KPI Dashboard Excel Template for Project Management The project managers make use of the KPI dashboard excel template daily. Because the KPI dashboard excel template provides a quick and easy visualization of process key performance indicators to track. Kpi dashboard free download - KPI Scorecard, X KPI, Dashboard Builder for Microsoft Access, and many more programs.
A dashboard report is a powerful tool for meeting business objectives, displaying vital company data in a one-page layout. Excel dashboards typically include multiple spreadsheets. One is the actual dashboard, the front-facing page which graphically displays information using tables, charts, maps, and gauges (also referred to as speedometers). The other spreadsheets in an Excel dashboard hold the data that is being tracked and the calculations that are being used to analyze that data.
Excel dashboards can look quite different depending on business needs. To get you started with a dashboard, we’ve compiled the top Excel dashboard templates (compatible with earlier versions of Excel, including Excel 2007 and Excel 2010) that you can download for free. We'll also show you an easier way to make a dashboard with Smartsheet, an online work management tool.
KPI Dashboard Template
Track key data points using a KPI dashboard to maximize business performance. You’ll save time by not having to produce multiple reports, and the consolidated metrics can easily be shared between teams. This free KPI dashboard template allows you to view multiple KPIs in both table and graph formats. Compare performance between selected KPIs and view averages and targets per KPI. The dashboard design is simple and easy to read.
Tired of static spreadsheets? We were, too.
Although Microsoft Excel is familiar, you were never meant to manage work with it. See how Excel and Smartsheet compare across five factors: work management, collaboration, visibility, accessibility, and integrations.
Sales Management Dashboard Template
Create a visual representation of sales results in order to boost performance, create accountability and track progress. Any process is easier when you can make data-driven decisions, and sales management is no different. This free sales management dashboard template allows you to track sales based on product, region, and customer type.
Project Management Dashboard Template
A project management dashboard allows managers to stay on top of multiple aspects of a given project and view them in a single snapshot. Tracking issues, activities and progress becomes much easier when the data can be compiled and viewed as a dashboard. Not only does this help streamline project management, but it makes it easier to provide up-to-date project status reports or share information with team members.
Product Metrics Dashboard Template
Key metrics provide product information not only to product managers, but also to stakeholders and others within an organization. This data could include metrics related to monetary performance, customer interaction with a product, or other business goals. Once you’ve identified the key metrics and KPIs for your products, you can track them using a product metrics dashboard. This free template offers a simple interface for tracking and visualizing information.
Project Portfolio Dashboard Template
Unlike a project management dashboard, which focuses on data for a single project, a project portfolio dashboard displays KPIs for multiple projects. This provides a status overview for all projects underway, showing which projects are on schedule and what issues need to be addressed. You can easily track budget, risks and other key project parameters. Use this free template as-is to manage your project portfolio, or customize it to meet the needs of your organization.
Discover An Easier Way to Create Dashboards with Smartsheet
Although you can create a dashboard in Excel, it typically takes multiple templates to provide an all-up view and it can be tricky to know whether you are looking at the most up-to-date information.
One tool that enables you to create customized, real-time dashboards is Smartsheet, an enterprise work management platform that fundamentally changes the way teams, leaders, and businesses get work done. Over 74,000 brands and millions of information workers trust Smartsheet as the best way to plan, track, automate, and report on work.
With dashboards in Smartsheet, you’ll have real-time visibility into work progress to make better decisions and keep your teams on the same page every step of the way. The configurable, widget-driven dashboards enable users to highlight the information that’s most relevant to their business - without the need for technical support. Know the status of your business at a glance, gain insights, and accelerate your team’s innovation all in one platform.
Smartsheet dashboards can help your team make better-informed decisions, fast.
Increase visibility with a more collaborative, real-time dashboard.
| What is a KPI Dashboard? |
| Why is a KPI Dashboard Important? |
| Tips for Creating a KPI Dashboard |
| Use These 7 Tools to Create a KPI Dashboard |
| Final Thoughts |
Business managers have many tools at their disposal that help them make informed decisions. These decisions affect the growth and profitability of the entire company. One of the most important tools for the job are key performance indicators or KPIs. They can tell the manager the overall performance of the company (high-level KPIs) or even how specific employees and/or departments/teams are performing (low-level KPIs).
However, business managers don’t always have the time to wade through a lot of collected data on each metric. They need an organized and summarized view of how the company is performing to quickly gain insights and enact decisions. This is where KPI dashboards come into the picture.
This requires picking the right KPI software or dashboard. And unfortunately, there are a lot of them out there that can make the task of selecting one a headache. That is why this article will list down seven of the best KPI dashboards to make the process easier. You can’t go wrong with any of them.
What is a KPI Dashboard?
Before we start listing the best KPI dashboards, let us define what a KPI dashboard actually is. Simply put, a KPI dashboard is a way of visualizing all the company’s most pertinent key performance indicators in one place, giving management or anyone in need all the information they need for prompt and accurate being the keyword, the dashboard should not get into too much detail that it will take the reader hours to understand what is going on. If that is the case, then what you have created cannot be considered to be the dashboard. With that said, make sure that all relevant indicators are able to fit on a single dashboard page.
Create Dashboards as Needed
You can't cram different KPIs into one dashboard, thinking that it will cater to everyone’s needs. There’s no way to reasonably fit all the relevant indicators for everyone in a single dashboard; it will likely end up being an indecipherable mess with many pages, which is bad. The best thing to do is to create a separate KPI dashboard for everyone, whether it is for the operational manager, sales team, marketing department or senior executives.
Avoid Making It Overly Complicated
KPI dashboards allow for one to get creative with the way they want to represent the data. But that doesn’t give one an excuse to go overboard. While the dashboard does need to be pretty, it doesn’t need to have an overly complicated design. This means you should not be liberal with the graphs, fonts and colors.
You are creating the dashboard for the purpose of quickly communicating information in a visual manner. This is not the time to impress and dazzle readers with your design skills. So it is best to keep the layouts simple, colors consistent and the visual data representations to a minimum (but still enough to convey the message).
Don’t Forget to Share
Just because the data is meant for a specific individual or team in the company, it doesn’t mean it should be available only to them. After all, those KPIs affect everyone in the company, meaning they need to be seen by everyone. People should have the opportunity to provide feedback on the dashboard and contest the data if need be.
This will make sure that everyone in the company is working on the same goal. And when people see how well others are performing, it will inspire them to do better for the benefit of the company.
Find the Right Dashboard Tool
There are many ways to create a KPI dashboard. Some companies have gone as far as using MS Excel or Google Sheets to build some of the most incredible dashboards you have ever seen. However, doing it this way is a time-consuming and error-prone process. And the same is true when it comes to updating the dashboard.
The best way to save time and ensure the accuracy of the data is to find the right dashboard tool for your company.
Use These 7 Tools to Create a KPI Dashboard
When you search for KPI dashboard tools, you will quickly find a long list of options to choose from. You might find yourself clicking through many search results to find just the one you need. Luckily, the research has already been done for you, and these seven are the best dashboard tools that will definitely satisfy your KPI reporting needs.
1. Zoho Analytics
You can’t mention KPI tracking tools without mentioning Zoho Analytics . It is an intuitive and easy-to-use dashboard creator with drag-and-drop functionality. And with its business analytics capability, it will ensure that anyone looking at the data gets something from it.
Here are the features of Zoho Analytics that make it a great tool for KPI dashboard creation:
- You can connect it to any data source, whether it is a relational database like Oracle, a business application like Microsoft Excel or cloud service like OneDrive.
- It has a variety of data visualizations, such as tables, charts, graphs and widgets.
- It has Zia, an artificial intelligence that can deliver automatic insights on your key KPIs in minutes.
- Easy sharing of dashboards for easy collaboration with control over user access rights.
- Great security thanks to the Zoho Security Practices, which include privacy policies, backups and redundancy support.
Zoho Analytics has four pricing plans: Basic , Standard , Premium and Enterprise . Each one costs $22, $45, $122 and $445 a month, respectively. There is also a 15-day free trial to see if this KPI dashboard solution is for you.
2. Klipfolio
Klipfolio is one of the best cloud-based KPI dashboard creation tools you can find on the internet. It is built to help you get started quickly with dozens of pre-built dashboards and templates to choose from. Plus, it allows you to perform powerful and complex mathematical calculations on your KPIs with a click on a button.
Other than that, Klipfolio comes highly recommended because of the following:
- Allows you to connect to over 300 data sources and easily share your dashboards.
- Provides meaningful views of your KPIs for faster and better decision making.
- Contains various advanced filters that helps you zero in on your most important KPIs.
- Provides a historical view of how your KPIs are performing over time, allowing you to spot trends
- MetricHQ is a powerful resource that allows you to learn about almost any KPI and metric you can imagine.
For businesses, Klipfolio has four pricing plans: Publish , Grow , Team , Team+ . Each of the plans cost $49, $99, $199 and $399, respectively.
3. Grow
With Grow’s business intelligence dashboard, this tool is geared towards monitoring those KPIs that help your business scale and become profitable. Grow is unique in the way that it displays data to the people that need it the most. Whether it is the CEO, sales manager or marketing manager, Grow’s dynamic dashboard will display the indicators they care about once they log in.
Here are a few more features that make Grow a force to be reckoned when it comes to creating dashboards:
- Not only does it enable you to import data from hundreds of sources, but Grow also allows you to easily organize it and use it to create visualizations.
- Allows you to store all your business data while keeping the most relevant data on hand for quick access.
- Allows you to select the data you want to focus on and then automatically builds charts and graphs for insightful overviews.
Grow has no specific pricing plan since each business has different needs. However, you can request a quote, as well as a demo to see if Grow is a good fit for you.
4. Inetsoft
Inetsoft has a business intelligence web app with a dashboard tool known as Style Scope . It allows for data mashup (combining various data sets) on a single dashboard. Plus, people love it because it requires little technical experience to formulate great-looking and informative data visualizations.
Here are other features of Inesoft that make it one of the best KPI dashboards:
- Highly interactive analytic dashboards provide intelligent drill-downs that help uncover root causes for decision-makers to take action.
- The customizable analytical dashboard is extremely useful for creating unique dashboards that provide multiple perspectives and reveal hidden opportunities.
- It has a mobile responsive web app, allowing for seamless KPI monitoring on the go.
Inesoft also doesn’t have a pre-prepared pricing plan for the web app. You are asked to request a demo so the team ascertains your usage and data requirements. But if you don’t want to request a demo, you can request a quote instead, and the team will review your business case.
5. SimpleKPI
Whether you are a small business or a large company, SimpleKPI promises to be the solution to all your KPI dashboard needs. As the name suggests, SimpleKPI is easy to get started. You just choose your KPIs, connect to a data source, tell SimpleKPI the most important KPIs for each user and it will create the dashboard for them.
SimpleKPI has the following features that make it highly recommended for creating KPI dashboards:
- Over 40 kinds of charts, graphs and widgets for comprehensive data visualization.
- Pre-built templates for tracking specific KPIs, from marketing to manufacturing.
- Analytical functions that allow you to uncover the strengths and weaknesses within your business.
- Connect to any database, whether it is yours or from a third party.
- Mobile-optimized web app that allows for KPI monitoring and performance measuring wherever you are.
SimpleKPI doesn’t have any complicated pricing plans. By paying $99 a month, you get access to all of its features, including the ability to create unlimited users and KPI dashboards. There is even a free trial on offer for you to give it a spin before you buy.
6. Scoro
Free Kpi Dashboard Template Excel
Scoro is all about helping your business save time by including everything you need in one easy-to-use solution. With Scoro, pulling data from previously scattered data sources, consolidating into one place and collaborating with your team to analyze and manipulate the data has never been easier.
Free Kpi Tracker
Scoro is a great KPI dashboard tool for the following reasons:
- Allows you to easily manage your team and projects to foster growth and profitability after extracting useful insights from your KPIs.
- Can be integrated with hundreds of business tools and apps, from accounting software to cloud storage solutions.
- It’s various analytical tools allow you to shift your business strategy from being reactive to proactive.
Scoro has four pricing plans that can suit your needs: Essential , Work Hub , Sales Hub and Business Hub . Each of the plans will cost you $26, $37, $37 and $67, respectively.
7. Smartsheet
Smartsheet is a cloud-based software that is all about project management. It allows for teams to capture and share data for making informed decisions in a systematic and organized manner. It also automates tasks so that everyone achieves more.
As a KPI dashboard tool, Smartsheet provides the following exceptional features:
- KPI dashboards with live charts, graphs, tables and other data visualization tools.
- Tons of free templates to work with, along with seamless integration with a wide range of business tools and apps.
- A variety of collaboration tools that allow team members to do more, from allowing them to leave comments to sharing attachments to live chat (through integration with third-party chat tools).
Smartsheet has a variety of pricing strategies for businesses of all sizes. There is an Individual plan that starts at $14 per month, but it does not include the feature to create dashboards. For that, you will have to use the Business plan, which starts at $25 a month.
Final Thoughts
Free Kpi Dashboard Templatelasopatask Tutorial
As you can see, a KPI dashboard is an invaluable tool for any business. Managers use them to glean important insights into the company’s performance quickly to make beneficial decisions. However, you also need to pick the right dashboard software to make sure the KPIs are organized and summarized effectively. Picking any of the seven dashboard tools mentioned above can help with that.