KPI Dashboard in Microsoft Excel
Originally published: 04/01/2022 13:20
Publication number: ELQ-66115-1
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KPI Dashboard in Microsoft Excel

KPI Dashboard in Microsoft Excel

Description
Financial Metrics
Cash Flow
Expenditure
Profit %
Revenue
Revenue % - top 10 cust.
Revenue % - top 10 prod.

Marketing Metrics
% New customers
% Returning customers
Avg. $ per customer
Conversion Ratio
Customers
Marketing per $1000
Website visitors
% New customers
% Returning customers
Avg. $ per customer
Conversion Ratio
Customers
Marketing per $1000
Website visitors

Operational Metrics
Mistakes per million
Productivity %
Raw-material per unit ($)
Refund %
Mistakes per million
Productivity %

Service Metrics
Attendance %
Avg. time per call
Customer satisfaction %
Attendance %
Avg. time per call
Customer satisfaction %

Marketing Metrics
% New customers
% Returning customers
Avg. $ per customer
Conversion Ratio
Customers
Marketing per $1000
Website visitors
% New customers
% Returning customers
Avg. $ per customer
Conversion Ratio
Customers
Marketing per $1000
Website visitors

A KPI dashboard is a single page or single screen view of multiple charts that tell the story of the subject matter you’re building your dashboard for.

If it’s a safety dashboard, it’s telling the story of what makes your organization safe.
If it’s a quality dashboard, it’s telling the story of what makes your factory high-quality.
If it’s a strategy dashboard, it’s telling the story of what your company’s strategy is.

Remember, dashboards can be very beneficial for your organization. Define your dashboard’s purpose and audience, pick the KPIs, and create a story that helps drive the intended behavior in your organization at a budget that makes sense for you.

This Best Practice includes
1 Excel File

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