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12 Month KPI Tracker: Quantifying and Grading Metrics (Excel XLSX)

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HIGHLIGHTS

Author: Jason Varner | SmartHelping

Immediate, digital download

File Type: Excel workbook (XLSX)

DOCUMENT DESCRIPTION

This product (12 Month KPI Tracker: Quantifying and Grading Metrics) is an Excel workbook (XLSX), which you can download immediately upon purchase.

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.

Got a question about the product? Email us at [email protected] or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in KPI Excel: 12 Month KPI Tracker: Quantifying and Grading Metrics Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping

ABOUT THE AUTHOR: JASON VARNER | SMARTHELPING

I graduated in 2011 with a Bachelors degree in Accounting. From there, I worked at a few small businesses doing financial reporting and some bookkeeping. After a few years of that, I started doing freelance financial consulting work on Elance and Upwork.

After over 400 jobs completed with a 100% success rate, I now run my own modeling/consulting practice and continue to build new financial models every few weeks. [read more]

Jason Varner | SmartHelping has published 120 additional documents on Flevy.

DETAILS

File Type: Excel (xlsx)

File Size: 53.3 KB

Related Topic(s): KPI

This business document is categorized under the function(s): Corporate Finance

It applies to All Industries

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Nov 10, 2022
Most recent version published: Nov 11, 2022

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