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12 Month KPI Tracker: Quantifying and Grading Metrics (Excel XLSX)
Excel (XLSX)
VIDEO DEMO
DESCRIPTION
Tracking Key Performance Indicators for any organization can be powerful. It should not take a ton of effort to do, but what will take effort is figuring out how to react to the KPIs. Identify important aspects of your business that can be quantified, set goals, and then track how you do against those goals with this template. It is a great way to understand how your business performs across various functions.
Note, when you begin using this template, be sure to clear out the existing data on the 'KPI Detail' tab by highlighting those cells and hitting the 'clear contents' action. Enter various KPIs and stats of your organization by department with this monthly tracker (12 months).
Values are graded from 1-10 based on defined ranges of what should be bad/ok/great. All data is conditionally formatted to show as bad/good/great (light red / light yellow / light green).
Scoring of each KPI rolls up to the department level and overall organization for a final aggregate score. By focusing on specific measurables as an organization, it helps improve key areas.
Each KPI also has its own weight. There are lots of things that affect success and it is not always just about the financials. For that reason, this template was made to help quantify other areas of business activity along with the financials.
There are 13 financial related metrics, 2 for customer success, 5 for new business activity, 2 for human resources, and 4 miscellaneous.
This template makes it easy to quantify things that are not always easily quantified as well as give some relative performance results based on defined baselines and levels. Just because something is not directly related to earning revenue, it can still have many indirect effects on the bottom line as well as the health/happiness/productivity of all aspects of the business.
Instructional video included in file.
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Source: Best Practices in KPI Excel: 12 Month KPI Tracker: Quantifying and Grading Metrics Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping
ABOUT THE AUTHOR
I graduated in 2011 with a Bachelor's degree in Accounting and began my career as a financial analyst at a small chain of auto repair shops. After gaining valuable experience, I launched my own practice specializing in real estate underwriting, later expanding into general business modeling.
I honed my spreadsheet modeling expertise by completing over 400 projects on Upwork with a 100% success
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