Company KPI Dashboard Model - by Department
Originally published: 05/07/2018 12:43
Last version published: 11/03/2021 15:30
Publication number: ELQ-51464-5
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Company KPI Dashboard Model - by Department

This KPI dashboard summarises financial data by department and allows drill through on multiple levels.

The report summaries a broad range of financial and non financial data in a succinct one page summary. The report compares actual to plan to prior year data for the following Revenue, Expenses, Total Assets, Risk-Weighted Assets, Economic Capital, Leverage Exposure, Stressed Net Liquidity and provides a variance to plan with traffic light effects to compare performance. Additionally the report considers staffing trends, ROA, ROI. There is a broad focus on revenue and expense by industry sector and the model incorporates some innovative charting solutions in the final output.

The file has a dedicated P&L which has a series of linked combo boxes attached to it. The filters help compare sales, volume, commission and transactions. The various departments have automatically generated drill down depending on selection making the combo boxes dynamic.

One of the nice aspects of this dashboard is it uses a heat map to determine performance against a predetermined plan. A colour code is added to the file for exceeding or falling short of financial expectations. This adds a certain dynamism to the report which helps non financial people digest the data quickly and easily. There is a small amount of VBA in the model to help with the heat map and the sorting of data for a clean look and feel.

Users will gain the maximum benefit from this file if they are already competent spreadsheets users. The file is designed for people who use Excel on a regular basis, and are comfortable with using its tools and functions. Incorporation of new data should be plug and play considering the calculations you wish incorporated.

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This Best Practice includes
1 Excel File (16 tabs)

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Further information

The tool is designed to provide as succinct summary for actual v plan v prior year data in a single page KPI dashboard.

Organisations or individuals who wish to incorporate a range of financial, operational and human resource data will get the most from this tool.
The file is professionally formatted to easily cut and paste key data into this workbook and have the data flow through to the calculations pages.

5.0 / 5 (2 votes)

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