4 KPI Presentation Examples To Consider For Your Next Meeting

Leaders need to know how well the organization is progressing toward its goals if there’s to be any hope of achieving them. That means they need a clear, accurate, and timely view of KPI data that helps them make decisions.

If you’ve chosen the right KPIs and are tracking them over time, you are close to providing the right information for your leadership team. The last piece is presenting and explaining measure performance. That step is what helps you meet your goals.

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Below are four ways to present KPIs that promote good decision-making. Which one fits depends on the type of data you’re presenting and the context in which it should be analyzed. If you want a tool that supports all these visuals and helps you make better use of your KPIs, read on to learn about ClearPoint. Our goal is to help you achieve yours, and we’ve got the strategy execution process (including KPI reporting) down to a science.

4 KPI Presentation Examples That Support Decision-Making

1. Charts/Graphs

Charts and graphs are the crème de la crème of visual KPI presentation. They present any type of quantitative data accurately and let your audience draw quick, insightful conclusions. Charts make it easy to spot trends and compare data sets, which helps audiences understand the meaning and story behind the numbers.

Most people see and work with charts every day; they are the most powerful way of communicating KPI information. Some people even go so far as to say that if a KPI can’t be charted, it should not be measured. The reasoning: if a KPI can’t be charted, it isn’t looking at quantitative data, so the assessment of its performance depends on the subjective interpretation of the person viewing it.

There are various types of charts (which you can read about and see examples of here), including:

• Column charts
• Bar charts
• Area and area spline charts
• Line and spline charts
• Combination charts
• Pie charts
• Gauge and half circle gauge charts
• Radar and radar with markers charts
• Waterfall charts

When to use a chart/graph: Any good KPI can be charted; simply choose the right chart above for the use case. For example, to show the revenue contributions of multiple business divisions, use a pie chart (or a series of pie charts to show the changes in division contributions over time).

ClearPoint has more than 25 standard charts that build automatically based on the data you have available.

2. Heat Maps

Heat maps use color to represent data points, which makes large data sets much easier to digest. Rather than trying to remember many (potentially large) numbers, a viewer can see the color and draw conclusions from it.

Heat maps are commonly used to compare values across different geographic locations. Say you want to understand how your company’s profit varies by state or region. A heat map can assign a color to each value range: dark green for regions generating more than $2 million; light green spanning the $1–$2 million range; yellow for $500,000–$1 million; orange signifying $0–$500,000; and red for below $0.

A quick look shows that the northeast region, which is dark green, is very profitable, while the southwest, which is red, is losing money. You can also see which individual states are most and least profitable. If the digital version of this heat map has accompanying data (which most do if you hover your cursor over a specific area of the map), you can still see specific data points when you need them.

You can also color-code any data set to make it understandable at a glance. Instead of examining each revenue figure over time, you see performance by color: profitable periods are green, and on-target and below-target profit periods are amber and red, respectively (known as RAG statuses).

‍When to use a heat map: Use a heat map when you want to identify clusters of data or direct viewers’ attention toward areas that matter most.

3. Tables/Summary Reports

Summary reports show quantitative and qualitative information for many KPIs in one view. Your audience sees the relevant information for all their KPIs without clicking through many pages to find it.

Say a human resources department reports on five important metrics: Employee Satisfaction, Employee Turnover Rate, HR-to-FTE Ratio, Cost per Hire, and Demographic Distribution. They could set up a table with the following columns:

• KPI Status (RAG)
• KPI Analysis (qualitative)
• KPI data (previous quarter)
• KPI data (current quarter)

The HR department likely tracks much more information for each of these five key metrics. With this report, decision-makers see the most important information and where the department is trending, then act to improve.

Here’s an example of a summary report for a fictional company, Upward Airlines:

When to use a summary report: Use a summary report when you want to display data (numerical or non-numerical) associated with numerous different KPIs in one view.

4. Dashboards

Dashboards get their own entry, but they are a mashup of the above. A KPI dashboard puts all your key metric visualizations in one place. Displayed together, your KPIs tell a story about performance.

Say you have a few graphs, a heat map, and a summary report, and you want a strategy meeting to see the complete picture of your progress toward your goals. Rather than jumping from one visual to the next, you can capture all this data on a single dashboard. Your audience can follow it more easily, and it gives context for analysis.

‍When to use a dashboard: Use a dashboard when you want to give decision-makers a complete view of performance data.

Elevate Your KPI Presentations With ClearPoint Strategy Software

Lots of organizations struggle to report on KPIs and draw meaning from them. ClearPoint helps change that. Our strategy software supports good decision-making with customizable data visualizations; simplifies the creation of meaningful KPI presentations; and removes the most burdensome tracking and reporting tasks from your plate.

Create Meaningful KPI Presentations With Customizable Visuals

If your strategy meetings tend to be unfocused, or you present KPI reports from a series of spreadsheets and jump from tool to tool, ClearPoint can help. You can create focused, easy-to-understand KPI visuals that clearly connect to your strategy.

The Raphah Institute used ClearPoint to improve its KPI presentations. They had used Word documents to create basic reports, and their strategy meetings went mainly to putting out fires rather than deciding their future.

After implementing ClearPoint, they created a new report with attractive graphs and illustrations showing where they were, the greater goals they wanted to meet, and the KPIs that showed how they would meet them. Raphah Institute’s first strategy meeting with a ClearPoint KPI report was a huge success. CEO Travis Claybrooks said,

"The board was impressed… there was a call for ‘more of that.’ We are presenting information to them in a new way. It’s easier to digest and easier to see.”

In ClearPoint you can:

• Create all the data visualizations named above, or a new, custom chart using our JSON library.
• Present data in different ways by creating multiple visualizations associated with a single KPI.
• Apply custom branding elements to visuals, and match the colors to your organization’s identity standards and guidelines.
• Create pre-built reports—as many as you need for different audiences.
• Set visuals to automatically update as new information is added.
• Set filters on summary reports to show, for instance, only those metrics that are falling below plan.
• Create charts that automatically calculate trends or feature plot bands to quickly visualize when data is on- or off-track.

Add Context To Your KPI Presentations

ClearPoint also links your KPIs to your organizational objectives. For companies serious about strategy execution, that makes it easier to judge whether you’re using the right KPIs.

When you can see how your objectives, initiatives, and KPIs fit together, you have a clearer view of which activities are actually moving the needle.

Track & Report On KPIs Simply

ClearPoint makes visuals easy to create. We’ve automated 70% of the reporting process so you don’t waste time on low-level tasks.

Here’s how easy it is to create visuals in ClearPoint:

1. You decide which data visualizations you want for your KPIs and create them once in ClearPoint.
2. End users use ClearPoint to update the data points they are accountable for. There’s no need to hunt people down (our software handles that for you!), pass spreadsheets back and forth, or wonder if you’re working with the most recent version of a file. ClearPoint is always up to date.
3. Updated data is automatically pulled into your visuals at the reporting intervals you’ve determined. Set it and forget it.
4. You present your KPI report to an audience. You can choose one of three presentation options: use the software to present data during a meeting; generate a link for participants that includes selected pages of the software; or schedule the export of a PDF report that will be sent to participants.

That’s the whole process.

See how ClearPoint tracks your KPIs — book a demo