KPI Dashboard Template

Track any set of metrics against target, month by month.

A generic KPI workbook: define your metrics, their targets and whether higher or lower is better, then enter monthly actuals. Status indicators, sparklines and a summary scorecard update automatically.

Rating
4.8(1.3K)
Monthly uses
172K
Price
Free

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· processed locally, never uploaded

Files stay on your device

What it does well

  • Red/amber/green status with thresholds you control per metric
  • Sparklines showing twelve-month trend inline with each KPI
  • Weighted scorecard rolling individual metrics into one score

How to use KPI Dashboard Template

  1. 1

    List your KPIs with their units and targets.

  2. 2

    Set the direction — higher is better, or lower is better.

  3. 3

    Choose the reporting period.

  4. 4

    Download the dashboard and enter actuals each month.

Watch a walkthrough

How to use KPI Dashboard Template

2 min 18 s · captions included

Watch on YouTube

Common problems and fixes

All metrics show red.

Targets are entered in different units than the actuals — 5 versus 0.05 for a percentage, usually. Match the units and the formats.

Sparklines are blank.

They need at least two months of data. They appear once the second month is entered.

Frequently asked questions

What people say

Exactly what I needed. KPI Dashboard Template used to be a twenty-minute job with a macro I did not trust; now it takes one drag and one click.
Hannah Whitfield · Operations Manager ·
Exactly what I needed. KPI Dashboard Template used to be a twenty-minute job with a macro I did not trust; now it takes one drag and one click.
Samuel Osei · Business Analyst ·
Exactly what I needed. KPI Dashboard Template used to be a twenty-minute job with a macro I did not trust; now it takes one drag and one click.
Tomás Rivera · Business Analyst ·

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