define the KPIs – when the overall objective is established, list all the KPIs and metrics you'll need. KPIs need to answer questions like: How well are sales performing against their goals? Getting the data that supports these KPIs can be the tricky part, as this data must be current, relevant and credible.
• Present your KPIs – use appropriate charts, graphs and tabular data that will present the metrics in the simplest possible way. "Keep the charts relevant, focused and in context. Present your KPIs in a logical order to keep the flow of information or the 'story' from getting disjointed," the experts say.
• Build a prototype – start with creating a first draft. You can use dummy data as placeholders and distribute this draft to your team and stakeholders, which will allow you to obtain insights and feedback to complete and polish your final KPI report.
• Refine and release – when the report is ready and checked for accuracy, finalize and distribute it. The experts say, building regular reporting review and maintenance periods will help you avoid reporting "bloat," and will help to keep the information relevant and up to date.

3 questions and answers

Create KPI about Vision inspector of inspection system

To create KPIs for a Vision Inspector of an inspection system, you need to focus on the key areas that determine the efficiency and effectiveness of the system. 1. Inspection Accuracy: This KPI measures the percentage of inspections that were accurate. It helps in determining the reliability of the vision inspector. 2. Inspection Speed: This KPI measures the number of inspections conducted per hour or per shift. It helps in assessing the efficiency of the system. 3. False Positive Rate: This KPI measures the percentage of inspections that were flagged as errors but were actually correct. A lower rate indicates a more reliable system. 4. Downtime: This KPI measures the amount of time the system is not operational due to maintenance or repairs. Lower downtime indicates a more efficient system. 5. Cost per Inspection: This KPI measures the total cost associated with each inspection. It helps in determining the financial efficiency of the system. Remember, these KPIs should be reviewed regularly to ensure the system is performing optimally.

What are some key performance indicators for a quality inspector focusing on overlooked, overdeleted, and typo errors?

Key Performance Indicators (KPIs) for a quality inspector focusing on overlooked, overdeleted, and typo errors could include: 1. Error Detection Rate: This measures the number of errors detected per inspection. A higher rate indicates better performance. 2. Overlooked Error Rate: This KPI tracks the number of errors missed during inspection. A lower rate indicates better performance. 3. Overdeleted Error Rate: This measures the number of instances where correct items were mistakenly deleted. A lower rate indicates better performance. 4. Typo Error Rate: This KPI tracks the number of typographical errors found. A lower rate indicates better performance. 5. Inspection Time: This measures the average time taken to inspect a document or a set of documents. A lower time could indicate efficiency but might also lead to more errors if rushed. Remember, these KPIs should be regularly reviewed and updated based on the performance and the changing needs of the business.

Create a KPI plan about IT

Creating a KPI (Key Performance Indicator) plan for IT involves several steps: 1. Define the Objective: Understand what you want to achieve with your IT KPIs. This could be improving system uptime, reducing response time, etc. 2. Identify Key Performance Indicators: These are metrics that will help you measure the success of your objective. For IT, this could be 'Average System Uptime', 'Average Response Time', etc. 3. Data Collection: Determine how you will collect data for your KPIs. This could be through system logs, user feedback, etc. 4. Data Analysis and Reporting: Analyze the collected data and report on the KPIs. Use charts and graphs for easy understanding. 5. Review and Refine: Regularly review the KPIs and refine them if necessary. This ensures that your KPIs remain relevant and up-to-date. Remember, the key to a successful KPI plan is to keep it simple, relevant, and aligned with your business objectives.

Expert advice

"The number crunchers take over and can overwhelm operating managers with spreadsheets and precise breakdowns of financial results and output measures. […] managers feel like they're being asked to jump through hoops they don't really understand – and don't particularly want to," a recognized expert in strategy and performance measurement, Graham Kenny, writes in his article for Harvard Business Review (HBR). To avoid burnout and create effective KPI reports, CEOs and managers need to keep in mind the following truths about KPIs, Kenny says:

• KPIs are about relationships – for example, a lot of time and money is spent measuring the satisfaction levels of staff, especially in large companies. What's important to remember, though, Kenny says, is that "KPIs need to reflect the fact that value creation is a two-way street. You want employees to be engaged because you need something from them. And the two-way street for employees is defined by how well the company delivers on the things that they want." Unfortunately, the majority of organizations fail to develop measures around both sides.
• Consider causality – most managers look at a set of performance measures just as a table of numbers. Because the numbers appear to be concurrent, managers don't question the way each measure impacts the others over time. But leading indicators, Kenny stresses, should predict the future. "If your organization does well with employees now, that drives results for other stakeholders such as customers tomorrow. If your organization does well with customers tomorrow, then shareholder outcomes will be improved the day after," he writes.
• Key performance indicators are only partial measures of something – as the conditions around your organization, department or section change, be prepared to tailor your performance measures. "It's set and reset, not set and forget," Kenny reminds us. To rethink how you develop your performance measures, he writes, look at performance as a two-way street and watch for the connections between indicators and the impact they have of one another. Most importantly, always be ready to roll with the punches and adapt to changing circumstances.

Home Powerpoint KPI Presentation Google Slides & PowerPoint Templates

KPI Presentation Google Slides & PowerPoint Templates

The infographic template in google slides for KPI slides will uncover the performance variables in a snapshot. The dashboard google slides theme contains 14 slides in seven variant designs. It includes a bar chart, speedo meter, doughnut chart, line graph, area chart, and an abstract presentation text zone. This will provide a quick view of company objectives, sales, financial growth, profit margin, market share of products, revenue by source, etc.

KPI presentation is a sales, marketing, and accounting evaluation report document. Our dashboard infographic could display different, easily understandable metrics for the viewers. For instance, the users can delineate average monthly sales, conversion rates, and sales performance reports using statistical graphic slideshows.

KPI infographic is a data-driven chart that will suit your scalable data presentation. Its executive summary type designs, graphs, and charts ensure a proper understanding of metrics in the statistical slide presentations. Further, users can easily edit the template’s color, size, shape, background, and overall features.

Each text zone allows you to insert factual data within the graphical images or in separate text areas on the board. When presenting your data, coloring spots is crucial to distinct summary features. So, choose suitable colors if you need them other than default color schemes.

To complement your data-driven presentations, explore our business case study slides . These templates offer a professional and structured format to effectively showcase your business case studies. By combining the KPI slides with business case study slides, you can present key performance indicators alongside real-life examples of successful business strategies and outcomes.

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Can I customize the PowerPoint templates to match my branding?

Yes, all our PowerPoint templates are fully customizable, allowing you to edit colors, fonts, and content to align with your branding and messaging needs.

Will your templates work with my version of PowerPoint?

Yes, our templates are compatible with various versions of Microsoft PowerPoint, ensuring smooth usage regardless of your software version.

What software are these templates compatible with?

Our templates work smoothly with Microsoft PowerPoint and Google Slides. Moreover, they’re compatible with Apple Keynote, LibreOffice Impress, Zoho Show, and more, ensuring flexibility across various presentation software platforms.

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40 Best KPI Dashboards PowerPoint PPT Templates: A Complete Guide

The Key Performance Indicator (KPI) is a measurable value that shows how effective a company is in achieving key business objectives. Organizations and companies use KPIs at multiple levels to assess its success in reaching its set goals.

High-level KPIs may focus on overall business performance while lower level KPIs may focus on operations in departments such as Sales, Marketing, Human Resources, Support and more.

In short, KPIs are individual units of measurement that provide a preview on the performance of various departments and initiatives in the company. It also effectively shows where companies are in relation to their goals and how this can be improved.

What are the types of KPI?

There are several types of KPIs:

Strategic Indicator: This indicator monitors the strategic goals of organizations. Usually, one or two strategic KPIs are used to measure the performance of an organization in a specific area at any given time. This includes returns on investments, market share, etc.

Operational Indicator: This indicator measures performance within a shorter time frame and focuses on organizations' operations and efficiency. It is designed to help make better decisions about providing products, services or other operational functions on a daily basis.

Projects Indicator: This indicator focuses on measuring progress and efficiency in completing projects.

Risk Indicator: This indicator focuses on measuring the risk factors that may threaten the success of organizations.

Personnel indicator: This indicator focuses on human behavior, skills and performance needed to implement strategies.

What makes key performance indicators (KPIs) effective?

One of the most important and often overlooked aspects of KPIs is that they are a form of communication and coordination between parts of the company, as they are bound and subject to the same rules and best practices as any other form of communication and coordination between team members or department heads.

In terms of developing a strategy for formulating performance indicators, your team should start with the basics and understand what your organizational goals are, how you plan to achieve the goals, and who can act on this information.

This should be an iterative process that includes feedback from analysts, department heads, and managers. When you gather the opinions of the said team, you will gain a better and deeper understanding of the business processes and KPIs that should be measured using the KPI dashboard, and with whom this information should be shared.

What is the intended benefit of KPI's?

Key Performance Indicators are important because they highlight the business performance of companies, and individuals, thus organizations use them to assess their success in reaching critical goals. High-level KPIs may focus on the overall performance of the organization, while low-level KPIs may focus on operations within departments.

It is also important to performance indicators to evaluate and measure the performance of employees within companies, improving and developing all internal and external operations of the organization.

How to create KPIs?

Let's say your goal is to increase book sales for the year. You will call these KPIs, the book sales KPI. Here's how to define it:

What: Book sales increase 15% this year.

Why: Achieving this goal will allow you to hire another agent.

Measurement: Progress will be measured as an increase in the number of books sold and revenue generated.

How: You can increase your site traffic with a blog focused on topics related to the publishing industry.

Who: The Content Marketing Manager will be responsible for the KPIs.

The result: book sales will increase by 15% this year.

When: The progress of the KPIs will be reviewed on a monthly basis.

Develop your KPI to fit the changing needs of the business

Suppose, for example, that your organization has recently started a new production line or is expanding abroad. If you do not update your KPIs, your team will continue to track goals that do not necessarily reflect a change in tactical or strategic direction.

You may think, based on your results, that you continue to perform at a high level. In reality, though, you may be tracking KPIs that fail to capture the impact your efforts are having on core strategic goals. KPIs that are not updated at all become obsolete.

Reviewing your KPIs monthly (or, at best, weekly) will give you a chance to improve or change course entirely.  

What is a KPI Dashboard?           

The easy to access data will make you less overwhelmed and can quickly understand the whole picture of the performance of your company, know what and where the problems are and give you full control on all the details and matters.

Therefore, a KPI dashboard is an all-in-one tool that provide the monitoring and analysis you need. It allows you to follow the performance of individuals, departments, teams, or the entire company. KPI dashboards lets you to easily check what is happening and be alerted to the KPIs that have exceeded the set limits.

KPI dashboards are most likely to be displayed using specific color patterns like red, yellow, and green. Red indicates a problem, yellow is a warning or a risk, and green means everything is fine. It is very important to get everything clear and direct at first glance, so next we will introduce you to one of the best options you may have for PowerPoint KPI dashboard template.

KPI Dashboards PowerPoint PPT Template

A well designed and thought KPI dashboard gives business owners quick access to the crucial indicators or tools of the business, and helps them decide whether they are going well or not. But recently a lot of KPI dashboards are more fabricated and decorated than useful, or are so filled with details that it’s impossible to read the important information right away. Designing a KPI dashboard needs a lot of experience and skill, that why you should choose the right template if you have a presentation on the subject, and we here give you the Best KPI Dashboards PowerPoint PPT Template you can find out there which covers all the needed indicators and required slides, such as:

Sales KPI Dashboard: An essential slide that shows the sales you have been making, on a daily or monthly basis too, as well as sales risk and sales process that are taking place currently.

Traffic Acquisition Report Dashboard: It’s an important visual to know where users came from, including organic search, social media, paid campaigns, etc. and it’s used to make decisions about future marketing campaigns and determine the effectiveness of your website and current marketing efforts.

Social Media KPI Dashboard: This PowerPoint slide is very relevant when you count heavily on social media networking then you will be such slide to show all the numbers and growth and interaction that’s happening to your channels.

CRM system KPI Dashboard: Customer relationship management (CRM) is a slide for managing all your company's relationships and interactions with customers and potential customers. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Target Vs Actual Sales Commissions: It is the slide where you compare your intended sales goal and the ones you have really made, detailed and clear KPI PowerPoint slide, and one among many other useful and essential ones.

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What is a KPI?

This guide provides examples, templates and practical advice to help you define the right key performance indicators for your organization and team.

KPI stands for key performance indicator, a quantifiable measure of performance over time for a specific objective. KPIs provide targets for teams to shoot for, milestones to gauge progress, and insights that help people across the organization make better decisions. From finance and HR to marketing and sales, key performance indicators help every area of the business move forward at the strategic level.

KPI Meaning vs Metrics Meaning

While key performance indicators and metrics are related, they’re not the same. Here’s a quick explanation:

KPIs are the key targets you should track to make the most impact on your strategic business outcomes. KPIs support your strategy and help your teams focus on what’s important. An example of a key performance indicator is, “targeted new customers per month”.

Metrics measure the success of everyday business activities that support your KPIs. While they impact your outcomes, they’re not the most critical measures. Some examples include “monthly store visits” or “white paper downloads”.

Don’t just measure. Measure what matters.

Download the KPI Planning Guide to learn:

10 steps to strong KPIs

Which questions help you define your KPIs

170 KPI examples and templates

Why Are KPIs Important?

KPIs are an important way to ensure your teams are supporting the overall goals of the organization. Here are some of the biggest reasons why you need key performance indicators.

Keep your teams aligned: Whether measuring project success or employee performance, KPIs keep teams moving in the same direction.

Provide a health check: Key performance indicators give you a realistic look at the health of your organization, from risk factors to financial indicators.

Make adjustments: KPIs help you clearly see your successes and failures so you can do more of what’s working, and less of what’s not.

Hold your teams accountable: Make sure everyone provides value with key performance indicators that help employees track their progress and help managers move things along.

Types of KPIs

Key performance indicators come in many flavors. While some are used to measure monthly progress against a goal, others have a longer-term focus. The one thing all KPIs have in common is that they’re tied to strategic goals. Here’s an overview of some of the most common types of KPIs.

Strategic: These big-picture key performance indicators monitor organizational goals. Executives typically look to one or two strategic KPIs to find out how the organization is doing at any given time. Examples include return on investment, revenue and market share.

Operational: These KPIs typically measure performance in a shorter time frame, and are focused on organizational processes and efficiencies. Some examples include sales by region, average monthly transportation costs and cost per acquisition (CPA).

Functional Unit: Many key performance indicators are tied to specific functions, such finance or IT. While IT might track time to resolution or average uptime, finance KPIs track gross profit margin or return on assets. These functional KPIs can also be classified as strategic or operational.

Leading vs Lagging: Regardless of the type of key performance indicator you define, you should know the difference between leading indicators and lagging indicators. While leading KPIs can help predict outcomes, lagging KPIs track what has already happened. Organizations use a mix of both to ensure they’re tracking what’s most important.

How to Develop KPIs

With so much data, it can be tempting to measure everything—or at least things that are easiest to measure. However, you need to be sure you’re measuring only the key performance indicators that will help you reach your business goals. The strategic focus is one of the most important aspects of the KPI definition. Here are some best practices for developing the right KPIs.

Define how KPIs will be used: Talk to people who will be using the KPI report to find out what they want to achieve and how they’ll use them. This will help you define KPIs that are relevant and valuable to business users.

Tie them to strategic goals: If your KPIs don’t relate to what you’re trying to achieve in your business, you’re wasting time. While they may be related to a specific business function like HR or marketing, every key performance indicator should tie directly back to your overall business goals.

Write SMART KPIs: The most effective KPIs follow the proven SMART formula. Make sure they’re Specific, Measurable, Attainable, Realistic and Time-Bound. Some examples include “Grow sales by 5% per quarter” or “Increase Net Promoter Score 25% over the next three years.”

Keep them clear-cut: Everyone in the organization should understand your KPIs so they can act on them. This is why data literacy is so important. When people understand how to work with data, they can make decisions that will move the needle in the right direction.

Plan to iterate: As your business and customers change, you may need to revise your key performance indicators. Perhaps certain ones are no longer relevant, or you need to adjust based on performance. Be sure you have a plan in place to evaluate and make changes to key performance indicators when necessary.

Avoid KPI overload: Business intelligence has given organizations access to mounds of data and interactive data visualization , making it easy to measure anything and everything. Keep in mind that the key performance indicator definition refers to the most important targets. Steer clear of KPI overload by focusing on the most impactful measures.

Inspire Action With Your KPIs

10 ways to take your data visualizations to the next level. Learn how to choose the right ones to highlight your KPIs and metrics.

3 Steps to a Stronger KPI Strategy

If your key performance indicators aren’t delivering the results you expect, it’s time to adjust your strategy. Here are three things you can do to ensure that people across the organization know what your KPIs mean, and how to use them to make data-driven decisions that impact your business.

Select KPIs that matter most: To be sure you’re measuring what matters, you should include a balance of leading and lagging indicators. Lagging indicators help you understand results over a period of time such as sales over the last 30 days. Leading indicators help you predict what might happen based on data, allowing you to make adjustments to improve outcomes.

Create a KPI-driven culture: Key performance indicators don’t mean much if people don’t understand what they are and how to use them (including what the KPI acronym means). Increase data literacy in your organization so everyone works toward strategic targets. Educate employees, assign them relevant KPIs, and use a best-in-class BI platform to keep everyone making decisions that move your business forward.

Iterate: Keep your key performance indicators current by revising them based on market, customer and organizational changes. Meet regularly to review them, take a close look at performance to see if adjustments need to be made, and publish any changes you make so teams are always up to date.

KPI Examples

Every business unit has unique key performance indicators that help them track progress. Many organizations use  KPI dashboards  to help them visualize, review and analyze their performance metrics all in one place. Here are a few  KPI examples by department , including a dashboard view of each.

Customer Service

From expense and revenue to margin and cash management, finance managers have lots of choices when it comes to tracking financial progress. Here are a few examples to consider as you define your own key performance indicators.

Gross Profit Margin (and %)

Operating Profit Margin (and %)

Net Profit Margin (and %)

Operating Expense Ratio

Working Capital Ratio

Explore a Finance Dashboard Demo

Ensure your teams are meeting sales targets by tracking and regularly reviewing sales key performance indicators, including those for leads, opportunities, closed sales and volume. Here are some examples of KPIs for sales teams:

New Inbound Leads

New Qualified Opportunities

Total Pipeline Value

Sales Volume by Location

Average Order Value

Learn More About Sales Dashboards

Get a handle on marketing spend, conversion rates and other indicators of marketing success by clearly defining key performance indicators and aligning them with your organization’s strategic goals. Here are a few marketing KPIs to get you started.

Marketing Qualified Leads (MQLs)

Sales Qualified Leads (SQLs)

Conversion Rates (For Specific Goals)

Social Program ROI (By Platform)

Return on Ad Spend (ROAS)

Learn More About  Marketing KPIs and Marketing Dashboards

IT Key Performance Indicators

From support tickets to server downtime, IT key performance indicators can help keep teams accountable and alert them to any potential issues coming down the line. KPIs for IT teams could include targets like the following:

Total Support Tickets

Open Support Tickets

Ticket Resolution Time

Security Related Downtime

IT Costs vs Revenue

Reopened Tickets

Explore Dashboard Examples

Customer service leaders should track progress related to customers, employees and finances. In addition, key performance indicators should cover both short- and long-term targets, including support response times, customer satisfaction and others that help reach service objectives.

First Contact Resolution Rate

Average Response Time

Most Active Support Agents

Cost Per Conversation

Customer Effort Score

What does KPI stand for?

KPI stands for key performance indicator.

Which is the best KPI definition?

Key performance indicators (KPIs) are targets that help you measure progress against your most strategic objectives. While organizations can have many types of metrics, KPIs are targets that are “key” to the success of your business.

What are the different types of KPIs?

Key performance indicators can be either strategic or operational, and apply to specific business units. For example, finance tracks revenue growth rate and net profit margin, sales measures net sales and sales by region, customer service tracks Net Promoter Score and average resolution time, and marketing might measure traffic-to-lead ratio and cost per lead. Operational key performance indicators could include order fulfillment time and time to market.

How do you define KPIs?

There are many factors to consider as you develop your key performance indicators (KPIs). Here are some to keep in mind: Define how they will be used, tie them to strategic goals, keep them SMART (specific, measurable, attainable and time-bound), make them understandable, adjust them as needed, and take care only to measure the most important things.

Which are the best KPIs to use?

While every organization is different, there are a few ways to create high-performing key performance indicators: include a balance of leading and lagging indicators, create a KPI-driven culture by increasing data literacy, and regularly review and adjust your key performance indicators as your audience, market and business change.

See KPI Dashboards in Action

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51 Key Performance Indicator (KPI) Examples & Templates

Erica Golightly

Senior Writer

March 24, 2023

How do you encourage your team to think about and achieve organizational goals? The first step is to take a deep inventory of your key performance indicators (KPIs). 

The thing is, KPIs will get the team motivated for the first few months, then lost in long email threads, and revisited the day before an important meeting with senior leadership. 

Well-designed KPIs will empower teams to solve inefficiencies, eliminate time-sucking requests, and align tasks and projects with company-wide goals . This is what we want for you and your team, so we’ve put together a catalog of KPI examples and templates to answer your questions: 

In what condition does a metric become a KPI? Who is part of the KPI development process? Where do I track KPI progress? How do I drive action and motivate my team toward the outcome?

We’ll cover all of the above—and then some—because KPIs are the secret sauce of modern business strategy. And everyone is qualified for the task. 

What Is a KPI or Key Performance Indicator?

Sales kpi examples, operations kpi examples, finance kpi examples, marketing kpi examples, website kpi examples, design kpi examples, startup kpi examples, product kpi examples, saas kpi examples, human resources kpi examples, how to measure kpis in clickup .

A Key Performance Indicator or KPI is a quantifiable metric used to monitor progress in achieving business objectives. More specifically, a KPI gives performance insight into an organization’s most important asset: the people.

Businesses invest time, effort, and money to hire problem solvers—people who have strengths in analyzing and interpreting data to make decisions. And this investment isn’t limited to staffing the IT and Finance departments. It’s been said that a workforce with data literacy skills helps improve the company’s overall health and performance. 

Meaning everyone—front-line employees, managers, and senior leadership—has an influence on organizational goals. So as a team leader, you have the responsibility to give the people thoughtful, specific, and measurable KPIs . 

If you’re more of a visual learner, check out this vlog about setting KPIs!

How to Define KPIs

If you take one thing away from this guide, let it be this: effective key performance indicators allow people to make accurate and fast decisions . 

The first mistake businesses make when they’re brainstorming KPIs is sending an email to all department leaders with the subject line: What Are You Going To Do About All Of These Really Bad Metrics? 

Instead, businesses should target the metrics which have the most impact on their sustainability. When you focus on needle-moving projects, tools, and systems, you are building a business roadmap to maximize your speed towards revenue growth. 

So here is a step-by-step checklist to help you start your KPIs the right way: 

1. Identify business metrics directly related to business goals

Let’s start with the basics that Sales KPIs look different from Product KPIs , which are different from Finance KPIs . Ask your area direct performance indicator questions to understand what they want to achieve and their criteria for success . This group will use these business metrics as a guide for the next month, quarter, or year. If a key performance indicator does not contribute to a business goal , it’s gotta go! 

• What’s the problem you want to solve in your process/team/organization? 
• What’s the outcome you want to achieve?
• How will you measure success?
• How will you know if you’ve achieved your outcome? 

Bonus: Product requirements document templates

2. Write out clear and specific key performance indicators

Once you have their insights, organize the metrics into two categories: leading and lagging indicators. 

• Leading indicators will let them know if they need to pivot or adjust their strategy to get back on track toward achieving their desired outcome
• Lagging indicators are the opposite. These key performance indicators determine how well processes and updates are performed over a longer period of time

Pro Tip : It might be tempting to use corporate shorthand or fluffy words, but remember these KPIs are shared company-wide, so it has to be clear to everyone.

3. Get KPIs into a remote-first tool to record and monitor progress

We’ll say it: KPI reports are not the most thrilling to build.

It’s an (almost) everyday task requiring time to turn raw data into actionable insights. So much so, KPI reports typically have a short life span after it reaches an inbox for a few reasons:

• Reports are outdated by the end of the day because data changes by the hour
• Reports in a PDF or Excel format look different on various screens
• Reports sent through email are not secure

Getting the right information at the right time is a necessity for data-driven businesses. People want to access KPIs on their smartphones, desktops, and even on the big screen at the office. If you’re looking for a free dashboard tool to meet these needs, try ClickUp!

51 KPI Examples and Templates to Measure Progress

Here at ClickUp, we’re super fans of KPIs and you , so our team got to work and pulled together a list of key performance indicators and free templates sorted by the department or industry. 

1. Customer Acquisition Cost : The total cost of acquiring a customer (includes costs spent on the sales process and through marketing efforts) 2. Sales Activities Per Rep : The total number of tasks completed in a given time period 3 . Lead to Client Conversation Rate : The percentage of leads converted in your sales process 4. Total Sales Revenue : The total revenue generated from your products over a defined period 5. Sales Cycle Length : The average time it takes between initial contact through closing

Try ClickUp’s Commission Tracking template  

6. Overtime Hours : The number of hours worked by an employee beyond their normally scheduled working hours 7. Processes Developed : The number of improvements made to current operational  8. Inventory Costs : The total amount of all expenses related to storing unsold goods 9. Office Space Utilization : The percentage of the office space used by employees 10. Company Perks Usage : The percentage of perks used by employees

ClickUp’s Project Request and Approval template

11. Return on Equity : The measure of financial performance based on net income divided by shareholder equity 12. Net Profit Margin : The amount of money your company has after all expenses (interest, taxes, operating expenses, etc.) have been deducted from your total revenue 13. Cost of Goods Sold : The total cost of manufacturing the products a business sells (excludes sales, administration, and marketing expenses) 14. Debt to Equity Ratio : The ratio of company’s total liabilities against shareholder equity 15. Free Cash Flow : The amount of money remaining after capital expenditures

ClickUp’s Finance templates 

16. Return on Marketing Investment : The return from a marketing investment divided by the costs of the marketing investment 17. Bounce Rate : The percentage of emails that bounced. This happens when the email address is no longer active 18. Click-through Rate : The number of people who clicked a link in your email vs. the total number of people who received your email 19. Organic Impressions : The number of times a piece of content is shown on a person’s newsfeed 20. Subscriber Count : The number of people who subscribed to your email marketing campaigns

Dive into more marketing KPIs and learn the best approach to set your goals!

ClickUp’s Campaign Tracking and Analytics template  

21. Traffic to MQL (Marketing Qualified Lead) Ratio : The ratio of the total traffic platform generated vs. the number of marketing qualified leads coming from that traffic 22. Crawl Errors : The number of URLs that are inaccessible to Googlebot when it scans your pages 23. Bounce Rate : The number of people who exited your site within just a few seconds of arriving 24. Mobile Usability : The speed and performance of your landing page on phones and tabs 25. Referral Traffic : The number of people who visit your website from your social media

ClickUp’s Website Development template

26. Customer Satisfaction Rate : The responses let you know which customers are unhappy, and need some extra attention from your product management teams 27. Standard Compliance : The average number of issues related to not following brand guidelines , processes, or procedures 28. Response Time : The average time it takes for project reviewers and project contributors to respond back to questions, comments, and requests   29. Production Cycle Time : The average time it takes to complete a project from start to finish 30. Revision Time : The average number of rounds or time it takes to reach the final design

ClickUp’s Graphic Design template 

31. Customer Lifetime Value : The revenue your company can expect from individual customer accounts 32. Activation Rate : The percentage of users who complete any major event in the onboarding process 33. Runway : The number of months the company can operate before running out of money 34. Average Sales Cycle Length : The number of days it takes to close a deal on average 35. Monthly Burn : The amount of cash spent per month

ClickUp’s Task Management template

36. Net Promoter Score (NPS) : The number indicating whether your users are ready to recommend your product to their friends, colleagues, etc. 37. Support Ticket Escalations : The number of tickets moved to a higher-level Customer Support Manager to resolve  38. Customer Satisfaction Rate (CSAT) : The scale rate of a customer’s overall experience with a company’s product, service, or employee  39. Velocity : The total number of manual and automated tests performed 40. Daily Active User : The number of active users per day

ClickUp’s Bug and Issue Tracking template

41. Net Promoter Score (NPS) : The number indicating whether your users are ready to recommend your product to their friends, colleagues, etc. 42. Month Over Month (MoM) Monthly Recurring Revenue (MRR) Growth Rate : The percentage increase or decrease month over month in net MRR 43. Annual Recurring Revenue (ARR) : The predicted amount of yearly revenue earned from customers 44. Churn Rate : The percentage rate at which customers leave a business over a given period of time  45. Processes Developed : The number of improvements made to current operational processes 46. Lead Velocity Rate : The total number of manual and automated tests performed

ClickUp’s Customer Support template

47. Recruiting Conversion Rate : The percentage of applicants who were hired vs. total number of applicants you processed ( track with ATS !) 48. Cost Per Hire : The total cost of hiring each employee (including hiring, training, or onboarding costs and other HR KPIs ) 49. Average Training Costs : The amount of money spent on employee training and development 50. Absenteeism Rate : The percentage of employees who are absent over a given time period 51. Employee Turnover Rate : The percentage of employees who left the company

ClickUp’s Hiring Candidates template

Once you’ve collected and measured your data, you’ll need to present them in an easy-to-understand format. This is where an all-in-one solution like ClickUp comes in clutch to provide the best visualization tools!

With your key performance indicators and templates ready to track, the next step is to compile them into a digital solution like ClickUp!

ClickUp is an all-in-one productivity platform where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more. Easily customized with just a few clicks, ClickUp lets teams of all types and sizes deliver work more effectively, boosting productivity to new heights!

Here’s a closer look at why teams love using ClickUp as their goal-tracking hub and KPI Dashboard:

Align KPI-related tasks and activities with Goals in ClickUp 

Goals in ClickUp are high-level containers broken into smaller Targets. Once you take action on a Target, click the Target name to update your progress. Depending on which type you use, your Target will have different tracking options:

• Number : Create a range of numbers and track increases or decreases between them
• True/False : Use a Done/Not Done checkbox to mark your Target complete
• Currency : Set a monetary Goal and track any increases or decreases
• Task : Track the completion of a single task, or an entire List. (A badge appears in a task’s details with the name of the attached Goal!)

Leverage KPI reporting with ClickUp Dashboards

Dashboards in ClickUp will replace the weekly reports piling up in your manager’s inbox. Build, display, and interact from a single source of truth with all the KPIs front and center. 

And you don’t need to be a data scientist or graphic designer to create Dashboards in ClickUp! With a drag-and-drop action, you can organize your Dashboards to visualize how work is happening in your Workspace in any way you want. 

What are the benefits of tracking KPIs as a team?

KPIs help define clear and measurable criteria for success, allowing teams to work towards specific goals while continuously measuring their progress. This provides teams with a sense of direction, focus and purpose, which can lead to increased engagement and motivation.

How do you select KPIs for a team?

The selection of appropriate KPIs will depend on the team’s purpose, goals and objectives. While there is no one-size-fits-all approach, a team can identify KPIs by considering their goals and objectives, analyzing past performance, and considering external factors that may impact their performance.

What should I do if my team isn’t meeting KPI targets?

If your team is not meeting KPI targets, you should first try to identify the root cause of the issue . This may involve providing additional training, resources and support to members of the team. Additionally, you should review and revise the KPIs to make sure they are achievable, relevant and realistic.

Track Your Numbers With Confidence in ClickUp

Where is the team meeting, exceeding, or not making progress on KPIs? With KPI software , KPI timelines and reporting exist in a centralized location, so anyone can quickly retrieve the data and understand where they are and where they need to be. 

It’s easy to get lost in the data for hours to generate a one-page KPI report. That’s the old way of productivity. 

The right KPI software will simplify the reporting process and give you more time to focus on strategic discussions and activities. 

Keep riding the growth wave, and if you need a fail-proof navigation tool, ClickUp’s got your back! 

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Home PowerPoint Templates Diagrams 4-Item KPI Slide Template for PowerPoint

4-Item KPI Slide Template for PowerPoint

Customize this modern design 4-Item KPI Slide Template for PowerPoint for presenting analysis results and figures. KPIs, or Key Performance Indicators, are of primary importance in every field of business and planning. KPIs are the measurable factors that help professionals estimate different operations’ growth, decline, or trends. For instance, the growth of a business is calculated by knowing its yearly or monthly revenue. Similarly, customer service teams estimate their Customer Satisfaction score (CSAT). Executives display the variation of these KPIs before teams plan forward and discuss different points. We have designed this 100% editable PowerPoint dashboard template to prepare such comprehensive presentations.

This 4-Item KPI Slide Template for PowerPoint has two slides. The first one has four rectangular segments. Each shape has a text area and a blue-colored text box with bold text. This blue square can help mention the values, i.e., percentage or count. These segments also have graphical icons that can be replaced according to the presentation topic. Multiple shadows and gradient color effects are used on this slide, which makes this template appealing and interactive. The next slide is for a graphical representation of the values. This slide has a graphic icon in the bold area and editable text areas to mention details. Users can edit the graph using the attached Excel sheet. Professionals can duplicate this PowerPoint design and showcase respective variations based on the number of KPIs presented. 

Professionals from every domain can apply this KPI presentation for different purposes. Finance, account managers, and business planning teams can personalize it to show the KPIs and their variations over time. These slides can also be used in other presentations to showcase statistical data and results. Users can edit this KPI dashboard PowerPoint template with Google Slides or alternatively download other editable PowerPoint templates .

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Free PowerPoint Balanced Scorecard Templates

By Courtney Patterson | May 8, 2024

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In this article, you’ll find the most useful balanced scorecard templates in PowerPoint. You’ll also discover details on   related balanced scorecard templates . Included on this page, you’ll find a  balanced scorecard Gantt chart template , a   strategy map template , a  balanced scorecard dashboard template , and more.

PowerPoint Balanced Scorecard Matrix Template

Download the Balanced Scorecard Matrix Template for PowerPoint

When to Use This Template : This balanced scorecard template tracks business performance across various objectives. During periodic reviews, managers and team leaders can use this template to communicate progress toward strategic targets and ensure alignment with overarching goals and strategies.

Notable Template Features : The template features a clear layout that’s divided into financial, customer, internal, and learning perspectives. Each section contains objectives, targets, and current status, providing a detailed overview in a format that's easy to digest. The matrix layout centers around the broader business vision and strategy, which helps teams understand the linkage between their daily activities and the company's goals.

PowerPoint Balanced Scorecard 4 Perspectives Template

Download the Balanced Scorecard 4 Perspectives Template for PowerPoint

When to Use This Template : This template allows you to define and illustrate the four perspectives of a balanced scorecard. Use this tool to guide teams through the components of strategic management and performance measurement. Everyone in your strategy meetings, training sessions, and progress assessments can benefit from this clear layout, which helps individuals understand how their roles align with the broader organizational strategy.

Notable Template Features : The template visually separates the four core areas of a balanced scorecard using distinct colors and icons around a central point that signifies the integration of all perspectives. You can add a guiding question or explanatory text for each perspective to foster a deeper understanding of each domain’s impact on overall strategy. This setup encourages comprehensive discussion concerning how different parts of the organization contribute to its success.

PowerPoint Balanced Scorecard Gantt Template

Download the Balanced Scorecard Gantt Template for PowerPoint 

When to Use This Template : Organizations and project teams can use this template to merge the strategic oversight of a balanced scorecard with the time-tracking features of a Gantt chart. This template is ideal for visually representing progress on strategic objectives over a multiyear period, illustrating how goals unfold over time from financial, customer, business process, and learning and growth perspectives.

Notable Template Features : The template provides a horizontal timeline from left to right, detailing progress year by year, and thus making it easy to track the duration and status of strategic objectives. Color-coding for different strategic areas enhances readability, and the inclusion of measures, targets, and initiatives allows for detailed tracking and planning. This layout is particularly effective for illustrating long-term goals and the steps you need to take to achieve them, ensuring that all team members understand the pace and progress of their collective efforts.

PowerPoint Strategy Map Template

Download the Strategy Map Template for PowerPoint

When to Use This Template: This strategy map template is ideal for outlining corporate strategy in a visually engaging format. The template demonstrates how individual objectives across various business domains are interconnected. Use this template in strategy sessions, board meetings, and workshops to convey how tactical initiatives contribute to the overall mission and vision. Notable Template Features: This template showcases objectives in a cascading flow that emphasizes the relationships between different strategic levels. Color-coded blocks differentiate the focus areas, and each block provides space to customize text for specific objectives or initiatives. Arrows link the objectives, reinforcing how improvements in lower tiers support and drive high-level goals, making it easier for stakeholders to visualize the strategy execution path.

PowerPoint Balanced Scorecard KPI Template

Download the Balanced Scorecard KPI Template for PowerPoint

When to Use This Template : This balanced scorecard template is tailored for organizations aiming to establish and communicate clear goals and KPIs across different business areas. The template is especially useful in strategic planning sessions where leaders can define and align their vision with measurable outcomes. Teams across all levels can utilize this template to ensure that their objectives support the overall direction of the organization. Notable Template Features : This template features four distinct colored blocks representing the core areas of a balanced scorecard: financial, customer, internal processes, and innovation and learning. Each block offers space for adding goals and their corresponding measures, linking KPIs with desired outcomes. The center of the template is reserved for a vision statement, which ties all areas together and reinforces the strategic intent behind the goals and measures.

PowerPoint Balanced Scorecard Dashboard Template

Download the Balanced Scorecard Dashboard Template for PowerPoint

When to Use This Template: This dashboard template is designed for executives and managers who need a quick view of company performance. Use the template for board presentations, monthly executive meetings, and daily operational reviews to monitor progress and identify areas needing attention or improvement. Notable Template Features: The template organizes performance data into a balanced scorecard format with fields for targets, current status, and trend, allowing leaders to assess performance at a glance. The dashboard uses color-coding to signal status, with trend indicators providing insight into whether metrics are improving or declining. This visual approach makes it easy to assess the overall health of the organization.

PowerPoint Balanced Scorecard Check Mark Template

Download the Balanced Scorecard Check Mark Template for PowerPoint  

When to Use This Template : Present a simplified status report of strategic objectives across different functional areas. Use this template for management reviews, team meetings, and any situation where a quick visual update is required. The template is designed to help you communicate the status of each area (i.e., whether it’s meeting objectives, hitting targets, and performing well or poorly) in a snapshot format.

Notable Template Features : Each category in this balanced scorecard template is divided into rows for objectives, targets, and status, with check marks indicating whether each criterion has been met. The color-coded system provides an instant visual cue to viewers, allowing for easy interpretation of the organization's performance in key strategic areas.

PowerPoint Integrated Balanced Scorecard Template

Download the Integrated Balanced Scorecard Template for PowerPoint

When to Use This Template : This integrated balanced scorecard is a comprehensive tool for businesses to link their strategic planning with execution. Use the template for annual planning sessions, quarterly reviews, and strategy workshops where teams align their objectives with measurable targets and required actions. This scorecard is designed for mapping out and communicating strategies clearly across all levels of the organization. Notable Template Features : This template includes a strategy map, a balanced scorecard, and a section for action planning. The template categorizes objectives into four standard balanced scorecard perspectives: financial, customer, internal processes, and learning and growth, each with space to add strategic goals. The combination of objectives, measurements, targets, and the related initiatives to achieve them allows for a detailed and interconnected presentation of strategy and execution steps.

PowerPoint Marketing Balanced Scorecard Template

Download the Blank Marketing Balanced Scorecard Template for PowerPoint Download the Example Marketing Balanced Scorecard Template for PowerPoint  

When to Use This Template : Marketing teams can use this balanced scorecard with or without example data to align their marketing strategy with the company's broader goals. Use this template for marketing strategy meetings, performance reviews, and training sessions to ensure all marketing efforts are driving toward strategic objectives. Notable Template Features : Each section of this template is color-coded and includes space for a primary objective, a list of activities to achieve it, and specific metrics to measure success. The blank version of this template can be used in any department or business setting, while the example version contains sample objectives, measures, and initiatives specifically for marketing. The layout of this tool encourages analysis of how different activities impact the company's financial goals, customer engagement, operational efficiency, and employee development. For an in-depth look at balanced scorecards, including history, benefits, and practical applications, see this guide to everything you need to know about the balanced scorecard .

Related Balanced Scorecard Templates

In addition to  balanced scorecard templates , the following template collections offer a range of  tools to support strategic management. The list below includes PowerPoint templates for refining organizational objectives, optimizing resource allocation, and enhancing business performance.

SMART Goals Template

Use a  SMART goals template for a structured approach to setting specific, measurable, achievable, relevant, and time-bound objectives. Enhance business performance and ensure alignment with broader strategic goals by defining clear targets and criteria for evaluating success.

SWOT Analysis Template

A  SWOT analysis template organizes a company's strengths, weaknesses, opportunities, and threats into a clear matrix format, facilitating strategic planning and decision-making. Use this template to identify internal and external factors that might impact operational or strategic goals. This tool helps in aligning company objectives with real-world dynamics, ensuring a more robust approach to business planning and competitive analysis.

KPI Dashboard Presentation Template

This  KPI dashboard presentation template allows teams to visually track and analyze KPIs across various focus areas in order to assess organizational or project success. Monitor performance metrics to ensure that operational activities align with strategic objectives. This tool helps decision-makers adapt strategies based on performance trends, so they can achieve more effective outcomes.

Project Scorecard Template

Use a  project scorecard template to assess project performance across multiple dimensions, such as risks, status, costs, and stakeholder satisfaction. Project managers and strategic planners can use this template to systematically review and report on project complexities, task progress, and stakeholder feedback.

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