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4 KPI Presentation Examples To Consider For Your Next Meeting

RJ Messineo

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

Wish you could get more mileage from your KPIs?

Table of Contents

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.

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.

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:

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.

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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7 ways to present KPIs that your management team will love

Published  2023-09-27

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

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

What should be included in a KPI report?

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

How do I create a KPI report? 

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

How do I present a KPI report?

Common ways to present KPIs to managers and executives:

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

1. Presenting KPIs in an email report

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

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

Automatically email a KPI presentation

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

Email a KPI report in an instant

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

2. Turn your KPI presentation into a PDF report

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

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

3. Create a KPI report slide presentation

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

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

Harness the power of data-driven decision making.

How do you show KPIs in a presentation? 

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

Discuss KPIs with managers with a business dashboard slide presentation

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

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

4. Present your KPIs on a KPI dashboard

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

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

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

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

Live links for your KPI presentation

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

Foster teamwork with your KPI presentation on a wallboard

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

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

6. Grant direct KPI dashboard access

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

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

7. Take your data everywhere with a mobile KPI presentation

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

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

Add real data to every conversation with your mobile KPI report

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

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

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

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51 Key Performance Indicator (KPI) Examples & Templates

Erica Golightly

Senior Writer

July 16, 2024

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

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

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

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

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

What is a KPI?

How to define key performance indicators , sales kpi examples, operations kpi examples, finance kpi examples, marketing kpi examples, website kpi examples, design kpi examples, startup kpi examples, product kpi examples, saas kpi examples, human resources kpi examples, how to write kpis, how to measure kpis  , stay on track with measurable kpis.

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

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

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

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

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

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

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

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

1. Identify business metrics directly related to business goals

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

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

Bonus: Product requirements document templates

2. Write out clear and specific key performance indicators

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

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

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

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

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

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

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

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

51 KPI Examples and Templates to Measure Progress

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

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

Try ClickUp’s Commission Tracking template  

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

ClickUp’s Project Request and Approval template

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

ClickUp’s Finance templates 

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

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

ClickUp’s Campaign Tracking and Analytics template  

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

ClickUp’s Website Development template

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

ClickUp’s Graphic Design template 

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

ClickUp’s Task Management template

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

ClickUp’s Bug and Issue Tracking template

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

ClickUp’s Customer Support template

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

ClickUp’s Hiring Candidates template

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

Before you can track key performance indicators, you have to know how to write strong, impactful KPIs. This is a vital skill that when mastered, can significantly improve your overall business strategy. Here’s how to create a KPI that genuinely measures your team’s effectiveness and efficiency.

1. Clearly Define Your Objectives

Before you can measure performance, you must know what you’re aiming for. Start by clearly defining your business objectives. These may vary depending on your business, but common objectives include increasing sales, achieving financial stability, improving customer satisfaction, fostering employee engagement, or enhancing product quality.

2. Identify Critical Areas of Your Business

Not every aspect of your business needs a KPI. Thus, the next step is to identify your business’s vital areas which impact the success of your objectives. For instance, if your objective includes financial stability, then the financial department might be a critical area to keep an eye on.

3. Choose the Right KPI

Now that you know your objectives and the essential areas, it’s time to choose an appropriate key performance indicator. A good KPI should be quantifiable, directly tied to your business objectives, and critical to your organization’s success. Choose indicators that give a broad overview while still highlighting the details necessary for making smart decisions.

4. Make It Measurable

An effective KPI is quantifiable and easy to track. After all, you can’t manage what you can’t measure. Stick to a limited number of clear and specific metrics that give a direct indication of your performance.

5. Include A Time Frame

Including a clear timeframe is essential for gaining an accurate reading of your performance. For instance, note down whether your targets are expected to be achieved within a quarter, six months, or an entire fiscal year.

6. Review Regularly

Remember that KPIs are not static. They are dynamic and must be reviewed periodically to ensure their relevance to the evolving business environment. Continuous review also helps identify if the KPIs are being met, and if any adjustments need to be made.

7. Communicate

Lastly, communicate your KPIs to your team members so everyone is on the same page and working towards the same goals. Well-defined KPIs are typically simple, understandable, and attainable.

Keep in mind that writing KPIs is more of an art than a science. You would need to keep adjusting and defining them until you find the format that best suits your needs. The goal is to develop KPIs

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

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

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

Align KPI-related tasks and activities with Goals in ClickUp 

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

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

Leverage KPI reporting with ClickUp Dashboards

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

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

What are the benefits of tracking KPIs as a team?

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

How do you select KPIs for a team?

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

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

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

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

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

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

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

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40 Best KPI Dashboards PowerPoint PPT Templates: A Complete Guide

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

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

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

What are the types of KPI?

There are several types of KPIs:

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

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

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

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

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

What makes key performance indicators (KPIs) effective?

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

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

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

What is the intended benefit of KPI's?

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

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

How to create KPIs?

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

What: Book sales increase 15% this year.

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

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

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

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

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

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

Develop your KPI to fit the changing needs of the business

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

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

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

What is a KPI Dashboard?           

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

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

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

KPI Dashboards PowerPoint PPT Template

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

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

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

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

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

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

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KPI Presentation Templates

Is your business on track is it progress toward your intended result try our free kpi powerpoint templates and google slides themes to present kpi dashboards professionally. these 100% editable slides with unique designs are the best choice to assess your business performance..

Experience the power of visualization with our Free KPI PowerPoint Templates and Google Slides Themes!

We're here to help you, what is a kpi.

A Key Performance Indicator is a quantitative performance measurement over time for a specific goal. KPIs offer goals for teams to strive towards, benchmarks to evaluate progress, and insights that aid individuals throughout the organization in making better decisions.

What are KPI PowerPoint templates?

KPI templates show how well a business performs or develops over time to accomplish a particular goal. These analytics support decision-making and advancement, which contribute to business success.

Where can we use these KPI slides?

You can utilize KPI & Metrics slide designs to create laser-focused presentations on the metrics that matter. Key performance indicators support the strategic advancement of every department within the company, from marketing and sales to finance and human resources.

How can I make KPI PPT Slides in a presentation?

You can create KPI slides using the tools available on the insert option. You can also go with the choice of readymade templates to shorten your time and make your work look so professional.

Who can use KPI PPT Templates?

KPI enables managers and business owners to understand how their company, or specific divisions, is operating at any given time.

Why do we need to use KPI PowerPoint Slides?

The KPI PowerPoint Template is a conceptual graphic that goes well with presentations of corporate performance dashboards. As a result, it might be applied to various sales, marketing, development, and quality performance reports to show your elegance.

Where can I find KPI PPT Templates for free?

You can use free PowerPoint templates from various sources to create outstanding presentations. Slide Egg has the most options. Check it right away.

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PowerPoint presentation to show Key Performance Indicators

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

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

What is a PowerPoint presentation?

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

How to use a KPI template as a PowerPoint presentation?

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

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

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

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

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

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

Common KPIs for any business.

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

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KPI Infographics

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

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

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• Include information about how to edit and customize your infographics

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

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KPI Presentation Template

Share detailed end-of-year kpi reports with your managers using this professional presentation template..

The use of icons and charts in this KPI presentation template alongside illustrative imagery helps you communicate your topics clearly and efficiently.

Use this template to present key performance indicators in any industry or field, be it marketing, customer service or others.

• Change colors, fonts and more to fit your branding
• Access free, built-in design assets or upload your own
• Visualize data with customizable charts and widgets
• Add animation, interactivity, audio, video and links
• Download in PDF, PPTX, MP4 and HTML5 format
• Share online with a link or embed on your website

Measure your progress toward a goal with this informative presentation template, or look through hundreds of other pre-designed presentation templates to find your perfect fit.

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Template Specifications

17 Slides, 1366 x 768 pixels – 16:9 Aspect Ratio (HD Presentation Quality)

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This template can be fully customized. You can edit content, change image(s), apply custom colors, input your own fonts and logo, and more.

Download as a PDF to share with your recipient or generate a shareable link for online sharing.

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KPI Presentation Templates

Looking to showcase your business performance in a compelling manner? Dive into our collection of KPI presentation templates. Whether you’re in sales, marketing, or project management, our templates cater to all.

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Our KPI slides are designed to make your data stand out. With a blend of PowerPoint PPT, Keynote, and Google Slides formats, you’re equipped for any platform. From kpi dashboards to detailed key performance indicator charts, we’ve got you covered.

Why Choose Our KPI Presentation Templates?

• Editable KPI: Every ppt template and presentation slides are customizable. Add your logo, adjust the design, or switch the format to make it uniquely yours.
• Diverse Range: From kpi powerpoint templates to Google Slides, our offerings span a vast spectrum. Whether you need a scorecard, infographic, or matrix, we have it.
• Free & Premium Options: On a tight budget? Download for free. Seeking a more exclusive design? Explore our premium range.
• Performance-Centric: Our templates are not just visually appealing. They’re built to highlight kpi metrics, sales data, and other quantifiable measures.
• Seamless Compatibility: No more format woes. All our templates are compatible with PowerPoint and Google Slides.

For professionals in sales and marketing or planning, our kpi dashboard powerpoint templates are indispensable. They come with clear metrics, illustrative charts, and dynamic graphics to effectively present and evaluate your kpis data.

If you’re venturing into HR or healthcare, we’ve got you covered too. Our templates are designed to cater to specific sectors, ensuring your data is presented in the most impactful way. Whether you’re looking to present a profit report, an individual performance framework, or a health metric, our templates are tailored to meet your needs.

Bonus Features:

• Infographic Integration: Make your data visually compelling.
• Smart Design: Templates that adapt to your content.
• Editable KPI Metrics: Adjust and edit as per your requirements.
• Excel & PDF Compatibility: For those who love spreadsheets and detailed reports.
• Objective Mapping: Align your presentation with your goals and objectives.

Elevate your presentations. Make them more than just slides; make them a narrative of your success.

Download KPI templates now and elevate your next presentation. Remember, a good presentation template not only showcases data but tells a compelling story. Let our templates be the power behind your data-driven narrative.

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Top 10 Quality KPI Examples with Templates and Samples

Samradni Pradhan

Maintaining high levels of quality is critical for organizations to succeed in today's competitive business market. Monitoring key performance indicators (KPIs) can help companies identify areas for development and make data-driven decisions to optimize their quality control systems.

This blog will review the Top 10 Quality KPI Examples that every business should track. These key performance indicators (KPIs) range from defect rates to customer satisfaction rates and are critical for organizations to keep their competitive edge.

In addition, we will provide you with content-ready and custom-made PPT Templates and Samples to assist you in monitoring and tracking your organization's quality KPIs.

If you want to explore some employee KPI Templates, you can check them out  here !

Template 1: Quality Control KPI Dashboard Snapshot Showing Data Quality Template  

Introducing the ultimate tool for tracking and analyzing data quality in your organization. This Template provides a visually stunning snapshot of all the critical key performance indicators (KPIs) related to quality control, including account, contact, opportunity, campaign, lead, and activity data. With this dashboard, identify areas of improvement, monitor trends over time, and make data-driven decisions to optimize your quality control processes. The sleek and modern design makes it easy to communicate complex information with ease, making this actionable Template a must-have for any organization committed to delivering high-quality products and services. Go ahead and download this Slide today!

Download Now!

Template 2: Quality Control KPI Dashboard Showing Defects and Downtime Template

Introducing a Template designed to help you keep track of defects and downtime in your manufacturing process. With a user-friendly interface, this pre-designed Slide displays critical metrics in an easily digestible format, such as defect rates, machine downtime, and production cycle time. The easy to read graphs and charts allow you to track progress over a specific period and identify improvement areas. Whether you're a quality control manager or a production supervisor, this dashboard will provide you with the insights you need to optimize your manufacturing process and reduce cost purchase price.

Template 3: Quality Control KPI Dashboard Showing Reported Issues and Priority Template

Here's an essential tool for any organization looking to streamline its quality control processes. This content-ready PPT Template provides you with a comprehensive view of reported issues and their priority levels, making it easy to identify critical problems that need immediate attention. With pre-designed graphs and charts, track and analyze key performance indicators related to quality control, such as defect rates, corrective actions, and nonconformance quality trends. Download now and start optimizing your quality control processes today.

Template 4: Quality Control KPI Dashboard Showing Test Case Status Template

is another ready to use PowerPoint Template to help you manage your software testing process. With this Template, keep track of your test case status, including the number of passed, failed and blocked test cases. Whether you're a quality assurance engineer or a project manager, this dashboard will provide you with the insights you need to optimize your software testing process and ensure that your software is of the highest quality. Download now and take your software testing efforts to the next level.

Template 5: Quality Control KPI Dashboard Showing Process Under Control and Cost of Quality

Introducing an essential tool for any organization looking to streamline its quality control processes. Deploy this ready-made PowerPoint Slide to track critical metrics such as the process under control, cost of quality, and nonconformance rates to get a comprehensive view of your quality control activities and tasks. Whether you're a quality control manager or a production supervisor, this dashboard will help you optimize your quality control processes and reduce costs.

Template 6: Quality Control KPI Dashboard Showing Test Execution Status Template

Introducing our template, designed to help you track critical metrics such as customer complaints, response times, and resolution rates. The in-built graphs and charts allow you to monitor progress over time, identify trends, and make data-driven decisions to improve your processes. So, if you are looking for a dashboard that will help you optimize your customer service processes and increase customer satisfaction, look no further.

Template 7: Quality Control KPI Dashboard Template

Revolutionize your quality control processes with our powerful Template. This content-ready PPT Template exhibits several sections such as, a detailed view of your quality control metrics, critical data such as defects, corrective actions, nonconformance trends, and more.

This pre-designed PPT Dashboard is perfect to optimize your quality control processes and reduce costs effectively. Download now and take the initial step toward a more efficient and effective quality control process.

Template 8: Vendor Scorecard KPI Dashboard with Average Delivery and Quality Score

Looking for a way to keep your vendors in check? Look no further than our Template! This ready-made PowerPoint Template showcases an easy way to monitor vendor performance, including their average delivery and quality scores. This PPT Template will help you stay on top of your vendor scorecards in an engaging way. Download now and start tracking those scores!

Template 9: Call Center KPI Dashboard for Quality Assurance Template

Say goodbye to boring call center metrics! Our Call Center KPI Dashboard Template is top-notch solution to track your call center performance. With pre-built graphs and charts, monitor key metrics such as call resolution times, customer satisfaction rates, and first-call resolution rates. This is a professional and appealing Template to keep your agents in the call center motivated and on track.

Template 10: Quality Monitoring KPI Dashboard Construction Industry

Looking to streamline your construction quality control processes? Our Template is just what you need! This unique and content-ready dashboard allows you to assess critical quality control metrics such as safety incidents, rework rates, and project schedule adherence. With easy-to-use graphs and charts, visualize progress over time and identify improvement areas. So, if you're a construction project manager or a safety officer, this PPT Template will help you monitor gaps and fast-track the processes.

Template 11: Project Quality Assurance KPI Dashboard to Monitor Software Template

Streamline your software development process and ensure project success with our ready to use Template! This is a ready to use PowerPoint Slide that allows you to track your key quality assurance metrics in an agile project management framework. With a range of in-built and easy to understand graphs and charts, monitor your progress over time and identify areas for improvement. This Dashboard will help you optimize your project quality control processes and ensure software success. Download now and take the most important step towards an efficient and effective agile development process.

EXPLORE THESE QUALITY KPI TEMPLATES TODAY!

The Top 10 Quality KPI Examples discussed in this blog provide useful insights into your organization's quality control processes. You may identify areas for improvement and make data-driven decisions to optimize your quality control efforts by monitoring these KPIs.

Each Template and Sample supplied in this blog is intended to assist you in conveniently tracking and visualizing your KPI data. These Templates, which range from a Quality Control KPI Dashboard for the Construction Industry to a Vendor Scorecard KPI Dashboard, offer a unique and entertaining approach to analyzing your organization's performance.

Download these premium PPT Slides through our monthly, semi-annual, annual, annual + custom design subscriptions  here .

FAQs on Quality KPI

What are the five key performance indicators.

Key performance indicators play a crucial role in managing and developing different sectors in society based on the needs and requirements of customers. Key performance indicators can be described as targets that will help measure an organization's progress based on the changing conditions. KPIs vary based on the industry or organization. However, the five common KPIs which can be seen across industries are revenue, employee productivity, cost per complete acquisition, return on investment, and customer satisfaction.

What is KPI for quality objectives?

Quality objectives can be defined as the overall goal set by an organization for achieving progress and improvement within QMS (Quality Management System). While dealing with KPI and quality objectives, it can be said that KPI is the main metric utilized for evaluating various factors within a particular system that are important for fulfilling the objectives and goals. So, each objective can have more than one KPI for the enhancement of the performance of a particular organization. Organizations can pinpoint areas for improvement and make data-driven decisions to streamline their quality management procedures by tracking the KPIs.

What is KPI in QMS?

KPI stands for Key Performance Indicators in the Context of Quality Management System (QMS). These measuring tools are used to see how well an organization's quality management procedures are working and determine whether they are accomplishing the aims and objectives of the company. Let's look into the examples of KPI in QMS. We can see that the number of customer complaints, time taken for completing a quality control process, trained employees, and so on help identify improvement areas. KPIs can be used to monitor a number of areas of quality management, including client satisfaction, process effectiveness, product quality, and regulatory and standard compliance.

What are KPI and KRA in quality?

KPI (Key Performance Indicators) and KRA (Key Result Areas) are performance measures in quality management that are used to judge how well the processes work. KPI is a quantifiable metric that is used to monitor the advancement of particular goals or objectives. In comparison, KRA can be described as a specific area that is given utmost focus by an individual or the team working in the organization. It can be said that KRAs are used to align team goals and individual goals with the overarching strategic goals of the organization. In summary, KRAs are used to specify the focus areas and duties for individuals and teams within an organization, whereas KPIs are used to assess the effectiveness of quality management systems.

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This organizational manpower kpi dashboard employees ppt powerpoint presentation complete deck acts as backup support for your ideas, vision, thoughts, etc. Use it to present a thorough understanding of the topic. This PPT slideshow can be utilized for both in-house and outside presentations depending upon your needs and business demands. Entailing twelve slides with a consistent design and theme, this template will make a solid use case. As it is intuitively designed, it suits every business vertical and industry. All you have to do is make a few tweaks in the content or any other component to design unique presentations. The biggest advantage of this complete deck is that it can be personalized multiple times once downloaded. The color, design, shapes, and other elements are free to modify to add personal touches. You can also insert your logo design in this PPT layout. Therefore a well-thought and crafted presentation can be delivered with ease and precision by downloading this organizational manpower kpi dashboard employees ppt powerpoint presentation complete deck PPT slideshow.

Survey Response Results KPI Dashboard Infographic Ppt PowerPoint Presentation Complete Deck With Slides

If designing a presentation takes a lot of your time and resources and you are looking for a better alternative, then this Survey Response Results KPI Dashboard Infographic Ppt PowerPoint Presentation Complete Deck With Slides is the right fit for you. This is a prefabricated set that can help you deliver a great presentation on the topic. All the twelv slides included in this sample template can be used to present a birds-eye view of the topic. These slides are also fully editable, giving you enough freedom to add specific details to make this layout more suited to your business setting. Apart from the content, all other elements like color, design, theme are also replaceable and editable. This helps in designing a variety of presentations with a single layout. Not only this, you can use this PPT design in formats like PDF, PNG, and JPG once downloaded. Therefore, without any further ado, download and utilize this sample presentation as per your liking.

Quarterly Kpis Ppt PowerPoint Presentation Complete With Slides

This Quarterly Kpis Ppt PowerPoint Presentation Complete With Slides acts as backup support for your ideas, vision, thoughts, etc. Use it to present a thorough understanding of the topic. This PPT slideshow can be utilized for both in-house and outside presentations depending upon your needs and business demands. Entailing tweleve slides with a consistent design and theme, this template will make a solid use case. As it is intuitively designed, it suits every business vertical and industry. All you have to do is make a few tweaks in the content or any other component to design unique presentations. The biggest advantage of this complete deck is that it can be personalized multiple times once downloaded. The color, design, shapes, and other elements are free to modify to add personal touches. You can also insert your logo design in this PPT layout. Therefore a well-thought and crafted presentation can be delivered with ease and precision by downloading this Quarterly Kpis Ppt PowerPoint Presentation Complete With Slides PPT slideshow.

Development And Operations KPI Dashboard Ppt PowerPoint Presentation Complete Deck With Slides

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Financial KPI Dashboard Ppt PowerPoint Presentation Complete Deck With Slides

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SLA KPI Dashboard Ppt PowerPoint Presentation Complete Deck With Slides

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Supply Chain Kpi Dashboard Ppt PowerPoint Presentation Complete Deck With Slides

This is a supply chain kpi dashboard ppt powerpoint presentation complete deck with slides. This is a one stage process. The stages in this process are business, strategy, marketing, analysis, business model.

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Kpi For Management Dashboard Diagram Powerpoint Guide

This is a kpi for management dashboard diagram powerpoint guide. This is a three stage process. The stages in this process are ceo, senior management, junior managers.

Leadership Development Kpi Examples Powerpoint Slides

This is a leadership development kpi examples powerpoint slides. This is a five stage process. The stages in this process are vision, strategy and culture, finance and operation, human capital alignment, service execution, client relationships.

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Creative KPI Scorecard Templates

Number of slides: 10

Just as important as setting measurable and realistic goals is keeping track of our progress toward them. KPI Scorecards are simple yet useful management tools for monitoring the performance of your business, department, team or a specific employee. Use the Complete KPI Scorecard Slide, Financial and Business KPI Scorecards Slide and the Scorecard Timeline Slide to display the progress of success indicators over time and ultimately take the best decisions to reach the end goal.

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Free KPI Scorecard Templates

Complete kpi scorecard slide .

A scorecard should provide a clear picture of the performance and progress of an activity, that’s why this creative template comes with the complete KPI Scorecards Slide, which displays monthly comparisons of your metrics of success or KPIs. Moreover, you will be able to insert icons as visual indicators and some notes. 

Financial and Business KPI Scorecards Slide

What if you want to see the performance of different departments? In this slide, you will find two boxes to complete with up to four major KPIs directly related to the success of your organization. These boxes include two columns with the following labels: “Target”, which is the goal you want to achieve, and “Current” to insert your actual performance.

Scorecard Timeline Slide

If we are talking about key business goals, this performance scorecard featured in a timeline is perfect to display long-term progress. How were things at the beginning of the year? How did your business close the year? These are crucial factors for your company that should be monitored closely. Use the Scorecard Timeline Slide to keep track of these indicators and present the evolution of your company over the years.

General Overview

The best thing about scorecards is that they give you an overview of how things are going in a certain area, department or activity. You can get a clear picture of the status with just a glance.

Scorecard visual indicators

You will find little icons, labels in different colors and progress bars in this template to help you communicate in a visual way if the progress of an activity is positive or negative.

What’s a KPI?

A Key Performance Indicator is a measurable value you establish to monitor how well your business is performing an action.

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Free KPI Dashboard Templates

By Kate Eby | October 24, 2022

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We’ve compiled the top free key performance indicator (KPI) dashboard templates for measuring your work toward an objective over a period of time. Track, analyze, and quantify your efforts, and improve your success metrics and efficiency. 

Included on this page, you’ll find a simple KPI dashboard template , a KPI performance dashboard template , a KPI dashboard presentation template , a project management KPI dashboard template , and an efficiency KPI dashboard template . Plus, get tips on how to create a KPI dashboard template in Excel .

Simple KPI Dashboard Template

Download a Sample Simple KPI Dashboard Template for Excel | Google Sheets

Download a Blank Simple KPI Dashboard Template for Excel | Google Sheets

Use this simple KPI dashboard template to view your KPIs as horizontal bar charts, line graphs, and histograms. The template includes budget, revenue, budget vs. actual cost, profit margins, and debt-to-equity ratio KPI charts. Easily customize the template to provide KPI data for any series of performance measurements, and create a simple visualization of your metrics. Use the template’s Goal and Actual columns to track high-performance realization with this dynamic template.

See this comprehensive article on KPI dashboards to find additional KPI dashboard resources.

KPI Performance Dashboard Template

Download a KPI Performance Dashboard Template for Excel | Google Sheets

Exceed performance expectations with this visually rich KPI performance dashboard template. Track the month-by-month, year-to-date (YTD), and year-over-year progress of your KPIs with this template’s easy-to-read bar charts, line graphs, and donut graphs at a glance to ensure that you’re hitting your performance objectives. The template comes pre-loaded with Marketing and Operations data but can be retooled to measure KPIs for any vertical, department, or service. 

See this detailed article on when to use KPIs instead of objectives and key results (OKRs) to quantifiably measure performance for your specific objectives.

KPI Dashboard Presentation Template

Download a KPI Dashboard Presentation Template for  PowerPoint | Google Slides  

Introduce and explain the big picture for key objectives, progress, and milestones with this presentation-ready KPI dashboard presentation template. This template’s easy-to-read visual indicators help viewers quickly learn the status of any key performance indicator. Use this template to visually convert your data into easily understandable infographic updates on project, product, or service goals.

Project Management KPI Dashboard Template

Download a Project Management KPI Dashboard Template for  Excel | Google Sheets

Help your project management office (PMO) track status, milestones, objectives, and overall project progress with this project management KPI dashboard template. In addition to Overall Status, Budget, and Pending Items pie and bar charts, the template also includes space to create individual project tasks, assign them to team members, set their priorities, and select their statuses. A Project Status field helps you keep track of overall progress toward project goals, while a Completed field tracks the percentage of your project that has been successfully completed. 

For more resources on KPI dashboard metrics for project and program management, see this comprehensive article on crucial KPI metrics that provide valuable insights into the health of your project or program.

Efficiency KPI Dashboard Template

Download an Efficiency KPI Dashboard Template for   Excel | Google Sheets

If efficiency is the primary KPI to assess your project, product, service, or sales data, this template is for you. This efficiency KPI dashboard template comes pre-loaded with data for a sales team but can be quickly customized to include data from any field. The template’s unique Efficiency Level field provides an efficiency percentage based on the month-by-month set performance target column data compared to actual results.

What Is a KPI Dashboard Template?

A KPI dashboard template is a visual tool for measuring performance over time. These templates compare achievements to set milestones and goals. Use a KPI dashboard template to visually represent your team’s progress, efficiency, and performance with graphs and charts. 

A KPI dashboard template provides a framework for gauging your project, product, service, sales, or individual performance. While you can use a KPI dashboard template to monitor performance progress, you can also use it to help you track daily, monthly, or annual variances. Doing so can help you pinpoint particular areas of performance that need improvement. 

By having an effective tool to standardize performance tracking, project sponsors, project managers, stakeholders, team members, and others can rest assured that performance will improve over time. 

Most KPI dashboard templates include bar charts, pie charts, and/or histograms so that teams can easily track progress. Having easy-to-read visual representations of set objectives helps managers share data-rich details in a high-level, visually dynamic, easy-to-read format. By using a KPI dashboard template, project managers can ensure that priorities, objectives, goals, and deliverables are clearly defined; that all related tasks are assigned; and that all performance standards are trending upward.

How to Create a KPI Dashboard in Excel 

A KPI dashboard provides charts and graphs that track progress toward set objectives for any vertical. Create a KPI dashboard in Excel to help you track key goals by filling in an existing KPI dashboard template with your preferred data.

A KPI dashboard provides a single-screen view of pre-set KPIs. If the existing KPI dashboard template isn’t pre-filled with the KPIs you want to track, you can easily customize it. By creating the KPI dashboard that you want from an existing template, you can ensure that your dashboard tells the high-level story of your data in a presentation-ready format. 

While creating a KPI dashboard from scratch in Excel can be time consuming, KPI dashboard templates enable you to streamline the process. Simply customize an existing template to suit your specific needs. 

For example, if an available KPI dashboard template includes project-oriented factors such as task progress and status, task completion status, budget, and pending items, but you are not working on a specific project, you could customize this template to track sales goal data, sales tasks, or profitability goals. 

Similarly, if a KPI dashboard template focuses on sales goals and efficiency, you could switch out the sales data for tasks, department goals, or other metrics you want to measure. By doing so, you can adjust the efficiency level to be a key performance indicator of task, project, or department efficiency. 

By customizing a KPI dashboard template as early as the project-planning phase, project managers, sponsors, and team members can agree upon objectives and set KPI metrics. This way, you and your team can track, measure, and analyze achievements, as well as make necessary recalibrations and adjustments to ensure that you achieve your goals.

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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.

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KPI Presentation Slides & Templates

The KPI presentation is a professional google slides theme with two charts (a bar graph and a donut chart) in a data-driven template. It is useful for simple presentations related to low-density data. You can use these slides for the graphical presentation of annual sales, productivity, and profit. Viewers can easily understand quantitative data and performance statistics with the two-slide presentation template. The google slides will automatically adjust the design as per the change in numerical values. The four sets of bar charts and donut charts will delineate different values of the variable. The KPI presentation template lets users see succinct data sets in one slide view. Use attractive KPI dashboard templates now!

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Kpis meaning + 27 examples of key performance indicators.

As your organization builds the foundation of your strategic plan, it’s likely to come to your attention you’ll need to gain consensus around what your key performance indicators (KPIs) will be and how they will impact your plan. If you don’t know the basics of KPIs or need guidance on KPI development, we are here to help!

We’ve compiled a complete guide that includes an overview of what makes a good KPI, the benefits of good key performance indicators (KPIs), and a list of KPI examples organized by department and industry to reference build your organization’s strategic plan and goals.

What is a Key Performance Indicator KPI — KPI Definition

Key performance indicators, or KPIs, are the elements of your organization’s plan that express the quantitative outcomes you seek and how you will measure success. In other words, they tell you what you want to achieve and by when.

They are the qualitative, quantifiable, outcome-based statements you’ll use to measure progress and determine if you’re on track to meet your goals or objectives. Good plans use 5-7 KPIs to manage and track their progress against goals. A good key performance indicator measures strategic goals.

DOWNLOAD THE FREE KPI GUIDE

What is KPI Meaning, and Why Do You Need Them?

Key performance indicators are intended to create a holistic picture of how your organization is performing against its intended targets, organizational goals, business goals, or objectives. A great key performance indicator should accomplish all the following:

• Outline and measure your organization’s most important set of outputs.
• Work as the heartbeat of your performance management process and confirm whether progress is being made against your strategy.
• Represent the key elements of your strategic plan that express what you want to achieve by when.
• Measure the quantifiable components of your strategic goals and objectives.
• Measure the most important leading indicators and lagging measures in your organization.

The Five Elements of a KPI

These are the heartbeat of your performance management process and must work well! Your plan’s strategic KPIs tell you whether you’re making progress or how far you are from reaching your goals. Ultimately, you want to make progress against your strategy. You’ll live with these KPIs for at least the quarter (preferably the year), so make sure they’re valuable!

Great strategies track the progress of core elements of the plan. Each key performance indicator needs to include the following elements:

• A Measure: Every KPI must have a measure. The best ones have more specific or expressive measures.
• A Target: Every KPI needs to have a target that matches your measure and the period of your goal. These are generally a numeric values you’re seeking to achieve.
• A Data Source: Each of these needs to have a clearly defined data source so there is no gray area in measuring and tracking each.
• Reporting Frequency: Different measures may have different reporting needs, but a good rule to follow is to report on them at least monthly.
• Owner: While this isn’t a mandatory aspect of your KPI statement, setting expectations of who will take care of tracking, reporting, and refining specific KPIs is helpful to your overall organizational plan.

Indicators vs. Key Performance Indicators

An indicator is a general term that describes a business’s performance metrics.

There can be several types of indicators a company may track, but not all indicators are KPIs, especially if they don’t tie into an organization’s overall strategic plan or objectives, which is a MUST!

Key Performance Indicators

On the other hand, a key performance indicator is a very specific indicator that measures an organization’s progress toward a specific company-wide goal or objective. We typically recommend you narrow down the KPIs your organization tracks to no more than 7. When you track too many goals, it can get daunting and confusing.

Pro Tip : You should only track the best and most valuable indicators that tie to your organization’s long-term strategic goals and direction.

Benefits of Good Key Performance Indicators

What benefits do key performance indicators have on your strategic plan, and on your organization as a whole? A lot of benefits, actually! They are extremely important to the success of your strategic plan as they help you track progress of your goals. Implementing them correctly is critical to success.

• Benefit #1: They provide clarity and focus to your strategic plan by measuring progress and aligning your team’s efforts to the organization’s objectives. They also show your measurable progress over time and create ways to track your organization’s continued improvement.
• Benefit #2: Key performance indicators create a way to communicate a shared understanding of success. They give your team a shared understanding of what’s important to achieve your long-term vision and create a shared language to express your progress.
• Benefit #3: They provide signposts and triggers to help you identify when to act. A good balance of leading and lagging key performance indicators allow you to see the early warning signs when things are going well, or when it’s time to act.

How to Develop KPIs

We’ve covered this extensively in our How to Identify Key Performance Indicators post. But, here’s a really quick recap:

Step 1: Identify Measures that Contribute Directly to Your Annual Organization-wide Objectives

Ensure you select measures that can be directly used to quantify your most important annual objectives.

PRO TIP: It doesn’t matter what plan structure you’re using – balanced scorecard, OKRs, or any other framework – the right KPIs for every objective will help you measure if you’re moving in the right direction.

Step 2: Evaluate the Quality of Your KPI

Select a balance of leading and lagging indicators (which we define later in the article) that are quantifiable and move your organization forward. Always ensure you have relevant KPIs. Having the right key performance indicators makes a world of difference!

Step 3: Assign Ownership

Every key performance indicator needs ownership! It’s just that simple.

Step 4: Monitor and Report with Consistency

Whatever you do, don’t just set and forget your goals. We see it occasionally that people will select measures and not track them, but what’s the point of that? Be consistent. We recommend selecting measures that can be reported upon at least monthly.

The 3 Types of KPIs to Reference as You Build Your Metrics

Key performance indicators answer the quantifiable piece of your goals and objectives . here are three types of KPIs. Now that you know the components of great key performance indicators, here are some different ones that you might think about as you’re putting your plan together:

Broad Number Measures

The first type of KPI is what we like to call broad number measures. These are the ones that essentially count something. An example is counting the number of products sold or the number of visits to a webpage.

PRO TIP: There is nothing wrong with these, but they don’t tell a story. Great measures help you create a clear picture of what is going on in your organization. So, using only broad ones won’t help create a narrative.

KPI Type #2: Progress Measures

Progress key performance indicators are used to help measure the progress of outcomes . This is most commonly known as the “percent complete” KPI, which is helpful in measuring the progress of completing a goal or project. These are best when quantifiable outcomes are difficult to track, or you can’t get specific data.

PRO TIP: Progress KPIs are great, but your KPI stack needs to include some easily quantifiable measures. We recommend using a mixture of progress KPIs and other types that have clear targets and data sources.

KPI Type #3: Change Measures

The final type of KPI is a change indicator. These are used to measure the quantifiable change in a metric or measure. An example would be, “X% increase in sales.” It adds a change measure to a quantifiable target and is usually measured as a percentage increase in a given period of time.

The more specific change measures are, the easier they are to understand. A better iteration of the example above would be “22% increase in sales over last year, which represents an xyz lift in net-new business.” More expressive measures are better.

PRO TIP: Change measures are good for helping create a clear narrative . It helps explain where you’re going instead of just a simple target.

Leading KPIs vs Lagging KPIs

Part of creating a holistic picture of your organization’s progress is looking at different types of measures, like a combination of leading and lagging indicators. Using a mixture of both allows you to monitor progress and early warning signs closely when your plan is under or over-performing (leading indicator) and you have a good hold on how that performance will impact your business down the road (lagging indicator). Here’s a deep dive and best practices on using leading versus lagging indicators:

Leading Indicator

We often refer to these metrics as the measures that tell you how your business might/will perform in the future. They are the warning buoys you put out in the water to let you know when something is going well and when something isn’t.

For example, a leading KPI for an organization might be the cost to deliver a good/service. If the cost of labor increases, it will give you a leading indicator that you will see an impact on net profit or inventory cost.

Another example of a leading indicator might be how well your website is ranking or how well your advertising is performing. If your website is performing well, it might be a leading indicator that your sales team will have an increase in qualified leads and contracts signed.

Lagging Indicator

A lagging indicator refers to past developments and effects. This reflects the past outcomes of your measure. So, it lags behind the performance of your leading indicators.

An example of a lagging indicator is EBITA. It reflects your earnings for a past date. That lagging indicator may have been influenced by leading indicators like the cost of labor/materials.

Balancing Leading and Lagging Indicators

If you want to ensure that you’re on track, you might have a KPI in place telling you whether you will hit that increase, such as your lead pipeline. We don’t want to over-rotate on this, but as part of a holistic, agile plan, we recommend outlining 5-7 key performance metrics or indicators in your plan that show a mix of leading and lagging indicators. .

Having a mixture of both gives you both a look-back and a look-forward as you measure the success of your plan and business health. A balanced set of KPIs also gives you the data and business intelligence you need for making decision making and strategic focus.

We also recommend identifying and committing to tracking and managing the same KPIs for about a year, with regular monthly or quarterly reporting cadence, to create consistency in data and reporting.

Any shorter tracking time frame won’t give you a complete picture of your performance. Always moving your KPI targets is also a sure way to miss how you’re actually performing.

27 KPI Examples

Sales key performance indicators.

Sales KPIs are essential metrics for evaluating a company’s revenue generation process and leading indicators for achieving financial goals. Using sales performance KPIs can provide leading insights beyond traditional financial metrics, which are often considered lagging indicators

• Number of contracts signed per quarter
• Dollar value for new contracts signed per period
• Number of qualified leads per month
• Number of engaged qualified leads in the sales funnel
• Hours of resources spent on sales follow up
• Average time for conversion
• Net sales – dollar or percentage growth
• New sales revenue
• Growth rate
• Customer acquisition count
• Lead conversion rate
• Average sales cycle

Increase the number of contracts signed by 10% each quarter.

• Measure: Number of contracts signed per quarter
• Target: Increase number of new contracts signed by 10% each quarter
• Data Source: CRM system
• Reporting Frequency: Weekly
• *Owner: Sales Team
• Due Date: Q1, Q2, Q3, Q4

Increase the value of new contracts by $300,000 per quarter this year.

• Measure: Dollar value for new contracts signed per period
• Data Source: Hubspot Sales Funnel
• Reporting Frequency: Monthly
• *Owner: VP of Sales

Increase the close rate to 30% from 20% by the end of the year.

• Measure: Close rate – number of closed contracts/sales qualified leads
• Target: Increase close rate from 20% to 30%
• *Owner: Director of Sales
• Due Date: December 31, 2024

Increase the number of weekly engaged qualified leads in the sales from 50 to 75 by the end of FY23.

• Measure: Number of engaged qualified leads in sales funnel
• Target: 50 to 75 by end of FY2024
• Data Source: Marketing and Sales CRM
• *Owner: Head of Sales

Decrease time to conversion from 60 to 45 days by Q3 2024.

• Measure: Average time for conversion
• Target: 60 days to 45 days
• Due Date: Q3 2024

Increase number of closed contracts by 2 contracts/week in 2024.

• Measure: Number of closed contracts
• Target: Increase closed contracts a week from 4 to 6
• Data Source: Sales Pipeline
• *Owner: Sales and Marketing Team

Examples of KPIs for Financial

• Growth in revenue
• Net profit margin
• Gross profit margin
• Operational cash flow
• Current accounts receivables
• Operating expenses
• Average cost of goods or services
• Average account lifetime total value

Financial KPIs as SMART Annual Goals

Grow top-line revenue by 10% by the end of 2024.

• Measure: Revenue growth
• Target: 10% growt
• Data Source: Quickbooks
• *Owner: Finance and Operations Team
• Due Date: By the end 2024

Increase gross profit margin by 12% by the end of 2024.

• Measure: Percentage growth of net profit margin
• Target: 12% net profit margin increase
• Data Source: Financial statements
• *Owner: Accounting Department

Increase net profit margin from 32% to 40% by the end of 2024.

• Measure: Gross profit margin in percentage
• Target: Increase gross profit margin from 32% to 40% by the end of 2024
• Data Source: CRM and Quickbooks
• *Owner: CFO

Maintain $5M operating cash flow for FY2024.

• Measure: Dollar amount of operational cash flow
• Target: $5M average
• Data Source: P&L
• Due Date: By the end FY2024

Collect 95% of account receivables within 60 days in 2024.

• Measure: Accounts collected within 60 days
• Target: 95% in 2024
• Data Source: Finance
• Due Date: End of 2024

Examples of Customer Service KPIs

• Number of customers retained/customer retention
• Customer service response time
• Percentage of market share
• Net promotor score
• Customer satisfaction score
• Average response time

Customer KPIs in a SMART Framework for Annual Goals

90% of current customer monthly subscriptions during FY2024.

• Measure: Number of customers retained
• Target: Retain 90% percent of monthly subscription customers in FY2024
• Data Source: CRM software
• *Owner: Director of Client Operations

Increase market share by 5% by the end of 2024.

• Measure: Percentage of market share
• Target: Increase market share from 25%-30% by the end of 2024
• Data Source: Market research reports
• Reporting Frequency: Quarterly
• *Owner: Head of Marketing

Increase NPS score by 9 points in 2024.

• Measure: Net Promoter Score
• Target: Achieve a 9-point NPS increase over FY2024
• Data Source: Customer surveys
• *Owner: COO

Achieve a weekly ticket close rate of 85% by the end of FY2024.

• Measure: Average ticket/support resolution time
• Target: Achieve a weekly ticket close rate of 85%
• Data Source: Customer support data
• *Owner: Customer Support Team

Examples of KPIs for Operations

• Order fulfillment time
• Time to market
• Employee satisfaction rating
• Employee churn rate
• Inventory turnover
• Total number of units produced or on-hand
• Resource utilization

Operational KPIs as SMART Annual Goals

Average 3 days maximum order fill time by the end of Q3 2024.

• Measure: Order fulfilment time
• Target: Average maximum of 3 days
• Data Source: Order management software
• *Owner: Shipping Manager

Achieve an average SaaS project time-to-market of 4 weeks per feature in 2024.

• Measure: Average time to market
• Target: 4 weeks per feature
• Data Source: Product development and launch data
• *Owner: Product Development Team

Earn a minimum score of 80% employee satisfaction survey over the next year.

• Measure: Employee satisfaction rating
• Target: Earn a minimum score of 80% employee
• Data Source: Employee satisfaction survey and feedback

Maintain a maximum of 10% employee churn rate over the next year.

• Measure: Employee churn rate
• Target: Maintain a maximum of 10% employee churn rate over the next year
• Data Source: Human resources and payroll data
• *Owner: Human Resources

Achieve a minimum ratio of 5-6 inventory turnover in 2024.

• Measure: Inventory turnover ratio
• Target: Minimum ratio of 5-6
• Data Source: Inventory management software
• *Owner: Operations Department

Marketing KPIs

• Monthly website traffic
• Number of marketing qualified leads
• Conversion rate for call-to-action content
• Keywords in top 10 search engine results/organic search
• Blog articles published this month
• E-Books published this month
• Marketing campaign performance
• Customer acquisition cost
• Landing page conversion rate

Marketing KPIs as SMART Annual Goals

Achieve a minimum of 10% increase in monthly website traffic over the next year.

• Measure: Monthly website traffic
• Target: 10% increase in monthly website
• Data Source: Google analytics
• *Owner: Marketing Manager

Generate a minimum of 200 qualified leads per month in 2024.

• Measure: Number of marketing qualified leads
• Target: 200 qualified leads per month
• Data Source: Hubspot

Achieve a minimum of 10% conversion rate for on-page CTAs by end of Q3 2024.

• Measure: Conversion rate on service pages
• Target: 10%
• Due Date: End of Q3, 2024

Achieve a minimum of 20 high-intent keywords in the top 10 search engine results over the next year.

• Measure: Keywords in top 10 search engine results
• Target: 20 keywords
• Data Source: SEM Rush data
• *Owner: SEO Manager

Publish a minimum of 4 blog articles per month to earn new leads in 2024.

• Measure: Blog articles
• Target: 4 per month
• Data Source: CMS
• *Owner: Content Marketing Manager
• Due Date: December 2024

Publish at least 2 e-books per quarter in 2024 to create new marketing-qualified leads.

• Measure: E-Books published
• Target: 2 per quarter
• Data Source: Content management system

Bonus: +40 Extra KPI Examples

Supply chain example key performance indicators.

• Number of on-time deliveries
• Inventory carry rate
• Months of supply on hand
• Inventory-to-sales Ratio (ISR)
• Carrying cost of inventory
• Inventory turnover rate
• Perfect order rate
• Inventory accuracy

Healthcare Example Key Performance Indicators

• Bed or room turnover
• Average patient wait time
• Average treatment charge
• Average insurance claim cost
• Medical error rate
• Patient-to-staff ratio
• Medication errors
• Average emergency room wait times
• Average insurance processing time
• Billing code error rates
• Average hospital stay
• Patient satisfaction rate

Human Resource Example Key Performance Indicators

• Organization headcount
• Average number of job vacancies
• Applications received per job vacancy
• Job offer acceptance rate
• Cost per new hire
• Average salary
• Average employee satisfaction
• Employee turnover rate
• New hire training Effectiveness
• Employee engagement score

Social Media Example Key Performance Indicators

• Average engagement
• % Growth in following
• Traffic conversions
• Social interactions
• Website traffic from social media
• Number of post shares
• Social visitor conversion rates
• Issues resolved using social channel
• Social media engagement

Conclusion: Keeping a Pulse on Your Plan

With the foundational knowledge of the KPI anatomy and a few example starting points, it’s important you build out these metrics with detailed and specific data sources so you can truly evaluate if you’re achieving your goals. Remember, these will be the 5-7 core metrics you’ll live by for the next 12 months, so it’s crucial to develop effective KPIs that follow the SMART formula. They should support your business strategy, measure the performance of your strategic objectives, and help you make better decisions.

A combination of leading and lagging KPIs will paint a clear picture of your organization’s strategic performance and empower you to make agile decisions to impact your team’s success.

Need a Dedicated App to Track Your Strategic Plan with KPI Dashboards? We’ve got you covered.

The StrategyHub by OnStrategy is a purpose built tool to help you build and manage a strategic plan with KPIs. Run your strategy reviews with zero prep – get access to our full suite of KPI reports, dynamic dashboards for data visualization, access to your historical data, and reporting tools to stay connected to the performance of your plan. Get 14-day free access today!

Our Other KPI Resources

We have several other great resources to consider as you build your organization’s Key Performance Indicators! Check out these other helpful posts and guides:

• OKRs vs. KPIs: A Downloadable Guide to Explain the Difference
• How to Identify KPIs in 4 Steps
• KPIs vs Metrics: Tips and Tricks to Performance Measures
• Guide to Establishing Weekly Health Metrics

FAQs on Key Performance Indicators

KPI stands for Key Performance Indicators. KPIs are the elements of your organization’s business or strategic plan that express what outcomes you are seeking and how you will measure their success. They express what you need to achieve by when. KPIs are always quantifiable, outcome-based statements to measure if you’re on track to meet your goals and objectives.

The 4 elements of key performance indicators are:

• A Measure – The best KPIs have more expressive measures.
• A Target – Every KPI needs to have a target that matches your measure and the time period of your goal.
• A Data Source – Every KPI needs to have a clearly defined data source.
• Reporting Frequency – A defined reporting frequency.

No, KPIs (Key Performance Indicators) are different from metrics. Metrics are quantitative measurements used to track and analyze various aspects of business performance, while KPIs are specific metrics chosen as indicators of success in achieving strategic goals.

16 Comments

HI Erica hope your are doing well, Sometime Strategy doesn’t cover all the activities through the company, like maintenance for example may be quality control …. sure they have a contribution in the overall goals achievement but there is no specific new requirement for them unless doing their job, do u think its better to develop a specific KPIs for these department? waiting your recommendation

Thanks for your strategic KPIs

Hello Erica, Could you please clarify how to set KPIs for the Strategic Planning team?

Hi Diana, check out the whitepaper above for more insight!

Hello Erica, Could you please clarify, how to set the KPIs for the Strategic PLanning team?

exampels of empowerment kpis

I found great information in this article. In any case, the characteristics that KPIs must have are: measurability, effectiveness, relevance, utility and feasibility

How to write methodology guidelines for strategy implementation / a company’s review and tracking (process and workflow) for all a company’s divisions

support on strategizing Learning & Development for Automobile dealership

Could you please to clarify how to write the KPIs for the Secretary.

Check out our guide to creating KPIs for more help here: https://onstrategyhq.com/kpi-guide-download/

That’s an amazing article.

Could you please to clarify how to write the KPIs for the office boy supervisor

Could you please clarify how to write KPIs for the editorial assistant in a start up publishing company.

Kindly advice how I would set a kpi for a mattress factory

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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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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.

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