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40 Best KPI Dashboards PowerPoint PPT Templates: A Complete Guide

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

Best KPI Dashboards PowerPoint PPT Templates

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.

Best KPI Dashboards PowerPoint PPT Templates

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.

Best KPI Dashboards PowerPoint PPT Templates

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.

Best KPI Dashboards PowerPoint PPT Templates

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.

Best KPI Dashboards PowerPoint PPT Templates

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.

Best KPI Dashboards PowerPoint PPT Templates

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KPI Dashboard Template

KPI-dashboards are perfect tool to communicate the key performance indicators to the respective business authorities. Download our KPI dashboard template to present Key Performance Indicators which are of importance to you and deliver real-time visibility to your projects by using our pre-designed editable KPI dashboard templates. Check out our extensive collection of PowerPoint presentation templates here!

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Description

Download our KPI dashboard template to track & analyze your company’s goal and objectives. Our dashboard templates are perfect for attaining business goals, presenting crucial business data, etc. All templates here are arranged in a more flexible way that consists of simple charts and graphs to visualize raw data & metrics. All the component here are completely data-driven so that a presenter can easily edit the value by using a spreadsheet, all text and shape appear here are created using PowerPoint figures which makes the templates more simple and easily editable.

KPI (Key Performance indicator) is a powerful tool to track business performance. KPI is the prime tool of a business since It explains how effectively one company is meeting its targets. In our slides, we’ve sustained a balance between making our templates appealing to clutch your audience’s attention and also not too stylized that overcrowd and hides the important information delineated. If you are a director, manager who wants to bring your firm on track then these PowerPoint slides are the best. These templates will deliver real-time clarity to your presentation and help you notice the resource handling, project progress, etc.

You can easily download these templates and customize them according to your desire to share the message. This template will save both your time and effort in designing and you can focus more on other responsibilities. A good KPI dashboard template will keep your venture data-driven, more recorded. Choose a relevant KPI dashboard from our gallery and you are good to go with the most attractive presentation ever.

Now that you’ve seen KPI dashboard template, can we interest you in other templates PowerPoint chart templates and Device Mockup presentation templates ? You won’t be disappointed.

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4 KPI Presentation Examples To Consider For Your Next Meeting

4 KPI Presentation Examples To Consider For Your Next Meeting

Wish you could get more mileage from your KPIs?

Leaders need to know how well the organization is progressing toward its goals if there’s to be any hope of achieving them. That means they need a clear, accurate, and timely view of KPI data that helps them make decisions.

If you’ve chosen the right KPIs and are tracking them over time, you are close to providing the right information for your leadership team. The last piece–presenting and explaining measure performance–is the critical bit that will help you meet your goals.

‍ So how can you present KPIs in a way that promotes good decision-making? Below are four KPI presentation examples to consider, depending on the type of data you’re presenting and the context in which it should be analyzed. And if you’re looking for a tool that supports all these visuals— and helps you make better use of your KPIs—keep reading to learn about ClearPoint. Our goal is to help you achieve yours , and we’ve got the strategy execution process (including KPI reporting ) down to a science.

Want to conduct more effective strategy meetings? Learning how to present KPIs is just the first step.

4 KPI Presentation Examples That Support Decision-Making

1. charts/graphs.

Charts and graphs are the crème de la crème of visual KPI presentation. They allow you to accurately present any type of quantitative data in a way that enables the relevant audience to draw a quick yet insightful conclusion. Charts make it easy to spot trends and compare data sets, which helps audiences understand the meaning and story behind the numbers.

Most people see and work with charts every day; they are the most powerful way of communicating KPI information. Some people even go so far as to say that if a KPI can’t be charted, it should not be measured. Why? Because if a KPI can’t be charted, then it isn’t looking at quantitative data, which means that the assessment of its performance will depend upon the subjective interpretation of the person viewing it.

kpi dashboard presentation

There are various types of charts ( which you can read about and see examples of here ), including:

  • Column charts
  • Area and area spline charts
  • Line and spline charts
  • Combination charts
  • Gauge and half circle gauge charts
  • Radar and radar with markers charts
  • Waterfall charts

When to use a chart/graph: Any good KPI can be charted; simply choose the right chart above for the use case. For example, to show the revenue contributions of multiple business divisions, use a pie chart (or a series of pie charts to show the changes in division contributions over time).

ClearPoint has more than 25 standard charts that build automatically based on the data you have available.

2. Heat Maps

Heat maps are another great visualization option. They use color to help represent data points, making large sets of data substantially more digestible. So rather than a viewer looking at a large data set and attempting to remember the many (potentially large) numbers in front of them, they can quickly see the representative color and draw conclusions based on that information.

Heat maps are commonly used to compare values across different geographic locations. Let’s say, for instance, you want to understand how your company’s profit varies by state or region. Using a heat map, you can assign different colors to a value range—i.e., dark green for regions generating more than $2 million; light green spanning the $1–$2 million range; yellow for $500,000–$1 million; orange signifying $0–$500,000; and red for below $0.

All it would take is a quick look to see that the northeast region, which is dark green, is tremendously profitable, while the southwest, which is red, is losing money. You can also see which individual states are most and least profitable. And if the digital version of this heat map has accompanying data (which most do if you hover your cursor over a specific area of the map), you’ll still be able to see specific data points should you need them.

You can also color-code any data set to make it understandable at a glance. For instance, rather than having to examine the individual numbers associated with revenue over time, you can see performance at a glance—profitable periods would be green; on-target and below-target profit periods would be shown as amber and red, respectively (known as RAG statuses).

‍ When to use a heat map: Use a heat map when you want to identify clusters of data or direct viewers’ attention toward areas that matter most.

kpi dashboard presentation

3. Tables/Summary Reports

Summary reports are another good method for displaying quantitative and qualitative information associated with numerous different KPIs in one view. This allows the audience to quickly see the relevant information for all of their KPIs without having to navigate around to many different pages to find the information.

An example where this may come in handy: Let’s say a human resources department is reporting on five important metrics— Employee Satisfaction, Employee Turnover Rate, HR-to-FTE Ratio, Cost per Hire, and Demographic Distribution. They could set up a table with the following columns:

  • KPI Status (RAG)
  • KPI Analysis (qualitative)
  • KPI data (previous quarter)
  • KPI data (current quarter)

The HR department will likely be tracking a lot more information associated with each of these five key metrics. But armed with this report, decision-makers can easily see the most important information as well as where the department is trending, and then take informed action to improve.

Here’s an example of a summary report for a fictional company, Upward Airlines:

kpi dashboard presentation

When to use a summary report: Use a summary report when you want to display data (numerical or non-numerical) associated with numerous different KPIs in one view.

4. Dashboards

While we’re giving dashboards their own entry, they are actually a mashup of the above. A KPI dashboard simply consolidates all your key metric visualizations in one place. When they are displayed together, your KPIs tell a powerful story about performance.

For instance, let’s say you have a few graphs, a heat map, and a summary report. You might wonder how best to present these KPIs at a strategy meeting to show a complete picture of the progress your organization is making toward its goals. Rather than displaying these visuals individually and jumping from one to the next, you can capture all this data on a single dashboard. This is easier for your audience to follow, and provides helpful context for analysis.

‍ When to use a dashboard: Use a dashboard when you want to provide decision-makers with a holistic view of performance data.

kpi dashboard presentation

Elevate Your KPI Presentations With ClearPoint Strategy Software

Lots of organizations struggle with KPIs, both in terms of reporting on them and deriving meaning from them. ClearPoint is helping to change all that. Our strategy software supports good decision-making with customizable data visualizations; simplifies the creation of meaningful KPI presentations; and removes the most burdensome tracking and reporting tasks from your plate.

See ClearPoint Strategy in action! Click here to watch a quick DEMO on the software

Create meaningful kpi presentations with customizable visuals.

Do your strategy meetings tend to be unfocused and not decision-oriented? Are you presenting KPI reports using a series of spreadsheets or jumping from tool to tool? Using ClearPoint, you can avoid these strategy obstacles by creating focused, easy-to-understand KPI visuals that clearly connect to your strategy.

The Raphah Institute is a great example of an organization that used ClearPoint to elevate its KPI presentations. They had previously used Word documents to create basic reports, and, rather than using strategy meetings to make decisions about their future, they focused the meetings mainly on putting out fires.

After implementing ClearPoint, they created a new report—one that had attractive graphs and illustrations highlighting where they were, greater goals they wanted to meet, and KPIs showcasing how they would meet those goals. Raphah Institute’s first strategy meeting with a ClearPoint KPI report was a huge success. CEO Travis Claybrooks said,

"The board was impressed… there was a call for ‘more of that.’ We are presenting information to them in a new way. It’s easier to digest and easier to see.”

In ClearPoint you can:

  • Create all the data visualizations named above, or a new, custom chart using our JSON library.
  • Present data in different ways by creating multiple visualizations associated with a single KPI.
  • Apply custom branding elements to visuals, and match the colors to your organization’s identity standards and guidelines.
  • Create pre-built reports—as many as you need for different audiences.
  • Set visuals to automatically update as new information is added.
  • Set filters on summary reports to show, for instance, only those metrics that are falling below plan.
  • Create charts that automatically calculate trends or feature plot bands to quickly visualize when data is on- or off-track.

Add Context To Your KPI Presentations

Another benefit of using ClearPoint is its ability to link your KPIs to your organizational objectives. For companies that are serious about strategy execution, this makes it easier to evaluate whether you’re using the right KPIs.

When you can easily see how all the pieces of your strategy—objectives, initiatives, and KPIs—fit together, you have a clearer view of what activities are actually moving the needle in the right direction.

Track & Report On KPIs Simply

ClearPoint makes the creation of visuals tremendously easy. We’ve automated 70% of the reporting process so you aren’t wasting time on low-level tasks that bog down your efforts.

Here’s how easy it is to create visuals in ClearPoint:

  • You decide which data visualizations you want for your KPIs and create them once in ClearPoint.
  • End users use ClearPoint to update the data points they are accountable for. There’s no need to hunt people down (our software handles that for you!), pass spreadsheets back and forth, or wonder if you’re working with the most recent version of a file—ClearPoint is always up to date.
  • Updated data is automatically pulled into your visuals at the reporting intervals you’ve determined. Set it and forget it.
  • You present your KPI report to an audience. You can choose one of three presentation options: use the software to present data during a meeting; generate a link for participants that includes selected pages of the software; or schedule the export of a PDF report that will be sent to participants.

That’s it! KPI reporting is simple, clear, and easy with ClearPoint Strategy.

Book your FREE 1-on-1 DEMO with ClearPoint Strategy

How can you make kpis more actionable.

To make KPIs more actionable:

- Set Clear Targets: Define specific, measurable, achievable, relevant, and time-bound (SMART) targets for each KPI. - Provide Context: Offer context around each KPI to explain what the metric represents and why it matters. - Assign Ownership: Assign responsibility for each KPI to specific team members or departments. - Develop Action Plans: Create action plans outlining steps to improve performance against each KPI. - Regular Review: Frequently review KPIs to ensure they remain relevant and adjust strategies based on performance data.

How can you link KPIs to organizational objectives?

To link KPIs to organizational objectives:

- Align with Strategy: Ensure KPIs are directly aligned with the organization’s strategic goals and priorities. - Map Objectives to KPIs: Create a clear mapping of each organizational objective to specific KPIs that measure progress towards those objectives. - Cascade Goals: Break down high-level objectives into smaller, measurable goals that can be tracked with KPIs. - Communicate Alignment: Clearly communicate how each KPI supports the overall objectives to all stakeholders. - Monitor and Adjust: Continuously monitor the KPIs and adjust them as needed to stay aligned with evolving organizational objectives.

How can you ensure that KPIs are measuring the right things?

To ensure that KPIs are measuring the right things:

- Define Relevance: Choose KPIs that are directly relevant to your strategic goals and objectives. - Consult Stakeholders: Involve key stakeholders in the selection process to ensure the KPIs reflect their needs and priorities. - Use Valid Data: Ensure the data used for KPIs is accurate, reliable, and timely. - Regular Validation: Periodically review KPIs to confirm they are still aligned with organizational goals and adjust them if necessary. - Benchmarking: Compare your KPIs with industry standards or competitors to ensure they are meaningful and relevant.

How can you better visualize KPI data?

To better visualize KPI data:

- Use Dashboards: Create interactive dashboards that provide a real-time view of KPI performance. - Charts and Graphs: Use appropriate charts and graphs (e.g., bar charts, line graphs, pie charts) to represent data visually. - Color Coding: Apply color coding (e.g., red, yellow, green) to highlight performance levels and trends. - Simplify: Keep visualizations simple and focused to avoid overwhelming the audience with too much information. - Highlight Key Insights: Emphasize key insights and trends in the data to make the visualization more informative.

How can you tell a story with your KPIs?

To tell a story with your KPIs:

-Start with Objectives: Begin by outlining the strategic objectives and why they are important. - Contextualize KPIs: Provide context for each KPI, explaining what it measures and why it matters. - Show Trends: Highlight trends and patterns in the KPI data to illustrate progress over time. - Use Real Examples: Incorporate real-life examples or case studies to bring the data to life. - Actionable Insights: Conclude with actionable insights and recommendations based on the KPI data to guide future actions.

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RJ Messineo

RJ drives new business for ClearPoint, guiding prospective clients through the sales process.

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Number of slides: 10

This Dashboard template enables you to present your data in the simplest way possible. The outcome is a well-organized and powerful report presentation. It features different types of charts that allow for advanced descriptive analysis. Plus, its sleek design and black, grey, and pink hues will wow your business partners and managers. Use the PowerPoint dashboard templates to deliver performance dashboards, KPI Project dashboards, analytics reports, etc.

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Line charts for a performance dashboard.

One of the charts featured in this template is the line chart. Usually, it is used to best describe data that changes over time. It connects a series of data points with straight line segments. There are a lot of chart formatting possibilities, such as a rich color palette, different titles and subtitles options, soft gridlines, etc. As the data is attached to Excel, it can be edited in a matter of seconds.

Combo charts slide for KPI status dashboards

Combo charts can be found on several slides throughout this template. As their name implies, these charts are a combination of two or more charts into a single one. Their purpose is to combine more sets of measurement values that are on different scales. Otherwise, it is hard to compare them and the combo charts ease the process. All of the values can be shown in different shapes, such as lines, bars, candlesticks, and stepped areas. Also, they can be in 2D or 3D.

Area charts for Executive Dashboards

The area chart is somehow an extension of the line chart and it displays quantitative data. The difference between the axis and the line is highlighted in different colors and textures. When one wants to compare two or more quantities, these charts are the ideal solution.

Well-organized and powerful data dashboards

Every modern corporation needs credible and relevant data that will be presented in the most efficient way.

Appropriate for business performance presentations

The template can be tailored to fit the needs of companies and academic institutions as well.

Easy to update and customize dashboards for different occasions

The presentation can be easily edited in Excel and therefore, easily updated with new and relevant data.

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KPI Dashboard Animated PowerPoint Neumorphic Presentation Slide

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Free Animated PowerPoint KPI Dashboard Template for Neumorphic Presentations

A KPI dashboard showcases all key performance indicators in one place. Today’s template is all about organizing your KPI dashboards in the most engaging way with the help of PowerPoint design tools and animations. Even, this template has a modern design trend with a Neumorphism effect that makes it unique and attractive.

About this Free Neumorphic Animated KPI Dashboard Template

Whether you’re presenting your sales data, project milestones, or other key business stats, this interactive PowerPoint template can help you increase engagement throughout your presentation. So, we have designed and organized this template with interactive charts and graphs that are easily editable. Moreover, it is fully animated and compatible with any version of PowerPoint.

Features of this animated PowerPoint KPI dashboard template:

  • Animated KPI dashboard for presentation
  • Suitable for presenting data and information
  • The sales KPI dashboard demo is included
  • Animated Neumorphic design elements
  • Has a dynamic visual representation
  • Organized interactive charts and graphs
  • Easily editable in any version of PowerPoint
  • Free to download and use for our users

Watch the Template & Tutorial Video:

Learn how to create a Neumorphism effect in PowerPoint as well as create an animated KPI dashboard for your presentation. Visit our YouTube channel for more awesome PowerPoint tutorials.

Get this animated PowerPoint KPI dashboard template:

Download this animated PowerPoint KPI dashboard that has a Neumorphic effect and can help to make your KPI slides far better than others.

More Details about this animated PowerPoint KPI:

With this Neumorphic KPI template, you will get multiple PowerPoint slides with 2 different color combinations. This KPI template has a few blocks to present animated performance indicators such as pie charts, progress bars, text boxes, etc. It can simply elevate your presentation quality and help to impress your audience. So, try it now for free! In addition, you can check out our Neumorphic Infographics bundle of 265+ fully animated PowerPoint Presentation Slides that is available to our premium members only.

Check Our 265+ Fully Animated Neumorphic Infographics Bundle:

You can get access to our amazing animated neumorphic infographics bundle where you will get 265 unique infographic PowerPoint presentation slides.

Neumorphic PowerPoint Animated Infographics Presentation Bundle

This bundle is available for our premium members in Patreon and Buy Me a Coffee sponsors. Check it out now! and level up your presentation slide design quality using this neumorphic animated infographics bundle.

Frequently Asked Questions:

Here, we have tried to answer some of your queries about this animated PowerPoint KPI dashboard template.

What does Neumorphic design mean?

Neumorphic or Neumorphism is a design trend that has a minimalist appearance where elements and background are in the same color and are separated by subtle border shadows. It gives a feel that the elements are floating over the slide.

Where to use this free PowerPoint template?

If you have a data-driven presentation, this animated KPI dashboard can be very useful for creating a modern and dynamic PowerPoint slide.

How to edit the template file?

The editing process is very simple. Just replace the demo texts with your data or information and to understand the animation process, please watch the tutorial video.

Which font have we used in this template?

We have used the Poppins font family (a free Google font) but you can use your preferred font.

Do we have more free PowerPoint templates?

Yes! In PowerPoint School , we have a collection of free PowerPoint animation and presentation templates that are easily editable and even compatible with other platforms such as Google Slides, Keynote, and Canva.

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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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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).

KPI dashboard PowerPoint template slide 4

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.

KPI dashboard PowerPoint template slide 3

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Home Collections Market KPI Kpi Dashboard Powerpoint Template

Free - KPI Dashboard PowerPoint Template For Google Slides

Free - KPI Dashboard PowerPoint Template For Google Slides

Business KPI Dashboard Presentation Template 

About the template:, features of this template:.

  • kPI Dashboard
  • Business KPI Dashboard
  • Project KPI Dashboard
  • Key Performance Indicator Dashboard
  • Data Analysis
  • Performance
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2021 Ultimate Multipurpose PowerPoint Template (7th Version): Get Started with KPI Dashboard

Ulfah Alifah

Ulfah Alifah

  • Published on October 26, 2021

2021 Ultimate Multipurpose PowerPoint Template

Table of Contents

2021 Ultimate Multipurpose PowerPoint Template with +30 Slides KPI Dashboard provides “at-a-glance” information about business performance. They enable businesses to monitor and evaluate essential metrics and key performance indicators, further helping them make informed business decisions.

As we know, in today’s data-driven world, data overload is one of the prime issues faced by companies. An organization is dependent on different departments and requires focused attention for their proper functioning. It often becomes cumbersome to gather data from other divisions and platforms, analyze it, and present it sensibly.

It is a crucial challenge to deduce  c omplex statistics. Effective data visualization helps in making business decisions that can have a significant impact on the enterprise. Dashboards help gain insight into the complex organizational operations data and keep everyone on the same page. It is an indispensable information management tool.

Please go through the collection of the 2021 Ultimate Multipurpose PowerPoint Template, our 7th version, to ensure business performance is aligned with set goals, monitor the updated data of the company, and ease the process of decision making so that goals are achieved and business flourishes. Let’s dive in and fuel your business!

2021 Ultimate Multipurpose PowerPoint Template with +30 Slides KPI Dashboard

You can use  Dashboard Templates for PowerPoint to create infographics, timelines, roadmaps, business diagrams, and provide related information side by side to save space, make your presentations brief, and allow your audience to grasp related content with ease visually. Here is a list of 2021 Ultimate Multipurpose PowerPoint Template with +30 slides KPI Dashboard.

KPI Dashboard PPT Template 1

Keep track of the current activities in project execution using the 2021 Ultimate Multipurpose PowerPoint Template. This template will help project managers monitor and control the project. With the help of a project scorecard timeline, you will be able to determine the progress of the project goals. KPI Dashboard shown above is customizable. Edit the content on the slide, customize it with your data, and use it per your needs.

KPI Dashboard PPT Template 2

Use the professionally designed balanced KPI Dashboard to help you measure KPI’s that you have set for your business. Measure how well your organization achieves its targets using a content-ready balanced KPI Dashboard PowerPoint presentation. Get a quick overview of your company’s performance against the set goals with the help of the 2021 Ultimate Multipurpose PowerPoint Template.

KPI Dashboard PPT Template 3

Get a clear snapshot of your organization’s performance compared to its goals using a balanced KPI Dashboard template. With the help of this PPT template, you can revise your business strategies as it lets you monitor the organization’s current status with its set targets. Use this KPI Dashboard to evaluate whether your company is performing well or not.

KPI Dashboard PPT Template 4

Use the dashboard PowerPoint template to review the business performance at a glance. The dashboard provides a quick review of your sales. Not just this, but you can also compare the current year’s sales to the previous year. The dashboard shown above is customizable. Add your data on the slide to review the business performance.

KPI Dashboard PPT Template 5

Have a bird’s-eye view of your business operations with the help of a business performance data dashboard PPT template. This dashboard will let you assess the performance of different functions visually. Monitor the growth of the business based on key performance indicators and metrics.

KPI Dashboard PPT Template 6

Share the progress status of the project with your team with the help of the project management progress dashboard PPT template. Project managers avail this content-ready dashboard to get a glance at the project performance. Not only this, but you can also keep track of the project’s health and monitor any risks to avoid roadblocks in the successful execution of the project.

KPI Dashboard PPT Template 7

Track whether the product is in the market or not using the 2021 Ultimate Multipurpose PowerPoint Template. This KPI Dashboard can help you showcase the sales level of the product. The above template lets you set criteria and scores, based on which managers can assess if the customers like the product or not. The slide is editable. Use it as per your needs.

KPI Dashboard PPT Template 8

Monitor the product’s performance, evaluate the product based on specific criteria, score the product to review the status of the product in the market. The above template is content-ready. It displays guidelines based on which the product can be evaluated, such as product advantage, market attractiveness, leverage competencies, etc. Score the product out to analyze the performance of the product. This KPI Dashboard is customizable. You can tweak the content as per your needs.

KPI Dashboard PPT Template 9

Measure the performance of your teammates or colleagues to see whose performance has been outstanding. 2021 Ultimate Multipurpose PowerPoint Template is specially designed to throw light on monitoring the performances of teammates. This slide can be used to observe whose contribution had helped execute the projects or processes. Not only this but this template can also be used to score the candidates for the interviews. Based on the score, one can make an informed decision about hiring them.

KPI Dashboard PPT Template 10

Use the above shown balanced KPI Dashboard to review the operational performance of the business. Measure theYou can quickly assess the performance by checking the status and deciding which operation needs urgent attention. Arrangement of different functions in the industry such as finance, customer, marketing, and more using the 2021 Ultimate Multipurpose PowerPoint Template. You can entirely be editable. Tweak the content and use it as per your needs.

KPI Dashboard PPT Template 11

Keep track of your competitors’ products and services using the 2021 Ultimate Multipurpose PowerPoint Template. With the help of a competitor’s product comparison scorecard KPI Dashboard, assess the performance of their products with your products to measure if you need any improvements. The slide has listed different attributes based on which the performance of the consequences can be measured. You can change the enumerated attribute as the slide is editable.

KPI Dashboard PPT Template 12

Create an employee performance report using the KPI Dashboard PPT template. Evaluate the employees’ work based on their leadership, customer interaction, performance, teamwork, training and development, and more to discover the employees whose contribution to the business has been outstanding. The template shown above is easy-to-use as it is an editable slide. Change the content and measure the performance of your employees.

KPI Dashboard PPT Template 13

HR managers can incorporate the above template to assess the performance of new talent. Evaluate the candidates for recruitment based on their talent, skills, and intelligence to hire the best talent for your company. The above template can help you ease your work as you can use it to score the candidates on their reasoning and analytical skills. The template is editable. Use it at your convenience.

KPI Dashboard PPT Template 14

Measure the supplier requirements using the 2021 Ultimate Multipurpose PowerPoint Template. The above template is helpful for those companies who are looking to analyze which supplier meets the expectations to work with them. The slide has specific guidelines about the suppliers based on which you can rank them to monitor the performance of different suppliers. Make an informed decision with the help of the supplier performance management KPI Dashboard.

KPI Dashboard PPT Template 15

Get a quick review of the sales performance of your business with the help of a professionally designed sales performance KPI Dashboard. Monitor the sales growth by-product, new customers, and more using sales performance dashboard PowerPoint slide. Sales managers can share the sales report with their clients and stakeholders to display the performance of your business. 2021 Ultimate Multipurpose PowerPoint Template comprises graphs and charts to make it easier for the audience to understand. The dashboard template can be easily edited as it is excel-linked.

KPI Dashboard PPT Template 16

It is a task to manage new recruiters, salaries, new positions, layoffs, and more for HR managers. Keep track of new employees, interviews, wages, jobs, etc., in just one place. Use the recruitment dashboard PPT template to keep a tab on everything in one dashboard. The above dashboard is helpful for HR managers as they keep juggling between interviews and their salaries. Incorporate the above template to quickly review the hiring process and more and keep the workload accessible.

KPI Dashboard PPT Template 17

Maintain the workforce headcount with the help of the workforce KPI dashboard PPT template. Using the workforce, The above template can be used by HR managers to monitor the salaries and promotions of the employees. KPI dashboard PPT slide, keep track of the male and female employee ratio, interns, leavers, and more. HRnagrsusthaovetepltThe slide is editable. Add your data and use it as per your needs.

KPI Dashboard PPT Template 18

Manage the inventory, logistics, and supply using inventory and logistics dashboard PPT template. It is challenging to keep track of the items out of stock, lost, or damaged on paper. Grab this professionally designed PPT template data dashboard to manage all of your inventory. You can also display the inventory turnover every year using a bar chart shown in the template. The slide is designed in a way that you can customize it as per your needs.

KPI Dashboard PPT Template 19

Measure the performance of the new products launched in the market with the help of a revenue dashboard PPT template. Monitor the total sales growth, including the revenue generated from the latest products using the sales growth dashboard PPT template. 2021 Ultimate Multipurpose PowerPoint Template lets you glance at the performance of the new developments in the market. The analysis will let you decide whether you want to enhance your products or not. The dashboard PPT template is entirely customizable. It is an excel-linked PPT. Add your data and monitor the sales growth.

KPI Dashboard PPT Template 20

Determine the project’s risks and roadblocks beforehand using the project portfolio dashboard PPT template. Execute and complete the project without any hassles using the 2021 Ultimate Multipurpose PowerPoint Template, which displays the project risks and health card. The dashboard provides a quick review to project managers to help them make calculative decisions to implement the project successfully.

KPI Dashboard PPT Template 21

Compare your products with competitors using this product. Let this scorecard help you draft a comparison of your products with competitors to know whether your products are performing well or not. The slide is customizable. Use it as per your needs.

KPI Dashboard PPT Template 22

Use this KPI Dashboard to determine which phase is in the process, paused or completed. Project managers can incorporate the above-shown project phases scorecard to monitor the project progress. The slide is customizable. Edit the content to suit your requirements.

KPI Dashboard PPT Template 23

Track your project’s health using this  PPT template. Keep a tab on the risks related to the project to undermine them. The complexity of risk is shown in three different colors. You can easily place the different phases of projects to show the roadblocks. The slide is customizable. Use it as per your needs.

KPI Dashboard PPT Template 24

Use this KPI Dashboard shown above to monitor the tasks and their status. This project dashboard can help you ease your work in terms of determining the task completion status. Not just this, but it will also help you monitor the risks, if there are any. The PPT template also showcases the list of members assigned various tasks to perform to complete the project successfully.

KPI Dashboard PPT Template 25

Rate your competitor’s performance using a competition KPI Dashboard. List different competitors from your industry. Use this template to rate them to check who your competition is. The template is editable. Use it at your convenience.

KPI Dashboard PPT Template 26

Take a closer look at your company’s performance in terms of sales and revenue using the revenue dashboard PPT template. The template comprises charts and graphs to display business growth over the years. Analyze the sales growth and determine future steps to accelerate sales for your company. Sales managers can share this dashboard PPT template to showcase a clear snapshot of the company’s sales growth.

KPI Dashboard PPT Template 27

The above template is a goal status dashboard for every business to track the project’s progress, process or function related to the company. The template displays the progress of the goals that are set to be achieved. The gain can be determined by three labels such as leading, on track, lagging. Business managers can incorporate the slide to monitor the progress and discover any probable causes that hinder the progress.

KPI Dashboard PPT Template 28

Quickly review the business performance of your company with the help of a business performance dashboard PTP template. The above template consists of various graphs and charts to highlight the revenue generated and business growth. Compare the sales of consecutively two years with the help of a business performance dashboard PPT slide. The slide makes it easier for the business managers to scan the performance of the business by just looking at the dashboard. The business performance dashboard PPT template is editable. Add your content and monitor the performance.

KPI Dashboard PPT Template 29

Measure the revenue generated through the business’s daily operations with the help of the sales revenue Dashboard PPT template. Analyze the average sales, sales revenue per year, and global sales using the sales revenue dashboard PowerPoint slide. The dashboard PPT template lets you measure the sales performance throughout the year. It comprises different charts and graphs to help you and your sales team showcase the business growth. The slide is excel-linked. Add your data and keep track of the business sales.

See also: Best 2021 Ultimate PowerPoint Templates: Quickly Make Great Presentation Designs with 5 Updated Versions Best 2021 Presentation Design Template: Ultimate 50+ Best Pitch Deck Template by Startups 30+ Free PPT | Download Free PowerPoint Presentation Templates

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How to Track and Analyze KPIs in PowerPoint

A graph with multiple data points and a line connecting them

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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kpi dashboard presentation

A comprehensive guide to KPI Dashboards

Every business, regardless of size, has a specific process or set of metrics they …, by stuart kinsey.

A modern KPI Dashboard displaying graphs and charts on a Laptop screen.

How to create and visualize your Key Performance Indicators (KPI) on KPI Dashboards

Every business, regardless of size, has a specific process or set of metrics they need to track. Without measuring this data, companies rely on guesswork and an element of luck to succeed.

A KPI Dashboard is a great tool to translate this data into graphs and charts that communicate performance. But how to get started? What is a KPI? And how do I build a Dashboard?

This guide provides a comprehensive overview of KPI dashboards; it contains valuable information and examples for both beginners and seasoned performance professionals.

What’s Covered:

What is a kpi dashboard, what is a key performance indicator (kpi), what is the difference between a kpi and a metric, how to build your key performance indicators, creating kpi graphs and charts on a dashboard.

  • Five Simple Steps for Creating KPI Dashboards

The difference between a KPI Dashboard and a KPI Report

What are the benefits of tracking kpis on a dashboard, choosing kpi dashboard software, different dashboard types, kpi dashboard examples, review, revise and repeat, finally, some practical dashboard tips, more references and resources....

A KPI Dashboard is a graphical representation of Key Performance Indicators, Metrics, and Measures used to monitor performance. Companies, departments, and managers use this KPI management tool to track the progress of business objectives via digital graphs and charts, enabling businesses to make data-driven business decisions more efficiently.

A computer screen with the question What is a KPI Dashboard written on it.

A KPI dashboard provides management a platform for monitoring and analysis. It allows companies to track the performance of individuals, departments, teams, or the entire organization. Dashboards enable management to see trends quickly and can be alerted to KPIs that have exceeded set thresholds.

KPIs come in three types: strategic, operational, and Individual. Although they are often tracked in tandem, they have distinct differences.

KPIs used at the strategic level would typically reflect the business's health and track the performance of future business goals, such as growth. These KPIs aren't generally measured on a daily basis as they aim to provide an accurate representation of progress over time.

Operational

Operational KPIs are typically connected to strategic KPIs; however, they focus on core activities or departments like product development, marketing, or internal projects. This information is then used to run day-to-day management decisions.

Individual KPIs are used to measure how an employee is applying their skills to a task. They are also used to provide managers a tool for appraisal, including how remuneration in departments such as sales can be managed.

More Key Performance Indicator definitions can be found here:

https://en.wikipedia.org/wiki/Performance_indicator

Investopedia

http://www.investopedia.com/terms/k/kpi.asp

Bernard Marr

The Difference Between Strategic And Operational KPIs

KPIs and Metrics are not created equal. Well, sort of. A metric is defined by similar values to a KPI, such as it’s a quantifiable measure against actual performance.

The words metric or KPI written on overlapping speech bubbles.

However, the ‘Key’ is the real difference. You may, for instance, have a series of products or services that you’re selling across the web; the data captured, such as ‘signups,’ could be referred to as a ‘metric.’

In contrast, the conversion rate to paid customers would be a ‘KPI,’ not because it consists of several metrics, but because - it drives actions or practical steps to improve those ‘conversion’ rates.

Richard Hatheway provides an in-depth read on the subtle and not-so-subtle differences between Metrics and KPIs.

Creating KPIs is a relatively straightforward process. Establishing the objective is the first step. Then identify the best measure to use and when this will be tracked( also known as the frequency).

This basic structure is then supplemented with targets or goals and where the data will come from.

For example, if you were looking to track incoming leads from social media, your setup may look like this:

  • Objective: Increase social Media Leads.
  • Measure: Number of Leads generated and tracked from all social media sources.
  • Frequency: Monthly (Daily, Weekly, Monthly, Quarterly or Annually).
  • Data Points: How and where will this come from (data sources, manual entry).
  • Target or Goal: Goal 50% increase in 12 months.

Once you have the detail, it’s also good practice to establish an owner of the KPI. Usually, an owner would have responsibility for the outcome of the KPI and be directly involved with the actions needed to fulfill the objective.

More on developing Key Performance Indicators can be found in this Business Chron article.

A KPI Dashboard should display all your KPIs and Metrics for a specific objective in a concise and visually helpful way. It is a tool to deliver information at a glance to the right audience to achieve goals and objectives.

KPI Graphs being added to a dashboard.

But it’s easy to get carried away when designing dashboards. With so much data available from an ever-expanding array of sources - how do you avoid counterproductive dashboards and overpowering your audience with information overload?

Well, here’s a few key points to keep in mind:

  • Keep it simple: Aim for a limited number of KPIs on a single screen for a single objective, project, or department. If data is hidden or there is ‘graph’ overload, the user can miss vital information, trends, and opportunities.
  • Show Trend over time: For a graph or data to be truly useful, the information needs to establish some context and history. This will allow the audience to make decisions based on seasonal trends that may have been missed.
  • Tell a story: As with any graphical interpretation, it’s best understood if it’s in the context of a story. Metrics showing the completion stages of a signup process can chart an understandable flow.
  • Avoid rainbow overload: Overpowering color schemes can quickly render the dashboard illegible. Stick to a simple color pallet.

5 Simple Steps for Creating KPI Dashboards

Follow these five simple steps to get your dashboard up and running as quickly as possible:

  • Choose the KPIs and metrics to track.
  • Select your data sources.
  • Understand the intended audience.
  • Build your dashboard with meaningful and straightforward graphs.
  • Share the dashboard.

There is a general belief that if a dashboard covers more than a single web page (without scrolling), it is considered a report. Although having all your graphs in a single view is perceived as best practice, there are occasions that out-of-sight views can be beneficial. For example, if the owner/creator of the dashboard is the only audience – they may use ‘longer’ dashboards with graphs’ out of sight’ as they understand where and what information is present.

A KPI Report, in contrast, serves to provide detailed information in many formats, mainly (although not limited to) tabular data, lists, graphs, tables, notes, actions, and feedback. You can find out more about KPI Reports and KPI reporting here . KPI Reports can be as long or as short as necessary.

Chartio also has a great article delving into the differences between dashboards and reports in more detail.

It’s vital for the health of an organization to know where they are, where they have been and where they want to be. Performance tracking provides a framework to monitor the journey and plan future goals.

Research suggests that those companies who implement a performance strategy using KPIs benefit more in terms of growth, market share, and staff retention than those who do not. The KPI institute study noted that 68% of respondents indicated a positive upturn in business performance . Tracking KPIs is an integral part of this process and offers a multitude of benefits across the company, such as:

  • Highlighting the most appropriate data for managers and individuals to make informed management decisions.
  • Offering an early warning system for potential problems, with the analytical tools to quickly diagnose the causes and take corrective action.
  • Can highlight potential business opportunities, enabling companies to take advantage quicker than competitors.
  • Provide a transparent framework for everyone to realize the company objectives.
  • Financial savings can be made by monitoring cost metrics against projects; this can assist companies in accurate future costings.

Read More on the benefits of tracking KPIs.

When selecting the right software, there are three main questions to focus on:

What do you need to track with the software?

KPI Dashboards come in various flavors, from simple free dashboards that allow you to track a limited number of KPIs, Dashboards that follow strict methodologies such as the ‘Balanced Scorecard’ or ones that come as part of a more extensive Business Intelligence (BI) solution.

It’s essential to understand what you need to track and how you will use the software. For example, if you are looking to track a limited number of high-level KPIs, a simple Dashboard would suffice. If you need lots of data integrations feeding thousands of metrics with hundreds of users, a more advanced BI solution that incorporates a dashboard would be more suitable.

What features does your business require from the KPI Dashboard?

Feature comparisons can be a big challenge. Most tools have a similar set of basic features such as integrations, full-screen modes, and all the graphs you could ever need. However, features such as additional analytics tools, KPI reports, and optional manual data entry will prove beneficial as you expand your performance tracking.

We’ve put together the 7-Golden Rules for Creating-KPI-Dashboards that are worth bearing in mind when selecting a supplier.

What’s the budget?

Most KPI dashboard software is delivered online and caters to annual and monthly subscription plans. While this model can provide many cost savings in hosting, hassle-free maintenance, and automatic feature updates, the costs can mount up.

Some provide all-inclusive pricing, whereas many dashboard suppliers also charge extra users, data storage, and the number of KPIs and dashboards.

Spending time researching feature matrices and cost structures can make a big difference to your annual performance budget.

Here are some notable providers of KPI Dashboard Software:

KPI Dashboards cover three main aspects of business performance tracking. An organization may use one or all three types, and each is aimed at a specific purpose:

Three types of KPI Dashboards symbolized by icons for operational, strategic and analytical dashboards.

  • Strategic dashboards are predominantly used to view the business in its entirety. They contain high-level financial and process-based KPIs. These dashboards are a great way to see the company’s current state and growth. Strategic decisions are made using these dashboards, highlighting opportunities and weaknesses to key individuals.
  • Operational dashboards provide real-time data to managers and employees on a regular basis - vital for making insightful decisions on day-to-day operations. They interpret large amounts of information from many sources into a single understandable visual. Industries such as Construction and Manufacturing, and departments such as Sales and Marketing make these dashboards an indispensable part of their business process.
  • Analytical dashboards allow for further investigation of any unexpected anomalies in the data. Sometimes referred to as KPI Reports, they are a tool to investigate any fluctuations to determine the root cause. They likewise offer a way to compare performance and trends using historical data.

Different industries and departments utilize dashboards in very specific ways. From fast-paced sales environments to the production-orientated manufacturing industry. Here is a selection of focused dashboards that are used to highlight performance across a range of businesses.

You can view eight inspirational KPI Dashboards for performance tracking in this blog post.

Sales Dashboard

Sales leaders need to monitor sales executives and revenue data to hit targets. In the fast-paced world of sales, performance is closely tracked. An effective sales dashboard provides ’at a glance’ sales information to efficiently manage a sales team.

A Screenshot of a Sales KPI Dashboard example displaying sales-related KPI charts and graphs.

See a Sales Dashboard Example.

Marketing Dashboard

One of the most significant growth areas in dashboard adoption has been in marketing. The sheer volume of data increasingly generated from digital channels lends itself to being visualized via dashboards. Due to this rapid expansion, marketing dashboards now cover many subcategories such as SEO (Search Engine Optimization), Web Analytics, Content Marketing, Social Media, and funnel/pipeline dashboards.

A Screenshot of a Marketing KPI Dashboard example displaying marketing-related KPI charts and graphs.

See a Marketing Dashboard Example

Manufacturing Dashboard

Efficiency drives manufacturing. Keeping processes and equipment performing at their optimum can differentiate between success and failure.

Typically manufacturing dashboards are used for both real-time monitoring of performance and analyzing trends. Both help to pinpoint opportunities to improve processes.

A Screenshot of a Manufacturing KPI Dashboard example displaying manufacturing-related KPI charts and graphs.

See a Manufacturing Dashboard example

SAAS Dashboard

SaaS (software as a service) companies operate in a fiercely competitive global market, using an unconventional business model. The entire lifetime of a customer, from the initial web search to the acquisition, support, and customer churn is tracked meticulously. SaaS dashboards are an indispensable tool in visualizing all this data so that informed decisions on marketing, product development, support, and investment can be made.

A Screenshot of a SaaS KPI Dashboard example displaying SaaS-related KPI charts and graphs.

See a SaaS Dashboard example

Security Firm Dashboards

To remain competitive, Security firms benefit from using KPIs Dashboards across vital areas of their operations. Worker safety, incident management, and compliance are amongst the most influential areas of performance tracking.

These dashboards provide real-time information to managers, supervisors, and security personnel. They can then make an informed decision on staffing levels, health and safety, and infrastructure.

A Screenshot of a Security Firm KPI Dashboard example displaying Security Firm related KPI charts and graphs.

See three Security Firm Dashboard Examples

As business environments change over time, organizations need to adapt and adjust accordingly - and KPI Dashboards are no different. It’s a continuous cycle of reviewing, revising, and repeating.

Communication is key; regular feedback from all business areas, including KPI owners and users who interact with the dashboard, is vital. Frequent review points are a great way to keep your dashboards from falling behind.

A flexible dashboard, streamlined and working at its optimum, provides advantages such as:

  • More efficient processes.
  • Even quicker management and strategic decisions can be made.
  • Highlighting underlying issues before they become major problems.
  • Removes dashboard bloat – (the common affliction of KPI dashboards to become a monitoring mechanism for just about anything.)

Here are some tips and best practices that will help you make the most of your dashboards:

KPIs need owners

When KPIs have owners, you get good performance. Without owners, it’s unclear who should interpret the data, communicate the results and initiate any actions that are needed.

Divide your dashboards by function

Group your KPIs and create individual dashboards focused on a specific audience. Strategic Dashboards visualize growth and the organization’s goals. Operational Dashboards for day-to-day operations such as those for Sales teams. Analytics dashboards for investigation and trend analysis. Avoid trying to create a single dashboard to cater to all these functions. Splitting them out will provide the audience with a single purpose to focus on.

Keep it simple

Less is more when it comes to Dashboard design. Aim for a single screen with no more than nine views. Limit the number of colors and use consistently sized graphs. With each graph, ask yourself, is it necessary to show all the historical data if the audience only needs Real-time data?

Use Vanity Metrics Sparingly

Actionable KPIs, such as the number of users completing a particular stage of a signup process, provide information for you to make decisions that can improve performance. Vanity metrics, on the other hand, like the number of website visitors, are helpful but are prone to fluctuations, manipulation and don’t tell the real story. Are these visitors genuinely interested in purchasing your product or service?

Avoid gimmicky widgets

With so many dashboard providers competing for a unique selling proposition, new and unique widgets appear almost daily. For example, the ‘latest time in London,’ an image rotator, or a ‘latest tweet’ provide little to no real actionable information – they just add to the clutter.

Timely Reviews and adjustments win

As with any business tool, regular reviews and maintenance are needed to keep them performing at their best. Having KPI owners contribute to regular ‘optimization’ reviews will reduce information overload and further improve performance.

Set your dashboards free

There is no point in creating beautiful dashboards when they are limited to a single person or hidden behind numerous logins. The information contained needs to be communicated to all shareholders involved in the process. Consider sharing dashboards freely, both internally and externally, and provide a feedback mechanism.

Combine metrics to create actionable KPIs

Consolidating metrics into a single actionable KPI will provide direction for practical actions. For example, dividing the number of signups to a service by the number who completed a specific stage will give you the information to help change areas of the process that are under-performing.

Clean and accurate data

Rubbish in rubbish out. If data is inaccurate, then it does not matter how beautifully designed your dashboard is; it just won’t have the right fuel to perform. As much as is reasonably possible, try to test data for reliability and accuracy.

Measuring something is better than measuring nothing at all

Implementing an organization-wide set of Dashboards can be a daunting prospect. Start small; even a single graph might provide a welcome insight - and let’s face it, without any measuring, would remain undiscovered.

Explaining Key Performance Indicators

http://smallbusiness.chron.com/explaining-key-performance-indicators-913.html

KPI Institute

https://kpiinstitute.org

Stacey Barr

https://www.staceybarr.com/

Also see...

What are Key Performance Indicators?

https://www.simplekpi.com/Resources/Key-Performance-Indicators

KPI Library with over 200 KPIs and Templates to use

https://www.simplekpi.com/KPI-Library

From the blog...

What are Metrics and Measures

https://www.simplekpi.com/Blog/metrics-and-meassures-a-definitive-guide

Choosing the right KPIs for your business

https://www.simplekpi.com/Blog/Choosing-the-right-key-performance-indicators-KPI-for-your-business

5 Examples of KPI bad practice

https://www.simplekpi.com/Blog/5-Examples-of-KPI-bad-practise

Originally Published in March 2017, this post was updated in January 2022, and has been updated once more information on strategic KPIs. Some outdated reference links were removed, and more relevant ones have been added.

Stuart Kinsey portrait

by Stuart Kinsey

Stuart Kinsey writes on Key Performance Indicators, Dashboards, Marketing, and Business Strategy. He is a co-founder of SimpleKPI and has worked in creative and analytical services for over 25 years. He believes embracing KPIs and visualizing performance is essential for any organization to strive and grow.

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All About KPI Dashboards

By Diana Ramos | March 28, 2016

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Key Performance Indicators (KPIs) help you optimize your organization’s most valuable asset and major expense: employees. KPI dashboards provides an efficient way to look into how your team is progressing relative to specific objectives or business processes, like human resources, sales progress, marketing or production goals. Performance management is much easier when you use KPI dashboards to provide a graphical snapshot of where you are, a look into historical trends, and the enablement of better, more informed decisions with real impact. 

This article will explain how to identify and review company KPIs, how to design a KPI dashboard, and the different kinds of KPI dashboards and how to use them. We'll also give you a free KPI dashboard template in Excel and show you an easier way to use and create dashboards with Smartsheet.

What Is a KPI Business Dashboard?

A key performance indicator is a business metric used to evaluate factors that are crucial to the success of an organization. KPIs differ per organization; business KPIs may be net revenue or a customer loyalty metric, while government might consider unemployment rates. Whatever metrics are selected, they must impact your business’ bottom line.

A KPI dashboard is an easy way to have a window into all of your work, with the information you need in one place to share with your team and track your progress toward goals, or tell you where you need to make adjustments to reach them.

Dashboard designs are unique because the design of each dashboard has to fit the specific needs and culture of the organization. Flexibility and customization are essential for holding good information design and making data at every level easy to access and understand.

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Who Invented KPI Business Dashboards?

The father of KPI and the dashboards that track them could be considered to be Peter Drucker , writer, professor, management consultant and self-described “social ecologist,” who explored the way human beings organize themselves and interact. He was the organizational expert who said, “A strategy without metrics is just a wish. And metrics that are not aligned with strategic objectives are a waste of time.”

Despite the availability of enabling technologies, dashboard use didn't become popular until the late 1990s, with the rise of key performance indicators (KPIs), and the introduction of Robert S. Kaplan and David P. Norton's Balanced Scorecard . Today, the use of dashboards forms an important part of Management by Objectives (MBO), a management model that aims to improve performance by clearly defining objectives that are agreed to by both management and employees and align to overall organizational objectives.

A principle of Management by Objectives is the establishment of a management information system to measure actual performance and achievements against the defined objectives. MBO benefits include improving employee motivation and engagement, and better communication between management and employees. 

The Benefits of a KPI Framework

The State of Performance Improvement and Key Performance Indicator Practice Report by The KPI Institute has found that  68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. Further, 43% of respondents noted improvement, defined as being able to ‘objectively evaluate the level of results achievement,’ and 33% reported that they integrate KPI results into their decision-making process. A KPI Framework groups related KPIs together to provide greater structure and context, and optimize efforts and understand how performance of certain KPIs impact other KPIs.

Examining individual and cross-organizational metrics and making use of the information is much easier with a well-designed KPI dashboard. You can make comparisons, see trends over time, see distribution, and see relationships between different areas of the organization. Sharing information across multiple parts of the organization supports more streamlined problem-solving, collaboration, and forecasting. 

In the report cited above, 32% of respondents stated that the most challenging aspects in performance measurement was to identify the right KPIs for their business. We’ll help you do that in the next section.

How to Identify and Review Company KPIs

Before you begin building your KPI dashboard, you need to identify the key performance indicators to help you learn about your customers and what they want. That means understanding your business and its objectives, translating your business objectives into measurable goals, and then selecting KPIs for each of these goals. 

Here are some steps to consider as you identify your KPIs: 

  • Make metric identification a team effort. Involving employees ensures that the metrics are relatable and realistic. By working in concert, employees are engaged, develop a clearer understanding of goals and how their work relates to company strategy, and gain a greater sense of commitment to meeting objectives.   
  • Use SMART criteria. S.M.A.R.T. goals are designed to provide structure and guidance throughout a project, and better identify what you want to accomplish. This method is especially effective in setting goals that align with company strategy. Each measure must be: Specific to the purpose of the business, Measurable, Achievable, Relevant to the success of the organization, and Time phased, which means the value or outcomes are shown for a predefined and relevant period.  
  • Choose three priority goals and have no more than three KPIs per goal. Focus on linking KPIs or measures to the goals that are most direct and supply the most evidence.   
  • Resist the urge to add more metrics . KPIs should be actively managed to be effective. While there may be pressure to add more KPIs,  metrics must be critical to the operation or tightly linked to improvement objectives.   
  • Review on a structured basis. The business environment and other factors change over time, so it is important to be nimble. KPIs may need to be adjusted, but when they are, keep them relevant, and keep the overall number of KPIs lean using SMART criteria.   
  • Use reviews as an opportunity to share successes . Taking a look with team members on a regular basis is an opportunity to acknowledge great work, keep motivation high, and ask for input. When there are areas that need attention, the team can work together on ideas to get back on track. 

The 5 Elements of a Well-Designed KPI Dashboard

The term dashboard originates from the car or aviation dashboard—it’s the spot where major functions are monitored using visual representations. Properly designed, KPI dashboards let you know if your business needs maintenance or if it is running at peak performance.

A great KPI dashboard design is:

  • Easy to read and understand . Group data logically by category and KPIs in a visual environment that enables quick comprehension. One way to do that is to follow the webpage templates used by major information-rich websites like Amazon or Yahoo. Since they are continuously tested by experts for usability, they are a good resource for design and navigation ideas.   
  • Easy to update . As your business grows and conditions change, choose an intuitive platform or one that you already use that works with your systems and workflow.  Easy revisions also facilitate more widespread adoption.  
  • A storehouse for current status snapshots and historical trends. Using the categories you have identified and the one-to-three supporting KPIs, you will be able to quickly understand progress gained, what has worked in the past, and what will need to happen to move efficiently to goals.   
  • Aligned to best practices around visual presentation of information . Less is more, so eliminate ‘decoration.’ Dashboard interfaces in cars hold a great key to designs that work well for users. Use animation or other visual elements only when they add to understanding.   
  • Constructed to enable decisions to be made at a glance. A good rule of thumb is no more than seven objects on a dashboard, but display density can depend on the audience and exposure over time. Novices can be confused by seeing data all at once, but they may want to use fewer clicks to view related information as they adjust to using KPI dashboards.  

Types of KPI Dashboards

Now that you know your KPIs, you can begin to put big data and everyone in your organization on the same page with data visualizations: tables, line charts, bar charts, and gauges to track KPIs. Your dashboard will consolidate and automate the multiple data points that make your business grow.

There are three main types of dashboards: 

  • Strategic/Executive. Managers and executives at all levels of the organization can see the information they need to understand the health of the organization and identify potential opportunities for expansion and improvement. Strategic dashboards don’t provide all the detailed information needed to make complex decisions, but should clearly identify opportunities for further analysis. A strategic dashboard should be simple and contain aggregated metrics.  
  • Analytical . Data is used to understand trends by making comparisons across time and multiple variables. Analytical dashboards often contain more information than strategic or operational dashboards. Since understanding is the goal, analytical dashboards can be more complex than strategic or operational dashboards. While analytical dashboards should facilitate interactions with the data, including viewing the data in increasing detail, it is important to maintain the ability to compare data across time and multiple variables.   
  • Operational. These monitor operations in real time to alert users to deviations from the norm. Operational dashboards should provide users with specific alerts and provide them with exactly what information they need to quickly get operations back to normal.

While these are the major categories/forms dashboards can take, there will likely be instances when a hybrid of two types may be needed. No matter what type of KPI dashboards you use, managers and staff should be able to get the answers to questions in real time and take action with all the data consolidated in one place.  

You can support short, mid, and long range actions for CEO-level KPIs and actions, management-level KPIs and actions, and employee-level KPIs and actions. Test, evaluate, tweak and use them consistently to make your business grow.

KPI Dashboard Template in Excel

KPI Dashboard Template in Excel

‌ Download KPI Dashboard Template

This KPI dashboard template in Excel allows you to view multiple KPIs in both tablular and graph formats. You can compare metrics and view averages and targets per KPI. There are graphs for goal and actual budget, total budget, goal and actual revenue, total revenue, profit margins, and debt to equity ratio.

There are two tabs in this Excel template: one sheet for the KPI dashboard with all the graphs and another sheet for KPI data, where you can add and edit the raw data that makes up the dashboard. You can add your own KPI information by going into the KPI Data tab and changing all the numbers to match your company information. Each table also has pre-made formulas that will add up each column as well as calculate other metrics like profit margins, net expenses, and more.

Make Better Decisions, Faster with a KPI Dashboard in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Additional Dashboard Resources

" How to Pick the Best Dashboard Software for Your Company "

" How to Create a Dashboard in Excel "

" Free Excel Dashboard Templates "

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

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KPI Dashboards (Part 1)

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Effective decision making is impossible without Key Performance Indicators (KPIs). One important thing to know about KPIs' "behavior" is that they constantly overlap and influence each other. Lay out your lead performance indicators alongside each other with our KPI Dashboards (Part 1) presentation and instantly analyze and communicate to your team the goals that are met regularly and those that need reevaluation.

Slide highlights

Setting up a KPI dashboard for financial metrics is an efficient way to keep track of an organization's business performance. Use this slide to reflect the results of revenue and profits measurements.

With this slide, communicate your venture's sales KPIs and results. Essential KPIs to include here: monthly sales growth, sales opportunities created, lead conversion rate and sales targets.

Measure and present your Project Status Report and keep your team and executives informed, using this slide. Include project timelines, budget, quality and effectiveness as your project management KPIs.

With this slide, share your customer-centric KPIs. These include Customer Satisfaction Score, Net Promoter Score (Part 2) , First Response Time, Customer Retention Rate and Service + Quality.

A well-organized KPI dashboard ties all your performance indicators together in one place, so you can easily compare and analyze them. Because these indicators are usually divided into high-level and low-level KPIs, laying them out on a single dashboard helps to monitor the process of smaller goals flowing into bigger ones.

Application

The experts from intelligent business performance firm, Bernard Marr & Co., list the following steps as essential when working on a KPI dashboard:

  • Keep your dashboard to a single screen – the goal of creating a KPI dashboard is to get a quick and concise survey of the business performance and potential threats.
  • Only include the most critical, insightful KPIs – this will force you and your team to really focus on the most important information about the venture's performance.
  • Make the dashboard easy to navigate and understand – don't dump as much information onto one page as you possibly can and make sure to arrange the data strategically, aesthetically and logically.
  • Concentrate on information delivery and comprehension – don't use intricate designs and don't introduce variety that doesn't provide much value, the experts recommend.

According to the report conducted by The KPI Institute:

  • Performance Management Systems (PMS) are used by organizations worldwide mainly at operational (49%) and strategic level (39%)
  • The most common methodology used in structuring PMS is The Balanced Scorecard , as 42% of respondents admitted to using the tool
  • 68% of respondents reported a positive impact on their business development once a KPI Framework was employed
  • 32% of the respondents stated that the most challenging aspect in performance measurement is related to identifying the right KPIs for their business
  • The survey findings (32%) highlight organizational culture as being the premier factor when it comes to facilitating the implementation of a successful performance management system
  • 33% of professionals said they integrate KPI results into their decision-making process, while support for a standardized template in which to report the implementation of decisions and initiatives only appears in 32% of cases

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Executive Dashboard Example - KPI Dashboards

A KPI dashboard is the best tool you can use to keep track of how your company is performing. Since it provides a visual representation of your company’s key performance indicators (KPIs), a dashboard helps you analyze and react to business data efficiently.

Staying on top of your performance isn’t just an option these days. It has become a necessity if you want to thrive in today's competitive landscape.

In this guide, we’ll walk you through what KPI dashboards are, the best practices for creating them, dashboards different teams can use, common pitfalls to avoid, and, overall, how to maximize their potential.

What is a KPI Dashboard?

A KPI dashboard is a visual tool that combines and displays your business’ most crucial metrics in real time. This allows you to gauge your company's performance at a glance.

One of the best things about a KPI dashboard is that it can provide actionable insights from complex data sets. As a result, you get to make more confident decisions.

Whether you're looking at sales trends, operational efficiency, or customer satisfaction, the right dashboard setup can illuminate critical areas of your business that need attention or improvement.

Operations Kpi Examples Dashboard

8 KPI dashboard best practices

Creating a dashboard can be overwhelming with all of the KPIs to choose from. Here are eight best practices you should do to leverage your data and dashboards to the fullest:

1. Define clear objectives

Before setting up a KPI dashboard, you must define what you want to achieve with it. Determine the specific goals and metrics that are most relevant in getting you where you want to go. This way, you can design a dashboard that truly serves its purpose.

2. Choose the right KPIs

As mentioned, there are many KPIs to choose from. However, not everything will be beneficial to your objectives. Some may be redundant or downright irrelevant.

Focus on those that directly reflect your company's strategic goals. Ideally, these indicators should provide insights into performance and guide future strategies.

For example, if you want to boost customer satisfaction , we recommend displaying metrics like customer health score and customer complaints due to poor service or product quality . These will provide valuable insights into areas that need attention.

3. Simplify the design

A cluttered dashboard can obscure important data. In fact, 87% of people can’t focus when they need to analyze multiple data visualizations all at once.

That’s why you should keep the design simple and the layout intuitive. This way, you make sure that the information is easy to understand and act upon at a glance.

4. Prioritize data accuracy

The decisions you make based on your dashboard are only as good as the data quality behind them. You should put up rigorous data verification processes to guarantee accuracy and reliability.

5. Update regularly

The business environment is dynamic, and so should your dashboard. Regular updates reflecting the latest data make sure your decisions are always based on the most current information.

6. Train your team

Aside from data quality, you should also make sure everyone who needs to use the dashboard understands how to interpret and act on the data presented. 

To achieve this, hold regular training sessions and provide continuous support.

MetricHQ, our open library for everything metrics and KPIs, is a great resource to help you track your business performance. It can provide insights into a wide array of metrics and KPI examples to equip your team with the knowledge they need to leverage your data’s potential.

Create custom dashboards for you and your team.

7. Integrate with other systems

Your KPI dashboard should not stand alone but integrate seamlessly with other data systems in your organization. By doing so, it allows for a more holistic view of your company's performance.

8. Monitor and refine

Review your dashboard's effectiveness regularly and make adjustments as needed. Having a continuous improvement process will help you maintain the dashboard’s relevance and utility.

Best KPI dashboard examples

Executive, marketing, sales, and supply chain are crucial departments in any business. Because they encompass the important functions of a company, we consider them the best KPI dashboard examples to help get you started:

Executive dashboard

Executive Dashboard Example

An executive dashboard brings together important metrics from different parts of your company into one easy-to-access place. Designed for top-level leaders, this dashboard helps make quick, informed decisions by showing key data that affects productivity, growth, and risk management.

A well-crafted executive dashboard should include broad company-level KPIs that provide a quick overview of performance. Tailoring it to meet the specific needs of each executive can enhance its effectiveness. 

For instance, your CEO might notice a significant drop in sales revenue through the sales performance metrics displayed on the dashboard. This prompts them to investigate further and discover that a sales strategy needs adjustment. Because they spotted the trend early on, everyone can take corrective measures to improve sales performance and prevent further decline.

A CEO’s dashboard might display KPIs from various departments like:

  • Finance: Tracks Gross Profit Margin , EBITDA, Accounts Receivable, and Accounts Payable to monitor the company's financial health.
  • Sales: Monitors Revenue and Opportunity Pipeline to see how well the sales team is performing and how much potential business is in the pipeline.
  • Marketing: Measures Marketing Qualified Leads (MQLs) and Web Sessions to gauge the effectiveness of marketing campaigns and online activity.
  • Support: Tracks Ticket Volume and Average Handle Time to assess how many support requests are received and how quickly they are resolved.
  • Development: Monitors Lead Time and Cycle Time to evaluate how fast the development team is working from project start to finish.

With real-time updates, executives can navigate complex business situations. As a result, decisions are backed by solid data and aligned with company objectives.

Marketing dashboards

Marketing Dashboard Example

Effective marketing dashboards should track metrics that measure the impact of marketing activities. Start by integrating key performance indicators (KPIs) that measure outcomes directly tied to business objectives, such as website traffic, lead generation, conversion rates, and social media engagement. 

For example, your marketing director might notice a sudden decrease in website traffic through the web analytics metrics displayed on the dashboard. This observation could lead them to discover an issue with the recent changes to the website layout or marketing campaign strategies. 

To harness the full potential of your marketing dashboard, make sure that it displays these crucial marketing metrics:

  • Leads and conversion rates : Measures how effectively prospects are converted to customers.
  • Web analytics: Monitors page views, sessions, users, bounce rate, and average session duration.
  • Social media performance : Evaluate engagement metrics such as likes, shares, and comments.
  • Email marketing effectiveness: Assesses open rates, click-through rates, and conversion rates from email campaigns.
  • ROI metrics: Calculates return on ad spend (ROAS) and cost per click (CPC) for paid campaigns.

Sales dashboard

Sales Dashboard Example

Sales dashboards provide a comprehensive, real-time view of your sales team's performance. They’re highly useful for sales managers and reps to monitor their performance daily and adjust their strategies as needed.

Below are a couple of metrics that reflect key aspects of the sales process:

  • Revenue and sales volume: Monitors financial performance and sales trends.
  • Sales funnel metrics: Tracks conversion rates and stages in the sales cycle.
  • Individual performance: Evaluates each salesperson’s contributions to team goals.
  • Territory and regional performance: Analyzes sales results by location to identify strong and weak areas.

Let's say you have a sales dashboard that shows you the number of units sold for each product. As you monitor this dashboard daily, you notice that a particular product outsells the others consistently. With this insight, you can allocate more resources and focus on promoting that specific product, leading to increased sales and revenue for your business.

Supply chain dashboard

Supply Chain Dashboard Example

A supply chain dashboard is a powerful tool designed to give you a clear view of your operations. With it, you can spot where delays or bottlenecks happen and make changes to speed things up. Not only does this make your business run more smoothly, but it also boosts customer satisfaction since you can provide more accurate information about when products will be available or delivered.

Here are some examples of KPIs and metrics in a supply chain dashboard:

  • Inventory levels: Track the inventory quantity to prevent overstocking or stockouts.
  • Order fulfillment rates: Measure how quickly and accurately orders are being filled to ensure customer satisfaction.
  • Supplier performance: Evaluate your suppliers on their ability to deliver goods on time and in the correct quantities.
  • Transportation costs: Monitor costs associated with moving goods to identify savings opportunities.
  • Cycle time : Track the time it takes to complete a process from start to finish, helping to identify delays in your supply chain.
  • Demand forecasting accuracy: Measure how closely actual demand matches your forecasts to adjust production plans and reduce waste.

Customer support dashboard

In any business, it’s important to keep track of customer satisfaction, especially when it comes to how well you and your employees serve your clients. Customer support dashboards do just that by providing real-time insights into your customer support operations, helping you deliver better service and enhance customer relationships. 

This way, you can make sure every customer interaction is as effective as possible!

Examples of key metrics to track on customer support dashboards include:

  • Average Response Time: The Average Response Time measures how quickly support agents respond to customer inquiries, highlighting the efficiency of the support team.
  • Customer Satisfaction Score (CSAT): CSAT captures how satisfied customers are with the service they receive, providing direct feedback on their experience.
  • First Contact Resolution (FCR): Tracks the percentage of issues resolved on the first interaction. The FCR metric is critical for customer satisfaction and operational efficiency.

HR dashboard

Aside from tracking your sales, marketing, and supply chain data, it’s also important to track employee-related data. An HR dashboard allows business owners to oversee workforce metrics easily, making sure that human resources efforts are aligned with the business goals.

Here are four HR metrics that you should be monitoring:

  • Employee Turnover Rate: The employee turnover rate shows how often employees leave the company. It helps business owners understand if they have a problem keeping their workers happy.
  • Average Time to Hire: This measures the average time it takes to fill a job position from when the job is posted to when someone is hired. It helps see how effective the hiring process is.
  • Employee Satisfaction: Often gathered through surveys, this metric helps understand how happy employees are with their jobs and the workplace.

Cost Per Hire: This calculates how much money is spent on hiring a new employee, including advertising job positions, interviewing, and training. The cost per hire metric helps in budgeting and understanding the cost-effectiveness of the recruitment process.

Common mistakes when creating KPI dashboards

Aside from knowing the best practices for setting up a KPI dashboard, you should also know what to avoid. Here are five common mistakes to steer clear of:

Overloading with data

Including too many KPIs can lead to information overload. When a dashboard is overloaded with data, it becomes difficult for users to find the information that matters most.

Select only the metrics that provide real value, are actionable, and improve the efficiency of decision-making processes, as users may need to sift through irrelevant data to get to the actionable insights.

Ignoring user feedback

Feedback from users who interact with the dashboard daily is invaluable. Users who regularly engage with the dashboard often have insights into what works well and what doesn’t, which can be crucial for optimizing the dashboard’s design and functionality. Ignoring this can result in a tool that no one actually uses.

Not aligning with goals

Every KPI on your dashboard should align with your company's strategic goals. If they don't, it could lead to misguided decisions.

KPIs that once were relevant may no longer serve their purpose as business strategies evolve. Monitor your dashboard to make sure that every KPI remains a trusted map of where you want your business to go.

Failing to provide context

KPIs without context can be misleading. Without proper context, users may misinterpret what the metrics are indicating, which can lead to incorrect conclusions and actions. Provide clear definitions and explanatory notes to help users understand what the data means.

Using outdated data

A dashboard driven by outdated data can lead to poor decision-making. If the dashboard is not updated regularly, the decisions made based on its data may be based on outdated information, potentially leading to costly mistakes. Setting up automatic data refreshes can help maintain the accuracy and relevance of the information displayed.

Transform data into success

A well-designed KPI dashboard is a powerful tool in your arsenal for managing performance and achieving business goals. Maximize the effectiveness of your dashboards by following best practices and avoiding the common mistakes associated with creating and maintaining them.

Make creating and analyzing KPI dashboards a breeze with PowerMetrics . With our tool, you can define all your metrics in one place, connect them to your cloud data sources, and bring everyone together with a centralized catalog of trusted metrics.

Whether you’re a team leader or a business analyst, Klipfolio offers streamlined, metric-centric analytics that confidently empowers self-service business intelligence.

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  3. KPI Dashboard PowerPoint Template For Google Slides

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  6. Supply Chain Kpi Dashboard PowerPoint Presentation Slides

COMMENTS

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    This KPI dashboard template in Excel allows you to view multiple KPIs in both tablular and graph formats. You can compare metrics and view averages and targets per KPI. There are graphs for goal and actual budget, total budget, goal and actual revenue, total revenue, profit margins, and debt to equity ratio.

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    8 KPI dashboard best practices. Creating a dashboard can be overwhelming with all of the KPIs to choose from. Here are eight best practices you should do to leverage your data and dashboards to the fullest: 1. Define clear objectives. Before setting up a KPI dashboard, you must define what you want to achieve with it.