KPI Dashboard: Grading Your Metrics - Excel Template

Description
This is a nice tracker to allow you to give scores to various metrics that relate to your organization. The grading is on a scale of 1 to 10 and the view is on a monthly basis for 12 months. Automatic coloring will appear when you input a figure for a given month (red for bad, yellow for fair, and green for good).

Each month will have its own aggregate score as well as a total score for the entire organization. There is also an average for the year for each main metric category.You will be able to set the basis for each score per input tables of what is deemed a 'low' , 'fair' , or 'excellent' score. The resulting metric grade is based on the actual value compared against the table. I have done as much automation as possible so that the user is only inputting the actual metrics each month and the scoring thresholds on each metric.

You can assign a weight to each performance item from 1 to 50 and this will effect the impact a given metric has on the score of the entire category. If you simply don't want or need a row, then you can give it a weight of 0 and it will not be counted in the weighted avg. score.

The base template includes metrics that are related to any business, but some of the more advanced metrics are more specific to a recurring revenue or SaaS business. You can easily change the name of a category and its thresholds. The main category is 'financial', but there are slots open for HR, New Business, and 'Other'. I tried to have metrics based in %'s, currency values, and raw number values so that there is some flexibility in how you are denominating each category and in case you have different types of categories.

The range of values that define each bucket will automatically display for each metric based on what is entered on the tables and the formatting has been done to allow that to come through as the proper label i.e. in $'s or as a % or just a number.

There is a dashboard view that is a high level summary of all categories and displays weighted average scores for each month on a chart.

I have added definitions and an explainer for how to calculate the more complex metrics i.e. cac payback and LTV to CaC ratio.

This template is also included in two bundles:
- All Models Bundle: https://www.eloquens.com/tool/P8Y4TX4v/finance/financial-forecasting-models/financial-models-120-useful-and-usable-logic
- HR Bundle: https://www.eloquens.com/tool/ybpgsLB5/engineering/google-sheets-templates/hr-human-resources-template-bundle