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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.

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

3×3 Matrix Performance 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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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.

Stay on Top of Your KPIs with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

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.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

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PowerPoint presentation to show Key Performance Indicators

Mar 2, 2023 | Data Dashboards , DataPoint , Financial , Reporting

Key Performance Indicators (KPIs) are a great way to measure the performance of your business. They show how you’re doing against your goals and help you keep track of changes over time. KPI templates for a PowerPoint presentation can be used for many different types of businesses, from large corporations to small startups. Let’s dive into KPI presentations and dashboards.

What is a PowerPoint presentation?

A PowerPoint presentation is a visual way of communicating information. It can be used to communicate with your boss, colleagues, clients and customers.

How to use a KPI template as a PowerPoint presentation?

To use a KPI template for your PowerPoint presentation, follow these steps:

• Create a new PowerPoint presentation or get your professional PowerPoint templates from a professional site, and add your company’s data and performance metrics. You can import the KPI template from our database or create it yourself.
• Use the DataPoint plugin to automate the content updating (just add some connections into your presentation).

Key Performance Indicators (KPI) are used to measure the performance of a business.

Key Performance Indicators (KPIs) are used to measure the performance of a business. They can show your company’s overall performance or the performance of individual departments.

There are different types of KPIs, including financial KPIs and operational KPIs. Financial KPIs include:

• Net profit margin
• Gross profit margin
• Operating cash flow

Common KPIs for any business.

• Profitability
• Cost of goods sold (COGS)
• Sales per employee or sales per customer visit. This is a key indicator for companies that sell services. If you have a high-cost business such as consulting, this number can be used to measure how efficiently your team is working and whether you need more staff members or more projects for each employee.

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KPI Presentation Templates

Is your business on track is it progress toward your intended result try our free kpi powerpoint templates and google slides themes to present kpi dashboards professionally. these 100% editable slides with unique designs are the best choice to assess your business performance..

Experience the power of visualization with our Free KPI PowerPoint Templates and Google Slides Themes!

We're here to help you, what is a kpi.

A Key Performance Indicator is a quantitative performance measurement over time for a specific goal. KPIs offer goals for teams to strive towards, benchmarks to evaluate progress, and insights that aid individuals throughout the organization in making better decisions.

What are KPI PowerPoint templates?

KPI templates show how well a business performs or develops over time to accomplish a particular goal. These analytics support decision-making and advancement, which contribute to business success.

Where can we use these KPI slides?

You can utilize KPI & Metrics slide designs to create laser-focused presentations on the metrics that matter. Key performance indicators support the strategic advancement of every department within the company, from marketing and sales to finance and human resources.

How can I make KPI PPT Slides in a presentation?

You can create KPI slides using the tools available on the insert option. You can also go with the choice of readymade templates to shorten your time and make your work look so professional.

Who can use KPI PPT Templates?

KPI enables managers and business owners to understand how their company, or specific divisions, is operating at any given time.

Why do we need to use KPI PowerPoint Slides?

The KPI PowerPoint Template is a conceptual graphic that goes well with presentations of corporate performance dashboards. As a result, it might be applied to various sales, marketing, development, and quality performance reports to show your elegance.

Where can I find KPI PPT Templates for free?

You can use free PowerPoint templates from various sources to create outstanding presentations. Slide Egg has the most options. Check it right away.

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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KPIs, Metric, and Goal Report

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Voila! You can now download this Presentation

Key Performance Indicator (KPI) Reports typically contain a mixture of charts, graphs and tabular information, which makes them data-heavy and extremely time-consuming. Our KPIs, Metric, and Goal Report presentation allows you to effectively visualize KPIs, track progress against goals to improve performance and share weekly, monthly and quarterly reports across your organization almost effortlessly.

Slide highlights

Use this slide to build a quick summary report from your metrics, then walk your team or stakeholders over each KPI, explaining which ones have been or are being currently met, and which require extra resources and attention.

Conversion rate is one of the most important KPIs for digital products and services. With this slide, you can discuss the state of your conversion rate performance, including unique and returning customers, bounce rate, etc.

Application

According to a KPI solutions platform, Simple KPI, these five steps will help you to build an effective report:

• Create an overview – this is a summary that aims to set the criteria of the report, which would answer the questions, such as: What is the objective and goal of this KPI report? Who are the stakeholders? What is the purpose of this report (meaning, is it Strategic, Operational, Static or Interactive?) When and how will the report be distributed?
• Define the KPIs – when the overall objective is established, list all the KPIs and metrics you'll need. KPIs need to answer questions like: How well are sales performing against their goals? Getting the data that supports these KPIs can be the tricky part, as this data must be current, relevant and credible.
• Present your KPIs – use appropriate charts, graphs and tabular data that will present the metrics in the simplest possible way. "Keep the charts relevant, focused and in context. Present your KPIs in a logical order to keep the flow of information or the 'story' from getting disjointed," the experts say.
• Build a prototype – start with creating a first draft. You can use dummy data as placeholders and distribute this draft to your team and stakeholders, which will allow you to obtain insights and feedback to complete and polish your final KPI report.
• Refine and release – when the report is ready and checked for accuracy, finalize and distribute it. The experts say, building regular reporting review and maintenance periods will help you avoid reporting "bloat," and will help to keep the information relevant and up to date.

3 questions and answers

Create KPI about Vision inspector of inspection system

To create KPIs for a Vision Inspector of an inspection system, you need to focus on the key areas that determine the efficiency and effectiveness of the system. \n\n1. Inspection Accuracy: This KPI measures the percentage of inspections that were accurate. It helps in determining the reliability of the vision inspector.\n\n2. Inspection Speed: This KPI measures the number of inspections conducted per hour or per shift. It helps in assessing the efficiency of the system.\n\n3. False Positive Rate: This KPI measures the percentage of inspections that were flagged as errors but were actually correct. A lower rate indicates a more reliable system.\n\n4. Downtime: This KPI measures the amount of time the system is not operational due to maintenance or repairs. Lower downtime indicates a more efficient system.\n\n5. Cost per Inspection: This KPI measures the total cost associated with each inspection. It helps in determining the financial efficiency of the system.\n\nRemember, these KPIs should be reviewed regularly to ensure the system is performing optimally.

What are some key performance indicators for a quality inspector focusing on overlooked, overdeleted, and typo errors?

Key Performance Indicators (KPIs) for a quality inspector focusing on overlooked, overdeleted, and typo errors could include:\n\n1. Error Detection Rate: This measures the number of errors detected per inspection. A higher rate indicates better performance.\n\n2. Overlooked Error Rate: This KPI tracks the number of errors missed during inspection. A lower rate indicates better performance.\n\n3. Overdeleted Error Rate: This measures the number of instances where correct items were mistakenly deleted. A lower rate indicates better performance.\n\n4. Typo Error Rate: This KPI tracks the number of typographical errors found. A lower rate indicates better performance.\n\n5. Inspection Time: This measures the average time taken to inspect a document or a set of documents. A lower time could indicate efficiency but might also lead to more errors if rushed.\n\nRemember, these KPIs should be regularly reviewed and updated based on the performance and the changing needs of the business.

Create a KPI plan about IT

Creating a KPI (Key Performance Indicator) plan for IT involves several steps: 1. Define the Objective: Understand what you want to achieve with your IT KPIs. This could be improving system uptime, reducing response time, etc. 2. Identify Key Performance Indicators: These are metrics that will help you measure the success of your objective. For IT, this could be 'Average System Uptime', 'Average Response Time', etc. 3. Data Collection: Determine how you will collect data for your KPIs. This could be through system logs, user feedback, etc. 4. Data Analysis and Reporting: Analyze the collected data and report on the KPIs. Use charts and graphs for easy understanding. 5. Review and Refine: Regularly review the KPIs and refine them if necessary. This ensures that your KPIs remain relevant and up-to-date. Remember, the key to a successful KPI plan is to keep it simple, relevant, and aligned with your business objectives.

Expert advice

"The number crunchers take over and can overwhelm operating managers with spreadsheets and precise breakdowns of financial results and output measures. […] managers feel like they're being asked to jump through hoops they don't really understand – and don't particularly want to," a recognized expert in strategy and performance measurement, Graham Kenny, writes in his article for Harvard Business Review (HBR). To avoid burnout and create effective KPI reports, CEOs and managers need to keep in mind the following truths about KPIs, Kenny says:

• KPIs are about relationships – for example, a lot of time and money is spent measuring the satisfaction levels of staff, especially in large companies. What's important to remember, though, Kenny says, is that "KPIs need to reflect the fact that value creation is a two-way street. You want employees to be engaged because you need something from them. And the two-way street for employees is defined by how well the company delivers on the things that they want." Unfortunately, the majority of organizations fail to develop measures around both sides.
• Consider causality – most managers look at a set of performance measures just as a table of numbers. Because the numbers appear to be concurrent, managers don't question the way each measure impacts the others over time. But leading indicators, Kenny stresses, should predict the future. "If your organization does well with employees now, that drives results for other stakeholders such as customers tomorrow. If your organization does well with customers tomorrow, then shareholder outcomes will be improved the day after," he writes.
• Key performance indicators are only partial measures of something – as the conditions around your organization, department or section change, be prepared to tailor your performance measures. "It's set and reset, not set and forget," Kenny reminds us. To rethink how you develop your performance measures, he writes, look at performance as a two-way street and watch for the connections between indicators and the impact they have of one another. Most importantly, always be ready to roll with the punches and adapt to changing circumstances.

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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KPI PowerPoint & Google Slides Presentation Templates

KPI PPT templates showcase the performance or progress of a company over time to achieve a specific objective. These analytics help in decision-making and improvement that leads to the success of a business. So to make a professional performance indicator presentation use our collection of KPI infographic 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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Project Status Dashboard PowerPoint Template

Business Review Deck PowerPoint Template

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 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.

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.

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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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.

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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.

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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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