KPI Dashboard Template

A KPI dashboard template visualizes the performance of an organization's metrics over time. By offering a snapshot of the performance of various key performance indicators (KPI's), these dashboards make it easy to track an organization's progress towards its strategic goals. These dashboards typically include status indicators to specify the red, yellow, or green status of each measure; adding qualitative fields to your KPI dashboards is a great way to add more context alongside these indicators.

KPI dashboards can be customized to focus in on the key performance indicators for a particular department, service, or team. They can also be organized by category. Many of our customers use financial KPI dashboards to visualize their financial health across key indicators throughout the organization. Others use KPI dashboards to compare performance across departments or from year to year. This dashboard features some important measures like revenue, expenses, and budget surplus. Displaying these charts is important when analyzing organizational health. For example, a viewer could look at these charts and make the quick realization that though revenue is going up, expenses are increasing as well, which means budget surplus will most likely not be very high. Using a dashboard, you can see all of this at once.

KPI Detail Pages

Numbers are helpful, but they don’t always tell a complete story. From the dashboard page, a viewer can easily click on a chart to drill down and read the analysis behind the data. This qualitative context will make sure the viewer interprets the chart with a more holistic view.

Key Elements for KPI Dashboard Templates

• Charts or other visualization of metric performance

Charts and visualizations of metric performance are great ways for an organization to quickly interpret data. Visuals can summarize large amounts of data into one chart. Plus, most visuals are easy to understand and help organizations quickly interpret their data and easily make data-backed decisions to see improvements.  

• Fields for qualitative analysis of performance

Qualitative analysis fields are an important component for KPI dashboards as they give more context into what is happening with the data. Organizations can use these fields to explain metrics’ performance and give recommendations for future action. For example, if revenue is down due to losing a supplier, an organization won’t be able to see that by simply looking at revenue for the period. By using a qualitative field, they can then state that they lost a supplier last period, which explains the lost in revenue. Overall, these fields supply the context needed to make important strategic decisions for an organization.    

• Ability to drill down for more information on each metric

An important feature of any KPI dashboard is having the ability to drill down for more information on each metric. This enables organizations to see where certain metrics are coming from and how they are calculated. For example, if expenses for an organization increased for the period due to only one department, they most likely won’t be able to see that on a high-level dashboard. However, if they can drill down into the expense metric, they will then be able to see the department that is causing the increase. This feature is crucial to have for a KPI dashboard to understand the structure of different metrics.  

Intended Audience

This dashboard is intended to be used by the different stakeholders within an organization. Leaders of an organization can utilize this dashboard to stay informed on the status of key metrics and the overall strategy. Employees at an organization can utilize this dashboard to see how their work is helping move the needle on key metrics.