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KPI PowerPoint Templates & KPI Slides for Presentations

Download PowerPoint presentations to present your KPI or Business Key Performance Indicators in Business Performance PowerPoint presentations. KPI & Metrics slide designs can help you to make focused presentations on metrics that really matter.

6-Item Text Block Slide Template for PowerPoint

4-Item Key Focus Area PowerPoint Template

Executive Dashboard PowerPoint Template

Financial Cash Flow KPI PowerPoint Template

Kite Diagrams Presentation Template

6-Item Agenda Slide Template with Core Element

Operations Metrics Recognition Program Template

SOAR Analysis PowerPoint Template

4-Item KPI Slide Template for PowerPoint

Low Medium High Gauge PowerPoint Template

GAP Planning PowerPoint Template

North Star Metric PowerPoint Template

Tracking your KPIs and making adjustments along the way is key to staying efficient when running a business.

Make your life easy by downloading our KPI templates and using them to create a visual representation of your business goals and objectives.

Our KPI templates make it easy to showcase milestones you are looking to achieve within a particular period of time. These milestones could be the volume of sales you want to make, the number of followers you want to get on your social media handles, or the number of leads you want your marketing team to generate.

The cool part is that our KPI PowerPoint templates and slides are highly editable. You can even use them together with our 4-Metric Canvas PowerPoint templates to create a powerful marketing tool to boost your marketing performance.

What does KPI mean?

KPI is an acronym for Key Performance Index. It is an index that measures a set of objectives an individual or a business entity is looking to achieve.

What are examples of KPI?

KPIs can either be long or short-term. A business’s long-term KPIs can be growing sales, reducing product returns, reducing customer complaints, boosting brand awareness, etc.

On the other hand, a short-term KPI can be publishing 5 blog posts a week, replying to customer comments, etc.

What is the main KPI for a business?

The major goal of every business is to make sales and increase profit. If that is not the main KPI, we don’t know what else is.

What should I include in a KPI slide?

In general, stick to just 5 lines of text per slide. The text is important, but the critical item of each slide is the graph data. Quality images guarantee your presentation’s success, as any interested party can easily understand the KPI in discussion with carefully crafted graphs.

Common mistakes in KPI Presentations

These issues refer to common errors in graphic design composition rules. Since we talk about visual presentations for your KPIs, hierarchy matters. Don’t make objects too similar in size, font, and color, as otherwise, the relevant points won’t stand out. Avoid placing elements too close to each other, or you end up with a crowded instead of a neat presentation.

Be sure to add context to the metrics you are sharing, else it’s just data being thrown into a slide.

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7 ways to present KPIs that your management team will love

Published 2016-07-18 , updated 2023-09-27

Summary - Everyone procrastinates on KPI reporting-why? Because it’s time consuming, tedious and the final product is often uninspiring. Putting together a good KPI report that your management team will not only love, but actually look at, doesn’t have to take as long as you think.

Everyone procrastinates on KPI reporting —why? Because it’s time-consuming and tedious, and the final product is often uninspiring. But KPIs are important ! While reporting is absolutely necessary for data-driven businesses , there’s a huge difference between raw data and insights. Putting together a good business KPI report that your management team will not only love but actually look at doesn’t take as long as you think.

What should be included in a KPI report?

How you present information, reports, and opinions determines how it is received. A good KPI report should be accessible, interactive, and transformable in under 10 minutes. A great report has these qualities in addition to a clear objective. Your objective is supported by your key insights that show how you are performing. Your KPI report should effectively communicate your objective and insights to everyone in your organization. This is why knowing how to define your organization's KPIs is so important.

How do I create a KPI report? 

When you track your KPIs on a business dashboard in PowerMetrics , reporting becomes a quick, everyday task that will improve your team’s results and internal communication.

How do I present a KPI report?

Common ways to present KPIs to managers and executives:

• Share an email report with KPIs
• Distribute a PDF that shows KPIs
• Present KPIs using a slide presentation
• Display KPIs on a TV dashboard
• Visualize KPIs using a KPI dashboard
• Share KPIs using mobile reports or dashboards
• Build your own KPIs using dashboard software

1. Presenting KPIs in an email report

Email reporting makes a KPI report widely accessible across devices such as a smartphone, tablets, and desktops.

Email your KPI report in mobile-friendly formats such as PDFs or embedded images. A key benefit of email reporting is that users don’t need to download an external application to access KPI data, and visualizations appear in email reporting the exact same as on a business dashboard .

Automatically email a KPI presentation

S et up scheduled email reporting, and your team and management will automatically have your KPI report in their inboxes. Email is the most common KPI report communication channel. Connecting your business dashboard to email is easily accessible. An email KPI presentation decreases the amount of time spent creating a KPI report while increasing the amount of time management spends reading the update. 

Email a KPI report in an instant

Email KPI reporting is great for one-time use and on-demand KPI reporting. When your manager or CMO asks you, “How’s our current marketing campaign performance?” or “What are our lead numbers this month compared to last?” Now you have a KPI report at your fingertips to share with your leadership team. Performance insights are extremely valuable and, when asked for an update, often require immediate attention. Pausing your day to gather data and create a KPI report distracts you from the time that should be spent improving your performance. Email KPI reporting quickly shares these insights quickly and efficiently. Learn more about the digital marketing KPIs that your business should be tracking.

2. Turn your KPI presentation into a PDF report

PDFs are a great way to present KPI reports because they maintain a clean and organized format for web, email, and print. PDFs are arguably the best reporting tool for print because it presents your KPIs based on how they appear on your dashboard .

Users have the ability to adjust the layout, size, height, annotations, quality, and style for each KPI report. Formatting can be time-consuming when you create a KPI presentation because, when done manually, you have to extract the data from its source and create visualizations to communicate your key insights. Also, consider adding custom branding options to capture your attention and provide additional context.

3. Create a KPI report slide presentation

A KPI presentation or slide deck encourages conversation . Turn your PowerPoint or Google Slides into a KPI presentation. A KPI presentation in PowerPoint is a visual representation of your KPI story. A KPI presentation should include minimal text and be about showing your progress with visualizations and data.  

A common rule of thumb for a KPI presentation in PowerPoint or Google Slides is five words per line and five lines per slide. For this reason, images are important to include for a good KPI presentation. Visualizations make it easy for management to quickly understand KPI data while you present insights and everyone plans responsive action.

How do you show KPIs in a presentation? 

When you present KPIs to a group where time is limited, strong visuals keep everyone engaged and on topic. KPIs work together and should be discussed in relation to one another. Best practice suggests no more than two images per slide if you are including text. And no more than four images if there is no text. If your KPI presentation has a slide for each KPI, I’d recommend noting the KPIs relation to others and the overall business objectives.

Discuss KPIs with managers with a business dashboard slide presentation

Incorporating data from KPIs and metrics into presentations adds an important layer of context when discussing your business. Executives always get inspired when seeing a concise version of their data and discover that they can use it in key decision-making. An executive dashboard slide presentation can effectively convey this information to your management team.

After your dashboard-driven KPI presentation, execs will request that you create more data visualizations on topics of interest to them. By sharing the interactive executive dashboard , you can keep the conversation going and prevent your KPI presentation from withering away in PowerPoint purgatory.

4. Present your KPIs on a KPI dashboard

What is a KPI dashboard? A KPI dashboard displays your KPIs in dynamic, interactive visualizations like charts and graphs. When you measure your KPIs on a dashboard, it ensures your data is up to date, and you’re always using the latest insights to evaluate your progress towards achieving your KPIs. 

There is no set time of week, month, or year to make a KPI report. The best reporting is done every day . KPI dashboards make reporting an easy, daily habit so that you and your team can be transparent and data-driven. 

5. Combine live links and wallboards for an easy everyday KPI report

Live links are ideal for users who: use wallboards to display one dashboard, to share a dashboard with a broader group within their organization, or to share with external users. Klipfolio users can publish a dashboard (with or without a password) as a shareable link.

Live links for your KPI presentation

Live links (published links) give everyone access to the data in an easy way, anytime. Live links allow multiple people to view your KPI dashboard. For organizations that track KPIs for clients , this is especially useful as it streamlines the line of communication.

Foster teamwork with your KPI presentation on a wallboard

Live links mirror KPIs from your business dashboard, so they are continuously updated. Allocating time to create dashboards with the KPIs your executives request in their end-of-month KPI report will simplify the reporting process and create the habit of monitoring these metrics at all times, not just at month-end. Another great benefit of wallboards is that they foster teamwork in the workplace. Get everyone in the organization to talk about performance and prompt questions from other departments.

Using wallboard to display a dashboard is a great way to keep performance metrics at the forefront of your team's mind. Displaying your dashboards on a wallboard demonstrates the significance of these KPIs to your entire team and others within the organization so everyone’s in the know. For example, Salesforce dashboards are popular to display on TVs.

6. Grant direct KPI dashboard access

Make your KPI dashboards accessible to everyone on your team. Users can be added to your Klipfolio account as an admin, editor, or view-only. All of these roles are capable of viewing the dashboard, however, each has specific permissions. The benefit of direct access is that you can set up role-specific dashboards.

Granting your team members, especially management, with access to your dashboards is an accessible way to present KPIs. Individuals can access KPI report data at all times without going through the long line of communication to reach the administrator. Direct dashboard access improves communication and demonstrates the value of your team’s efforts to management, as well as key areas for improvement.

7. Take your data everywhere with a mobile KPI presentation

C-suite executives are often on the road and require quick access to the status of their company’s performance. Presenting KPIs for management to access on their smartphone makes it simple for them to quickly access and understand data from anywhere. When everyone in an organization is given access to dashboards, data can be integrated into day-to-day activities.

Mobile KPI reporting becomes especially important as work-from-home and remote offices become increasingly common. You may not always be on your laptop, but the vast majority of people never forget their smartphone before leaving the house.

Add real data to every conversation with your mobile KPI report

With mobile reporting, KPI data becomes a natural and essential element of any business discussion. How many times have you been in a casual conversation with a colleague about work where you say, “I can show you when I get to my computer”? A mobile KPI report brings context by incorporating KPIs into the conversation, leading to a follow-up conversation or even immediate action.

This article was originally published in July 2016 and has been revamped and updated for accuracy. 

• How to present a KPI report
• The basics of KPI management
• Starter guide to dashboard design
• What is a key performance indicator
• KPI Examples

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40 Best KPI Dashboards PowerPoint PPT Templates: A Complete Guide

The Key Performance Indicator (KPI) is a measurable value that shows how effective a company is in achieving key business objectives. Organizations and companies use KPIs at multiple levels to assess its success in reaching its set goals.

High-level KPIs may focus on overall business performance while lower level KPIs may focus on operations in departments such as Sales, Marketing, Human Resources, Support and more.

In short, KPIs are individual units of measurement that provide a preview on the performance of various departments and initiatives in the company. It also effectively shows where companies are in relation to their goals and how this can be improved.

What are the types of KPI?

There are several types of KPIs:

Strategic Indicator: This indicator monitors the strategic goals of organizations. Usually, one or two strategic KPIs are used to measure the performance of an organization in a specific area at any given time. This includes returns on investments, market share, etc.

Operational Indicator: This indicator measures performance within a shorter time frame and focuses on organizations' operations and efficiency. It is designed to help make better decisions about providing products, services or other operational functions on a daily basis.

Projects Indicator: This indicator focuses on measuring progress and efficiency in completing projects.

Risk Indicator: This indicator focuses on measuring the risk factors that may threaten the success of organizations.

Personnel indicator: This indicator focuses on human behavior, skills and performance needed to implement strategies.

What makes key performance indicators (KPIs) effective?

One of the most important and often overlooked aspects of KPIs is that they are a form of communication and coordination between parts of the company, as they are bound and subject to the same rules and best practices as any other form of communication and coordination between team members or department heads.

In terms of developing a strategy for formulating performance indicators, your team should start with the basics and understand what your organizational goals are, how you plan to achieve the goals, and who can act on this information.

This should be an iterative process that includes feedback from analysts, department heads, and managers. When you gather the opinions of the said team, you will gain a better and deeper understanding of the business processes and KPIs that should be measured using the KPI dashboard, and with whom this information should be shared.

What is the intended benefit of KPI's?

Key Performance Indicators are important because they highlight the business performance of companies, and individuals, thus organizations use them to assess their success in reaching critical goals. High-level KPIs may focus on the overall performance of the organization, while low-level KPIs may focus on operations within departments.

It is also important to performance indicators to evaluate and measure the performance of employees within companies, improving and developing all internal and external operations of the organization.

How to create KPIs?

Let's say your goal is to increase book sales for the year. You will call these KPIs, the book sales KPI. Here's how to define it:

What: Book sales increase 15% this year.

Why: Achieving this goal will allow you to hire another agent.

Measurement: Progress will be measured as an increase in the number of books sold and revenue generated.

How: You can increase your site traffic with a blog focused on topics related to the publishing industry.

Who: The Content Marketing Manager will be responsible for the KPIs.

The result: book sales will increase by 15% this year.

When: The progress of the KPIs will be reviewed on a monthly basis.

Develop your KPI to fit the changing needs of the business

Suppose, for example, that your organization has recently started a new production line or is expanding abroad. If you do not update your KPIs, your team will continue to track goals that do not necessarily reflect a change in tactical or strategic direction.

You may think, based on your results, that you continue to perform at a high level. In reality, though, you may be tracking KPIs that fail to capture the impact your efforts are having on core strategic goals. KPIs that are not updated at all become obsolete.

Reviewing your KPIs monthly (or, at best, weekly) will give you a chance to improve or change course entirely.  

What is a KPI Dashboard?           

The easy to access data will make you less overwhelmed and can quickly understand the whole picture of the performance of your company, know what and where the problems are and give you full control on all the details and matters.

Therefore, a KPI dashboard is an all-in-one tool that provide the monitoring and analysis you need. It allows you to follow the performance of individuals, departments, teams, or the entire company. KPI dashboards lets you to easily check what is happening and be alerted to the KPIs that have exceeded the set limits.

KPI dashboards are most likely to be displayed using specific color patterns like red, yellow, and green. Red indicates a problem, yellow is a warning or a risk, and green means everything is fine. It is very important to get everything clear and direct at first glance, so next we will introduce you to one of the best options you may have for PowerPoint KPI dashboard template.

KPI Dashboards PowerPoint PPT Template

A well designed and thought KPI dashboard gives business owners quick access to the crucial indicators or tools of the business, and helps them decide whether they are going well or not. But recently a lot of KPI dashboards are more fabricated and decorated than useful, or are so filled with details that it’s impossible to read the important information right away. Designing a KPI dashboard needs a lot of experience and skill, that why you should choose the right template if you have a presentation on the subject, and we here give you the Best KPI Dashboards PowerPoint PPT Template you can find out there which covers all the needed indicators and required slides, such as:

Sales KPI Dashboard: An essential slide that shows the sales you have been making, on a daily or monthly basis too, as well as sales risk and sales process that are taking place currently.

Traffic Acquisition Report Dashboard: It’s an important visual to know where users came from, including organic search, social media, paid campaigns, etc. and it’s used to make decisions about future marketing campaigns and determine the effectiveness of your website and current marketing efforts.

Social Media KPI Dashboard: This PowerPoint slide is very relevant when you count heavily on social media networking then you will be such slide to show all the numbers and growth and interaction that’s happening to your channels.

CRM system KPI Dashboard: Customer relationship management (CRM) is a slide for managing all your company's relationships and interactions with customers and potential customers. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Target Vs Actual Sales Commissions: It is the slide where you compare your intended sales goal and the ones you have really made, detailed and clear KPI PowerPoint slide, and one among many other useful and essential ones.

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Top 40 Metrics, Key Performance Indicators and Dashboard PPT Templates for Every Business

Hanisha Kapoor

Whether the business is a start-up, small-scale or a 500-Fortune company, metrics, key performance indicators, and dashboard PPT templates have become an indispensable part of business operations as they provide a quick overview of the company’s performance. Business managers are always in dire need of key performance indicators dashboard to have a glance at the working of each department.

How does metrics KPI dashboard work?

A data dashboard is used as a management tool that visually tracks, monitors, and showcases key performance indicators, metrics, and other relevant issues that highlight the health of the business, department, project, or any other process.

Since the monitoring and reviewing business processes through papers and balance sheets can be troublesome, incorporate metrics, key performance indicators, and dashboard PPT templates to help you analyze the business operations in one place.

We bring you a wide range of professionally designed top 40 metrics, key performance indicators and dashboard PPT templates covering various aspects of the business that you can use to monitor such as your finances, project health, social media marketing, email marketing, customer experience, and more.

Top 40 Metrics, Key Performance Indicators, and Dashboard PPT Templates

Finance Operational Performance Metrics PPT Template 1:

Click here to download Finance Operational Performance Metrics PPT Slide

Keep a tab on the finances of your business using professionally designed finance operational performance Metrics PPT Template. Measure the finances and analyze the company’s performance. Use these finance metrics, key performance indicators, and dashboard PPT template to assess the financial health of your business. The above dashboard is customizable. Hence, add your data on the slide, monitor the financial performance in order to improve the efficiency.

SaaS Customer Lifecycle Metrics Dashboard PPT Template 2:

Download SaaS Customer Lifecycle Metrics Dashboard PPT Template

Evaluate the process of onboarding and retaining customers with the help of the SaaS customer lifecycle metrics dashboard PPT template. The above template lets you monitor the customer conversion rate which is indispensable for your business. This metrics, key performance indicator, dashboard PPT template is excel-linked. You can download the slide, edit it and use it as per your needs.

Operational Performance Metrics HR Dashboard PPT Template 3:

Download Operational Performance Metrics HR Dashboard PPT Template

HR managers avail this professionally designed operational performance metrics HR dashboard PPT template to manage the workforce within an organization. Track the total number of employees, their salary, average salary by department, and more using the HR metrics dashboard PowerPoint slide. It will ease the work of HR managers as these metrics, key performance indicator and dashboard PPT template lets you have a quick overview of the employees of each department.

Key Human Resource Metrics Dashboard PPT Template 4:

Download Key Human Resource Metrics Dashboard PPT Slide

Incorporate this interactive data visualization to manage the hiring and retention of the employees. The above template is key human resource metrics dashboard PPT slide to help the HR managers to enhance the recruiting process, develop the workplace management as well as to improve the overall employee performance. Monitor the hiring, salary competitiveness, employee turnover rate, and more with the human resource metrics dashboard PPT template. Add your data on the slide, ease your work as you can quickly assess the overall employee performance.

HR Metrics Staff Composition Dashboard PPT Template 5:

Grab this HR Metrics Staff Composition Dashboard PPT Slide

Measure important HR metrics share it with your management and stakeholders to make informed decisions about the company. Avail the above template on the Staff composition dashboard to improve the hiring process as well as to ensure that the valuable employees are retained in the organization. This staff composition metrics dashboard is customizable. Use it as per your needs.

Social Media Metrics PPT Template 6:

Download Social Media Metrics PowerPoint Slide

Use the above-shown social media metrics dashboard PPT template to extract the data from various social media platforms such as Facebook, Twitter, Instagram, etc in order to create a unified metrics report. The social media metrics PPT template syncs all your company’s social media accounts in one place to help you monitor customer engagement across different social media platforms. The metrics, key performance indicator, and dashboard PPT template is completely customizable.

Risk Management KPI Dashboard PPT Template 7:

Click here to download Risk Management KPI Dashboard PPT Template

Give your organization a wide overview of all the risks and gaps information related to your business or personal growth. Use the risk management KPI dashboard PPT slide to help you evaluate any scope of improvements. You can customize the dashboard, personalize it and use it as per your needs. Get the status of your business or enterprise, track any risks and implement the steps to curb those risks.

KPI Dashboard showing HR Metrics PPT Template 8:

Download KPI Dashboard showing HR Metrics PPT Slide

We bring you a professionally designed HR metrics PPT template to help HR managers track and improve employee performance. Keep a track of the employees’ salary, overtime, paid holidays and more using the HR dashboard PPT slide. Not only this, but it will also help you assess candidates’ feedback on the hiring process in order to provide them a good experience. Use the above template, incorporate your data, evaluate the metrics, and use them to enhance the processes.

Financial Performance KPI Dashboard PPT Template 9:

Click here to download Financial Performance KPI Dashboard PPT Template

Managers and executives avail the financial performance KPI dashboard PPT template to monitor the financial position of the company at a glance. Assess the financial position and performance of the business in order to make an informed decision about the business.  The above template highlights the net profit margin, burn rate, the gross profit margin in order to provide you an accurate view of your business.

Financial Performance KPI Dashboard PPT Template 10:

Grab this professionally designed Financial Performance KPI Dashboard PPT Template

Find the potential issues hindering the growth of the company using the financial performance KPI dashboard PPT template. Measure the sales, working capital, balance, and more with the help of financial performance KPI dashboard PPT slide. The slide is editable. Use it as per your needs.

Payroll HR Metrics KPI Dashboard PPT Template 11:

Download HR Metrics KPI Dashboard PPT Slide

Get a concise and accurate overview of the employees, salary breakdown, performance score, and more with the help of HR metrics KPI dashboard PPT slide. HR managers can use the above slide to analyze absenteeism and average performance score. The slide is editable. Use it as per your needs.

Business Performance Dashboard with New Customers PPT Template 12:

Click here to download Business Performance Dashboard PPT Slide

Monitor the business growth using professionally designed business performance dashboard PPT templates. The metrics dashboard PPT template comprises of graphs and charts to help you provide a quick glance at the performance of your company. This template gives a wide overview of revenue, gross profit, customer satisfaction, new customers, and more. Track the sales breakdown using the business performance dashboard PPT template.

Procurement Purchase Order Dashboard PPT Template 13:

Click here to download Purchase Order Dashboard PPT Template

Summarize the activities of the procurement department with the help of procurement purchase KPI dashboard PPT template. Use the above template to highlight the procurement cycle time, order placement, invoice, and more. Measure processes such as purchase orders management, evaluate different types of suppliers to manage the department properly. The above template is editable. Add your data on the slide, customize the template as per your needs, and measure the procurement’s actual results.

Business KPI Dashboard PPT Template 14:

Download Business KPI Dashboard PPT Template

Measure the business performance and its growth by evaluating the business metrics. Incorporate the ready-made business performance dashboard comprises of relevant business KPI’s and metrics to help you assess the loopholes or gaps. The above template showcases a clear picture of business performance. This analysis will let you make improvements in your business to enhance its growth.

Task Completion Dashboard PPT Template 15:

Click here to download Task Completion Dashboard PPT Template

Manage business projects and processes using the task completion dashboard PPT template. Project managers avail this professionally designed task completion dashboard to measure the progress of task completion. Ensure the success of project completion and track its status with the help of the task completion dashboard PPT template.

Energy and Utility Dashboard PPT Template 16:

Download Energy and Utilities Dashboard PPT Template

Keep a track on the energy and utilities using ready-made energy and utility dashboard PPT template. Incorporate the above template that comprises of engaging charts and graphs to measure well yield capacity, exploration success rate, average daily barrels delivered, pipeline alerts, and more. The slide is completely customizable. Hence, it makes it easier for you to customize the templates as per your needs.

Employee Performance Metrics PPT Template 17:

Click here to download Employee Operational Performance Metrics PPT Template

Measure the performance of your employees based on employee operational performance metrics. Evaluate the success rate of the workforce in order to assess the performance of the company. The above template is content-ready. It displays employee performance metrics based on which you can evaluate the progress of your employees. However, you can change the content on the slide and use it as per your needs.

Product Operational Performance Metrics PPT Template 18:

Download Product Operational Performance Metrics PPT Template

Monitor product development and its sales with the help of product operational performance metrics PPT template. Incorporate the above slide to measure the performance of new products launched in the market. Compare the sales to get an overview of the performance of different products. This dashboard will help you analyze products that are doing better in the market.

Project Metrics PPT Template 19:

Click here to download Project Metrics PPT Template

Ensure the project is completed successfully on time using the project metrics PPT template. The above template comprises of metrics that will help you evaluate the progress of your project. It covers key performance indicators such as project budget, overdue task, deadlines, workload, and more to analyze the roadblocks in the completion of the project. The slide is editable. Use it as per your convenience.

Website Operational Performance Metrics PPT Template 20:

Grab this professionally designed Website Operational Performance Metrics PPT Template

Analyze the performance of your online business with the help of website operational performance metrics PPT template. Strategize business steps in order to improve the business based on the assessment of traffic, visitors, feedback, and more. The above template showcases different metrics that helps in monitoring the digital business. The slide is editable. Add your own metrics or data to help you showcase a big picture of your website performance.

Project Metrics with Phases and Status PPT Template 21:

Incorporate the above template to measure the success of your project. The above template contains different metrics that helps project managers to evaluate project budget, man-hours, open issues, etc. These metrics can be used for the completion of the project on time. You can change the metrics as per your needs.

Monthly Comparison Key Website Metrics PPT Template 22:

Download Key Website Metrics PPT Template

Analyze the website performance based on the essential metrics using the key website metrics PPT template. Use the template to monitor the page views, bounce rate, sessions, etc to help strategize your business plan to enhance the visibility of your page. These metrics provide a clear picture that can be helpful to make an informed decision for further changes in the plan.

Click here to download HR Recruitment Performance Dashboard PPT Template

Measuring employee performance is one of the essential aspects of HR functions in order to have a smooth functioning of the processes within an organization. Incorporate HR dashboard PPT template that provides HR managers a quick glance at total employees, employees churn, open positions and key metrics such as employee turnover, promotion rate, and more to review the overall performance of the employees. The slide is editable. Use it as per your needs.

Sales KPI Performance Summary PPT Template 24:

Download Sales KPI Performance Summary Dashboard PPT Template

Get an accurate overview of the sales of your company using the sales KPI dashboard PPT template. Measure the revenue and quality comparison, product sales, regional sales in order to strategize further steps for the sales team. Sales managers avail this template to provide a clear picture to your team about their performance. The slide can be used to showcase concise and accurate data. It is an editable template. Add your data on the slide, present it to your team and other members as per your needs.

Social Media Business Performance Dashboard PPT Template 25:

Click here to download Social Media Performance Dashboard PPT Template

Measure the engagement of the customers on your website through social media platforms using social media business performance PPT template. The above template showcases various social media platforms such as Facebook, Instagram, twitter that bring customers on your website. Monitor the leads and visitors on these social media accounts to increase customer engagement.

Project Status KPI Dashboard PPT Template 26:

Download Project Status KPI Dashboard PPT Template

Execute the project successfully using the project status KPI dashboard PPT template. The template comprises of various metrics for you to measure the progress of project completion. The various metrics shown in the template are project phase, project performance, actual cost, and more. Incorporate this template and work toward completing the project based on the metrics shown above in the PPT template.

Website Performance KPI Dashboard PPT Template 27:

Click here to download Website Performance KPI Dashboard PPT Template

Analyze the website performance using the website KPI dashboard PPT template. Monitor the bounce rate, new session, page views, and more to strategize for the better visibility of the website. Enhance the online presence, reach out to a wider range of audiences with the help of website performance KPI dashboard PPT template.

Warehouse KPI Dashboard PPT Template 28:

Download Warehousing KPI Dashboard PPT Template

Use the ready-to-use warehouse KPI dashboard PPT template to monitor the efficiency of the warehouse processes. The above template showcases the inventory already picked up, inventor remaining at a storage place, weekly warehousing performance by the picker, and more for the smooth functioning of the processes at a warehouse. Incorporate the above template to increase productivity and asset utilization.

Call Center KPI Dashboard PPT Template 29:

Click here to download Call Center KPI Dashboard PPT Template

Improve call efficiency and monitor your team’s performance using the call center KPI dashboard PPT template. The template comprises of metrics that will help you improve the performance of your team in order to deliver the highest quality of service to the customers. Increase customer retention and reduce handling time using call center KPI dashboard PPT slide.

Business Performance Dashboard PPT Template 30:

Click here to download Business Performance Dashboard PPT Template

Improve your business and its operations using a business performance dashboard PPT template. The template showcases different metrics which can help you monitor the performance of your business in terms of marketing, product, user experience, and more. Add your data on the slide, analyze the metrics, and take steps to enhance the growth of the business.

Workforce KPI Dashboard PPT Template 31:

Grab this professionally designed Workforce KPI Dashboard PPT Template

Incorporate the interactive workforce KPI dashboard PPT template to manage the headcount of an organization. Manage the total number of employees, interns, promotions, and more to ease your work. HR managers can use the above-shown template to get a quick glance at employees who are on their probation period. The template is customizable. Use it as per your needs.

Inventory and Logistics Dashboard PPT Template 32: 

Download Inventory and Logistics Dashboard PPT Template

Now get a detailed overview of your inventory, logistics, and supply chain with the help of ready-made inventory and logistics units’ dashboard PPT template. The slide displays units per transaction, out of stock items, inventory turnover, cost of carrying metrics to help you manage the inventories. Use the above template to list used, missing or lost inventories.

Project Portfolio with Roadmap and Health Card Dashboard PPT Template 33:

Download Project Portfolio with Health Card Dashboard PPT Template

Monitor the status of the project and its completion using the project portfolio health card dashboard PPT slide. The template showcases the project health card to help you analyze its progress. Not just this, but this slide lets you decide the budget for the project as well. The slide is editable. Project managers can avail this template as per their convenience.

Revenue from New Products Dashboard PPT Template 34:

  Click here to download Revenue from New Products Dashboard PPT Template

Measure the revenue generated from newly launched products by incorporating the revenue from the new products dashboard PPT template. Track the performance and its sales using the above-shown metrics, key performance indicator, and dashboard PPT template. This template consists of graphs and charts that will provide you an overview of total revenue, product revenue, average purchase value, sales growth, and more.

Customer Experience Key Metrics PPT Template 35:

Click here to download Customer Experience KPI Metrics PPT Template

Download the key metrics PPT template to measure the overall customer experience. Incorporate the above template, consider the given metrics in order to deliver the highest quality services to the customers. Enhance the customer experience to grow your business.

Key HR Metrics Dashboard PPT Template 36:

Download Key HR Metrics Dashboard PPT Template

Use the metrics given in the template above to hire the new employees. HR managers can incorporate the metrics to monitor and evaluate the progress of the employees. These metrics can also be used to retain employees.

Human Resources KPI Dashboard PPT Template 37:

Click here to download Human Resources KPI Dashboard

Looking for a ready-made human resource KPI dashboard PPT template? We bring you a professionally designed human resource KPI dashboard that can help you keep a track of your employees in one place. This template provides a quick overview of total employees, employee churn rate, employee turnover, and more.

Brand Awareness Metrics PPT Template 38:

Download Brand Awareness Metrics PPT Template

Use different brand awareness metrics to increase the visibility of your brand online. Incorporate the above template that lists various metrics that you can use to boost your online business. Reach out to a wider range of audiences with the help of brand awareness metrics.

Email Marketing Metrics KPI PPT Template 39:

Grab this professionally designed Email Marketing Metrics PPT Template

Use the above-shown metrics for successful email marketing. Grow your business with email marketing metrics to connect with your audience. Boost your email marketing within a budget, reach prospects, customers, in order to generate revenue for your business with the help of email marketing metrics.

Employee Competency Assessment HR Metrics PPT Template 40:

Click here to download Employee Competency Assessment PPT Template

Assess your employee’s competencies to drive business growth using employee competency assessment HR metrics PPT template.  Use the above template in order to measure the performance of the workforce. The above template highlights their strong and weak points. It provides a quick review of their competencies which can help HR managers discuss their performance with executives and managers.

Choose the dashboards that you think are suitable for your business.

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KEY PERFORMANCE INDICATORS (KPIs)

“ If you can’t measure it, you can’t manage it”

– Peter Drucker, American Strategy Guru & Author

Ahhh. KPIs, the acronym that can create work nightmares. Ok, take a deep breath, release the tension, and wipe your mind clear of any negative thoughts you have of KPIs. Let’s get one thing straight, KPIs are really important to strategy.

What is a KPI?

KPIs are the abstracted metrics from which you can diagnose opportunities, architect future goals, and manage the progress of an organization . Understanding, developing, and critical the right KPIs is a critical component of the strategy toolkit. Organizations that do utilize the power of KPIs to their fullest have a constant pulse on the organization’s strengths , weaknesses , progress, and opportunities.

Many goals within an organization are represented as key performance indicators or KPIs, core measurements of performance for an organization, department, team, or process. You probably have your own KPIs that you are trying to achieve. As a strategic leader, much of what you do, day in and day out, is focused on executing actions towards KPIs. And, so let’s spend a little bit of time going over KPIs because there is a bit of art and science to creating and managing them.

KPIs are meant to be ongoing measurements that are periodically measured and assessed. You can think of KPIs similar to statistics in sports, such as a baseball team’s win-loss record, runs per game, batting percentage, and earned run average. Below are some examples of typical high-level KPIs across an organization:

Finance – Sales & Gross Margin – Financial P&L, Balance Sheet, and Cash Health – Operating Expenses – AP and AR – Actuals to Budgets

Sales Team – Performance to Targets – Total Sales & Gross Margin – Sales per Sales Team Member – Targets to Prospects Ratio – Prospects to Customers Ratio – Follow-on Sales – Customer Retention & Attrition – Total Volume in each stage of the Sales Funnel – $ Per Customer

Marketing – Market Share – Unaided Awareness – Consideration – Conversion – Retention – Advocacy – Lifetime Customer Value – New Customer vs. Attrition – Return on Ad Spend (ROAS) – Net Promoter Score – Customer Segment Breakdown & Growth

Operations – Inventory Turns – Out of Stock Rate – Back Orders – Cost Per Shipment – Defect Rate – Shrink

Customer Service – Interactions Per Day – First Interaction Resolution – Abandonment Rate – Resolution Time – Satisfaction

Ecommerce – Unique Visitors – New vs. Return Visitors – Bounce Rate – Duration Per Visit – Cart Abandonment – Sales and Avg. Sales per Transaction – Review Score

Product Development – Product Line Performance – % of Revenues made up of Products released in the past 24 months – Project Triangle Performance (i.e., Budget, Time, Scope , Quality) – Quality Issues

HR – Employee Morale & Engagement – Headcount – Retention – Benefit Costs per Employee – Sales per Employee

KPIs typically represent a high-level abstraction of the output of the core processes of a department or organization. Often, the strategic goals of a department or organization are represented as improvements in KPIs. And, the improvements in KPIs typically assure an organization that activities are having a positive impact, while degradation in KPIs can signal a potential issue that needs to be addressed. Below is an example of a high-level sales process and the typical set of KPIs a sales team manages.

Give the above visual a quick review. You can see I’ve taken the sales funnel for a B2B organization, and built KPIs for each process stage gate. While KPIs can be created at the total sales team level, they can be even more informative at the individual level or the product or service level.

Another important consideration to think through with KPIs is leading versus lagging KPIs. With the sales team example, one of the primary outputs of any sales team is sales and gross margin. But, sales and gross margin are lagging KPIs, since they come at the end of all the activity by a sales team. Some leading KPIs that will create sales and gross margin are KPIs upstream in the sales process, such as the number and size of targets, total number and value of prospects, the ratio of prospects to targets, and customers to prospects. If the leading KPIs are positively trending and healthy, then the lagging KPIs of sales and gross margin should be better in the future.

While I was COO at Goal Zero, I came across a few important leading KPIs that helped us manage the business. We were the leader in consumer portable solar power solutions. As we looked at forecasting our sales three months to a year out, one of the best KPIs was the growth of actual sales in the stores of our retail partners , such as REI and Bass Pro. We would analyze actual sell-through in the stores, and then use the data as one of our key inputs into our sales forecasting process. Another example of a leading indicator of returns and warranty issues was our quality inspection KPIs at the factories. If we saw our quality go down as products came off a line, it impacted our quality scores, reviews, and return and warranty rates six months to two years down the road.

How do you build and manage the right KPIs?

KPIs should flow out of your strategic planning process. They should be the key metrics tied to your organization or team’s vision and goals. Here are the key elements to think through with KPIs:

Choose the Right KPIs

It always starts with the right KPIs. What is your company’s strategy to drive customer value and competitively differentiate? How do the goals of your organization or team support the strategy? What KPIs reflect those goals? Try not to have more than 4-8 KPIs at any level or department of the organization.

Invest in Clean Data

How difficult is it to get the necessary data to build KPIs? Hopefully, you have good systems that have built-in dashboards, but too often, this isn’t the case. While it is great to have automated KPIs, often organizations have to, once a month or quarter, do ad-hoc analysis to calculate the KPIs. Regardless of the systems, it is important, as a company grows beyond 20-30 people, to consider hiring a part-time or full-time database analyst, who knows how to extract, transform, store and report on the data necessary for your KPIs. Otherwise, often the best solution is to use SaaS (Software as a Service) platforms for your organization’s technology needs, since SaaS platforms are typically simple implementations, easy to manage, and have a lot of the typical KPIs and metrics built into the platform.

Optimize the Frequency

You create KPIs to help understand progress, performance, and issues and inform decision-making. There is the old sports adage, “pay attention and stop looking at the scoreboard.” While some KPIs you need to see once a day or week, most should be done once a month, or even once a quarter. Unless you are going to act on the data, you don’t need to look at it all the time. In retail, I’ve seen companies report on sales and gross margin every single hour. It makes no sense since the decision the team made months ago regarding merchandise and advertising was impacting the hourly KPIs. Looking at KPIs too often can create pretty bad reactionary decisions . You have to let KPIs breathe and establish a trend, before throwing the kitchen sink at a KPI.

Create Broad Access

Typically, giving broader access to KPIs is better than restricting access. The players playing the game need to see the scoreboard. Doing email snapshots or giving employees access to a business intelligence tool are typically the best ways to disseminate KPIs.

Enable Drill Down & Dimensionalization

The best implementations of KPIs are ones built on good business intelligence platforms and tools, with the ability to drill down into a particular KPI and dimensionalize the KPI by time, product lines, customers, or other important dimensions.

Automate Exception Reporting

Another way to significantly increase the value of KPIs is to implement exception reporting, which involves triggering an alert, often by email, when a certain KPI hits a low or high threshold. Most KPIs are like your body temperature. You don’t need to know your temperature all the time, only during those times when it spikes high or low, indicating a potential illness or medical issue. The same with KPIs, in certain instances, when a KPI spikes high or low, it can be a sign of an issue that needs to be addressed. The best practice is to create exception reports to let the important stakeholders know something is out of whack.

DOWNLOAD THE KPI POWERPOINT WORKSHEET

To get you going on improving your KPIs, download the free and editable KPI PowerPoint Worksheet.

NEXT SECTION: KEY PERFORMANCE INDICATORS (KPIs)

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KPI Presentation Google Slides & PowerPoint Templates

The infographic template in google slides for KPI slides will uncover the performance variables in a snapshot. The dashboard google slides theme contains 14 slides in seven variant designs. It includes a bar chart, speedo meter, doughnut chart, line graph, area chart, and an abstract presentation text zone. This will provide a quick view of company objectives, sales, financial growth, profit margin, market share of products, revenue by source, etc.

KPI presentation is a sales, marketing, and accounting evaluation report document. Our dashboard infographic could display different, easily understandable metrics for the viewers. For instance, the users can delineate average monthly sales, conversion rates, and sales performance reports using statistical graphic slideshows.

KPI infographic is a data-driven chart that will suit your scalable data presentation. Its executive summary type designs, graphs, and charts ensure a proper understanding of metrics in the statistical slide presentations. Further, users can easily edit the template’s color, size, shape, background, and overall features.

Each text zone allows you to insert factual data within the graphical images or in separate text areas on the board. When presenting your data, coloring spots is crucial to distinct summary features. So, choose suitable colors if you need them other than default color schemes.

To complement your data-driven presentations, explore our business case study slides . These templates offer a professional and structured format to effectively showcase your business case studies. By combining the KPI slides with business case study slides, you can present key performance indicators alongside real-life examples of successful business strategies and outcomes.

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How to Track and Analyze KPIs in PowerPoint

If you’re looking for ways to enhance your business success, tracking key performance indicators (KPIs) is an absolute must. It helps you understand your business needs and evaluate performance to make informed decisions. With the right tools, this process becomes a lot easier to manage and implement, and one such tool is PowerPoint. Yes, the same software you use to create presentations can serve as an excellent KPI tracking and reporting tool.

Table of Contents

Why tracking KPIs is crucial for business success

Tracking KPIs in your business helps you gain visibility into the important metrics that drive your business forward. It helps you understand the areas where your business is thriving and where it needs improvement. KPIs give you insights into your business strategy and performance and help you make informed decisions to drive growth and success.

Moreover, tracking KPIs can also help you identify potential issues or challenges before they become major problems. By monitoring your KPIs regularly, you can quickly spot any negative trends or deviations from your goals and take corrective action to address them. This proactive approach can save your business time and money in the long run and help you stay ahead of the competition.

Understanding the importance of data visualization in KPI tracking

Data visualization is critical in KPI tracking because it helps you present your KPI data in a clear and concise manner. By visualizing data using charts, graphs, and other visualization tools, you can translate complex information into digestible, understandable content. This simplifies your KPI tracking process and improves your ability to analyze data and make critical business decisions easier.

In addition, data visualization also allows you to identify trends and patterns in your KPI data that may not be immediately apparent when looking at raw data. This can help you identify areas where you need to focus your efforts to improve performance and achieve your business goals. Furthermore, data visualization can also help you communicate your KPI data to stakeholders and team members in a more engaging and impactful way, leading to better collaboration and alignment towards achieving your business objectives.

The benefits of using PowerPoint for KPI tracking and analysis

PowerPoint is a versatile tool that can be used for much more than presentations. Its versatility makes it an ideal tool for KPI tracking and analysis. With its powerful charting and graphics functionality, PowerPoint enables users to create highly effective KPI dashboards with minimal effort. You can easily create and customize charts, graphs, and tables to present critical KPI data to stakeholders and team members.

Moreover, PowerPoint allows for easy collaboration and sharing of KPI dashboards. You can share your KPI dashboard with team members and stakeholders by simply sending them the PowerPoint file or by uploading it to a shared drive. This makes it easy for everyone to stay up-to-date on the latest KPI data and progress towards goals. Additionally, PowerPoint’s ability to add notes and comments to slides makes it easy to provide context and insights into the KPI data, helping team members and stakeholders better understand the data and make informed decisions.

Step-by-step guide to creating a KPI dashboard in PowerPoint

To create a KPI dashboard in PowerPoint, follow these simple steps:

• Identify the KPIs that align with your business goals and objectives.
• Gather data for each KPI.
• Create a design for your dashboard.
• Insert charts, graphs, and tables into your PowerPoint presentation.
• Format chart elements, such as axes, titling, and data points.
• Create visualizations that tell your story and draws attention to critical KPIs.
• Regularly update and maintain your dashboard with relevant information.

It is important to note that when creating a KPI dashboard, it is essential to choose the right metrics to track. These metrics should be relevant to your business goals and objectives, and should provide actionable insights that can help you make informed decisions. Additionally, it is important to ensure that your dashboard is easy to read and understand, with clear visualizations that highlight key trends and patterns. By following these steps, you can create a KPI dashboard that is both informative and visually appealing.

How to choose relevant KPIs for your business

Choosing relevant KPIs is critical for successful KPI tracking. Your KPIs should be aligned with your overall business objectives, be measurable, and be relevant to your team’s work. You should choose a set of performance indicators that focuses on the critical needs of your business so that you can achieve your goals and grow your business.

It’s important to regularly review and update your KPIs to ensure they remain relevant and effective. As your business evolves and changes, so too should your KPIs. Additionally, it’s important to communicate your KPIs clearly to your team and ensure they understand how their work contributes to achieving these goals. By regularly reviewing and communicating your KPIs, you can ensure that your team is focused on the right priorities and that your business is on track to success.

Tips for setting achievable KPI targets

Setting achievable KPI targets requires a good understanding of your target audience and market. It would be best if you based your targets on data and not assumption. Be realistic with your goals, considering your capacity and existing resources. It would help if you set objectives that are challenging yet attainable, so you encourage your team to strive to improve without it being stressful.

Another essential factor to consider when setting KPI targets is to ensure that they align with your overall business objectives. Your KPIs should be specific, measurable, and relevant to your business goals. This will help you track your progress and determine if you are on the right track towards achieving your objectives.

It is also crucial to communicate your KPI targets effectively to your team. Ensure that everyone understands the importance of the KPIs and how they contribute to the overall success of the business. Regularly review your progress and provide feedback to your team to keep them motivated and focused on achieving the targets.

Using charts and graphs to display KPI data effectively

Charts and graphs visually represent data in a report or dashboard, making it easier to understand ad analyze. PowerPoint has a vast array of options and features to create visually stunning and impactful charts, graphs, and tables. Use these features to tell a story and provide an overview of the critical KPIs that are important for your business.

When creating charts and graphs, it’s important to consider the audience and their level of understanding of the data. If the audience is not familiar with the KPIs being presented, it may be necessary to provide additional context or explanations to ensure they fully comprehend the information being displayed.

Additionally, it’s important to regularly update and refresh the charts and graphs to ensure they accurately reflect the most current data. Outdated or incorrect information can lead to incorrect conclusions and decisions being made based on the data.

Customizing your KPI dashboard to meet specific business needs

Customization is an important factor in creating KPI dashboards that work. It helps you tailor your KPI data to the specific needs of your business. PowerPoint has a range of customization features to select and change the color, layout, style, and more to improve your KPI dashboard. By customizing your KPI dashboard, you’re able to effectively convey the information to your stakeholders and team members.

One important aspect of customization is selecting the right KPIs to track. It’s important to choose KPIs that align with your business goals and objectives. For example, if your goal is to increase customer satisfaction, you may want to track metrics such as customer retention rate, net promoter score, and customer feedback ratings. By selecting the right KPIs, you can ensure that your dashboard provides valuable insights into the performance of your business.

Analyzing trends and identifying areas for improvement using KPI data

Analyzing trends is the core of KPI tracking and analysis. By utilizing KPI data, you can identify trends, strengths, and weaknesses in your business, so you can continuously improve. Analyzing trends enables you to focus on what works and learn from areas that don’t. Use KPI data to make data-driven decisions, so you can optimize your business performance and drive growth.

One of the key benefits of analyzing KPI data is that it allows you to track progress over time. By regularly monitoring your KPIs, you can see how your business is performing and whether you are on track to meet your goals. This information can help you make informed decisions about where to focus your efforts and resources, and can also help you identify potential issues before they become major problems. By using KPI data to track progress and identify areas for improvement, you can ensure that your business is always moving in the right direction.

Sharing your KPI dashboard with stakeholders and team members

Sharing your KPI dashboard is an essential aspect of communicating your business progress with your stakeholders and team members. It enables you to align your goals and objectives and track progress effectively. Share your dashboard regularly and provide insights to help stakeholders and team members understand the KPI data and how it affects your business.

Best practices for maintaining and updating your KPI dashboard over time

Once you’ve created your KPI dashboard in PowerPoint, it’s crucial to maintain and update it regularly. To stay on top of your KPIs, you should review them frequently and adjust your KPI targets as needed. Regular review of your data helps you stay current so that you can make timely and informed decisions. Also, ensure that any new information is regularly updated in your KPI dashboard so that all stakeholders and team members are on the same page.

Common mistakes to avoid when tracking KPIs in PowerPoint

Mistakes are an inevitable part of the KPI tracking process. The most common mistake to avoid is tracking too many, irrelevant KPIs. Instead, choose KPIs relevant to your business. You should also avoid not setting achievable KPI targets, making your dashboard too complicated, and not communicating your data well to your stakeholders and team members.

Integrating other tools and data sources with your PowerPoint KPI dashboard

Integrating other tools and data sources with your PowerPoint KPI dashboard makes it more powerful and effective. With third-party tools or data sources, you can get insights that you otherwise wouldn’t be able to collect. You can integrate data from social media platforms, Google Analytics, and other platforms to have a more comprehensive overview of your business performance.

Advanced techniques for analyzing and interpreting complex KPI data in PowerPoint

To interpret complex KPI data in PowerPoint effectively, you can use advanced techniques like correlation analysis, trend analysis, data modeling, and multivariate analysis. These techniques provide insights into hidden patterns, relationships, and trends that may help you make better decisions. They also help you scrutinize KPI data to identify which factors influence business performance and optimize the KPI metrics you track in the future.

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Create a KPI Dashboard Using PowerPoint

Jun 27, 2016 | Articles , Data Dashboards , DataPoint , DataPoint Automation , DataPoint Real-time Screens , How-To

KPI dashboards are becoming increasing important to companies and organizations because they let management see key performance indicators as to the health and processes at a glance. In this video/article, we will show you how to set up a KPI dashboard using PowerPoint.

Here are some sample indicators you can track on a KPI dashboard.

• Sales growth
• Product ranking
• Sales by sales team member
• Conversion rates

Manufacturing KPIs:

• Safety tracking
• Energy consumption
• Quality control
• Capacity utilization

Financial KPIs

• Working capital
• Current ratio

Customer KPIs

• Customer satisfaction
• Support ticket average resolution time
• Support agent results

Human Resources KPIs

• Turnover rate
• Training hours per employees
• Performance score of departing employees
• compensation as a percentage of revenue

As you can see, there are a huge number of potential KPIs for our dashboard, but for the purpose of this article, we will show you how to set up a PowerPoint KPI dashboard for two sales KPIs. Sales growth and Product Ranking.

Step 1: Download DataPoint

Go to PresentationPoint.com and download the DataPoint PowerPoint add-on (you can start with a free trial). Then Run the DataPoint software installer.

Step 2: Create KPI Dashboard PowerPoint Chart

Next open up PowerPoint, create a new presentation and create your first PowerPoint chart. Choose whether you want a column, line, bar, or pie chart.

Step 3: Connect KPI Dashboard Chart to Data

Now, click on the DataPoint  option in PowerPoint and click on List and then Add Connection . Choose the type of data you will be connecting to such as Excel.

Step 4: Add a Query to Show the Data

Click on Add Query to choose what data in the Excel spreadsheet to add. The data will show in the preview pane.

Once you have done this, you will have your PowerPoint Chart connected to your data source. This will update as often as you choose. You can then repeat the process for any other KPI you would like to add to your dashboard.

Need help with setting this up? Check out our support area . We can also provide custom PowerPoint design services to create your KPI dashboard for you.

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How To Write KPIs In 4 Steps + Free KPI Template

What Does KPI Stand For?

KPI stands for Key Performance Indicator, a measurable value that shows the organization's progress toward achieving key business objectives. Organizations can use KPIs as a way to track whether their key business objectives are on track, behind, ahead, or have been achieved. 

KPIs are typically used to assess performance against a benchmark (target) or industry standard. They can be applied to various business areas, such as marketing, sales, customer service, and operations, and are often used to guide decision-making and drive continuous improvement.

Check out our KPI Meaning & KPI examples article with 84 examples from different industries!

4 Reasons Why KPIs Are Important 

Like the famous Peter Drucker once said: "You can't improve what you don't measure."

So, running a business without KPIs is like driving a car with your eyes closed. You don't really know where you're going, and the chances are it won't have a happy ending. 

Now that we've established how fundamental KPIs are for a company's success, let's look into why they are so important and what benefits they provide to organizations:

Act as a scorecard for company health

KPIs provide a snapshot of how well a company is performing. By tracking metrics that are aligned with business goals, KPIs can help managers and leaders quickly assess company health and identify areas that need improvement. KPIs can also provide an easy way to communicate performance to stakeholders, such as investors, partners, or employees.

Measure progress through the tracking of metrics

KPIs allow organizations to track progress toward specific goals and objectives. By measuring and analyzing data on a regular basis, organizations can gain insights into what is working well and what needs improvement. This information can be used to make data-driven decisions, adjust strategies, and optimize processes for better outcomes.

Help identify when to make adjustments

KPIs can help organizations identify when to make adjustments to strategies or operations. By tracking performance against established benchmarks, KPIs can reveal trends and patterns that may indicate areas of concern or opportunities for improvement. This information can be used to make informed decisions about when and how to make adjustments to optimize performance.

Recognize and analyze patterns

KPIs provide valuable insights into patterns and trends in performance over time. By analyzing KPI data, organizations can identify patterns and trends that may indicate underlying causes of performance issues or opportunities for improvement. This information can be used to guide strategic decision-making and inform ongoing efforts to optimize performance.

Quick Overview Of Writing KPIs In 4 Steps:

• Determine strategic objectives
• Define success
• Decide on measurement
• Write your SMART KPIs

✋🏼But before we zoom into each step, let us give you an important tip: don't copy your KPIs straight from someone else's list!

While there's a wealth of KPI examples available online - scrolling through industry lists, picking out a KPI and attempting to force it into your strategy won't do you any favors.

Well, KPIs should be developed to contribute to achieving a specific strategic objective. If they're not developed with a specific strategic objective in mind, they run the risk of stealing attention, time, and money from KPIs that actually help to achieve strategic objectives.

The best KPIs for YOUR business are designed by starting with YOUR specific business objectives. Now, this is not to say all the content available on KPI examples is useless, because it's definitely not - it's actually an important resource. But, looking through KPI examples shouldn't begin till AFTER you have determined your own key strategic objectives.

Ok, let's get into it! 👇🏻

How To Write KPIs In 4 Steps

Your organization's business model, industry, and even the department in which you operate will have an impact on the type of KPI you need.

Luckily, we've devised a best practice process for how to write KPIs that will allow you to create the perfect KPIs every time.

Step 1 - Determine the key strategic objectives

Before writing KPIs, you'll first need to determine which of your organization's strategic objectives you're trying to gauge.

If you've been following along our mini-series "How To Write A Strategic Plan: The Cascade Model' then you will have already defined some strategic objectives for your organization, and you're ready to create some KPIs.

If you haven't defined any strategic objectives (or goals) for your organization yet, check out this article first and then jump back over here to create your KPIs.

E.g. Strategic Objective: Increase the flow of the marketing pipeline by 2022.

Step 2 - Define success

Now that you've identified your strategic objectives, you'll need to begin thinking about what the success of each objective looks like.

Sticking with the same example used in Step 1, if my objective is to increase the flow of the marketing pipeline, the success of this objective means increasing the number of contacts that enter the pipeline, and increasing the number of contacts that pass through the end of the pipeline and get handed over to Sales.

By first defining what success looks like, deciding how you will measure the success of your objective becomes a lot easier.

When defining the success of your KPI, you will usually find there are multiple parts to the definition of the success of your objectives. In the example used above, we found there were two parts to achieving the success of our objective -

• Increasing the number of contacts that enter the pipeline.
• Increasing the number of contacts that pass through the end of the pipeline and get handed over to Sales.

As mentioned earlier, this is the time when it might be useful to look through a few KPI examples to help get some inspiration for how you can define the success of your key business objectives.

Again, you should avoid copying KPIs straight from a list, as, chances are, they won't perfectly fit your strategic objectives. Instead, use the KPI examples as a way to ideate how you can measure the success of your own strategic objectives.

We've collated a whole bunch of KPI examples already and grouped them by the department to help give you a little inspiration:

• Operational KPIs
• Marketing KPIs
• Financial KPIs
• Customer Service KPIs
• Health & Safety KPIs
• Change Management KPIs
• Product Management KPIs

Looking for specific industry KPIs? We also have some of those:

• Retail KPIs
• Healthcare KPIs
• Higher Education KPIs
• Manufacturing KPIs

Step 3 - Decide on measurement

Next, you'll need to decide how you will actually measure success. Going back to our example once again, we've identified that the success of our objective means increasing the number of contacts that enter our pipeline AND increasing the number of contacts that pass through the end of our pipeline

Let's start with the first part of this - Increasing the number of contacts that enter our pipeline. Contacts enter our marketing pipeline when they subscribe to our mailing list or exchange their details for content for the first time.

When contacts engage in either activity, they automatically get added to our marketing automation platform as a subscriber. Using the number of new subscribers added to our marketing automation platform over a time period is an easy way for us to measure the number of contacts entering our marketing pipeline.

Now let's look at the second part - Increasing the number of contacts that pass through the end of our marketing pipeline. Contacts pass through the end of the marketing pipeline when they're ready to be handed over to our Sales Team.

We use the term "SQL" (Sales Qualified Lead) to define a lead that has moved through the end of our marketing pipeline and is ready for our Sales Team to pick up. Our marketing automation platform adds a tag on each contact profile to identify which life-cycle stage they are in based on a certain activity.

Again, through our marketing automation software, we can use the number of contacts who become a SQL in a given time period to measure our success.

This is where it might be wise to start considering dashboard software to track and display your KPIs.

You'll likely use various platforms and tools across your business to measure your KPIs, but having a central location to track and view all your departmental and organizational KPIs will ensure you have a clear view of your success.

Cascade's Dashboard tool is extremely powerful and allows you to pull data from all around your business, so you can display your most important information, real-time, to whoever in your organization needs it.

📚 Recommended read: 10 Popular KPI Software Tools To Connect & Visualize Your Data (2023 Guide)

Step 4 - Write your KPIs

Finally, it's time to begin actually writing your KPIs. KPIs should follow the SMART format (specific, measurable, attainable, relevant, and time-bound), to ensure your KPIs meet this criterion, we've devised a formula that you can follow to ensure you end up with SMART KPIs every time. 

The main advice here is to keep things simple. KPIs should be understood by everyone within the organization . That means no jargon (if possible), and keeping them to one sentence long.

We suggest a structure as follows:

Action Detail Value Unit Deadline

Putting it all together, our KPI example may look something like this:

Writing KPIs Example 1

Increase new HubSpot lead profiles to 40,000 people by 31st December 2019

Writing KPIs Example 2

Increase new SQL profiles to 20,000 people by 31st December 2019

Starting off with a verb forces you to be specific about what you’re trying to do. A metric and unit ensure your KPI is measurable and a deadline will do wonders for staying timely on your progress.

How Are KPIs Used In An Organization?

Key performance indicators are a communication tool for organizations. They inform business leaders of their organization's progress towards reaching key business objectives.

KPIs are able to provide this information because they actually track the most important performance measures, which can be taken together to represent how successful you are in achieving an objective.

This information channel is extremely valuable as, in a well-designed strategy, an organization's key business objectives should have a direct impact on the organization's overall performance.

Therefore, KPIs will communicate whether your activities are achieving, for example, business growth at the rate expected or not, and how much growth you've actually achieved.

KPIs also assist in identifying issues with organizational processes. If the progress on an objective falls behind, the key performance indicator associated with it will communicate this to business leaders as soon as the trend begins to show itself ( assuming you have leading & lagging KPIs ).

The organization will know that something has gone wrong and an investigation is required. A strategy to mitigate the issue can then be created and implemented before it has far-reaching effects on the organization's performance.

How Many Key Performance Indicators Do You Need?

The question of how many key performance indicators you need will vary with every company. However, we do have a framework that you can apply to help you assess how many KPIs you'll need to implement for your organization.

The number you need will depend on how many key business objectives you have in your organization. As a rule, we generally say you should have 2-3 KPIs per objective, to ensure a variety of measures without overwhelming the picture.

The reason we use a minimum of 2 KPIs as a rule, is because we believe each business objective should have at least 1 leading indicator and 1 lagging indicator.

This allows you to predict future performance as well as record the actual performance and compare these to the direction of your business objective.

Alternative vs Value-Based Decision-Making

To get a better understanding of why you should always start the KPI process by having first defined strategic objectives, consider the two potential ways of deriving your KPIs:

• Alternative-based decision-making
• Value-based decision-making

Alternative-based decision-making relies on choosing your preferred option from the alternatives offered.

Decision maker: I would like a coffee

Waiter: Sure, what milk would you like?

Decision maker: What do you have?

Waiter: We have full cream, skim, or soy milk?

Decision maker: I'll take the full cream milk.

Value-based decision-making relies on assessing what matters most to you and then making a decision that meets your needs.

Decision maker: (Considers objectives: I like a good tasting coffee, but also want to keep the fat content down because I'm watching my weight) I'll take soy milk with one serve of artificial sweetener.

Waiter: No problem.

As you can see, the decision-maker in the first example listened to the alternatives presented and then selected their preference based on the options given.

However, the decision-maker in the second example examined their objectives and what they really wanted from a cup of coffee first and then made a decision that met their needs.

When writing KPIs, using the alternative-based approach and scrolling through industry KPI lists will leave you with your preferred KPI from that list, but achieving that KPI won't necessarily mean you've achieved your strategic objectives.

On the other hand, using the value-based approach and considering your key strategic objectives first will ensure you end up with KPIs that once achieved, will mean you've also achieved your strategic objectives.

What Are Leading And Lagging KPIs?

Leading and lagging KPIs are often mentioned when it comes to strategy, but what is the difference between the two? A leading KPI indicator is a measurable factor that changes before the company starts to follow a particular pattern or trend.

Leading KPIs are used to predict changes in the company and future performance, but as predictors, they cannot always accurately forecast the future. On the other hand, a lagging KPI is a measurable fact that records the actual performance of an organization.

Leading key performance indicators are often easier to influence than lagging KPIs, however, generally measuring them can prove more difficult.

Lagging KPIs , on the other hand, are usually easier to measure, though much harder to influence. If you'd like to learn more about Leading and Lagging KPIs, check out this post .

KPI Reporting

Creating relevant, measurable, and time-bound key performance indicators is great, but it's only half the job done. The other half (which can often go overlooked) comes down to figuring out how to actually track and report on them appropriately and accurately.

While it can be tough setting up this kind of tracking and reporting, if you don't create an easy way to view and stay on top of progress, the KPIs aren't going to be of much use. A KPI report is a presentation that displays and communicates the current performance of an organization compared to its business objectives.

It's a tool used by management in order to analyze performance and identify issues. These reports can take many formats, including formal written reports, spreadsheets, powerpoint slides, or dashboards.

KPI Dashboards

Creating a KPI dashboard is a great way to provide at-a-glance views of key performance indicators relevant to a specific business objective, department, or the whole organization.

Now, before your eyes glaze over with boredom as another business term is introduced, dashboards are just another name for a progress report. However, what makes dashboards more powerful than your typical business report is that they're usually hooked up to business systems so the data is automatically updated.

The benefit of this is it ensures the data is always relevant, as it doesn't rely on someone in the organization continuously updating numbers. This is just one of the many benefits of using dashboard software for your strategy report.

Dashboards also give you total visibility of your business performance instantly, display KPI progress in a visual presentation to keep reporting engaging, and save time when compared to the hours poured into creating regular reports.

👉Here’s how Cascade can help you: 

With Cascade , you can track the progress of your strategic objectives in real time by assigning a measure (or KPI) to that objective very easily: 

• Select the objective you want to track and add the KPI - give it a name that specifies how you want the objective to be assessed
• Set a Start date and End date, which will set a timeline for your KPI.
• Set the initial and target value for your KPI - and don't forget to clarify the unit you'll be using to measure the result

You can also give your KPI a description to provide more context and add collaborators that will also be working on achieving that KPI. 

🚀 Want to take it a step further? Instead of updating the progress of your KPI manually, you can automate this process by integrating Cascade with tools like Microsoft Excel or Google Sheets.  

After your KPIs are set in place, you can use Cascade's Report & Dashboard functionalities that allow you to visually see the progress of your KPIs in real-time: 

Want to see Cascade in action?  Get started for free  or  book a 1:1 demo  with Cascade’s in-house strategy expert.

📚Editor’s note:

This article was originally part of our ‘How to Write a Strategy’ series. You can find the individual articles here:

• How To Write A Strategic Plan: The Cascade Model
• How to Write a Good Vision Statement
• How To Create Company Values
• Creating Strategic Focus Areas
• How To Write Strategic Objectives
• How To Create Effective Projects
• How To Write KPIs (This Article)

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KPI PowerPoint & Google Slides Presentation Templates

With the help of KPI metrics PPT templates, you can present your data in an organized manner. The KPI analysis templates have a unique style and color palette, making them appealing. We employ a variety of graphics, such as a roadmap, charts, and tables, to help users easily understand your data. The KPI dashboard PowerPoint templates will assist you in creating a project status summary presentation, a project plan presentation, and a business review presentation, among other presentations.

These business key performance indicator templates are 100% editable and customizable as per your preferences. The KPI presentation examples are also compatible with Powerpoint and Google Slides. They are compatible with Powerpoint and Google Slides. Also, make use of our free PPT to showcase business plans effectively .

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What are kpi ppt templates.

KPI or Key Performance Indicator PPT templates are pre-made PowerPoint templates that are especially built for displaying key performance indicators (KPIs) of a business. KPIs are measurable metrics that assist organisations in tracking and evaluating their progress towards certain goals and objectives. These templates are intended to graphically communicate KPI clearly, making it simpler for the audience to grasp and analyze the information.

What To Include In A KPI PPT Template?

It is critical to include relevant information that effectively communicates the main metrics and performance measurements when building a KPI PowerPoint template. Here are some elements you can consider including:

• Name of the presentation
• Date or time period covered by the KPIs
• Company or department logo
• Brief overview of the purpose and importance of KPIs Explanation of the key objectives or goals being measured
• Outline the structure and sections of the presentation.
• Define key concepts associated with KPIs and performance measurement.

What Are The Uses Of KPI PowerPoint Templates?

KPI PowerPoint templates are used in business and project management presentations for a variety of applications. Here are some common uses of KPI PowerPoint templates:

• Performance Tracking:  KPI PPT templates are used to track and show a company/team/project’s important performance measures and indicators. They aid in the visualization of data and give a clear and simple summary of performance.
• Goal setting and Monitoring:  PowerPoint templates for KPI aid in the establishment of quantifiable objectives and tracking the progress towards those goals. Stakeholders can analyze the progress and take required steps to attain desired results by visually showing KPIs.
• Data Visualization:  KPI PowerPoint templates are used to visualise complicated data sets, making it easier for the audience to understand and analyse information.

Where Can I Download KPI PowerPoint Templates?

SlideUpLift offers excellent PowerPoint templates to showcase your KPIs that will save you time while building one. Simply download the KPI PowerPoint template in PowerPoint or Google Slides and make the necessary modifications. While on the job, when presenting to clients, the KPI PowerPoint slide can help you engage the audience and set the stage for a successful presentation. However, it is critical to personalize and adapt it to your audience and circumstance.

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Free KPI Dashboard Templates

By Kate Eby | October 24, 2022

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We’ve compiled the top free key performance indicator (KPI) dashboard templates for measuring your work toward an objective over a period of time. Track, analyze, and quantify your efforts, and improve your success metrics and efficiency. 

Included on this page, you’ll find a simple KPI dashboard template , a KPI performance dashboard template , a KPI dashboard presentation template , a project management KPI dashboard template , and an efficiency KPI dashboard template . Plus, get tips on how to create a KPI dashboard template in Excel .

Simple KPI Dashboard Template

Download a Sample Simple KPI Dashboard Template for Excel | Google Sheets

Download a Blank Simple KPI Dashboard Template for Excel | Google Sheets

Use this simple KPI dashboard template to view your KPIs as horizontal bar charts, line graphs, and histograms. The template includes budget, revenue, budget vs. actual cost, profit margins, and debt-to-equity ratio KPI charts. Easily customize the template to provide KPI data for any series of performance measurements, and create a simple visualization of your metrics. Use the template’s Goal and Actual columns to track high-performance realization with this dynamic template.

See this comprehensive article on KPI dashboards to find additional KPI dashboard resources.

KPI Performance Dashboard Template

Download a KPI Performance Dashboard Template for Excel | Google Sheets

Exceed performance expectations with this visually rich KPI performance dashboard template. Track the month-by-month, year-to-date (YTD), and year-over-year progress of your KPIs with this template’s easy-to-read bar charts, line graphs, and donut graphs at a glance to ensure that you’re hitting your performance objectives. The template comes pre-loaded with Marketing and Operations data but can be retooled to measure KPIs for any vertical, department, or service. 

See this detailed article on when to use KPIs instead of objectives and key results (OKRs) to quantifiably measure performance for your specific objectives.

KPI Dashboard Presentation Template

Download a KPI Dashboard Presentation Template for  PowerPoint | Google Slides  

Introduce and explain the big picture for key objectives, progress, and milestones with this presentation-ready KPI dashboard presentation template. This template’s easy-to-read visual indicators help viewers quickly learn the status of any key performance indicator. Use this template to visually convert your data into easily understandable infographic updates on project, product, or service goals.

Project Management KPI Dashboard Template

Download a Project Management KPI Dashboard Template for  Excel | Google Sheets

Help your project management office (PMO) track status, milestones, objectives, and overall project progress with this project management KPI dashboard template. In addition to Overall Status, Budget, and Pending Items pie and bar charts, the template also includes space to create individual project tasks, assign them to team members, set their priorities, and select their statuses. A Project Status field helps you keep track of overall progress toward project goals, while a Completed field tracks the percentage of your project that has been successfully completed. 

For more resources on KPI dashboard metrics for project and program management, see this comprehensive article on crucial KPI metrics that provide valuable insights into the health of your project or program.

Efficiency KPI Dashboard Template

Download an Efficiency KPI Dashboard Template for   Excel | Google Sheets

If efficiency is the primary KPI to assess your project, product, service, or sales data, this template is for you. This efficiency KPI dashboard template comes pre-loaded with data for a sales team but can be quickly customized to include data from any field. The template’s unique Efficiency Level field provides an efficiency percentage based on the month-by-month set performance target column data compared to actual results.

What Is a KPI Dashboard Template?

A KPI dashboard template is a visual tool for measuring performance over time. These templates compare achievements to set milestones and goals. Use a KPI dashboard template to visually represent your team’s progress, efficiency, and performance with graphs and charts. 

A KPI dashboard template provides a framework for gauging your project, product, service, sales, or individual performance. While you can use a KPI dashboard template to monitor performance progress, you can also use it to help you track daily, monthly, or annual variances. Doing so can help you pinpoint particular areas of performance that need improvement. 

By having an effective tool to standardize performance tracking, project sponsors, project managers, stakeholders, team members, and others can rest assured that performance will improve over time. 

Most KPI dashboard templates include bar charts, pie charts, and/or histograms so that teams can easily track progress. Having easy-to-read visual representations of set objectives helps managers share data-rich details in a high-level, visually dynamic, easy-to-read format. By using a KPI dashboard template, project managers can ensure that priorities, objectives, goals, and deliverables are clearly defined; that all related tasks are assigned; and that all performance standards are trending upward.

How to Create a KPI Dashboard in Excel 

A KPI dashboard provides charts and graphs that track progress toward set objectives for any vertical. Create a KPI dashboard in Excel to help you track key goals by filling in an existing KPI dashboard template with your preferred data.

A KPI dashboard provides a single-screen view of pre-set KPIs. If the existing KPI dashboard template isn’t pre-filled with the KPIs you want to track, you can easily customize it. By creating the KPI dashboard that you want from an existing template, you can ensure that your dashboard tells the high-level story of your data in a presentation-ready format. 

While creating a KPI dashboard from scratch in Excel can be time consuming, KPI dashboard templates enable you to streamline the process. Simply customize an existing template to suit your specific needs. 

For example, if an available KPI dashboard template includes project-oriented factors such as task progress and status, task completion status, budget, and pending items, but you are not working on a specific project, you could customize this template to track sales goal data, sales tasks, or profitability goals. 

Similarly, if a KPI dashboard template focuses on sales goals and efficiency, you could switch out the sales data for tasks, department goals, or other metrics you want to measure. By doing so, you can adjust the efficiency level to be a key performance indicator of task, project, or department efficiency. 

By customizing a KPI dashboard template as early as the project-planning phase, project managers, sponsors, and team members can agree upon objectives and set KPI metrics. This way, you and your team can track, measure, and analyze achievements, as well as make necessary recalibrations and adjustments to ensure that you achieve your goals.

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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KPI Examples and Templates

Find the right KPIs for your business. This guide provides examples, templates and practical advice to help you define the key performance indicators that matter most for your organization and teams.

KPI EXAMPLES GUIDE

What is a kpi.

Let’s start with the basics. A key performance indicator (KPI) is a quantifiable measure of performance over time for a specific strategic objective. Business leaders and senior executives use KPIs to judge the effectiveness of their efforts and make better informed decisions.

KPIs vs Metrics

What’s the difference between a KPI and a metric?

KPIs represent how you’re performing against strategic goals. And by goals, we mean specific business outcomes, such as targeted quarterly revenue or targeted new customers per month.

Metrics support KPIs by representing the tactical processes or actions necessary to achieve the KPIs. Metrics track and measure the success against targets for specific actions such as monthly brochure downloads or store visits.

More resources:

Dive deeper on the question, “ What is a KPI? ”

Design your own interactive KPI Dashboard

Don’t just measure. Measure what matters.

Download the KPI Planning Guide to learn:

10 steps to strong KPIs

Which questions help you define your KPIs

170 KPI examples and templates

170 KPI Examples And Templates

In this guide, we’ve identified and prioritized the most impactful key performance indicators examples for each department. Use the table of contents below to find the KPI examples most relevant to your organization and teams.

Project Management

Customer Service

Human Resources

Social Media

Sales KPI Examples

Sales leaders and their teams need to track the key performance indicators that help them close more orders. Below are the 15 essential sales KPI examples:

New Inbound Leads

Lead Response Time

Lead Conversion %

New Qualified Opportunities

Total Pipeline Value

Lead-to-Opportunity %

Opportunity-to-Order %

Average Order Value

Average Sales Cycle Time

Cross-Sell %

Sales Volume by Location

Sales Change (YoY, QoQ. MoM)

Sales Target %

Learn more about Sales Dashboards

KPIs for Managers

Executives and managers need KPIs that reflect their organization’s strategic priorities. Below are the 15 key management KPI examples:

Customer Acquisition Cost

Customer Lifetime Value

Customer Satisfaction Score

Sales Target % (Actual/Forecast)

Sales by Product or Service

Revenue per FTE

Revenue per Customer

Operating Margin

Gross Margin

ROE (Return on Equity)

ROA (Return on Assets)

Current Ratio (Assets/Liabilities)

Debt to Equity Ratio

Working Capital

Employee Satisfaction Rating

Learn more about Executive Dashboards

Project Management KPIs

Project managers need to keep projects on time and on budget while also ensuring a high quality outcome. That’s why the 15 key performance indicators examples below focus on timeliness, budget and quality.

On-Time Completion %

Milestones on Time %

Estimate to Project Completion

Adjustments To Schedule

Planned vs. Actual Hours

Resource Capacity %

Budget Variance (Planned vs Actual)

Budget Iterations

Planned Value

Net Promoter Score

Number of Errors

Customer Complaints

Change Requests

Billable Utilization

Return On Investment (ROI)

Explore dashboard demos

Inspire Action With Your KPIs

10 ways to take your data visualizations to the next level. Learn how to choose the right ones to highlight your KPIs and metrics.

Marketing KPIs

Marketing leaders need to track KPIs which enable them to measure their progress against clearly defined goals. The 15 marketing KPI examples below cover all phases of the customer funnel and can be accurately tracked using  modern marketing analytics .

Marketing Qualified Leads (MQLs)

Sales Qualified Leads (SQLs)

Cost per Lead

New Customers

Cost per Acquisition

Upsell & Cross-Sell Rates

Conversion Rates (For Specific Goals)

Social Program ROI (By Platform)

Organic Traffic & Leads

Return on Ad Spend (ROAS)

Total Revenue

Revenue by Product or Service

Customer Lifetime Value (CLV)

Net Promoter Score (NPS)

Learn more about  Marketing KPIs and Marketing Dashboards

Operations KPIs

Operations managers need to track KPIs around efficiency, effectiveness and quality as covered in the 15 key performance indicators examples below.

Labor Utilization

Employee Turnover Rate

Employee Absence Rate

Employee Training Rate

ROI of Outsourcing

Labor Materials

Operating Margins

Processes and Procedures Developed

Project Schedule Variance

Order Fulfilment Cycle Time

Delivery In Full On Time Rate

Rework Rate

Learn more about KPI Dashboards

Customer Service KPIs

Service and support teams should focus on KPIs that measure response times. But, like the 15 key performance indicators examples below, they should also have a clear view of the customer base and longer term, preventative KPIs such as employee engagement and knowledge base articles.

Number of Issues (By Type)

First Response Time (FRT)

First Contact Resolution Rate

Average Response Time

Average Resolution Time

Most Active Support Agents

Cost Per Conversation

Customer Satisfaction Score (CSAT)

Positive Customer Reviews

Customer Effort Score

Customer Retention Rate

Support Costs / Revenue Ratio

Knowledge Base Articles

Employee Engagement

Explore more dashboard examples

Finance KPIs

Financial teams have no shortage of ratios and metrics to track. Finance managers and CFO’s should use a  financial analytics  tool to focus on margin, expense, revenue and cash management as shown in the 15 key finance KPI examples below.

Gross Profit Margin (and %)

Operating Profit Margin (and %)

Net Profit Margin (and %)

Operating Expense Ratio

Working Capital Ratio

Debt-To-Equity Ratio

Quick Ratio (Acid Test)

Current Ratio

Berry Ratio

Return on Assets

Cash Conversion Cycle

Accounts Payable Turnover Ratio

Accounts Receivable Turnover Ratio

Budget Variance

Payroll Headcount Ratio

Learn more about Financial Dashboards

Human Resources KPIs

HR managers are primarily concerned with 3 main areas: workforce management, compensation and recruitment. You can use a  people analytics  tool to track and analyze the 35 key performance indicators examples below:

Workforce Management KPIs:

Absenteeism rate

ROI of outsourcing

Succession planning rate

Open/closed grievances

Promotion rate

Time to productivity

Successor gap rate

Worker composition by gender, experience, and tenure

Internal mobility

Manager quality index

HR effectiveness

Employee satisfaction rates

Training ROI

Compensation KPIs:

HR functional operating expense rate

Labor cost per FTE

Labor cost revenue percent

Labor cost revenue expense percent

Total benefits as percentage of labor costs

Profit vs. compensation per FTE

Human capital ROI

HR functional cost per employee

Recruitment KPIs:

Quality of hire

Vacancy rate

Turnover rate

Resignation/retirement rate

External hire rate

Time-to-fill

Diversity, experience, and gender hire ratio

Recruiting funnel metrics

Talent import/export ratio

Voluntary turnover rate

Retention rate

Recruiting expense per new hire

Retirement rate forecast

Learn more about HR Dashboards

IT managers should track the on-going stream of support tickets and downtime. They should also track the projects and the team that will proactively reduce the number of these tickets in the future as shown in the top-15 IT KPI examples below.

Total Support Tickets

Open Support Tickets

Ticket Resolution Time

Reopened Tickets

Average Time Between Failures

Average Time to Repair

Server Downtime

Security Related Downtime

Total Projects

Projects on Budget

Critical Bugs

IT Support Employees Per End Users

IT Costs vs Revenue

IT Team Turnover

Social Media KPIs

Social media managers should have KPIs that represent reach, engagement, and conversion to revenue. The 15 social media key performance indicators examples below should be applied both as totals and for each social media platform that your organization is active on.

Social Share of Voice (SSoV)

Total Reach

Total Impressions

Followers or Fans or Subscribers

Audience Growth Rate

Share Rate (Shares or ReTweets)

Interest Rate (Likes, Reactions, Favorites)

Response Rate (Comments, Replies)

Key Post or Hashtag Reach

Link Clicks

Site Traffic From Social (By Platform)

Conversions From Social

Conversion Rate From Social

Revenue From Social

Social Program ROI

Learn more about Marketing Dashboards

How to Define the Right KPIs

Who, what, how. Be clear about who the audience is, what they want, and how they’re going to use the KPIs. This means working with your stakeholders to identify the core KPIs that map directly to their goals and strategy.

Be SMART. This popular acronym stands for Specific, Measurable, Attainable, Realistic, and Time-bound. This is a useful touchstone whenever you’re considering whether a metric should be a key performance indicator. SMART KPI examples are KPIs such as “revenue per region per month” or “new customers per quarter”.

Iterate and evolve. Over time, see how you or your audience are using the set of KPIs and if you find that certain ones aren’t relevant, remove or replace them.

See KPI Dashboards in Action

What are Key Performance Indicators (KPIs)?

Learn how kpis improve performance, including working examples and best practices., by stuart kinsey.

What is a KPI?

Key Performance Indicators (KPIs) are a type of measure used to evaluate an organization's performance against its strategic objectives. KPIs help to cut the complexity associated with performance tracking by reducing a large amount of measures into a practical number of 'key' indicators.

KPIs are essential for monitoring the performance of companies, departments, or individuals in relation to specific targets or goals. They are a reliable measurement tool, aiding decision-making and offering valuable insights into efficiency and productivity.

Key Performance Indicators vary based on performance criteria, industry, and company goals. They allow organizations to assess progress succinctly and make informed strategic decisions.

Learn more about KPIs:

The difference between kpis and metrics, the benefits of using kpis, common types of kpis.

• How to create KPIs

How to track KPIs

Presenting kpis, working examples of kpis.

• KPI best practise

You will often hear KPIs and Metrics used in the same sentence when discussing performance tracking, and although it is said that one person's KPI is another person's metric, they do serve very different and specific purposes.

KPIs measure the progress towards a goal, and metrics provide the data to support decisions and improvements.

For example, a KPI could be to increase sales by 10% in a quarter or to increase customer satisfaction by 20%. These KPIs use such raw metrics in calculations to generate the result.

When KPIs are created to achieve a specific goal, they typically follow a structure such as SMART (specific, measurable, achievable, relevant, and time-bound). This provides a clear understanding of what goal the KPIs are trying to achieve and how it's performing against that goal.

Metrics, on the other hand, are simply measurements of something. For example, a metric could be the number of customers or website visitors.

They are measures that use data generated as part of the ordinary course of running a business - providing feedback on a business action or process. Metrics will focus on targets rather than goals.

Companies choose to track KPIs for various strategic reasons. These can include shifting company focus, trying to become more efficient, managing performance, and even a complete change in direction.

The 4 Main Benefits of tracking KPIs are:

• They provide clarity and focus by defining and communicating an organization or department's vision, mission, and objectives. They also help align different teams' and individuals' activities and efforts with the overall strategy and direction.
• An easier way to track the performance of an organization or department. KPIs help identify strengths, weaknesses, opportunities, threats, and areas for improvement or recognition
• They help decision-making by providing insights and evidence to support decisions that are based on real data.
• They foster a culture of accountability leading to productivity improvements across the company. This sense of responsibility and ownership among the employees and managers can encourage a culture of learning and innovation, where feedback and suggestions are welcomed and implemented.

Across different business functions, KPIs have a wide range of practical applications, from daily indicators that provide real-time management information to more long-term organizational objectives.

Typically, KPIs fall into two main categories:

Operational KPIs

Operational KPIs clearly articulate detailed and timely information used to make daily decisions or take corrective actions on performance or a process. These KPIs can range from simple to complex, using formulas with data from multiple sources.

Some examples of Operational KPIs would be:

• Accounts Receivables Turnover measures how efficiently a company collects on its receivables.
• Days Sales Outstanding (DSO) tracks the average time clients pay after purchasing.
• Operating Cash Flow reflects the cash generated from day-to-day company operations.

Strategic KPIs

Strategic KPIs are focused on long-term objectives derived from an organization's goals. They help identify if a strategy is working and if it is on target. As such, these KPIs are sometimes referred to as High-Level KPIs.

Some examples of Strategic KPIs would be:

• Production lead time focuses on streamlining the time it takes to move a product from raw material acquisition to finished goods delivery.
• Overall equipment effectiveness (OEE) measures the efficiency of manufacturing equipment. It considers availability (uptime), performance (speed), and quality (defects).
• Defect Rate monitors the percentage of defective products produced. By aiming for an 8% reduction in defects, the organization strives to enhance product quality, minimize rework, and boost customer satisfaction.

What are Leading and Lagging KPIs

In addition to operational and strategic KPIs, you will often hear the terms “leading” or “lagging” indicators mentioned; these represent how KPIs are used to either confirm long-term trends or provide signals on future performance.

Leading KPIs

Leading KPIs predict or influence future performance. They are more challenging to set up as they rely more on external actions to impact outcomes, such as process changes or infrastructure investments. For example, increasing the number of 'routine maintenance checks' in a production line may highlight faults causing defects. This would then lead to a higher overall unit production rate.

Lagging KPIs

Lagging KPIs determine the result of past performance, such as production, volume, or a result. They are easy to measure as they are typically a simple value used to understand how well a process performs. For example, the 'number of units produced' in a manufacturing process or 'revenue this month' are lagging KPIs.

Remember, leading KPIs inform future actions while lagging KPIs validate past outcomes.

How to create KPIs in 5 simple steps

Developing meaningful KPIs that track and clearly visualize performance takes some planning. Each KPI must address a business objective and provide timely, accurate information to assess progress toward goals.

Creating successful KPIs comes down to understanding the aspirations of the business using a transparent, structured process for crafting KPIs.

Here's how to create a KPI:

• Establish a clear objective. If the goal of the business is to be the 'market leader,' then a KPI objective may be to 'increase revenue by 10% this financial year' or 'Expand our product lines to 20'. State clearly, and in simple terms, the purpose of the KPI. This guides anyone viewing the KPI to interpret the data in the correct context.
• Outline the criteria for success. What will the target be? Is it attainable? When should it be accomplished? And how will progress be monitored? Targets should be realistic, and changes to business processes take time to implement. In the initial stages of KPI monitoring, it's best to focus on long-term targets with midterm monitoring.
• Collect the data. Investigate the availability and accuracy of the data. Data may be available automatically from existing systems or hidden in reports and databases. This data must all be pulled together regularly for reporting in one central place.
• Build the KPI formula. Some KPIs contain but a single metric or measure. However, most rely on a combination brought together under a single calculated formula. For example, a KPI that measures productivity in revenue by machine would look like this: Total Revenue divided by the total number of machines. Build formulas and create calculations with test data to see if the results are what you would expect.
• Present your KPIs. You will need to translate the data into understandable visuals, such as graphs and charts to communicate your KPIs efficiently. Either KPI Dashboards for Operational KPIs or KPI Reports for Strategic KPIs , both offer a convenient way to create, track, and distribute your KPIs.

Although setting up KPIs may seem time-consuming, following practical steps to develop your KPIs can streamline the process.

Effectively tracking Key Performance Indicators (KPIs) is essential for goal-oriented performance initiatives. However, two crucial factors require attention:

• Timing: Determine when to track KPIs based on decision-making urgency.
• Resource Allocation: Assess available resources for data reporting.

Some examples of KPI Reporting frequencies - and the types of KPIs that are tracked:

• Live (Continuously): For real-time monitoring, especially in critical areas like website uptime, server performance, or financial transactions.Useful when immediate action is required based on KPI fluctuations.
• Daily: Common for operational KPIs, such as sales orders processed, customer inquiries handled, or website visits.Provides a snapshot of daily performance trends.
• Weekly: Balances granularity and practicality. Ideal for tracking KPIs related to marketing campaigns, employee productivity, or customer satisfaction.
• Monthly: Widely used for financial KPIs (e.g., revenue, profit, expenses). Allows time for data aggregation and analysis.
• Quarterly: Suitable for strategic KPIs, organizational health, and long-term trends. Aligns with quarterly business reviews and planning cycles.
• Biannually or Annually: Reserved for high-level KPIs, such as overall company growth, market share, or employee retention.

When it comes to Key Performance Indicators, Presentation Is Everything. Even the best planning, knowledge and methodology can render your hard efforts obsolete if the KPIs fail to communicate effectively.

Luckily, there are a couple of tried and tested solutions that will help you measure and report on your KPIs:

KPI Dashboards

KPI Dashboards are highly flexible communication tools that allow you to convert data into graphs and charts quickly. They are orientated towards presenting real-time operational KPIs that should be seen at a glance, such as 'Number of sales this month' or KPIs associated with Marketing Campaigns.

Most dashboards incorporate sharing functionality so they can be conveniently distributed among the team's departments and users.

Dashboards can be created with dedicated KPI Software, spreadsheets, tracking built into existing applications, and dedicated business dashboard applications.

KPI Reports

KPI Reports offer an in-depth, analytically focused platform for presenting KPIs. They typically incorporate drill-down and analytics features to interrogate the trend data behind the KPIs. This makes reports a good fit for long-term strategically focused objectives such as increasing market share.

Reports are best served when they are distributed directly to team members or individuals regularly or in support of scheduled meetings where decisions based on the data need to be made.

Let’s delve into some working examples of Key Performance Indicators (KPIs). These metrics play a crucial role in assessing performance and guiding strategic decisions. Here are a couple of examples, covering arguabley the most common KPIs for Sales and Marketing:

Popular Sales KPIs

• Annual Contract Value (ACV) ACV represents the average annual revenue generated from a single customer contract. It helps assess the value of long-term customer relationships. Formula: ACV = (Total Contract Value) / (Number of Years in Contract)
• Customer Lifetime Value (CLV) CLV estimates the total revenue generated by a customer over the entire relationship with your business. It guides customer retention efforts. Formula: CLV = (Average Annual Revenue per Customer) × (Average Customer Lifespan)
• New Leads in Pipeline This KPI tracks the number of new potential customers entering your sales pipeline. It reflects the effectiveness of lead generation efforts. Formula: Count of New Leads
• Average Age of Leads in Pipeline Measures how long leads have been in the pipeline. A shorter lead age indicates faster conversion. Formula: Sum of Lead Ages / Number of Leads
• Conversion Rate The conversion rate shows the percentage of leads that turn into paying customers. It’s a critical metric for assessing sales effectiveness. Formula: Sum of Lead Ages / Number of Leads
• Rep Retention Evaluate the tenure of sales representatives. High rep retention indicates a stable and motivated sales team. Formula: (Number of Reps Retained) / (Total Number of Reps) × 100

Explore more Sales KPIs, including growth and performance, on an example Sales KPI Dashboard.

Popular Marketing KPIs

• Churn Rate Reflects the percentage of customers who seize using products or services over a specific period. A High churn rate may indicate potential issues. Formula: (Lost Customers ÷ Total Customers at the begining of period) x 100
• Subscriber Count Growth Rate This KPI tracks the rate at which your email or newsletter subscriber base grows. It helps evaluate the success of your subscription acquisition efforts. Formula: (new subscribers - Unsubscribes - Hard Bounces)/Subscriber List Size
• Traffic to MQL (Marketing Qualified Lead) Ratio Measures the efficiency of lead generation. It assesses the quality of leads generated from website traffic. Formula: (MQLs/Leads Generated)*100
• Published Marketing Content: Tracks the frequency and quality of content published (blogs, articles, videos, etc.). It reflects content marketing efforts. Formula: Count of Published Content
• Video View Counts per Channel Monitors the number of views for marketing videos across different channels (YouTube, social media, website). It gauges video engagement. Formula: Count of Video Views
• Click-through Rate (CTR) CTR measures the percentage of visitors who click on a specific link or call-to-action (CTA) within an email, ad, or webpage. It reflects engagement and the effectiveness of your content. Formula: (clicks/impressions) x 100

Explore more Marketing KPIs, including ROI and Retention, on an example Marketing KPI Dashboard.

Discover more KPI templates and Examples

Get expert-inspired KPI dashboard examples across industries and departments. These flexible, customizable templates provide a solid starting point for tracking KPIs, metrics, and business data.

KPI Best Practice

What makes Key Performance Indicators so effective? What sets them apart from just plain old data measurements? Here are five factors that can be the difference between mediocre data recording and a genuinely effective business improvement exercise:

• Keep Aligned. KPIs should track the performance of a specific business objective to help achieve the company's larger goals. Being closely aligned to key measurements will help you focus on influencing factors to reach these goals. If a KPI is neither aligned nor specific, is it needed?
• Less is more. In a world full of data, tracking too much and too often is far too easy. It's a common mistake to measure everything connected to the business. Starting with a small number of specific KPIs will not only be far easier to implement but will also help with the adoption of KPIs within the organization.
• Actionable and accountable. KPIs without clear and relevant targets are simply measurements that are limited in how you can influence their performance. Short and long-term targets should be set for KPIs, along with owners who are responsible and can influence business processes.
• Attainable. Can we realistically achieve this objective? Do we have the capacity to change or amend processes that will influence the performance? KPIs should be realistic and proportionate to the resources of a business. Nothing will stop a well-intentioned performance improvement process than an over-ambitious and unattainable objective.
• Review and tweak. As with any business process, KPIs also need timely scrutiny or maintenance to keep them performing at their best. Setting regular review periods will keep them relevant and provide optimum benefits.

Frequently Asked Questions

Still need help? Chat to us

An example of a KPI would be Monthly Customers per Sales Representative: This KPI measures the number of new customers acquired by each sales representative per month.

An example of a SMART KPI would be Customer Satisfaction. Measuring customer satisfaction (e.g., through surveys or Net Promoter Score) is specific, measurable, achievable, relevant, and can have a time-bound target.

Yes. KPIs can be tracked using spreadsheets for basic individual usage or small teams. However, more extensive data volumes, departments, or users would require dedicated KPI software.

A calculated KPI is a specific performance metric derived from calculations or formulas. It reflects a targeted performance aspect and helps organizations make informed decisions to help achieve their goals.

Monthly and quarterly are often considered the most commonly used time periods for updating KPIs. However, some companies may need to track in short periods, like daily or weekly, depending on how the data is used.

by Stuart Kinsey

Stuart Kinsey writes on Key Performance Indicators, Dashboards, Marketing, and Business Strategy. He is a co-founder of SimpleKPI and has worked in creative and analytical services for over 25 years. He believes embracing KPIs and visualizing performance is essential for any organization to strive and grow.

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KPI Report Deck Infographics

Free google slides theme, powerpoint template, and canva presentation template.

With this set of infographics, you'll find it super easy to keep track of the KPI (or key performance indicators), at least in a visual manner. Boost your presentations with these resources and take advantage of their multiple colors and representations: we've got maps, timelines, calendars, bar graphs, radial charts, and many others. Are you ready to watch your sales go up?

Features of these infographics

• 100% editable and easy to modify
• 30 different infographics to boost your presentations
• Include icons and Flaticon’s extension for further customization
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint and Keynote
• 16:9 widescreen format suitable for all types of screens
• Include information about how to edit and customize your infographics

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Am I free to use the templates?

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Attribution required If you are a free user, you must attribute Slidesgo by keeping the slide where the credits appear. How to attribute?

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KPI Marketing Report Template

Key performance indicators allow teams to track performance and put themselves in a favorable position for growth. In a KPI marketing report, marketing teams can identify trends, define what’s working, and change what’s not. A successful KPI presentation will better communicate how specific initiatives are meeting objectives. Beautiful.ai’s KPI marketing report can help marketers align on the overall success of campaigns and how it’s contributing to the health of the business.

The customizable template has everything you need to track key performance— like return on investment (ROI), cost per click (CPC), and engagement rates— in various marketing efforts. A successful KPI marketing report presentation can help marketing teams align on strategies and make the necessary changes to reach goals. 

Our KPI marketing report presentation can also help you:

• Define and outline marketing strategies and objectives with the team
• Review campaign performance with key stakeholders and executives
• Compare performance over time to identify trends and growth opportunities

Use our template to create an effective KPI marketing report presentation

A KPI marketing report helps teams communicate the strengths and weaknesses of marketing campaigns. That’s why our template includes everything you need to create an effective KPI marketing report. Whether you need to outline your growth playbook or compare conversion and churn rates, you can bring your visions to life with these customizable templates and our entire library of professionally designed template slides.

Pro tips to create an impactful KPI marketing report presentation

As you use this template to build your own KPI marketing report presentation, keep these tips in mind:

Charts, graphs, and diagrams can condense a lot of information and make analytic-heavy presentations more digestible.

Especially in marketing, you want your entire presentation to look cohesive and reflect your brand. Keep fonts, colors, and graphic styles consistent across all slides.

In a KPI marketing report you’re analyzing results of past and existing campaigns. Don’t be afraid to include examples of marketing assets to help your audience understand what worked and what can be improved.

KPI marketing report updates typically include a lot of key metrics. Don’t be afraid to showcase them in a variety of different formats to avoid repetition and keep teammates engaged.

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New in Databox: Analyze the Performance of Any Metric or KPI with Metric Insights

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Whether you’re a leader, manager, or individual contributor, chances are you need to keep a close eye on a handful of key metrics. If you’re the Sales leader, it might be KPIs like Leads, SQLs, and Close Rate. If you’re running paid ads, it might be Total Ad Spend or Cost Per Conversion.

Of course, you can view these metrics on dashboards and get updates through automated reports. But sometimes you need to take a closer look at a specific metric to understand historical performance, get more context, and get insights that help you improve it. To help provide these insights, we’re rolling out our all-new Metric Insights.

With Metric Insights, you can now access all the information about a specific metric from one screen – Goals , Benchmarks , Forecasts , and more. And use it to monitor your performance, track emerging trends or patterns in your data, set more realistic goals for core KPIs, and ultimately achieve better results.

All Features

Metric Insights allows you to drill down and explore your metric and get more context for it. From one screen, you’ll be able to:

• Analyze your metric’s performance over time using an interactive visualization . And easily switch between chart types to select the view that best suits your needs.
• Receive automated updates on your metric’s performance, so you always have the latest information.
• Track goals associated with your metric and monitor your progress towards achieving them.
• Compare your metric’s performance against general benchmarks to identify areas for improvement.
• Make more informed decisions about your strategies using the forecasted value .

How To Access the Metric Insights Page For Your Saved Metrics

There are a few ways to access Metric Insights: through the metric sub-menu, a metric tooltip, or the My Metrics page. The quickest way is via My Metrics.

Simply navigate to the Metrics icon in the left-hand sidebar, hover over any saved metric, and click on the View details button. This will redirect you to the Metric Insights page.

The Metric Insights page can be divided into four sections: Visualization, Metric Comparison, Performance Summaries sidebar, and Goals.

Visualization: Visualize your metric’s performance.

At the top of the Metric Insights page, you’ll find an automatically generated visualization, showcasing your metric’s performance over time. You can customize this view by:

• Adjusting the date range to see how your metric performed during specific periods of interest.
• Including one or more dimensions to your graph, providing a more detailed and nuanced view of your metric’s performance.

And, you’re not limited to just one visualization type! With the click of a button, you can switch between a line chart, bar chart, table, and more, to explore the different ways you can visualize your metric’s performance.

Metric Comparison: Compare your metric to Forecasts, Benchmarks, and more.

Below your chart, you’ll find the Metric Snapshot – featuring three key data points about your metric:

• Compare period: Compare your metric’s current performance to a specific time in the past. Depending on your plan, you’ll be able to compare it to 1 year ago or 6 months ago.
• Forecasted value: See where your current metric performance is leading you.
• Benchmark value: Learn how well you’re doing compared to established standards.

Performance Summaries Sidebar: Get personalized, actionable insights about your metric.

In the Performance Summaries sidebar, you’ll find a short yet detailed summary of your metrics performance. So the next time you’re asked questions like “How is this metric doing?” or “What can we do to improve results?”, you’ll know the answers right away.

In the sidebar, you’ll find:

• Metric Description: View a brief description of your metric to help you better interpret your results.
• Performance Insights: Quickly spot key changes in your metric’s performance. See the highest value achieved, the lowest value recorded, the overall average value within the chosen timeframe, and more.
• Data Summary: Read a concise summary of your metric’s performance to help you quickly understand where you’re at.
• Recommendations: View up to 10 recommendations that will help you improve your metric’s performance.

Goals: Track progress towards your goals.

If you’ve set a goal for your metric, the Goals section will help simplify progress tracking. Quickly see how close you are to reaching your target so you can stay focused and motivated.

Learn More About Your Saved Metrics Today

From visualizing trends to tracking progress towards goals, Metric Insights acts as your central hub for all things metric performance. Gain a deeper understanding of your KPIs and make informed decisions that drive successful results.

Ready to get started? Simply, log in to your Databox account and navigate to Metrics.

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