Top 7+ KPI Dashboard Excel Template

The key performance indicators (KPIs) are readily used in almost every process and industry to track the performance. Thus, the project managers and business experts always use the KPI dashboard excel template to track the processes for the achievement of a goal.

The KPIs are measurable quantitative values of a process that are critical to track and help to analyze the performance of a process. Thus, business experts and project managers’ focus is to identify the best KPIs of relevant processes.

Related Article: Introduction to Project Management Templates

KPI Dashboard Excel Template

There are several strategies devised for this purpose. However, the use of performance measure strategy SMART integration with 7W’s is a very helpful technique.

SMART Strategy

Once the KPIs are being successfully identified. The next task is to plan, how these KPIs will be tracked in continuous or real-time. Here comes the need for the dashboard.

A dashboard is a visual representation or display of the KPIs summary. Moreover, KPI dashboards provide a very easy and quick overview of the status of the process. However, the set of important KPIs allows the manager to analyze if the process is performing well to achieve a goal.

Let’s briefly discuss project management metrics KPIs and dashboards and business KPIs dashboard excel template.

Are you managing a business or critical function of a business and looking forward to using KPIs Dashboard? Firstly, it is important to decide what are the Key Performance Indicators use need to track.

So, Checkout out our complete guide on Project Management KPI Metrics and How to Create Project KPIs.

Related Article: Project Management KPIs and Dashboards

KPI Dashboard Excel Template for Project Management

The project managers make use of the KPI dashboard excel template daily. Because the KPI dashboard excel template provides a quick and easy visualization of process key performance indicators to track.

Also, the project management team uses the project management KPI dashboard in excel for daily decision making keeping in view the real-time data of process KPIs.

So, any abnormality in the project KPIs value is an indication of some issues. Thus, the project manager can identify the issue and work to resolve it on time. If these KPIs are left unmonitored. The issues will stay unnoticed before making a severe impact on the project metrics.

Furthermore, the actual role of the KPI dashboard template in excel is to provide enough information for daily analysis to avoid the eruption of any risk. Similarly, the project managers use the KPI dashboard template excel in meetings to show the efficiency of tasks they are responsible for.

Project Management KPI

Also, the project stakeholders use the KPI dashboard in tableau to analyze the actual performance graph of a project. Thus, the investors compare the actual performance of KPIs with the project plan and analyze its rigidity.

Further, the display of the free KPI dashboard keeps on changing. As the purpose of using KPI dashboard google sheets is to analyze the most relevant information of any stage. Thus, it’s not static and information on the display of the tableau KPI dashboard keeps on changing from stage to stage.

Finally, the project KPI dashboard template in the tableau is the best tracking tool to analyze the project performance and communication medium to bring all stakeholders on the same page.

Project Management KPIs Dashboard Template

Project Management KPI Dashboard Examples

A simple project management KPI dashboard template excel includes information about project health, schedule, progress, and issues.

So, the health part of the display includes the key performance indicators in the form of consumed resources, elapsed time, potential risks, and open issues.

However, the schedule section displays information about the tasks. Like how many tasks are completed? What tasks are in-progress and what is coming next?

Similarly, the project progress module is used for monitoring parameters like the achievement of milestones and goals.

Moreover, the issues section display and track the status of open issues of issue tracking spreadsheet.

Therefore, the issues section of the project KPIs dashboard includes information about the resolved and open issues. Also, it defines the priority of issues resolution based on their severity and impact.

Related Article: Best Simple KPI Template XLS Excel

Project Management KPI Dashboards

KPI Dashboard Template for Businesses

There are several KPI dashboards helpful for the efficient management of business functions. As every company has several departments to ensure the proper functionality of a business.

So, the right approach to achieve the set goals to break the goal into small milestones.

These milestones are allocated to the relevant department to fulfill their responsibility for achievement. So, the department heads define departmental KPIs which are displayed on the KPI dashboard template.

Thus, it enables the department head to continuously track the performance of KPIs.

Related Article: Business KPI Template Excel XLS

Business KPI Dashboard Template XLS

Business KPI Dashboard Excel Template Examples

The following are the most common tableau KPI dashboard excel templates for different business functions.

  1. Marketing KPI Dashboard
  2. Sales KPI Dashboard
  3. Financial KPI Dashboard
  4. Retail KPI Dashboard
  5. Human Resources KPI Dashboard
  6. Manufacturing KPI Dashboard
  7. SEO KPI Dashboard

The following KPI dashboards are based on the general KPIs of businesses. However, every business needs to define its Key Performance Indicators very carefully. So, check out our guide on How to Define Business KPIs.

Examples of Simple KPI Template XLS

Related Article: KPI Templates

Marketing KPI Dashboard Excel Template

The marketing and advertising experts use a KPI dashboard in Tableau to monitor their daily targets and achievements. So, these experts define a set of KPIs that are very helpful in tracking department performance.

Thus, the marketing professionals KPI dashboard google sheet or share point display the following information.

Related Article: 12+ Free Project Tracking Templates for Excel | Project Trackers

  1. Marketing Budget Remaining
  2. Marketing Expenses to Date
  3. Cost per Lead
  4. Inbound Leads
  5. Ads Response Rate
  6. Net Promoter Score
  7. Visitor Conversion Rate
  8. Website Visitors
  9. Social Followers
  10. Social Reach
Marketing KPI Dashboard
Marketing KPI Dashboard Template Excel

Sales KPI Dashboard

The sales KPI dashboard best practices are to track the performance of the sales department using KPIs. So, the sales team uses statistical tools for analysis of KPIs. Thus, the analysis results and KPI values are displayed on the sales KPI dashboard excel template.

Further, the sales experts usually divide the KPI dashboard into three sections. Few KPIs are important to track daily. While others are for weekly and monthly periods.

Thus, the following sales KPIs are important to display on the KPI dashboard for real-time monitoring.

  1. Average Sales Revenue
  2. Cost of Sales Team
  3. Number of Sales
  4. New Sales Revenue and Percentage
  5. Opportunities
  6. Total Sales Revenue
  7. Quotes
  8. Value of Quotes
  9. Successful ‘Up Sales’
Sales KPI Excel Template Dashboard
Sales KPI Dashboard Template Excel

Financial KPI Dashboard Google Sheets

The financial experts use a KPI dashboard in Tableau to track the performance of financial KPIs. Further, these experts define a set of KPIs that are very helpful in tracking finance department performance.

Thus, the financial professionals KPI dashboard google sheet or share point display the following information.

Related Article: Best Free Project Plan Templates for Excel | A Complete Guide to Project Planning

  1. Cost of Goods
  2. Gross Profit Margin
  3. Net Profit Margin
  4. Net Profit
  5. EBIT
  6. Number of Employees
  7. Revenue
  8. Working Capital
Financial KPI Excel Template
Financial KPI Dashboard XLS

Retail KPIs Template

The retailers use a KPI dashboard in Tableau to track the performance of a retail shop or franchise KPIs.

Thus, the financial professionals KPI dashboard google sheet or share point display the following information.

  1. Cost of Goods
  2. Gross Margin
  3. Customer Retention
  4. Net Sales
  5. Online Sales
  6. Offline Sales
  7. Retail Price
  8. Shop Visitors
  9. Site Traffic
  10. Visitors Buying Ratio
Retail KPI Dashboard Tableau
Retail KPI Dashboard Template Excel

Human Resources KPI Dashboard Excel Template

The HR department of the project or business uses the human resource KPI dashboard to visualize the performance of HR functions.

Also, the role of the human resource department is to make sure the availability of the best talent for the required tasks at the right time.

However, many activities require keen attention of the HR department for fulfillment.

Therefore, the HR KPI dashboard excel template displays information such as total salary, average salary, total benefits, average age, gender ratio, permanent rate, turnover rate, and absenteeism rate.

Thus, the following KPIs are valuable to display on HR KPI Template in tableau.

  1. Total Employees
  2. Total Cost of Healthcare
  3. Number of Workdays
  4. Number of Vacancies
  5. HR Expenses
  6. HR Budget
  7. Absence Rate
Human Resources KPI in Sharepoint
HR KPI Dashboard Template Excel

Manufacturing KPI Dashboard in Tableau

The manufacturing KPIs are very helpful in the manufacturing industry on the production floor. So, the target of manufacturing the KPI dashboard is to assist in proper tracking of the manufacturing process performance to maximize productivity.

Thus, a simple free manufacturing KPI dashboard includes the following information on the display:

Related Article: Production Capacity Planning Template Excel | Capacity Planner

  1. Production Volume
  2. Order Volume
  3. Active Machines
  4. Sales Revenue
  5. Top 5 Products
  6. Downtime
  7. Returned Items by Reasons
Manufacturing KPIs

SEO KPIs Template

SEO KPIs are defined to monitor the performance of online marketing activities. Also, the search engine optimization of a business website attracts more organic traffic to visit the company website.

Thus, the companies focus on SEO to reach maximum people using an online platform to generate leads. Furthermore, the following KPIs are very important to display on the SEO KPI dashboard excel template.

  1. Average Session Duration
  2. Bounce Rate
  3. Keyword Ranking
  4. Total Impressions and Views
  5. Inbound Links
  6. New Visitors
SEO KPI Tableau
SEO KPI Dashboard Excel Template

Call Center KPI Dashboard Template

There are a lot of KPI involve in Call Center business performance tracking. These KPIs are used to track the performance of individual call representatives.

Thus, the call center manager uses call center KPI dashboard to analyze the completion of the task and performance of subordinates.

Call Center Dashboard Template

Summary

In Short, the key performance indicators (KPIs) are very critical parameters of the processes to properly monitor, track and control.

Thus, the KPI dashboard tool helps the teams to display the information of KPIs in a visually appealing way. So, the managers can get a quick view of how well the department is performing to achieve the set goals.

Also, the continuous tracking of KPIs using KPI dashboard alerts about any abnormality in real-time before the occurrence of critical issues.

Further, it is a choice of manager to use MS Excel integrated with share point, Google Sheets, or Tableau for KPI dashboard creation.

Finally, it was all about the “KPI Dashboard Excel Template”. So, please do share your feedback in the comments section and SUBSCRIBE us to learn more about Free KPI Dashboards Examples.

Graphic Resources Credit: Designed by Freepik