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KPI PowerPoint Templates & KPI Slides for Presentations

Download PowerPoint presentations to present your KPI or Business Key Performance Indicators in Business Performance PowerPoint presentations. KPI & Metrics slide designs can help you to make focused presentations on metrics that really matter.

5-Legged Stool PowerPoint Diagram

6-Item Text Block Slide Template for PowerPoint

4-Item Key Focus Area PowerPoint Template

Executive Dashboard PowerPoint Template

Financial Cash Flow KPI PowerPoint Template

Kite Diagrams Presentation Template

6-Item Agenda Slide Template with Core Element

Operations Metrics Recognition Program Template

SOAR Analysis PowerPoint Template

4-Item KPI Slide Template for PowerPoint

Low Medium High Gauge PowerPoint Template

GAP Planning PowerPoint Template

Tracking your KPIs and making adjustments along the way is key to staying efficient when running a business.

Make your life easy by downloading our KPI templates and using them to create a visual representation of your business goals and objectives.

Our KPI templates make it easy to showcase milestones you are looking to achieve within a particular period of time. These milestones could be the volume of sales you want to make, the number of followers you want to get on your social media handles, or the number of leads you want your marketing team to generate.

The cool part is that our KPI PowerPoint templates and slides are highly editable. You can even use them together with our 4-Metric Canvas PowerPoint templates to create a powerful marketing tool to boost your marketing performance.

What does KPI mean?

KPI is an acronym for Key Performance Index. It is an index that measures a set of objectives an individual or a business entity is looking to achieve.

What are examples of KPI?

KPIs can either be long or short-term. A business’s long-term KPIs can be growing sales, reducing product returns, reducing customer complaints, boosting brand awareness, etc.

On the other hand, a short-term KPI can be publishing 5 blog posts a week, replying to customer comments, etc.

What is the main KPI for a business?

The major goal of every business is to make sales and increase profit. If that is not the main KPI, we don’t know what else is.

What should I include in a KPI slide?

In general, stick to just 5 lines of text per slide. The text is important, but the critical item of each slide is the graph data. Quality images guarantee your presentation’s success, as any interested party can easily understand the KPI in discussion with carefully crafted graphs.

Common mistakes in KPI Presentations

These issues refer to common errors in graphic design composition rules. Since we talk about visual presentations for your KPIs, hierarchy matters. Don’t make objects too similar in size, font, and color, as otherwise, the relevant points won’t stand out. Avoid placing elements too close to each other, or you end up with a crowded instead of a neat presentation.

Be sure to add context to the metrics you are sharing, else it’s just data being thrown into a slide.

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7 ways to present KPIs that your management team will love

Published 2016-07-18 , updated 2023-09-27

Summary - Everyone procrastinates on KPI reporting-why? Because it’s time consuming, tedious and the final product is often uninspiring. Putting together a good KPI report that your management team will not only love, but actually look at, doesn’t have to take as long as you think.

Everyone procrastinates on KPI reporting —why? Because it’s time-consuming and tedious, and the final product is often uninspiring. But KPIs are important ! While reporting is absolutely necessary for data-driven businesses , there’s a huge difference between raw data and insights. Putting together a good business KPI report that your management team will not only love but actually look at doesn’t take as long as you think.

What should be included in a KPI report?

How you present information, reports, and opinions determines how it is received. A good KPI report should be accessible, interactive, and transformable in under 10 minutes. A great report has these qualities in addition to a clear objective. Your objective is supported by your key insights that show how you are performing. Your KPI report should effectively communicate your objective and insights to everyone in your organization. This is why knowing how to define your organization's KPIs is so important.

How do I create a KPI report? 

When you track your KPIs on a business dashboard in PowerMetrics , reporting becomes a quick, everyday task that will improve your team’s results and internal communication.

How do I present a KPI report?

Common ways to present KPIs to managers and executives:

• Share an email report with KPIs
• Distribute a PDF that shows KPIs
• Present KPIs using a slide presentation
• Display KPIs on a TV dashboard
• Visualize KPIs using a KPI dashboard
• Share KPIs using mobile reports or dashboards
• Build your own KPIs using dashboard software

1. Presenting KPIs in an email report

Email reporting makes a KPI report widely accessible across devices such as a smartphone, tablets, and desktops.

Email your KPI report in mobile-friendly formats such as PDFs or embedded images. A key benefit of email reporting is that users don’t need to download an external application to access KPI data, and visualizations appear in email reporting the exact same as on a business dashboard .

Automatically email a KPI presentation

S et up scheduled email reporting, and your team and management will automatically have your KPI report in their inboxes. Email is the most common KPI report communication channel. Connecting your business dashboard to email is easily accessible. An email KPI presentation decreases the amount of time spent creating a KPI report while increasing the amount of time management spends reading the update. 

Email a KPI report in an instant

Email KPI reporting is great for one-time use and on-demand KPI reporting. When your manager or CMO asks you, “How’s our current marketing campaign performance?” or “What are our lead numbers this month compared to last?” Now you have a KPI report at your fingertips to share with your leadership team. Performance insights are extremely valuable and, when asked for an update, often require immediate attention. Pausing your day to gather data and create a KPI report distracts you from the time that should be spent improving your performance. Email KPI reporting quickly shares these insights quickly and efficiently. Learn more about the digital marketing KPIs that your business should be tracking.

2. Turn your KPI presentation into a PDF report

PDFs are a great way to present KPI reports because they maintain a clean and organized format for web, email, and print. PDFs are arguably the best reporting tool for print because it presents your KPIs based on how they appear on your dashboard .

Users have the ability to adjust the layout, size, height, annotations, quality, and style for each KPI report. Formatting can be time-consuming when you create a KPI presentation because, when done manually, you have to extract the data from its source and create visualizations to communicate your key insights. Also, consider adding custom branding options to capture your attention and provide additional context.

3. Create a KPI report slide presentation

A KPI presentation or slide deck encourages conversation . Turn your PowerPoint or Google Slides into a KPI presentation. A KPI presentation in PowerPoint is a visual representation of your KPI story. A KPI presentation should include minimal text and be about showing your progress with visualizations and data.  

A common rule of thumb for a KPI presentation in PowerPoint or Google Slides is five words per line and five lines per slide. For this reason, images are important to include for a good KPI presentation. Visualizations make it easy for management to quickly understand KPI data while you present insights and everyone plans responsive action.

Make metric analysis easy for everyone.

How do you show KPIs in a presentation? 

When you present KPIs to a group where time is limited, strong visuals keep everyone engaged and on topic. KPIs work together and should be discussed in relation to one another. Best practice suggests no more than two images per slide if you are including text. And no more than four images if there is no text. If your KPI presentation has a slide for each KPI, I’d recommend noting the KPIs relation to others and the overall business objectives.

Discuss KPIs with managers with a business dashboard slide presentation

Incorporating data from KPIs and metrics into presentations adds an important layer of context when discussing your business. Executives always get inspired when seeing a concise version of their data and discover that they can use it in key decision-making. An executive dashboard slide presentation can effectively convey this information to your management team.

After your dashboard-driven KPI presentation, execs will request that you create more data visualizations on topics of interest to them. By sharing the interactive executive dashboard , you can keep the conversation going and prevent your KPI presentation from withering away in PowerPoint purgatory.

4. Present your KPIs on a KPI dashboard

What is a KPI dashboard? A KPI dashboard displays your KPIs in dynamic, interactive visualizations like charts and graphs. When you measure your KPIs on a dashboard, it ensures your data is up to date, and you’re always using the latest insights to evaluate your progress towards achieving your KPIs. 

There is no set time of week, month, or year to make a KPI report. The best reporting is done every day . KPI dashboards make reporting an easy, daily habit so that you and your team can be transparent and data-driven. 

5. Combine live links and wallboards for an easy everyday KPI report

Live links are ideal for users who: use wallboards to display one dashboard, to share a dashboard with a broader group within their organization, or to share with external users. Klipfolio users can publish a dashboard (with or without a password) as a shareable link.

Live links for your KPI presentation

Live links (published links) give everyone access to the data in an easy way, anytime. Live links allow multiple people to view your KPI dashboard. For organizations that track KPIs for clients , this is especially useful as it streamlines the line of communication.

Foster teamwork with your KPI presentation on a wallboard

Live links mirror KPIs from your business dashboard, so they are continuously updated. Allocating time to create dashboards with the KPIs your executives request in their end-of-month KPI report will simplify the reporting process and create the habit of monitoring these metrics at all times, not just at month-end. Another great benefit of wallboards is that they foster teamwork in the workplace. Get everyone in the organization to talk about performance and prompt questions from other departments.

Using wallboard to display a dashboard is a great way to keep performance metrics at the forefront of your team's mind. Displaying your dashboards on a wallboard demonstrates the significance of these KPIs to your entire team and others within the organization so everyone’s in the know. For example, Salesforce dashboards are popular to display on TVs.

6. Grant direct KPI dashboard access

Make your KPI dashboards accessible to everyone on your team. Users can be added to your Klipfolio account as an admin, editor, or view-only. All of these roles are capable of viewing the dashboard, however, each has specific permissions. The benefit of direct access is that you can set up role-specific dashboards.

Granting your team members, especially management, with access to your dashboards is an accessible way to present KPIs. Individuals can access KPI report data at all times without going through the long line of communication to reach the administrator. Direct dashboard access improves communication and demonstrates the value of your team’s efforts to management, as well as key areas for improvement.

7. Take your data everywhere with a mobile KPI presentation

C-suite executives are often on the road and require quick access to the status of their company’s performance. Presenting KPIs for management to access on their smartphone makes it simple for them to quickly access and understand data from anywhere. When everyone in an organization is given access to dashboards, data can be integrated into day-to-day activities.

Mobile KPI reporting becomes especially important as work-from-home and remote offices become increasingly common. You may not always be on your laptop, but the vast majority of people never forget their smartphone before leaving the house.

Add real data to every conversation with your mobile KPI report

With mobile reporting, KPI data becomes a natural and essential element of any business discussion. How many times have you been in a casual conversation with a colleague about work where you say, “I can show you when I get to my computer”? A mobile KPI report brings context by incorporating KPIs into the conversation, leading to a follow-up conversation or even immediate action.

This article was originally published in July 2016 and has been revamped and updated for accuracy. 

• How to present a KPI report
• The basics of KPI management
• Starter guide to dashboard design
• What is a key performance indicator
• KPI Examples

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40 Best KPI Dashboards PowerPoint PPT Templates: A Complete Guide

The Key Performance Indicator (KPI) is a measurable value that shows how effective a company is in achieving key business objectives. Organizations and companies use KPIs at multiple levels to assess its success in reaching its set goals.

High-level KPIs may focus on overall business performance while lower level KPIs may focus on operations in departments such as Sales, Marketing, Human Resources, Support and more.

In short, KPIs are individual units of measurement that provide a preview on the performance of various departments and initiatives in the company. It also effectively shows where companies are in relation to their goals and how this can be improved.

What are the types of KPI?

There are several types of KPIs:

Strategic Indicator: This indicator monitors the strategic goals of organizations. Usually, one or two strategic KPIs are used to measure the performance of an organization in a specific area at any given time. This includes returns on investments, market share, etc.

Operational Indicator: This indicator measures performance within a shorter time frame and focuses on organizations' operations and efficiency. It is designed to help make better decisions about providing products, services or other operational functions on a daily basis.

Projects Indicator: This indicator focuses on measuring progress and efficiency in completing projects.

Risk Indicator: This indicator focuses on measuring the risk factors that may threaten the success of organizations.

Personnel indicator: This indicator focuses on human behavior, skills and performance needed to implement strategies.

What makes key performance indicators (KPIs) effective?

One of the most important and often overlooked aspects of KPIs is that they are a form of communication and coordination between parts of the company, as they are bound and subject to the same rules and best practices as any other form of communication and coordination between team members or department heads.

In terms of developing a strategy for formulating performance indicators, your team should start with the basics and understand what your organizational goals are, how you plan to achieve the goals, and who can act on this information.

This should be an iterative process that includes feedback from analysts, department heads, and managers. When you gather the opinions of the said team, you will gain a better and deeper understanding of the business processes and KPIs that should be measured using the KPI dashboard, and with whom this information should be shared.

What is the intended benefit of KPI's?

Key Performance Indicators are important because they highlight the business performance of companies, and individuals, thus organizations use them to assess their success in reaching critical goals. High-level KPIs may focus on the overall performance of the organization, while low-level KPIs may focus on operations within departments.

It is also important to performance indicators to evaluate and measure the performance of employees within companies, improving and developing all internal and external operations of the organization.

How to create KPIs?

Let's say your goal is to increase book sales for the year. You will call these KPIs, the book sales KPI. Here's how to define it:

What: Book sales increase 15% this year.

Why: Achieving this goal will allow you to hire another agent.

Measurement: Progress will be measured as an increase in the number of books sold and revenue generated.

How: You can increase your site traffic with a blog focused on topics related to the publishing industry.

Who: The Content Marketing Manager will be responsible for the KPIs.

The result: book sales will increase by 15% this year.

When: The progress of the KPIs will be reviewed on a monthly basis.

Develop your KPI to fit the changing needs of the business

Suppose, for example, that your organization has recently started a new production line or is expanding abroad. If you do not update your KPIs, your team will continue to track goals that do not necessarily reflect a change in tactical or strategic direction.

You may think, based on your results, that you continue to perform at a high level. In reality, though, you may be tracking KPIs that fail to capture the impact your efforts are having on core strategic goals. KPIs that are not updated at all become obsolete.

Reviewing your KPIs monthly (or, at best, weekly) will give you a chance to improve or change course entirely.  

What is a KPI Dashboard?           

The easy to access data will make you less overwhelmed and can quickly understand the whole picture of the performance of your company, know what and where the problems are and give you full control on all the details and matters.

Therefore, a KPI dashboard is an all-in-one tool that provide the monitoring and analysis you need. It allows you to follow the performance of individuals, departments, teams, or the entire company. KPI dashboards lets you to easily check what is happening and be alerted to the KPIs that have exceeded the set limits.

KPI dashboards are most likely to be displayed using specific color patterns like red, yellow, and green. Red indicates a problem, yellow is a warning or a risk, and green means everything is fine. It is very important to get everything clear and direct at first glance, so next we will introduce you to one of the best options you may have for PowerPoint KPI dashboard template.

KPI Dashboards PowerPoint PPT Template

A well designed and thought KPI dashboard gives business owners quick access to the crucial indicators or tools of the business, and helps them decide whether they are going well or not. But recently a lot of KPI dashboards are more fabricated and decorated than useful, or are so filled with details that it’s impossible to read the important information right away. Designing a KPI dashboard needs a lot of experience and skill, that why you should choose the right template if you have a presentation on the subject, and we here give you the Best KPI Dashboards PowerPoint PPT Template you can find out there which covers all the needed indicators and required slides, such as:

Sales KPI Dashboard: An essential slide that shows the sales you have been making, on a daily or monthly basis too, as well as sales risk and sales process that are taking place currently.

Traffic Acquisition Report Dashboard: It’s an important visual to know where users came from, including organic search, social media, paid campaigns, etc. and it’s used to make decisions about future marketing campaigns and determine the effectiveness of your website and current marketing efforts.

Social Media KPI Dashboard: This PowerPoint slide is very relevant when you count heavily on social media networking then you will be such slide to show all the numbers and growth and interaction that’s happening to your channels.

CRM system KPI Dashboard: Customer relationship management (CRM) is a slide for managing all your company's relationships and interactions with customers and potential customers. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Target Vs Actual Sales Commissions: It is the slide where you compare your intended sales goal and the ones you have really made, detailed and clear KPI PowerPoint slide, and one among many other useful and essential ones.

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PowerPoint presentation to show Key Performance Indicators

Mar 2, 2023 | Data Dashboards , DataPoint , Financial , Reporting

Key Performance Indicators (KPIs) are a great way to measure the performance of your business. They show how you’re doing against your goals and help you keep track of changes over time. KPI templates for a PowerPoint presentation can be used for many different types of businesses, from large corporations to small startups. Let’s dive into KPI presentations and dashboards.

What is a PowerPoint presentation?

A PowerPoint presentation is a visual way of communicating information. It can be used to communicate with your boss, colleagues, clients and customers.

How to use a KPI template as a PowerPoint presentation?

To use a KPI template for your PowerPoint presentation, follow these steps:

• Create a new PowerPoint presentation or get your professional PowerPoint templates from a professional site, and add your company’s data and performance metrics. You can import the KPI template from our database or create it yourself.
• Use the DataPoint plugin to automate the content updating (just add some connections into your presentation).

Key Performance Indicators (KPI) are used to measure the performance of a business.

Key Performance Indicators (KPIs) are used to measure the performance of a business. They can show your company’s overall performance or the performance of individual departments.

There are different types of KPIs, including financial KPIs and operational KPIs. Financial KPIs include:

• Net profit margin
• Gross profit margin
• Operating cash flow

Common KPIs for any business.

• Profitability
• Cost of goods sold (COGS)
• Sales per employee or sales per customer visit. This is a key indicator for companies that sell services. If you have a high-cost business such as consulting, this number can be used to measure how efficiently your team is working and whether you need more staff members or more projects for each employee.

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Home Powerpoint KPI Presentation Google Slides & PowerPoint Templates

KPI Presentation Google Slides & PowerPoint Templates

The infographic template in google slides for KPI slides will uncover the performance variables in a snapshot. The dashboard google slides theme contains 14 slides in seven variant designs. It includes a bar chart, speedo meter, doughnut chart, line graph, area chart, and an abstract presentation text zone. This will provide a quick view of company objectives, sales, financial growth, profit margin, market share of products, revenue by source, etc.

KPI presentation is a sales, marketing, and accounting evaluation report document. Our dashboard infographic could display different, easily understandable metrics for the viewers. For instance, the users can delineate average monthly sales, conversion rates, and sales performance reports using statistical graphic slideshows.

KPI infographic is a data-driven chart that will suit your scalable data presentation. Its executive summary type designs, graphs, and charts ensure a proper understanding of metrics in the statistical slide presentations. Further, users can easily edit the template’s color, size, shape, background, and overall features.

Each text zone allows you to insert factual data within the graphical images or in separate text areas on the board. When presenting your data, coloring spots is crucial to distinct summary features. So, choose suitable colors if you need them other than default color schemes.

To complement your data-driven presentations, explore our business case study slides . These templates offer a professional and structured format to effectively showcase your business case studies. By combining the KPI slides with business case study slides, you can present key performance indicators alongside real-life examples of successful business strategies and outcomes.

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Can I customize the PowerPoint templates to match my branding?

Yes, all our PowerPoint templates are fully customizable, allowing you to edit colors, fonts, and content to align with your branding and messaging needs.

Will your templates work with my version of PowerPoint?

Yes, our templates are compatible with various versions of Microsoft PowerPoint, ensuring smooth usage regardless of your software version.

What software are these templates compatible with?

Our templates work smoothly with Microsoft PowerPoint and Google Slides. Moreover, they’re compatible with Apple Keynote, LibreOffice Impress, Zoho Show, and more, ensuring flexibility across various presentation software platforms.

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KPIs and Performance Metrics

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Does your team struggle to meet your most important business objectives? KPIs and Performance Metrics are vital for execs as they create organizational accountability for what's most needed to reach critical goals. Download the KPI and Performance Metrics presentation template to sync your team members, instill self-reliance in individual members, and keep critical goals top of mind as decisions are made.

5 questions and answers

Can you compare the effectiveness of KPIs with other performance metrics?

Yes, KPIs and other performance metrics can be compared in terms of their effectiveness. KPIs, or Key Performance Indicators, are specific and often quantifiable measures that an organization uses to track its progress towards a defined goal. Other performance metrics, while also used to track progress, may not be as closely tied to key business objectives. KPIs tend to be more strategic, focusing on long-term performance and overall organizational success, while other performance metrics may be more operational, focusing on short-term performance in specific areas. However, both are crucial for a comprehensive understanding of an organization's performance.

How can the KPI and Performance Metrics presentation template help in keeping critical goals top of mind?

The KPI and Performance Metrics presentation template can help in keeping critical goals top of mind by creating a visual representation of key performance indicators and metrics. This allows team members to easily understand and track progress towards these goals. The template also fosters organizational accountability, as it clearly outlines what is needed to reach these critical goals. Furthermore, it can instill self-reliance in individual team members, as they can see how their individual contributions align with and impact the overall objectives.

What is the role of KPIs in creating organizational accountability?

Key Performance Indicators (KPIs) play a crucial role in creating organizational accountability. They provide a measurable way to evaluate the success of an organization, department, or individual in achieving their objectives. By setting clear, quantifiable targets, KPIs ensure that everyone in the organization understands what is expected of them and what they need to achieve. This creates a culture of accountability, as individuals and teams are held responsible for meeting these targets. Furthermore, KPIs allow for performance tracking and provide a basis for constructive feedback, enabling continuous improvement.

The template includes a supply chain dashboard, project management dashboard, marketing dashboard, and employee performance dashboard, as well as additional dashboards on financial performance, advertising, project marketing, operational performance metrics, balance scorecards and project priority triaging, plus many more.

How can the employee performance dashboard in the KPIs and Performance Metrics presentation contribute to individual accountability?

The employee performance dashboard in the KPIs and Performance Metrics presentation can contribute to individual accountability by providing a clear and concise visualization of an employee's performance metrics. This can include key performance indicators (KPIs) such as productivity levels, quality of work, and adherence to deadlines. By having these metrics readily available, employees can see where they excel and where they need to improve, fostering a sense of responsibility for their own performance. Furthermore, it allows managers to hold employees accountable for their performance as they can easily track and discuss these metrics during performance reviews.

In what ways can the marketing dashboard in the KPIs and Performance Metrics presentation improve advertising strategies?

The marketing dashboard in the KPIs and Performance Metrics presentation can improve advertising strategies in several ways. Firstly, it provides a visual representation of marketing data, making it easier to understand and interpret. This can help in identifying trends, patterns, and anomalies in the advertising data. Secondly, it can track key performance indicators (KPIs) related to advertising such as click-through rates, conversion rates, and return on advertising spend. This can help in measuring the effectiveness of advertising campaigns and strategies. Lastly, it can provide real-time data and insights, enabling quick decision-making and adjustments to the advertising strategies as needed.

How can the project management dashboard in the KPIs and Performance Metrics presentation enhance project efficiency?

The project management dashboard in the KPIs and Performance Metrics presentation can enhance project efficiency by providing a visual representation of key performance indicators (KPIs) and metrics. This allows project managers to quickly identify areas of concern or success, track progress against goals, and make informed decisions based on real-time data. It can also improve communication and transparency within the team, as everyone can see the status of the project and understand their role in achieving the objectives.

Tool highlights

Supply chain dashboard.

When execs track their supply chain, they raise their awareness around how fluctuations impact profit margin, which is one of the most important KPIs to track. For example, if profit margin begins to decrease but supply costs increase, this can be a major red flag.

In this supply chain dashboard, execs can measure supply chain costs, supply chain costs vs sales, inventory to sales ratio, and the carrying cost of inventory. This supply chain costs visualization helps you assess which costs are the biggest at a glance, and can be measured against the company or team's sales and compared to the industry average. Since inventory is often a company's largest expense, inventory to sales ratios and the carrying cost of inventory can also be measured with line and bar graphs. As a reminder, these dashboards all link up to Excel sheets where execs plug in their data. The example in this template has three years' worth of data, but execs can edit the sheet to minimize or extend this range. (Slide 5)

How can the data range in the supply chain dashboard be adjusted according to the company's needs?

The data range in the supply chain dashboard can be adjusted according to the company's needs by editing the linked Excel sheets. The dashboard is designed to link up to Excel sheets where executives input their data. The example in the template has three years' worth of data, but executives can edit the sheet to minimize or extend this range as per their requirements.

How can inventory to sales ratios and the carrying cost of inventory be effectively visualized?

Inventory to sales ratios and the carrying cost of inventory can be effectively visualized using line and bar graphs. These visualizations can help assess which costs are the biggest at a glance and can be measured against the company or team's sales and compared to the industry average. The data for these visualizations can be linked up to Excel sheets where executives can plug in their data. The range of data can be adjusted as per the requirement, for example, it can be minimized or extended to include three years' worth of data or more.

What is the significance of comparing supply chain costs vs sales in a business?

Comparing supply chain costs vs sales in a business is significant as it helps in assessing the efficiency of the supply chain operations. It provides a clear picture of how much is being spent on supply chain processes in relation to the revenue generated. This comparison can help identify areas where costs can be reduced without compromising the quality or speed of delivery. It also allows businesses to benchmark their performance against industry averages, thereby understanding where they stand in the competitive landscape.

Global financial performance

A separate visualization covers KPIs across global financial performance, orders with their status and date placed, inventory size, daily volume of orders and monthly supply chain costs as well. Don't forget, you can change the titles of these dashboards to whatever you want to measure, as they are all fully customizable. (Slide 6)

Can you provide case studies that demonstrate the effectiveness of using KPIs and Performance Metrics presentations in a business setting?

While specific case studies are not provided in the content, it's widely recognized that using KPIs and Performance Metrics presentations can be highly effective in a business setting. They allow businesses to track their performance against key objectives, providing a clear picture of where they are succeeding and where improvements are needed. This can lead to more informed decision-making and better business outcomes. For instance, a company might use these presentations to track their financial performance, order status, inventory size, and supply chain costs, as suggested in the content. By regularly reviewing these metrics, they can identify trends, spot issues early, and take corrective action as needed.

What are the practical applications of customizable dashboards in measuring business performance?

Customizable dashboards in business performance measurement have several practical applications. They allow businesses to track and visualize key performance indicators (KPIs) in real-time, enabling quick decision-making. They can be tailored to show specific metrics that are relevant to different departments or roles, enhancing focus and productivity. For instance, a dashboard can be customized to show global financial performance, order statuses, inventory size, daily volume of orders, and monthly supply chain costs. This flexibility allows businesses to monitor various aspects of their operations and performance effectively.

How can the visualization of KPIs across global financial performance, orders, and inventory size enhance business strategy?

Visualizing KPIs across global financial performance, orders, and inventory size can significantly enhance business strategy. It provides a clear, concise, and comprehensive view of the company's performance and operations. This allows for better decision-making as it helps identify trends, patterns, and anomalies. It also enables the company to track progress towards its goals, identify areas of improvement, and make necessary adjustments to its strategy. Furthermore, it promotes accountability and transparency within the organization.

Project management dashboard

To project managers and executive teams, KPIs are like a report card used to measure success. However, KPIs aren't just for rear-view performance reviews. The best PMs use KPIs to measure progress towards reaching their goals in real-time.

This project management dashboard can be used to track active projects with a Gantt chart and project status slider. A Burndown chart compares planned completion of tasks against actual completion. The blue line is planned productivity, or number of tasks completed, while the green line is actual tasks completed. If the plan exceeds the actual, the team is behind schedule, but if the actual exceeds the plan, you're in good shape. The number of tasks and total hours bar chart helps PMs figure out why tasks are falling below their productivity planning — maybe there are not enough hours dedicated to a specific task, for example. (Slide 14)

How does tracking active projects with a Gantt chart and project status slider enhance business strategy?

Tracking active projects with a Gantt chart and project status slider can significantly enhance business strategy. Firstly, it provides a visual representation of the project timeline, including the start and end dates of individual tasks. This helps in identifying any dependencies between tasks and understanding the overall project flow. Secondly, it allows for real-time tracking of project progress. If a task is falling behind schedule, it can be immediately identified and corrective actions can be taken. This proactive approach helps in avoiding delays and ensures timely completion of projects. Lastly, it aids in resource allocation. By knowing the status and timeline of each task, resources can be effectively allocated and managed. All these factors contribute to a more efficient and effective business strategy.

How does a project management dashboard compare with other business performance metrics?

A project management dashboard is a specific type of business performance metric. It provides a visual representation of a project's progress and performance, allowing project managers to track active projects, compare planned completion of tasks against actual completion, and identify potential issues. Other business performance metrics, such as Key Performance Indicators (KPIs), may focus on different aspects of business performance, such as financial performance, customer satisfaction, or operational efficiency. While a project management dashboard is a tool for managing specific projects, other business performance metrics provide a broader view of the organization's overall performance.

Are there any case studies that demonstrate the effectiveness of using a project management dashboard?

Yes, there are numerous case studies that demonstrate the effectiveness of using a project management dashboard. These dashboards provide a visual representation of project progress, tasks, and performance metrics, which can greatly enhance project management efficiency. They allow project managers to track active projects, compare planned completion of tasks against actual completion, and identify potential issues early. For instance, if the planned productivity exceeds the actual productivity, it indicates that the team is behind schedule. On the other hand, if the actual productivity exceeds the planned one, it means the project is on track. Therefore, project management dashboards are a valuable tool for ensuring project success.

Marketing dashboard

Marketing can often be a major growth bottleneck for executives and companies. As a massive expenditure, if not properly tracked, it can result in burning thousands or even millions of dollars. This is especially true for social ad spends, where ROI is vital to track so copy and targeting can be adjusted.

This marketing dashboard focuses on likes and engagement that are driven by social ad spending. The top section tracks total likes and engagement across the major social platforms over a given period of time. A line graph details your ad spend across different ads with a draggable notation for your highest performance. The numbers on the right-hand dashboard highlight important financial metrics related to ad spending and return. On the top left is your total budget, underneath is the amount spent, and in the middle right is your revenue created. In this instance, the revenue led to an ROI of 62% (which is in the bottom left corner). (Slide 21)

Employee performance dashboard

While managers and execs track business-related KPIs, they also need to track performance on the individual level. In this employee performance dashboard, an employee valuation scoreboard on the left-hand side can be used to grade employee performance for benchmarking purposes. The bar chart in the middle can be used to visualize employee valuation scores.

Another scoreboard on the right details other areas for scoring where teams are assessed based on quality and quantity of work, work efficiency, or more specific tasks like reducing their sales cycle period between first contact and close. Arrows on the right or left showcase improvements or decreases in improvements. (Slide 30)

With relevant, quantifiable KPIs and Performance Metrics that are aligned to your goals and attainable within your current constraints, you can improve morale, transparency, team alignment, and overall success rate. Formulate goals then measure their implementation, make stronger decisions based on measurable objectives, and actually reach your goals with KPI dashboards that are easy to understand with unique visualizations for every business use case.

1 questions and answers

I'm a manager and I need to work with KPIs in this new company, so I need your help

KPIs (Key Performance Indicators) are essential for measuring performance and progress towards a company's goals. Here are some steps to work with KPIs: 1. Define your goals: Before you can set KPIs, you need to have a clear idea of your business objectives. 2. Identify the key performance indicators for each goal: These should be measurable and directly related to your goals. 3. Set targets for each KPI: These targets should be realistic and achievable. 4. Monitor your KPIs: You should regularly review your KPIs to ensure you are progressing towards your goals. 5. Adjust your KPIs as necessary: If you are not progressing towards your goals as expected, it may be necessary to adjust your KPIs. Remember, KPIs are just a tool. They do not replace managerial judgment and experience, but they can provide valuable guidance and feedback.

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KPI PowerPoint & Google Slides Presentation Templates

With the help of KPI metrics PPT templates, you can present your data in an organized manner. The KPI analysis templates have a unique style and color palette, making them appealing. We employ a variety of graphics, such as a roadmap, charts, and tables, to help users easily understand your data. The KPI dashboard PowerPoint templates will assist you in creating a project status summary presentation, a project plan presentation, and a business review presentation, among other presentations.

These business key performance indicator templates are 100% editable and customizable as per your preferences. The KPI presentation examples are also compatible with Powerpoint and Google Slides. They are compatible with Powerpoint and Google Slides. Also, make use of our free PPT to showcase business plans effectively .

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What are kpi ppt templates.

KPI or Key Performance Indicator PPT templates are pre-made PowerPoint templates that are especially built for displaying key performance indicators (KPIs) of a business. KPIs are measurable metrics that assist organisations in tracking and evaluating their progress towards certain goals and objectives. These templates are intended to graphically communicate KPI clearly, making it simpler for the audience to grasp and analyze the information.

What To Include In A KPI PPT Template?

It is critical to include relevant information that effectively communicates the main metrics and performance measurements when building a KPI PowerPoint template. Here are some elements you can consider including:

• Name of the presentation
• Date or time period covered by the KPIs
• Company or department logo
• Brief overview of the purpose and importance of KPIs Explanation of the key objectives or goals being measured
• Outline the structure and sections of the presentation.
• Define key concepts associated with KPIs and performance measurement.

What Are The Uses Of KPI PowerPoint Templates?

KPI PowerPoint templates are used in business and project management presentations for a variety of applications. Here are some common uses of KPI PowerPoint templates:

• Performance Tracking:  KPI PPT templates are used to track and show a company/team/project’s important performance measures and indicators. They aid in the visualization of data and give a clear and simple summary of performance.
• Goal setting and Monitoring:  PowerPoint templates for KPI aid in the establishment of quantifiable objectives and tracking the progress towards those goals. Stakeholders can analyze the progress and take required steps to attain desired results by visually showing KPIs.
• Data Visualization:  KPI PowerPoint templates are used to visualise complicated data sets, making it easier for the audience to understand and analyse information.

Where Can I Download KPI PowerPoint Templates?

SlideUpLift offers excellent PowerPoint templates to showcase your KPIs that will save you time while building one. Simply download the KPI PowerPoint template in PowerPoint or Google Slides and make the necessary modifications. While on the job, when presenting to clients, the KPI PowerPoint slide can help you engage the audience and set the stage for a successful presentation. However, it is critical to personalize and adapt it to your audience and circumstance.

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KPI Presentation Templates

Looking to showcase your business performance in a compelling manner? Dive into our collection of KPI presentation templates. Whether you’re in sales, marketing, or project management, our templates cater to all.

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Our KPI slides are designed to make your data stand out. With a blend of PowerPoint PPT, Keynote, and Google Slides formats, you’re equipped for any platform. From kpi dashboards to detailed key performance indicator charts, we’ve got you covered.

Why Choose Our KPI Presentation Templates?

• Editable KPI: Every ppt template and presentation slides are customizable. Add your logo, adjust the design, or switch the format to make it uniquely yours.
• Diverse Range: From kpi powerpoint templates to Google Slides, our offerings span a vast spectrum. Whether you need a scorecard, infographic, or matrix, we have it.
• Free & Premium Options: On a tight budget? Download for free. Seeking a more exclusive design? Explore our premium range.
• Performance-Centric: Our templates are not just visually appealing. They’re built to highlight kpi metrics, sales data, and other quantifiable measures.
• Seamless Compatibility: No more format woes. All our templates are compatible with PowerPoint and Google Slides.

For professionals in sales and marketing or planning, our kpi dashboard powerpoint templates are indispensable. They come with clear metrics, illustrative charts, and dynamic graphics to effectively present and evaluate your kpis data.

If you’re venturing into HR or healthcare, we’ve got you covered too. Our templates are designed to cater to specific sectors, ensuring your data is presented in the most impactful way. Whether you’re looking to present a profit report, an individual performance framework, or a health metric, our templates are tailored to meet your needs.

Bonus Features:

• Infographic Integration: Make your data visually compelling.
• Smart Design: Templates that adapt to your content.
• Editable KPI Metrics: Adjust and edit as per your requirements.
• Excel & PDF Compatibility: For those who love spreadsheets and detailed reports.
• Objective Mapping: Align your presentation with your goals and objectives.

Elevate your presentations. Make them more than just slides; make them a narrative of your success.

Download KPI templates now and elevate your next presentation. Remember, a good presentation template not only showcases data but tells a compelling story. Let our templates be the power behind your data-driven narrative.

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Free KPI Dashboard Templates

By Kate Eby | October 24, 2022

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We’ve compiled the top free key performance indicator (KPI) dashboard templates for measuring your work toward an objective over a period of time. Track, analyze, and quantify your efforts, and improve your success metrics and efficiency. 

Included on this page, you’ll find a simple KPI dashboard template , a KPI performance dashboard template , a KPI dashboard presentation template , a project management KPI dashboard template , and an efficiency KPI dashboard template . Plus, get tips on how to create a KPI dashboard template in Excel .

Simple KPI Dashboard Template

Download a Sample Simple KPI Dashboard Template for Excel | Google Sheets

Download a Blank Simple KPI Dashboard Template for Excel | Google Sheets

Use this simple KPI dashboard template to view your KPIs as horizontal bar charts, line graphs, and histograms. The template includes budget, revenue, budget vs. actual cost, profit margins, and debt-to-equity ratio KPI charts. Easily customize the template to provide KPI data for any series of performance measurements, and create a simple visualization of your metrics. Use the template’s Goal and Actual columns to track high-performance realization with this dynamic template.

See this comprehensive article on KPI dashboards to find additional KPI dashboard resources.

KPI Performance Dashboard Template

Download a KPI Performance Dashboard Template for Excel | Google Sheets

Exceed performance expectations with this visually rich KPI performance dashboard template. Track the month-by-month, year-to-date (YTD), and year-over-year progress of your KPIs with this template’s easy-to-read bar charts, line graphs, and donut graphs at a glance to ensure that you’re hitting your performance objectives. The template comes pre-loaded with Marketing and Operations data but can be retooled to measure KPIs for any vertical, department, or service. 

See this detailed article on when to use KPIs instead of objectives and key results (OKRs) to quantifiably measure performance for your specific objectives.

KPI Dashboard Presentation Template

Download a KPI Dashboard Presentation Template for  PowerPoint | Google Slides  

Introduce and explain the big picture for key objectives, progress, and milestones with this presentation-ready KPI dashboard presentation template. This template’s easy-to-read visual indicators help viewers quickly learn the status of any key performance indicator. Use this template to visually convert your data into easily understandable infographic updates on project, product, or service goals.

Project Management KPI Dashboard Template

Download a Project Management KPI Dashboard Template for  Excel | Google Sheets

Help your project management office (PMO) track status, milestones, objectives, and overall project progress with this project management KPI dashboard template. In addition to Overall Status, Budget, and Pending Items pie and bar charts, the template also includes space to create individual project tasks, assign them to team members, set their priorities, and select their statuses. A Project Status field helps you keep track of overall progress toward project goals, while a Completed field tracks the percentage of your project that has been successfully completed. 

For more resources on KPI dashboard metrics for project and program management, see this comprehensive article on crucial KPI metrics that provide valuable insights into the health of your project or program.

Efficiency KPI Dashboard Template

Download an Efficiency KPI Dashboard Template for   Excel | Google Sheets

If efficiency is the primary KPI to assess your project, product, service, or sales data, this template is for you. This efficiency KPI dashboard template comes pre-loaded with data for a sales team but can be quickly customized to include data from any field. The template’s unique Efficiency Level field provides an efficiency percentage based on the month-by-month set performance target column data compared to actual results.

What Is a KPI Dashboard Template?

A KPI dashboard template is a visual tool for measuring performance over time. These templates compare achievements to set milestones and goals. Use a KPI dashboard template to visually represent your team’s progress, efficiency, and performance with graphs and charts. 

A KPI dashboard template provides a framework for gauging your project, product, service, sales, or individual performance. While you can use a KPI dashboard template to monitor performance progress, you can also use it to help you track daily, monthly, or annual variances. Doing so can help you pinpoint particular areas of performance that need improvement. 

By having an effective tool to standardize performance tracking, project sponsors, project managers, stakeholders, team members, and others can rest assured that performance will improve over time. 

Most KPI dashboard templates include bar charts, pie charts, and/or histograms so that teams can easily track progress. Having easy-to-read visual representations of set objectives helps managers share data-rich details in a high-level, visually dynamic, easy-to-read format. By using a KPI dashboard template, project managers can ensure that priorities, objectives, goals, and deliverables are clearly defined; that all related tasks are assigned; and that all performance standards are trending upward.

How to Create a KPI Dashboard in Excel 

A KPI dashboard provides charts and graphs that track progress toward set objectives for any vertical. Create a KPI dashboard in Excel to help you track key goals by filling in an existing KPI dashboard template with your preferred data.

A KPI dashboard provides a single-screen view of pre-set KPIs. If the existing KPI dashboard template isn’t pre-filled with the KPIs you want to track, you can easily customize it. By creating the KPI dashboard that you want from an existing template, you can ensure that your dashboard tells the high-level story of your data in a presentation-ready format. 

While creating a KPI dashboard from scratch in Excel can be time consuming, KPI dashboard templates enable you to streamline the process. Simply customize an existing template to suit your specific needs. 

For example, if an available KPI dashboard template includes project-oriented factors such as task progress and status, task completion status, budget, and pending items, but you are not working on a specific project, you could customize this template to track sales goal data, sales tasks, or profitability goals. 

Similarly, if a KPI dashboard template focuses on sales goals and efficiency, you could switch out the sales data for tasks, department goals, or other metrics you want to measure. By doing so, you can adjust the efficiency level to be a key performance indicator of task, project, or department efficiency. 

By customizing a KPI dashboard template as early as the project-planning phase, project managers, sponsors, and team members can agree upon objectives and set KPI metrics. This way, you and your team can track, measure, and analyze achievements, as well as make necessary recalibrations and adjustments to ensure that you achieve your goals.

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

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How To Write KPIs In 4 Steps + Free KPI Template

What Does KPI Stand For?

KPI stands for Key Performance Indicator, a measurable value that shows the organization's progress toward achieving key business objectives. Organizations can use KPIs as a way to track whether their key business objectives are on track, behind, ahead, or have been achieved. 

KPIs are typically used to assess performance against a benchmark (target) or industry standard. They can be applied to various business areas, such as marketing, sales, customer service, and operations, and are often used to guide decision-making and drive continuous improvement.

Check out our KPI Meaning & KPI examples article with 84 examples from different industries!

4 Reasons Why KPIs Are Important 

Like the famous Peter Drucker once said: "You can't improve what you don't measure."

So, running a business without KPIs is like driving a car with your eyes closed. You don't really know where you're going, and the chances are it won't have a happy ending. 

Now that we've established how fundamental KPIs are for a company's success, let's look into why they are so important and what benefits they provide to organizations:

Act as a scorecard for company health

KPIs provide a snapshot of how well a company is performing. By tracking metrics that are aligned with business goals, KPIs can help managers and leaders quickly assess company health and identify areas that need improvement. KPIs can also provide an easy way to communicate performance to stakeholders, such as investors, partners, or employees.

Measure progress through the tracking of metrics

KPIs allow organizations to track progress toward specific goals and objectives. By measuring and analyzing data on a regular basis, organizations can gain insights into what is working well and what needs improvement. This information can be used to make data-driven decisions, adjust strategies, and optimize processes for better outcomes.

Help identify when to make adjustments

KPIs can help organizations identify when to make adjustments to strategies or operations. By tracking performance against established benchmarks, KPIs can reveal trends and patterns that may indicate areas of concern or opportunities for improvement. This information can be used to make informed decisions about when and how to make adjustments to optimize performance.

Recognize and analyze patterns

KPIs provide valuable insights into patterns and trends in performance over time. By analyzing KPI data, organizations can identify patterns and trends that may indicate underlying causes of performance issues or opportunities for improvement. This information can be used to guide strategic decision-making and inform ongoing efforts to optimize performance.

Quick Overview Of Writing KPIs In 4 Steps:

• Determine strategic objectives
• Define success
• Decide on measurement
• Write your SMART KPIs

✋🏼But before we zoom into each step, let us give you an important tip: don't copy your KPIs straight from someone else's list!

While there's a wealth of KPI examples available online - scrolling through industry lists, picking out a KPI and attempting to force it into your strategy won't do you any favors.

Well, KPIs should be developed to contribute to achieving a specific strategic objective. If they're not developed with a specific strategic objective in mind, they run the risk of stealing attention, time, and money from KPIs that actually help to achieve strategic objectives.

The best KPIs for YOUR business are designed by starting with YOUR specific business objectives. Now, this is not to say all the content available on KPI examples is useless, because it's definitely not - it's actually an important resource. But, looking through KPI examples shouldn't begin till AFTER you have determined your own key strategic objectives.

Ok, let's get into it! 👇🏻

How To Write KPIs In 4 Steps

Your organization's business model, industry, and even the department in which you operate will have an impact on the type of KPI you need.

Luckily, we've devised a best practice process for how to write KPIs that will allow you to create the perfect KPIs every time.

Step 1 - Determine the key strategic objectives

Before writing KPIs, you'll first need to determine which of your organization's strategic objectives you're trying to gauge.

If you've been following along our mini-series "How To Write A Strategic Plan: The Cascade Model' then you will have already defined some strategic objectives for your organization, and you're ready to create some KPIs.

If you haven't defined any strategic objectives (or goals) for your organization yet, check out this article first and then jump back over here to create your KPIs.

E.g. Strategic Objective: Increase the flow of the marketing pipeline by 2022.

Step 2 - Define success

Now that you've identified your strategic objectives, you'll need to begin thinking about what the success of each objective looks like.

Sticking with the same example used in Step 1, if my objective is to increase the flow of the marketing pipeline, the success of this objective means increasing the number of contacts that enter the pipeline, and increasing the number of contacts that pass through the end of the pipeline and get handed over to Sales.

By first defining what success looks like, deciding how you will measure the success of your objective becomes a lot easier.

When defining the success of your KPI, you will usually find there are multiple parts to the definition of the success of your objectives. In the example used above, we found there were two parts to achieving the success of our objective -

• Increasing the number of contacts that enter the pipeline.
• Increasing the number of contacts that pass through the end of the pipeline and get handed over to Sales.

As mentioned earlier, this is the time when it might be useful to look through a few KPI examples to help get some inspiration for how you can define the success of your key business objectives.

Again, you should avoid copying KPIs straight from a list, as, chances are, they won't perfectly fit your strategic objectives. Instead, use the KPI examples as a way to ideate how you can measure the success of your own strategic objectives.

We've collated a whole bunch of KPI examples already and grouped them by the department to help give you a little inspiration:

• Operational KPIs
• Marketing KPIs
• Financial KPIs
• Customer Service KPIs
• Health & Safety KPIs
• Change Management KPIs
• Product Management KPIs

Looking for specific industry KPIs? We also have some of those:

• Retail KPIs
• Healthcare KPIs
• Higher Education KPIs
• Manufacturing KPIs

Step 3 - Decide on measurement

Next, you'll need to decide how you will actually measure success. Going back to our example once again, we've identified that the success of our objective means increasing the number of contacts that enter our pipeline AND increasing the number of contacts that pass through the end of our pipeline

Let's start with the first part of this - Increasing the number of contacts that enter our pipeline. Contacts enter our marketing pipeline when they subscribe to our mailing list or exchange their details for content for the first time.

When contacts engage in either activity, they automatically get added to our marketing automation platform as a subscriber. Using the number of new subscribers added to our marketing automation platform over a time period is an easy way for us to measure the number of contacts entering our marketing pipeline.

Now let's look at the second part - Increasing the number of contacts that pass through the end of our marketing pipeline. Contacts pass through the end of the marketing pipeline when they're ready to be handed over to our Sales Team.

We use the term "SQL" (Sales Qualified Lead) to define a lead that has moved through the end of our marketing pipeline and is ready for our Sales Team to pick up. Our marketing automation platform adds a tag on each contact profile to identify which life-cycle stage they are in based on a certain activity.

Again, through our marketing automation software, we can use the number of contacts who become a SQL in a given time period to measure our success.

This is where it might be wise to start considering dashboard software to track and display your KPIs.

You'll likely use various platforms and tools across your business to measure your KPIs, but having a central location to track and view all your departmental and organizational KPIs will ensure you have a clear view of your success.

Cascade's Dashboard tool is extremely powerful and allows you to pull data from all around your business, so you can display your most important information, real-time, to whoever in your organization needs it.

📚 Recommended read: 10 Popular KPI Software Tools To Connect & Visualize Your Data (2023 Guide)

Step 4 - Write your KPIs

Finally, it's time to begin actually writing your KPIs. KPIs should follow the SMART format (specific, measurable, attainable, relevant, and time-bound), to ensure your KPIs meet this criterion, we've devised a formula that you can follow to ensure you end up with SMART KPIs every time. 

The main advice here is to keep things simple. KPIs should be understood by everyone within the organization . That means no jargon (if possible), and keeping them to one sentence long.

We suggest a structure as follows:

Action Detail Value Unit Deadline

Putting it all together, our KPI example may look something like this:

Writing KPIs Example 1

Increase new HubSpot lead profiles to 40,000 people by 31st December 2019

Writing KPIs Example 2

Increase new SQL profiles to 20,000 people by 31st December 2019

Starting off with a verb forces you to be specific about what you’re trying to do. A metric and unit ensure your KPI is measurable and a deadline will do wonders for staying timely on your progress.

How Are KPIs Used In An Organization?

Key performance indicators are a communication tool for organizations. They inform business leaders of their organization's progress towards reaching key business objectives.

KPIs are able to provide this information because they actually track the most important performance measures, which can be taken together to represent how successful you are in achieving an objective.

This information channel is extremely valuable as, in a well-designed strategy, an organization's key business objectives should have a direct impact on the organization's overall performance.

Therefore, KPIs will communicate whether your activities are achieving, for example, business growth at the rate expected or not, and how much growth you've actually achieved.

KPIs also assist in identifying issues with organizational processes. If the progress on an objective falls behind, the key performance indicator associated with it will communicate this to business leaders as soon as the trend begins to show itself ( assuming you have leading & lagging KPIs ).

The organization will know that something has gone wrong and an investigation is required. A strategy to mitigate the issue can then be created and implemented before it has far-reaching effects on the organization's performance.

How Many Key Performance Indicators Do You Need?

The question of how many key performance indicators you need will vary with every company. However, we do have a framework that you can apply to help you assess how many KPIs you'll need to implement for your organization.

The number you need will depend on how many key business objectives you have in your organization. As a rule, we generally say you should have 2-3 KPIs per objective, to ensure a variety of measures without overwhelming the picture.

The reason we use a minimum of 2 KPIs as a rule, is because we believe each business objective should have at least 1 leading indicator and 1 lagging indicator.

This allows you to predict future performance as well as record the actual performance and compare these to the direction of your business objective.

Alternative vs Value-Based Decision-Making

To get a better understanding of why you should always start the KPI process by having first defined strategic objectives, consider the two potential ways of deriving your KPIs:

• Alternative-based decision-making
• Value-based decision-making

Alternative-based decision-making relies on choosing your preferred option from the alternatives offered.

Decision maker: I would like a coffee

Waiter: Sure, what milk would you like?

Decision maker: What do you have?

Waiter: We have full cream, skim, or soy milk?

Decision maker: I'll take the full cream milk.

Value-based decision-making relies on assessing what matters most to you and then making a decision that meets your needs.

Decision maker: (Considers objectives: I like a good tasting coffee, but also want to keep the fat content down because I'm watching my weight) I'll take soy milk with one serve of artificial sweetener.

Waiter: No problem.

As you can see, the decision-maker in the first example listened to the alternatives presented and then selected their preference based on the options given.

However, the decision-maker in the second example examined their objectives and what they really wanted from a cup of coffee first and then made a decision that met their needs.

When writing KPIs, using the alternative-based approach and scrolling through industry KPI lists will leave you with your preferred KPI from that list, but achieving that KPI won't necessarily mean you've achieved your strategic objectives.

On the other hand, using the value-based approach and considering your key strategic objectives first will ensure you end up with KPIs that once achieved, will mean you've also achieved your strategic objectives.

What Are Leading And Lagging KPIs?

Leading and lagging KPIs are often mentioned when it comes to strategy, but what is the difference between the two? A leading KPI indicator is a measurable factor that changes before the company starts to follow a particular pattern or trend.

Leading KPIs are used to predict changes in the company and future performance, but as predictors, they cannot always accurately forecast the future. On the other hand, a lagging KPI is a measurable fact that records the actual performance of an organization.

Leading key performance indicators are often easier to influence than lagging KPIs, however, generally measuring them can prove more difficult.

Lagging KPIs , on the other hand, are usually easier to measure, though much harder to influence. If you'd like to learn more about Leading and Lagging KPIs, check out this post .

KPI Reporting

Creating relevant, measurable, and time-bound key performance indicators is great, but it's only half the job done. The other half (which can often go overlooked) comes down to figuring out how to actually track and report on them appropriately and accurately.

While it can be tough setting up this kind of tracking and reporting, if you don't create an easy way to view and stay on top of progress, the KPIs aren't going to be of much use. A KPI report is a presentation that displays and communicates the current performance of an organization compared to its business objectives.

It's a tool used by management in order to analyze performance and identify issues. These reports can take many formats, including formal written reports, spreadsheets, powerpoint slides, or dashboards.

KPI Dashboards

Creating a KPI dashboard is a great way to provide at-a-glance views of key performance indicators relevant to a specific business objective, department, or the whole organization.

Now, before your eyes glaze over with boredom as another business term is introduced, dashboards are just another name for a progress report. However, what makes dashboards more powerful than your typical business report is that they're usually hooked up to business systems so the data is automatically updated.

The benefit of this is it ensures the data is always relevant, as it doesn't rely on someone in the organization continuously updating numbers. This is just one of the many benefits of using dashboard software for your strategy report.

Dashboards also give you total visibility of your business performance instantly, display KPI progress in a visual presentation to keep reporting engaging, and save time when compared to the hours poured into creating regular reports.

👉Here’s how Cascade can help you: 

With Cascade , you can track the progress of your strategic objectives in real time by assigning a measure (or KPI) to that objective very easily: 

• Select the objective you want to track and add the KPI - give it a name that specifies how you want the objective to be assessed
• Set a Start date and End date, which will set a timeline for your KPI.
• Set the initial and target value for your KPI - and don't forget to clarify the unit you'll be using to measure the result

You can also give your KPI a description to provide more context and add collaborators that will also be working on achieving that KPI. 

🚀 Want to take it a step further? Instead of updating the progress of your KPI manually, you can automate this process by integrating Cascade with tools like Microsoft Excel or Google Sheets.  

After your KPIs are set in place, you can use Cascade's Report & Dashboard functionalities that allow you to visually see the progress of your KPIs in real-time: 

Want to see Cascade in action?  Get started for free  or  book a 1:1 demo  with Cascade’s in-house strategy expert.

📚Editor’s note:

This article was originally part of our ‘How to Write a Strategy’ series. You can find the individual articles here:

• How To Write A Strategic Plan: The Cascade Model
• How to Write a Good Vision Statement
• How To Create Company Values
• Creating Strategic Focus Areas
• How To Write Strategic Objectives
• How To Create Effective Projects
• How To Write KPIs (This Article)

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51 Key Performance Indicator (KPI) Examples & Templates

Erica Golightly

Senior Writer

March 24, 2023

How do you encourage your team to think about and achieve organizational goals? The first step is to take a deep inventory of your key performance indicators (KPIs). 

The thing is, KPIs will get the team motivated for the first few months, then lost in long email threads, and revisited the day before an important meeting with senior leadership. 

Well-designed KPIs will empower teams to solve inefficiencies, eliminate time-sucking requests, and align tasks and projects with company-wide goals . This is what we want for you and your team, so we’ve put together a catalog of KPI examples and templates to answer your questions: 

In what condition does a metric become a KPI? Who is part of the KPI development process? Where do I track KPI progress? How do I drive action and motivate my team toward the outcome?

We’ll cover all of the above—and then some—because KPIs are the secret sauce of modern business strategy. And everyone is qualified for the task. 

What Is a KPI or Key Performance Indicator?

Sales kpi examples, operations kpi examples, finance kpi examples, marketing kpi examples, website kpi examples, design kpi examples, startup kpi examples, product kpi examples, saas kpi examples, human resources kpi examples, how to measure kpis in clickup .

A Key Performance Indicator or KPI is a quantifiable metric used to monitor progress in achieving business objectives. More specifically, a KPI gives performance insight into an organization’s most important asset: the people.

Businesses invest time, effort, and money to hire problem solvers—people who have strengths in analyzing and interpreting data to make decisions. And this investment isn’t limited to staffing the IT and Finance departments. It’s been said that a workforce with data literacy skills helps improve the company’s overall health and performance. 

Meaning everyone—front-line employees, managers, and senior leadership—has an influence on organizational goals. So as a team leader, you have the responsibility to give the people thoughtful, specific, and measurable KPIs . 

If you’re more of a visual learner, check out this vlog about setting KPIs!

How to Define KPIs

If you take one thing away from this guide, let it be this: effective key performance indicators allow people to make accurate and fast decisions . 

The first mistake businesses make when they’re brainstorming KPIs is sending an email to all department leaders with the subject line: What Are You Going To Do About All Of These Really Bad Metrics? 

Instead, businesses should target the metrics which have the most impact on their sustainability. When you focus on needle-moving projects, tools, and systems, you are building a business roadmap to maximize your speed towards revenue growth. 

So here is a step-by-step checklist to help you start your KPIs the right way: 

1. Identify business metrics directly related to business goals

Let’s start with the basics that Sales KPIs look different from Product KPIs , which are different from Finance KPIs . Ask your area direct performance indicator questions to understand what they want to achieve and their criteria for success . This group will use these business metrics as a guide for the next month, quarter, or year. If a key performance indicator does not contribute to a business goal , it’s gotta go! 

• What’s the problem you want to solve in your process/team/organization? 
• What’s the outcome you want to achieve?
• How will you measure success?
• How will you know if you’ve achieved your outcome? 

Bonus: Product requirements document templates

2. Write out clear and specific key performance indicators

Once you have their insights, organize the metrics into two categories: leading and lagging indicators. 

• Leading indicators will let them know if they need to pivot or adjust their strategy to get back on track toward achieving their desired outcome
• Lagging indicators are the opposite. These key performance indicators determine how well processes and updates are performed over a longer period of time

Pro Tip : It might be tempting to use corporate shorthand or fluffy words, but remember these KPIs are shared company-wide, so it has to be clear to everyone.

3. Get KPIs into a remote-first tool to record and monitor progress

We’ll say it: KPI reports are not the most thrilling to build.

It’s an (almost) everyday task requiring time to turn raw data into actionable insights. So much so, KPI reports typically have a short life span after it reaches an inbox for a few reasons:

• Reports are outdated by the end of the day because data changes by the hour
• Reports in a PDF or Excel format look different on various screens
• Reports sent through email are not secure

Getting the right information at the right time is a necessity for data-driven businesses. People want to access KPIs on their smartphones, desktops, and even on the big screen at the office. If you’re looking for a free dashboard tool to meet these needs, try ClickUp!

51 KPI Examples and Templates to Measure Progress

Here at ClickUp, we’re super fans of KPIs and you , so our team got to work and pulled together a list of key performance indicators and free templates sorted by the department or industry. 

1. Customer Acquisition Cost : The total cost of acquiring a customer (includes costs spent on the sales process and through marketing efforts) 2. Sales Activities Per Rep : The total number of tasks completed in a given time period 3 . Lead to Client Conversation Rate : The percentage of leads converted in your sales process 4. Total Sales Revenue : The total revenue generated from your products over a defined period 5. Sales Cycle Length : The average time it takes between initial contact through closing

Try ClickUp’s Commission Tracking template  

6. Overtime Hours : The number of hours worked by an employee beyond their normally scheduled working hours 7. Processes Developed : The number of improvements made to current operational  8. Inventory Costs : The total amount of all expenses related to storing unsold goods 9. Office Space Utilization : The percentage of the office space used by employees 10. Company Perks Usage : The percentage of perks used by employees

ClickUp’s Project Request and Approval template

11. Return on Equity : The measure of financial performance based on net income divided by shareholder equity 12. Net Profit Margin : The amount of money your company has after all expenses (interest, taxes, operating expenses, etc.) have been deducted from your total revenue 13. Cost of Goods Sold : The total cost of manufacturing the products a business sells (excludes sales, administration, and marketing expenses) 14. Debt to Equity Ratio : The ratio of company’s total liabilities against shareholder equity 15. Free Cash Flow : The amount of money remaining after capital expenditures

ClickUp’s Finance templates 

16. Return on Marketing Investment : The return from a marketing investment divided by the costs of the marketing investment 17. Bounce Rate : The percentage of emails that bounced. This happens when the email address is no longer active 18. Click-through Rate : The number of people who clicked a link in your email vs. the total number of people who received your email 19. Organic Impressions : The number of times a piece of content is shown on a person’s newsfeed 20. Subscriber Count : The number of people who subscribed to your email marketing campaigns

Dive into more marketing KPIs and learn the best approach to set your goals!

ClickUp’s Campaign Tracking and Analytics template  

21. Traffic to MQL (Marketing Qualified Lead) Ratio : The ratio of the total traffic platform generated vs. the number of marketing qualified leads coming from that traffic 22. Crawl Errors : The number of URLs that are inaccessible to Googlebot when it scans your pages 23. Bounce Rate : The number of people who exited your site within just a few seconds of arriving 24. Mobile Usability : The speed and performance of your landing page on phones and tabs 25. Referral Traffic : The number of people who visit your website from your social media

ClickUp’s Website Development template

26. Customer Satisfaction Rate : The responses let you know which customers are unhappy, and need some extra attention from your product management teams 27. Standard Compliance : The average number of issues related to not following brand guidelines , processes, or procedures 28. Response Time : The average time it takes for project reviewers and project contributors to respond back to questions, comments, and requests   29. Production Cycle Time : The average time it takes to complete a project from start to finish 30. Revision Time : The average number of rounds or time it takes to reach the final design

ClickUp’s Graphic Design template 

31. Customer Lifetime Value : The revenue your company can expect from individual customer accounts 32. Activation Rate : The percentage of users who complete any major event in the onboarding process 33. Runway : The number of months the company can operate before running out of money 34. Average Sales Cycle Length : The number of days it takes to close a deal on average 35. Monthly Burn : The amount of cash spent per month

ClickUp’s Task Management template

36. Net Promoter Score (NPS) : The number indicating whether your users are ready to recommend your product to their friends, colleagues, etc. 37. Support Ticket Escalations : The number of tickets moved to a higher-level Customer Support Manager to resolve  38. Customer Satisfaction Rate (CSAT) : The scale rate of a customer’s overall experience with a company’s product, service, or employee  39. Velocity : The total number of manual and automated tests performed 40. Daily Active User : The number of active users per day

ClickUp’s Bug and Issue Tracking template

41. Net Promoter Score (NPS) : The number indicating whether your users are ready to recommend your product to their friends, colleagues, etc. 42. Month Over Month (MoM) Monthly Recurring Revenue (MRR) Growth Rate : The percentage increase or decrease month over month in net MRR 43. Annual Recurring Revenue (ARR) : The predicted amount of yearly revenue earned from customers 44. Churn Rate : The percentage rate at which customers leave a business over a given period of time  45. Processes Developed : The number of improvements made to current operational processes 46. Lead Velocity Rate : The total number of manual and automated tests performed

ClickUp’s Customer Support template

47. Recruiting Conversion Rate : The percentage of applicants who were hired vs. total number of applicants you processed ( track with ATS !) 48. Cost Per Hire : The total cost of hiring each employee (including hiring, training, or onboarding costs and other HR KPIs ) 49. Average Training Costs : The amount of money spent on employee training and development 50. Absenteeism Rate : The percentage of employees who are absent over a given time period 51. Employee Turnover Rate : The percentage of employees who left the company

ClickUp’s Hiring Candidates template

Once you’ve collected and measured your data, you’ll need to present them in an easy-to-understand format. This is where an all-in-one solution like ClickUp comes in clutch to provide the best visualization tools!

With your key performance indicators and templates ready to track, the next step is to compile them into a digital solution like ClickUp!

ClickUp is an all-in-one productivity platform where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more. Easily customized with just a few clicks, ClickUp lets teams of all types and sizes deliver work more effectively, boosting productivity to new heights!

Here’s a closer look at why teams love using ClickUp as their goal-tracking hub and KPI Dashboard:

Align KPI-related tasks and activities with Goals in ClickUp 

Goals in ClickUp are high-level containers broken into smaller Targets. Once you take action on a Target, click the Target name to update your progress. Depending on which type you use, your Target will have different tracking options:

• Number : Create a range of numbers and track increases or decreases between them
• True/False : Use a Done/Not Done checkbox to mark your Target complete
• Currency : Set a monetary Goal and track any increases or decreases
• Task : Track the completion of a single task, or an entire List. (A badge appears in a task’s details with the name of the attached Goal!)

Leverage KPI reporting with ClickUp Dashboards

Dashboards in ClickUp will replace the weekly reports piling up in your manager’s inbox. Build, display, and interact from a single source of truth with all the KPIs front and center. 

And you don’t need to be a data scientist or graphic designer to create Dashboards in ClickUp! With a drag-and-drop action, you can organize your Dashboards to visualize how work is happening in your Workspace in any way you want. 

What are the benefits of tracking KPIs as a team?

KPIs help define clear and measurable criteria for success, allowing teams to work towards specific goals while continuously measuring their progress. This provides teams with a sense of direction, focus and purpose, which can lead to increased engagement and motivation.

How do you select KPIs for a team?

The selection of appropriate KPIs will depend on the team’s purpose, goals and objectives. While there is no one-size-fits-all approach, a team can identify KPIs by considering their goals and objectives, analyzing past performance, and considering external factors that may impact their performance.

What should I do if my team isn’t meeting KPI targets?

If your team is not meeting KPI targets, you should first try to identify the root cause of the issue . This may involve providing additional training, resources and support to members of the team. Additionally, you should review and revise the KPIs to make sure they are achievable, relevant and realistic.

Track Your Numbers With Confidence in ClickUp

Where is the team meeting, exceeding, or not making progress on KPIs? With KPI software , KPI timelines and reporting exist in a centralized location, so anyone can quickly retrieve the data and understand where they are and where they need to be. 

It’s easy to get lost in the data for hours to generate a one-page KPI report. That’s the old way of productivity. 

The right KPI software will simplify the reporting process and give you more time to focus on strategic discussions and activities. 

Keep riding the growth wave, and if you need a fail-proof navigation tool, ClickUp’s got your back! 

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[Updated 2023] Top 10 HR KPI Templates for Optimal Personnel Management

Mohit Sabharwal

"HR is not just about hiring and firing. It's about developing and retaining talent." - Jaclyn Hunt, a life coach.

As Jaclyn Hunt eloquently put it, HR is about much more than just hiring and firing. It's about creating a workplace where people can give in their best effort and feel good about coming to work every day. And one of the best ways to do that is to use HR KPI templates .

HR KPI templates are a great way to track and measure the performance of your HR department. They can help you identify areas where your department excels and areas where there is room for improvement. These also help ensure your HR department is aligned with your organization's overall goals.

HR is not just about paperwork; it's about helping employees reach their peak. So, let's make HR fun and engaging with SlideTeam's Must-have HR Personal Development Plan Templates !

From Blob to Brilliance: Let our HR  KPI Templates Cast Data Spells!

In the corporate world, where people are the heartbeat of any organization, personnel management holds the key to success. Welcome to the realm of HR KPI templates, where numbers meet wonders to unlock your organization’s optimal personnel management. From tracking employee performance to measuring engagement and beyond, our top 10 templates are your secret potion for frictionless organizational performance.

As always,  all our templates are 100% customizable and editable. Their content-ready nature gives you the starting point and the much-desired structure. The editability feature ensures you can customize the presentation to unique audience tastes. 

So, ready to explore where HR metrics become fun, engaging, and your organization's superpower? Let’s go!

Track, Smile, Succeed! Our Top 10 Employee KPI Example Templates will turn your data woes into delightful highs!

Template 1: Human Resource Metrics Powerpoint Presentation Slides

Attention, mighty HR adventurers! Prepare for an epic journey for the best human capital with our versatile PPT Templates on how to go about doing this. From employee turnover graphs to employee attrition charts, we've got it all covered! The template lets you use the power of data and conquer the HR realm with slides that even Maslow would approve of. With templates like agenda, mission, finance, and a magnifying glass, your presentation will be an unstoppable force.

Download now!

Template 2: HR KPIs PPT Template Bundles

Does pitching feel like shooting arrows in the air? Not anymore! This one is perfect for HR professionals who enchantingly want to engage their buyer personas, boost brand awareness, and track and measure their team's training & performance and the organization as a whole. These template bundles are so good- they'll make your KPIs look like a work of art. Get access to the template now!

Template 3: HR Metrics Capability Strategy Process Data Collection Compensation Goals And Objectives

This template is like a  turbocharged GPS for your company’s HR department, guiding you through the complex journey of the HR process. This comprehensive 16-slide deck covers essential aspects of HR KPIs such as strategy, process, data collection, compensation, goals, and objectives. Each template includes a range of layouts, icons, and graphs.

Template 4: HR KPI Dashboard With Multiple Performance Metrics

Get ready to showcase HR insights with a twist! This versatile PPT template offers a glimpse into HR management, empowering business professionals to create striking presentations tailored to their unique needs and evaluate HR performance like a boss. Its easy-to-use interface lets you enter your text and make desired modifications with consummate ease. Engage your team members by explaining the benefits of HR dashboards and showcasing the key elements of performance metrics.

Template 5: HR KPI PPT Template Bundles

Don't Just point; point to motivate! This predesigned set aims to engage buyer personas and boost brand awareness by featuring a captivating hand gesture pointing directly at your audience. With high-quality content, icons, graphics, text, and 11 customizable slides, you gain a competitive advantage in conveying your thoughts in an organized manner. The template is downloadable in varied formats and empowers you to educate, inform, and captivate your audience in style. Download it now to make your presentations shine!

Template 6: HR KPI Dashboard Snapshot With Employee Salary Details

Gain Insights at a Glance! Introducing you to our HR KPI Dashboard Snapshot Template, where employee salary details meet data-driven decision-making. It is packed with KPI essentials such as turnover rate, employment contract distribution, and gender demographics. This slide keeps tabs on key performance indicators, ensuring effective compensation management, better employee productivity, and informed decision-making.

Template 7: Workforce Assessment Dashboard Snapshot With HR KPIs

Tired of your workforce assessment data looking like a spreadsheet? Want to track your data in an informative and engaging way? Check out our HR KPIs template, which is perfect for HR professionals who want to track workforce assessment data in an engaging manner. Easy to tweak, the template is designed with clear and concise charts and graphs. This makes it easy to see how your workforce assessment data performs over time and focus on areas that need improvement.

Template 8: HR KPI Scorecard to Measure Employee Performance

Handle employee performance with confidence! This HR KPI scorecard is a comprehensive set of slides designed to track key metrics like employment, performance, retention rate, culture, and compensation. This ready-to-use PowerPoint Presentation gives you instant access to a customizable scorecard, enabling HR professionals to evaluate and enhance employee performance. Download it now to obtain data-driven insights that will impress and persuade.

Template 9: HR KPI Dashboard With Total Performance Indicator

Are you feeling overwhelmed with managing your organization's performance? This not-so-secret weapon comes with an extra dose of guidance — it includes an instruction slide for each template, making it a breeze to customize and navigate. Track metrics, and retention rate, make data-driven decisions and become the HR superhero your organization needs. Don't wait; download now to embrace the epic journey of HR awesomeness!

Template 10: HR KPI Dashboard to Measure Recruitment Funnel Effectiveness

Hey HR Geeks! Are you tired of your recruitment process being a Rubik’s Cube? Do you wish to know where your time and money are being wasted? Well, look no further than our Recruitment Funnel Effectiveness Template! This powerful tool will help you track and analyze the effectiveness of your recruitment process, so you can identify areas with scope for improvement. Get your hands on it now!

Creating a workplace that's so much fun– your employees will never want to leave!

We know what you're thinking. HR KPI templates sound like so much work! But, these don't necessarily have to be! You can make the task quirky and engaging using our templates with some humor, emojis, and other creative elements. For example, you could use emojis to represent metrics or a meme strip to showcase your HR KPIs. The possibilities are endless!  

From metrics maze to brand amaze! Our Top 10 Brand KPI Examples with Templates will turn your data woes into roaring success!

P.S. If you're not into that "quirky" thing, you can always use the template as-is. It's still a great way to track your workforce assessment data.

Remember, HR is not just about numbers and spreadsheets. It's about fostering a vibrant and thriving work environment where employees can grow, flourish, and reach their full potential.

FAQs on HR KPI Templates for Optimal Personnel Management

What is the kpi for hr.

KPI stands for Key Performance Indicator. It measures how well an organization performs against a specific goal. HR KPIs are a way for HR professionals to track and measure organizational performance and the effectiveness of HR programs and initiatives. Additionally, KPIs can also be used to communicate the value of HR to other stakeholders. Many types of HR KPIs are used by companies, depending on their specific goals and needs. Some common ones are:

• Training and development: This metric measures how much training and development employees receive.
• Employee engagement: This metric measures how engaged employees are in work.
• Employee satisfaction : This metric measures how satisfied employees are with their jobs.
• Employee turnover rate: This metric measures the number of employees who leave the organization each year.
• Time to hire : This metric measures how long it takes to hire a new employee.
• Employee retention : This metric measures the percentage of employees who stay with the organization for a specific period of time.
• Cost per hire : This metric measures how much it costs to hire a new employee.
• Performance appraisals: This metric measures how well employees are performing their jobs.
• Employee productivity: This metric measures how much work employees can produce in a given period.
• Employee security and safety : This metric measures the number of accidents, accidental incidents, and injuries.

What are KRAs and KPIs in HRM?

KRAs and KPIs provide a structured framework for setting goals, monitoring progress, and driving continuous improvement in HR practices.

KRA stands for Key Result Area. KRAs are broad areas or functions within HRM that are critical to achieving organizational goals and objectives. These define the primary focus areas for HR professionals, such as recruitment and selection, employee development, employee retention rate, performance management, compensation and benefits, employee relations, and HR policy implementation. KRAs are measurable and quantifiable and should align with the organization's goals.

KPIs measure how well an organization performs against a specific KRA. KPIs are used to track progress toward goals, and they can be used to identify required areas of improvement.

In HRM, KRAs and KPIs are used to measure performance of employees and teams. For example, a KRA for a sales representative might be to generate $100,000 in sales each month. A KPI for this might be the monthly leads generated.

Why is KPI important for HR?

Here is why KPIs are important for HR:

• Identify areas for improvement and measure HR initiatives: KPIs are used to identify and track the progress of HR programs and initiatives, identify improvement areas, and make data-driven strategies.
• Communicate the value of HR to other stakeholders: KPIs also aid in enhancing HR programs and initiatives that contribute to the organization's bottom line. 
• Set goals and track progress: KPIs help align HR goals with the organizational objectives. By defining and tracking relevant KPIs, HR can ensure that its activities and initiatives contribute to achieving broader business goals, such as improving employee productivity, reducing turnover, or enhancing workforce diversity.
• Accountability and Transparency : KPIs establish accountability within the HR function. These set expectations and enable HR professionals to demonstrate the value and impact of their initiatives to key stakeholders, such as executives and senior management. This promotes transparency and credibility.
• Continuous Improvement: KPIs facilitate continuous improvement processes within HR. By regularly monitoring and analyzing KPI data, HR can identify trends, patterns, and areas of concern. This enables them to take proactive measures, refine strategies, and implement changes to drive better outcomes and enhance HR effectiveness.
• Strategic Decision-making : KPIs provide insights for strategic decision-making in HR. They help identify strengths, weaknesses, opportunities, and threats related to HR functions. This data-driven approach enables HR leaders to allocate resources, prioritize initiatives, and align HR strategies with the organization's evolving needs.

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What is a KPI?

This guide provides examples, templates and practical advice to help you define the right key performance indicators for your organization and team.

KPI stands for key performance indicator, a quantifiable measure of performance over time for a specific objective. KPIs provide targets for teams to shoot for, milestones to gauge progress, and insights that help people across the organization make better decisions. From finance and HR to marketing and sales, key performance indicators help every area of the business move forward at the strategic level.

KPI Meaning vs Metrics Meaning

While key performance indicators and metrics are related, they’re not the same. Here’s a quick explanation:

KPIs are the key targets you should track to make the most impact on your strategic business outcomes. KPIs support your strategy and help your teams focus on what’s important. An example of a key performance indicator is, “targeted new customers per month”.

Metrics measure the success of everyday business activities that support your KPIs. While they impact your outcomes, they’re not the most critical measures. Some examples include “monthly store visits” or “white paper downloads”.

Don’t just measure. Measure what matters.

Download the KPI Planning Guide to learn:

10 steps to strong KPIs

Which questions help you define your KPIs

170 KPI examples and templates

Why Are KPIs Important?

KPIs are an important way to ensure your teams are supporting the overall goals of the organization. Here are some of the biggest reasons why you need key performance indicators.

Keep your teams aligned: Whether measuring project success or employee performance, KPIs keep teams moving in the same direction.

Provide a health check: Key performance indicators give you a realistic look at the health of your organization, from risk factors to financial indicators.

Make adjustments: KPIs help you clearly see your successes and failures so you can do more of what’s working, and less of what’s not.

Hold your teams accountable: Make sure everyone provides value with key performance indicators that help employees track their progress and help managers move things along.

Types of KPIs

Key performance indicators come in many flavors. While some are used to measure monthly progress against a goal, others have a longer-term focus. The one thing all KPIs have in common is that they’re tied to strategic goals. Here’s an overview of some of the most common types of KPIs.

Strategic: These big-picture key performance indicators monitor organizational goals. Executives typically look to one or two strategic KPIs to find out how the organization is doing at any given time. Examples include return on investment, revenue and market share.

Operational: These KPIs typically measure performance in a shorter time frame, and are focused on organizational processes and efficiencies. Some examples include sales by region, average monthly transportation costs and cost per acquisition (CPA).

Functional Unit: Many key performance indicators are tied to specific functions, such finance or IT. While IT might track time to resolution or average uptime, finance KPIs track gross profit margin or return on assets. These functional KPIs can also be classified as strategic or operational.

Leading vs Lagging: Regardless of the type of key performance indicator you define, you should know the difference between leading indicators and lagging indicators. While leading KPIs can help predict outcomes, lagging KPIs track what has already happened. Organizations use a mix of both to ensure they’re tracking what’s most important.

How to Develop KPIs

With so much data, it can be tempting to measure everything—or at least things that are easiest to measure. However, you need to be sure you’re measuring only the key performance indicators that will help you reach your business goals. The strategic focus is one of the most important aspects of the KPI definition. Here are some best practices for developing the right KPIs.

Define how KPIs will be used: Talk to people who will be using the KPI report to find out what they want to achieve and how they’ll use them. This will help you define KPIs that are relevant and valuable to business users.

Tie them to strategic goals: If your KPIs don’t relate to what you’re trying to achieve in your business, you’re wasting time. While they may be related to a specific business function like HR or marketing, every key performance indicator should tie directly back to your overall business goals.

Write SMART KPIs: The most effective KPIs follow the proven SMART formula. Make sure they’re Specific, Measurable, Attainable, Realistic and Time-Bound. Some examples include “Grow sales by 5% per quarter” or “Increase Net Promoter Score 25% over the next three years.”

Keep them clear-cut: Everyone in the organization should understand your KPIs so they can act on them. This is why data literacy is so important. When people understand how to work with data, they can make decisions that will move the needle in the right direction.

Plan to iterate: As your business and customers change, you may need to revise your key performance indicators. Perhaps certain ones are no longer relevant, or you need to adjust based on performance. Be sure you have a plan in place to evaluate and make changes to key performance indicators when necessary.

Avoid KPI overload: Business intelligence has given organizations access to mounds of data and interactive data visualization , making it easy to measure anything and everything. Keep in mind that the key performance indicator definition refers to the most important targets. Steer clear of KPI overload by focusing on the most impactful measures.

Inspire Action With Your KPIs

10 ways to take your data visualizations to the next level. Learn how to choose the right ones to highlight your KPIs and metrics.

3 Steps to a Stronger KPI Strategy

If your key performance indicators aren’t delivering the results you expect, it’s time to adjust your strategy. Here are three things you can do to ensure that people across the organization know what your KPIs mean, and how to use them to make data-driven decisions that impact your business.

Select KPIs that matter most: To be sure you’re measuring what matters, you should include a balance of leading and lagging indicators. Lagging indicators help you understand results over a period of time such as sales over the last 30 days. Leading indicators help you predict what might happen based on data, allowing you to make adjustments to improve outcomes.

Create a KPI-driven culture: Key performance indicators don’t mean much if people don’t understand what they are and how to use them (including what the KPI acronym means). Increase data literacy in your organization so everyone works toward strategic targets. Educate employees, assign them relevant KPIs, and use a best-in-class BI platform to keep everyone making decisions that move your business forward.

Iterate: Keep your key performance indicators current by revising them based on market, customer and organizational changes. Meet regularly to review them, take a close look at performance to see if adjustments need to be made, and publish any changes you make so teams are always up to date.

KPI Examples

Every business unit has unique key performance indicators that help them track progress. Many organizations use  KPI dashboards  to help them visualize, review and analyze their performance metrics all in one place. Here are a few  KPI examples by department , including a dashboard view of each.

Customer Service

From expense and revenue to margin and cash management, finance managers have lots of choices when it comes to tracking financial progress. Here are a few examples to consider as you define your own key performance indicators.

Gross Profit Margin (and %)

Operating Profit Margin (and %)

Net Profit Margin (and %)

Operating Expense Ratio

Working Capital Ratio

Explore a Finance Dashboard Demo

Ensure your teams are meeting sales targets by tracking and regularly reviewing sales key performance indicators, including those for leads, opportunities, closed sales and volume. Here are some examples of KPIs for sales teams:

New Inbound Leads

New Qualified Opportunities

Total Pipeline Value

Sales Volume by Location

Average Order Value

Learn More About Sales Dashboards

Get a handle on marketing spend, conversion rates and other indicators of marketing success by clearly defining key performance indicators and aligning them with your organization’s strategic goals. Here are a few marketing KPIs to get you started.

Marketing Qualified Leads (MQLs)

Sales Qualified Leads (SQLs)

Conversion Rates (For Specific Goals)

Social Program ROI (By Platform)

Return on Ad Spend (ROAS)

Learn More About  Marketing KPIs and Marketing Dashboards

IT Key Performance Indicators

From support tickets to server downtime, IT key performance indicators can help keep teams accountable and alert them to any potential issues coming down the line. KPIs for IT teams could include targets like the following:

Total Support Tickets

Open Support Tickets

Ticket Resolution Time

Security Related Downtime

IT Costs vs Revenue

Reopened Tickets

Explore Dashboard Examples

Customer service leaders should track progress related to customers, employees and finances. In addition, key performance indicators should cover both short- and long-term targets, including support response times, customer satisfaction and others that help reach service objectives.

First Contact Resolution Rate

Average Response Time

Most Active Support Agents

Cost Per Conversation

Customer Effort Score

What does KPI stand for?

KPI stands for key performance indicator.

Which is the best KPI definition?

Key performance indicators (KPIs) are targets that help you measure progress against your most strategic objectives. While organizations can have many types of metrics, KPIs are targets that are “key” to the success of your business.

What are the different types of KPIs?

Key performance indicators can be either strategic or operational, and apply to specific business units. For example, finance tracks revenue growth rate and net profit margin, sales measures net sales and sales by region, customer service tracks Net Promoter Score and average resolution time, and marketing might measure traffic-to-lead ratio and cost per lead. Operational key performance indicators could include order fulfillment time and time to market.

How do you define KPIs?

There are many factors to consider as you develop your key performance indicators (KPIs). Here are some to keep in mind: Define how they will be used, tie them to strategic goals, keep them SMART (specific, measurable, attainable and time-bound), make them understandable, adjust them as needed, and take care only to measure the most important things.

Which are the best KPIs to use?

While every organization is different, there are a few ways to create high-performing key performance indicators: include a balance of leading and lagging indicators, create a KPI-driven culture by increasing data literacy, and regularly review and adjust your key performance indicators as your audience, market and business change.

See KPI Dashboards in Action

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KPI Report Deck Infographics

It seems that you like this template, free google slides theme, powerpoint template, and canva presentation template.

With this set of infographics, you'll find it super easy to keep track of the KPI (or key performance indicators), at least in a visual manner. Boost your presentations with these resources and take advantage of their multiple colors and representations: we've got maps, timelines, calendars, bar graphs, radial charts, and many others. Are you ready to watch your sales go up?

Features of these infographics

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• 30 different infographics to boost your presentations
• Include icons and Flaticon’s extension for further customization
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint and Keynote
• 16:9 widescreen format suitable for all types of screens
• Include information about how to edit and customize your infographics

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What are Key Performance Indicators (KPIs)?

Learn how kpis improve performance, including working examples and best practices., by stuart kinsey.

What is a KPI?

Key Performance Indicators (KPIs) are a type of measure used to evaluate an organization's performance against its strategic objectives. KPIs help to cut the complexity associated with performance tracking by reducing a large amount of measures into a practical number of 'key' indicators.

KPIs are essential for monitoring the performance of companies, departments, or individuals in relation to specific targets or goals. They are a reliable measurement tool, aiding decision-making and offering valuable insights into efficiency and productivity.

Key Performance Indicators vary based on performance criteria, industry, and company goals. They allow organizations to assess progress succinctly and make informed strategic decisions.

Learn more about KPIs:

The difference between kpis and metrics, the benefits of using kpis, common types of kpis.

• How to create KPIs

How to track KPIs

Presenting kpis, working examples of kpis.

• KPI best practise

You will often hear KPIs and Metrics used in the same sentence when discussing performance tracking, and although it is said that one person's KPI is another person's metric, they do serve very different and specific purposes.

KPIs measure the progress towards a goal, and metrics provide the data to support decisions and improvements.

For example, a KPI could be to increase sales by 10% in a quarter or to increase customer satisfaction by 20%. These KPIs use such raw metrics in calculations to generate the result.

When KPIs are created to achieve a specific goal, they typically follow a structure such as SMART (specific, measurable, achievable, relevant, and time-bound). This provides a clear understanding of what goal the KPIs are trying to achieve and how it's performing against that goal.

Metrics, on the other hand, are simply measurements of something. For example, a metric could be the number of customers or website visitors.

They are measures that use data generated as part of the ordinary course of running a business - providing feedback on a business action or process. Metrics will focus on targets rather than goals.

Companies choose to track KPIs for various strategic reasons. These can include shifting company focus, trying to become more efficient, managing performance, and even a complete change in direction.

The 4 Main Benefits of tracking KPIs are:

• They provide clarity and focus by defining and communicating an organization or department's vision, mission, and objectives. They also help align different teams' and individuals' activities and efforts with the overall strategy and direction.
• An easier way to track the performance of an organization or department. KPIs help identify strengths, weaknesses, opportunities, threats, and areas for improvement or recognition
• They help decision-making by providing insights and evidence to support decisions that are based on real data.
• They foster a culture of accountability leading to productivity improvements across the company. This sense of responsibility and ownership among the employees and managers can encourage a culture of learning and innovation, where feedback and suggestions are welcomed and implemented.

Across different business functions, KPIs have a wide range of practical applications, from daily indicators that provide real-time management information to more long-term organizational objectives.

Typically, KPIs fall into two main categories:

Operational KPIs

Operational KPIs clearly articulate detailed and timely information used to make daily decisions or take corrective actions on performance or a process. These KPIs can range from simple to complex, using formulas with data from multiple sources.

Some examples of Operational KPIs would be:

• Accounts Receivables Turnover measures how efficiently a company collects on its receivables.
• Days Sales Outstanding (DSO) tracks the average time clients pay after purchasing.
• Operating Cash Flow reflects the cash generated from day-to-day company operations.

Strategic KPIs

Strategic KPIs are focused on long-term objectives derived from an organization's goals. They help identify if a strategy is working and if it is on target. As such, these KPIs are sometimes referred to as High-Level KPIs.

Some examples of Strategic KPIs would be:

• Production lead time focuses on streamlining the time it takes to move a product from raw material acquisition to finished goods delivery.
• Overall equipment effectiveness (OEE) measures the efficiency of manufacturing equipment. It considers availability (uptime), performance (speed), and quality (defects).
• Defect Rate monitors the percentage of defective products produced. By aiming for an 8% reduction in defects, the organization strives to enhance product quality, minimize rework, and boost customer satisfaction.

What are Leading and Lagging KPIs

In addition to operational and strategic KPIs, you will often hear the terms “leading” or “lagging” indicators mentioned; these represent how KPIs are used to either confirm long-term trends or provide signals on future performance.

Leading KPIs

Leading KPIs predict or influence future performance. They are more challenging to set up as they rely more on external actions to impact outcomes, such as process changes or infrastructure investments. For example, increasing the number of 'routine maintenance checks' in a production line may highlight faults causing defects. This would then lead to a higher overall unit production rate.

Lagging KPIs

Lagging KPIs determine the result of past performance, such as production, volume, or a result. They are easy to measure as they are typically a simple value used to understand how well a process performs. For example, the 'number of units produced' in a manufacturing process or 'revenue this month' are lagging KPIs.

Remember, leading KPIs inform future actions while lagging KPIs validate past outcomes.

How to create KPIs in 5 simple steps

Developing meaningful KPIs that track and clearly visualize performance takes some planning. Each KPI must address a business objective and provide timely, accurate information to assess progress toward goals.

Creating successful KPIs comes down to understanding the aspirations of the business using a transparent, structured process for crafting KPIs.

Here's how to create a KPI:

• Establish a clear objective. If the goal of the business is to be the 'market leader,' then a KPI objective may be to 'increase revenue by 10% this financial year' or 'Expand our product lines to 20'. State clearly, and in simple terms, the purpose of the KPI. This guides anyone viewing the KPI to interpret the data in the correct context.
• Outline the criteria for success. What will the target be? Is it attainable? When should it be accomplished? And how will progress be monitored? Targets should be realistic, and changes to business processes take time to implement. In the initial stages of KPI monitoring, it's best to focus on long-term targets with midterm monitoring.
• Collect the data. Investigate the availability and accuracy of the data. Data may be available automatically from existing systems or hidden in reports and databases. This data must all be pulled together regularly for reporting in one central place.
• Build the KPI formula. Some KPIs contain but a single metric or measure. However, most rely on a combination brought together under a single calculated formula. For example, a KPI that measures productivity in revenue by machine would look like this: Total Revenue divided by the total number of machines. Build formulas and create calculations with test data to see if the results are what you would expect.
• Present your KPIs. You will need to translate the data into understandable visuals, such as graphs and charts to communicate your KPIs efficiently. Either KPI Dashboards for Operational KPIs or KPI Reports for Strategic KPIs , both offer a convenient way to create, track, and distribute your KPIs.

Although setting up KPIs may seem time-consuming, following practical steps to develop your KPIs can streamline the process.

Effectively tracking Key Performance Indicators (KPIs) is essential for goal-oriented performance initiatives. However, two crucial factors require attention:

• Timing: Determine when to track KPIs based on decision-making urgency.
• Resource Allocation: Assess available resources for data reporting.

Some examples of KPI Reporting frequencies - and the types of KPIs that are tracked:

• Live (Continuously): For real-time monitoring, especially in critical areas like website uptime, server performance, or financial transactions.Useful when immediate action is required based on KPI fluctuations.
• Daily: Common for operational KPIs, such as sales orders processed, customer inquiries handled, or website visits.Provides a snapshot of daily performance trends.
• Weekly: Balances granularity and practicality. Ideal for tracking KPIs related to marketing campaigns, employee productivity, or customer satisfaction.
• Monthly: Widely used for financial KPIs (e.g., revenue, profit, expenses). Allows time for data aggregation and analysis.
• Quarterly: Suitable for strategic KPIs, organizational health, and long-term trends. Aligns with quarterly business reviews and planning cycles.
• Biannually or Annually: Reserved for high-level KPIs, such as overall company growth, market share, or employee retention.

When it comes to Key Performance Indicators, Presentation Is Everything. Even the best planning, knowledge and methodology can render your hard efforts obsolete if the KPIs fail to communicate effectively.

Luckily, there are a couple of tried and tested solutions that will help you measure and report on your KPIs:

KPI Dashboards

KPI Dashboards are highly flexible communication tools that allow you to convert data into graphs and charts quickly. They are orientated towards presenting real-time operational KPIs that should be seen at a glance, such as 'Number of sales this month' or KPIs associated with Marketing Campaigns.

Most dashboards incorporate sharing functionality so they can be conveniently distributed among the team's departments and users.

Dashboards can be created with dedicated KPI Software, spreadsheets, tracking built into existing applications, and dedicated business dashboard applications.

KPI Reports

KPI Reports offer an in-depth, analytically focused platform for presenting KPIs. They typically incorporate drill-down and analytics features to interrogate the trend data behind the KPIs. This makes reports a good fit for long-term strategically focused objectives such as increasing market share.

Reports are best served when they are distributed directly to team members or individuals regularly or in support of scheduled meetings where decisions based on the data need to be made.

Let’s delve into some working examples of Key Performance Indicators (KPIs). These metrics play a crucial role in assessing performance and guiding strategic decisions. Here are a couple of examples, covering arguabley the most common KPIs for Sales and Marketing:

Popular Sales KPIs

• Annual Contract Value (ACV) ACV represents the average annual revenue generated from a single customer contract. It helps assess the value of long-term customer relationships. Formula: ACV = (Total Contract Value) / (Number of Years in Contract)
• Customer Lifetime Value (CLV) CLV estimates the total revenue generated by a customer over the entire relationship with your business. It guides customer retention efforts. Formula: CLV = (Average Annual Revenue per Customer) × (Average Customer Lifespan)
• New Leads in Pipeline This KPI tracks the number of new potential customers entering your sales pipeline. It reflects the effectiveness of lead generation efforts. Formula: Count of New Leads
• Average Age of Leads in Pipeline Measures how long leads have been in the pipeline. A shorter lead age indicates faster conversion. Formula: Sum of Lead Ages / Number of Leads
• Conversion Rate The conversion rate shows the percentage of leads that turn into paying customers. It’s a critical metric for assessing sales effectiveness. Formula: Sum of Lead Ages / Number of Leads
• Rep Retention Evaluate the tenure of sales representatives. High rep retention indicates a stable and motivated sales team. Formula: (Number of Reps Retained) / (Total Number of Reps) × 100

Explore more Sales KPIs, including growth and performance, on an example Sales KPI Dashboard.

Popular Marketing KPIs

• Churn Rate Reflects the percentage of customers who seize using products or services over a specific period. A High churn rate may indicate potential issues. Formula: (Lost Customers ÷ Total Customers at the begining of period) x 100
• Subscriber Count Growth Rate This KPI tracks the rate at which your email or newsletter subscriber base grows. It helps evaluate the success of your subscription acquisition efforts. Formula: (new subscribers - Unsubscribes - Hard Bounces)/Subscriber List Size
• Traffic to MQL (Marketing Qualified Lead) Ratio Measures the efficiency of lead generation. It assesses the quality of leads generated from website traffic. Formula: (MQLs/Leads Generated)*100
• Published Marketing Content: Tracks the frequency and quality of content published (blogs, articles, videos, etc.). It reflects content marketing efforts. Formula: Count of Published Content
• Video View Counts per Channel Monitors the number of views for marketing videos across different channels (YouTube, social media, website). It gauges video engagement. Formula: Count of Video Views
• Click-through Rate (CTR) CTR measures the percentage of visitors who click on a specific link or call-to-action (CTA) within an email, ad, or webpage. It reflects engagement and the effectiveness of your content. Formula: (clicks/impressions) x 100

Explore more Marketing KPIs, including ROI and Retention, on an example Marketing KPI Dashboard.

Discover more KPI templates and Examples

Get expert-inspired KPI dashboard examples across industries and departments. These flexible, customizable templates provide a solid starting point for tracking KPIs, metrics, and business data.

KPI Best Practice

What makes Key Performance Indicators so effective? What sets them apart from just plain old data measurements? Here are five factors that can be the difference between mediocre data recording and a genuinely effective business improvement exercise:

• Keep Aligned. KPIs should track the performance of a specific business objective to help achieve the company's larger goals. Being closely aligned to key measurements will help you focus on influencing factors to reach these goals. If a KPI is neither aligned nor specific, is it needed?
• Less is more. In a world full of data, tracking too much and too often is far too easy. It's a common mistake to measure everything connected to the business. Starting with a small number of specific KPIs will not only be far easier to implement but will also help with the adoption of KPIs within the organization.
• Actionable and accountable. KPIs without clear and relevant targets are simply measurements that are limited in how you can influence their performance. Short and long-term targets should be set for KPIs, along with owners who are responsible and can influence business processes.
• Attainable. Can we realistically achieve this objective? Do we have the capacity to change or amend processes that will influence the performance? KPIs should be realistic and proportionate to the resources of a business. Nothing will stop a well-intentioned performance improvement process than an over-ambitious and unattainable objective.
• Review and tweak. As with any business process, KPIs also need timely scrutiny or maintenance to keep them performing at their best. Setting regular review periods will keep them relevant and provide optimum benefits.

Frequently Asked Questions

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An example of a KPI would be Monthly Customers per Sales Representative: This KPI measures the number of new customers acquired by each sales representative per month.

An example of a SMART KPI would be Customer Satisfaction. Measuring customer satisfaction (e.g., through surveys or Net Promoter Score) is specific, measurable, achievable, relevant, and can have a time-bound target.

Yes. KPIs can be tracked using spreadsheets for basic individual usage or small teams. However, more extensive data volumes, departments, or users would require dedicated KPI software.

A calculated KPI is a specific performance metric derived from calculations or formulas. It reflects a targeted performance aspect and helps organizations make informed decisions to help achieve their goals.

Monthly and quarterly are often considered the most commonly used time periods for updating KPIs. However, some companies may need to track in short periods, like daily or weekly, depending on how the data is used.

by Stuart Kinsey

Stuart Kinsey writes on Key Performance Indicators, Dashboards, Marketing, and Business Strategy. He is a co-founder of SimpleKPI and has worked in creative and analytical services for over 25 years. He believes embracing KPIs and visualizing performance is essential for any organization to strive and grow.

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Releasing Windows 11, version 24H2 to the Release Preview Channel

• Windows Insider Program Team

UPDATE 5/29: We’re aware that some Windows Insiders in Release Preview are not seeing Windows 11, version 24H2 offered yet. We’ve just begun the rollout and will gradually increase the rollout over time so not everyone will see it right away. If you are not seeing it yet and want to update to Windows 11, version 24H2 right away, you can do so by using the ISO which are available for download here . The ISO is Build 26100.560 but once you update using the ISO and join Release Preview, you’ll get Build 26100.712.

Hello Windows Insiders!

Today, we are making this year’s annual feature update Windows 11, version 24H2 (Build 26100.712) available in the Release Preview Channel for customers to preview ahead of general availability later this calendar year.

Windows 11, version 24H2* includes a range of new features such as the HDR background support, energy saver, Sudo for Windows , Rust in the Windows kernel, support for Wi-Fi 7, voice clarity and more. It also includes many improvements across Windows. For example, we are introducing a scrollable view of the quick settings flyout from the taskbar, the ability to create 7-zip and TAR archives in File Explorer (in addition to ZIP), and improvements for connecting Bluetooth® Low Energy Audio devices. We will be sharing more details in the coming months on many of the new features and improvements included as part of Windows 11, version 24H2 leading up to general availability. Please note that the new AI features such as Recall announced earlier this week will not be available on your PC after installing this update today as they require a Copilot+ PC. For more information on those new AI features and Copilot+ PCs, see this blog post here .

As part of this update, we’re also evolving the Copilot** experience on Windows as an app that will be pinned to the taskbar. This enables users to get the benefits of a traditional app experience, including the ability to resize, move, and snap the window – feedback we’ve heard from users throughout the preview of Copilot in Windows. This model also allows Microsoft to more agilely develop and optimize the experience based on user feedback. This change will be making is way to Insiders in the Canary, Dev, and Beta Channels shortly.

[ADDED 5/30] As part of the Copilot experience’s evolution on Windows to become an app that is pinned to the taskbar, we are retiring the WIN + C keyboard shortcut. For new devices that ship with a Copilot key , this key will open Copilot. For existing devices without that key, using the WIN + (number position for Copilot pinned to your taskbar) is a great way to open Copilot.

Windows Insiders in the Release Preview Channel can install Windows 11, version 24H2 via our “seeker” experience in Windows Update. This means if you are an Insider currently in the Release Preview Channel on a PC that meets the Windows 11  hardware requirements , you can go to Settings and Windows Update and choose to download and install Windows 11, version 24H2 if you want. Once you update your PC to Windows 11, version 24H2, you will continue to automatically receive new servicing updates through Windows Update (the typical monthly update process). For instructions on how to join the Windows Insider Program and join your PC to the Release Preview Channel,  click here .

PLEASE NOTE: Windows Insiders in the Canary and Dev Channels will not be able to switch to the Release Preview Channel as they are on builds already based on Windows 11, version 24H2 but are on higher build numbers. These Insiders don’t need to switch. 

Commercial*** customers enrolled in the  Windows Insider Program for Business  can begin validating Windows 11, version 24H2 on PCs in their organizations. For these customers, the Windows 11, version 24H2 feature update is available through Windows Update for Business (WUfB) and Windows Server Update Service (WSUS). Azure Marketplace will be coming soon. You can learn more about deploying pre-release feature updates using  these deployment methods here . Should any issues arise, IT admins in organizations deploying Release Preview updates can request Microsoft Support .

And finally – ISOs are now available for download for Windows 11, version 24H2 via the Windows Insider ISO download page .

Thanks, Windows Insider Program Team

*Please note that Cortana, Tips, and WordPad are removed after upgrading to Windows 11, version 24H2. These apps are deprecated .

**Copilot in Windows is being rolled out gradually to Windows Insiders across our global markets. Customers in the European Economic Area will be able to download the Copilot in Windows experience as an app from the Microsoft Store (coming soon).

***We consider a device a commercial device if it is not running the Windows 11 Home edition AND is being managed by an IT administrator (whether via Microsoft Endpoint Manager or other management solution) or has a volume license key or commercial ID or is joined to a domain.