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.

Price
Free
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Excel and spreadsheet files only. Export from Google Sheets as .xlsx or .csv.

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

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