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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.

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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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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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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How to Keep Company Metrics Top of Mind (Not on the Shelf)

By Lydia Hooper , Aug 24, 2021

A version of this article was originally published at Training Journal .

Metrics are meant to help companies keep teams aligned and progressing toward goals, but too often they remain buried in spreadsheet mazes, complicated dashboards, or lengthy reports.

This is a missed opportunity because company metrics are critical tools for employees to:

• Understand primary objectives
• Track progress toward goals
• Make decisions that improve results

But metrics cannot be useful unless they are shared with employees in meaningful ways. It’s one thing to collect and analyze data, it’s another to present it in a way that is practical and impactful.

Here are some key ways to keep company metrics top of mind so employees can recognize and use them as the important tools that they are.

Click to jump ahead:

Identify the very best metrics, use a variety of visuals for data storytelling, reassess your metrics and your communications over time.

There’s a well-known saying that ‘what gets measured gets managed’.

It’s essential to identify which company metrics need to be communicated in order to best support employees as they work to achieve goals. Often KPIs include financial measures such as sales growth as well as other measures such as customer loyalty.

CREATE THIS REPORT TEMPLATE

The best metrics measure outcomes that are the persistent, predictable result of specific actions or activities, according to an article in  Harvard Business Review . In other words, they are actionable.

Companies whose metrics are not well-aligned with their strategies are especially prone to surrogation, or a tendency to replace strategy with metrics. This can be incredibly harmful, especially if one big metric is used to gauge the success of multiple projects and people.

You don’t want to conflate customer satisfaction with survey scores if it means employees will seek to improve survey results rather than improving customer experiences, for example.

It’s wise to consider all of the company’s stakeholders when outlining KPIs,  especially those  your company claims to care about. The  Royal Commission  issued a report in 2018 saying banks over-emphasized measuring corporate profit and gave too little attention to monitoring organizational culture.

In 2019, both the  U.S. Business Roundtable  and the  Australian Institute of Company Directors  emphasized the importance of thinking of all stakeholders, including customers, employees, suppliers, communities and shareholders.

Don’t forget, not all measures need to be quantitative. Qualitative measures are just as meaningful, sometimes even more so. In addition to reporting on numbers, you can include things like related case studies and testimonials.

Return to Table of Contents

Unfortunately, information overload, general confusion and persistent fatigue have become especially common over the past year. So has virtual communication, which can present communication  challenges  like unclear expectations and missing cues that help establish trust.

Visuals are already playing a key role in sharing information quickly and convincingly. Research over the past 50 years has shown that they drastically improve attention, comprehension and recall. When it comes to employee communications, they are no longer nice-to-haves, they are critical.

You can highlight company metrics in informational graphics, or infographics . You can support your employees in being able to continually reference and even share key visuals by repurposing them in various reports , presentations , training materials , and  job aids .

As you create these visuals, be sure to think carefully about employees. For example, it’s helpful to add information that will support their understanding but to refrain from including lots of details unless they are already familiar with the big-picture.

Here are some examples of visuals covering a wide range of potential metrics in varying levels of detail, to give you some ideas.

CREATE THIS PLAN TEMPLATE

CREATE THIS CHART TEMPLATE

Just like you will want to revisit metrics as your company adapts and grows, it’s important to regularly check in with employees and reflect on the effectiveness of your communications. You can ask questions such as:

• Are these metrics and the way they are presented as relevant and helpful as they can be?
• How frequently are they referenced, and/or are they easily recalled over time?
• What impacts have these communications had on company results, if any?

It will likely take time to get your team on the same page but it’s worth the effort. Many people likely already feel they don’t have all the information they need to succeed, so don’t underestimate how valuable it can be to provide some clarity.

Summary: Present company metrics using visuals to keep it top of mind

To keep employees and teams aligned and effective, select the most appropriate company metrics and then use visuals to share this information in practical and impactful ways.

While it takes time and effort to do this, it’s the best way to make sure everyone has the information that they need to help the company succeed.

Looking for ways to visualize your company metrics? Simply sign up for a free Venngage account and start customizing various professional, easy-to-edit templates with ready-to-use data visualizations.

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KEY PERFORMANCE INDICATORS (KPIs)

“ If you can’t measure it, you can’t manage it”

– Peter Drucker, American Strategy Guru & Author

Ahhh. KPIs, the acronym that can create work nightmares. Ok, take a deep breath, release the tension, and wipe your mind clear of any negative thoughts you have of KPIs. Let’s get one thing straight, KPIs are really important to strategy.

What is a KPI?

KPIs are the abstracted metrics from which you can diagnose opportunities, architect future goals, and manage the progress of an organization . Understanding, developing, and critical the right KPIs is a critical component of the strategy toolkit. Organizations that do utilize the power of KPIs to their fullest have a constant pulse on the organization’s strengths , weaknesses , progress, and opportunities.

Many goals within an organization are represented as key performance indicators or KPIs, core measurements of performance for an organization, department, team, or process. You probably have your own KPIs that you are trying to achieve. As a strategic leader, much of what you do, day in and day out, is focused on executing actions towards KPIs. And, so let’s spend a little bit of time going over KPIs because there is a bit of art and science to creating and managing them.

KPIs are meant to be ongoing measurements that are periodically measured and assessed. You can think of KPIs similar to statistics in sports, such as a baseball team’s win-loss record, runs per game, batting percentage, and earned run average. Below are some examples of typical high-level KPIs across an organization:

Finance – Sales & Gross Margin – Financial P&L, Balance Sheet, and Cash Health – Operating Expenses – AP and AR – Actuals to Budgets

Sales Team – Performance to Targets – Total Sales & Gross Margin – Sales per Sales Team Member – Targets to Prospects Ratio – Prospects to Customers Ratio – Follow-on Sales – Customer Retention & Attrition – Total Volume in each stage of the Sales Funnel – $ Per Customer

Marketing – Market Share – Unaided Awareness – Consideration – Conversion – Retention – Advocacy – Lifetime Customer Value – New Customer vs. Attrition – Return on Ad Spend (ROAS) – Net Promoter Score – Customer Segment Breakdown & Growth

Operations – Inventory Turns – Out of Stock Rate – Back Orders – Cost Per Shipment – Defect Rate – Shrink

Customer Service – Interactions Per Day – First Interaction Resolution – Abandonment Rate – Resolution Time – Satisfaction

Ecommerce – Unique Visitors – New vs. Return Visitors – Bounce Rate – Duration Per Visit – Cart Abandonment – Sales and Avg. Sales per Transaction – Review Score

Product Development – Product Line Performance – % of Revenues made up of Products released in the past 24 months – Project Triangle Performance (i.e., Budget, Time, Scope , Quality) – Quality Issues

HR – Employee Morale & Engagement – Headcount – Retention – Benefit Costs per Employee – Sales per Employee

KPIs typically represent a high-level abstraction of the output of the core processes of a department or organization. Often, the strategic goals of a department or organization are represented as improvements in KPIs. And, the improvements in KPIs typically assure an organization that activities are having a positive impact, while degradation in KPIs can signal a potential issue that needs to be addressed. Below is an example of a high-level sales process and the typical set of KPIs a sales team manages.

Give the above visual a quick review. You can see I’ve taken the sales funnel for a B2B organization, and built KPIs for each process stage gate. While KPIs can be created at the total sales team level, they can be even more informative at the individual level or the product or service level.

Another important consideration to think through with KPIs is leading versus lagging KPIs. With the sales team example, one of the primary outputs of any sales team is sales and gross margin. But, sales and gross margin are lagging KPIs, since they come at the end of all the activity by a sales team. Some leading KPIs that will create sales and gross margin are KPIs upstream in the sales process, such as the number and size of targets, total number and value of prospects, the ratio of prospects to targets, and customers to prospects. If the leading KPIs are positively trending and healthy, then the lagging KPIs of sales and gross margin should be better in the future.

While I was COO at Goal Zero, I came across a few important leading KPIs that helped us manage the business. We were the leader in consumer portable solar power solutions. As we looked at forecasting our sales three months to a year out, one of the best KPIs was the growth of actual sales in the stores of our retail partners , such as REI and Bass Pro. We would analyze actual sell-through in the stores, and then use the data as one of our key inputs into our sales forecasting process. Another example of a leading indicator of returns and warranty issues was our quality inspection KPIs at the factories. If we saw our quality go down as products came off a line, it impacted our quality scores, reviews, and return and warranty rates six months to two years down the road.

How do you build and manage the right KPIs?

KPIs should flow out of your strategic planning process. They should be the key metrics tied to your organization or team’s vision and goals. Here are the key elements to think through with KPIs:

Choose the Right KPIs

It always starts with the right KPIs. What is your company’s strategy to drive customer value and competitively differentiate? How do the goals of your organization or team support the strategy? What KPIs reflect those goals? Try not to have more than 4-8 KPIs at any level or department of the organization.

Invest in Clean Data

How difficult is it to get the necessary data to build KPIs? Hopefully, you have good systems that have built-in dashboards, but too often, this isn’t the case. While it is great to have automated KPIs, often organizations have to, once a month or quarter, do ad-hoc analysis to calculate the KPIs. Regardless of the systems, it is important, as a company grows beyond 20-30 people, to consider hiring a part-time or full-time database analyst, who knows how to extract, transform, store and report on the data necessary for your KPIs. Otherwise, often the best solution is to use SaaS (Software as a Service) platforms for your organization’s technology needs, since SaaS platforms are typically simple implementations, easy to manage, and have a lot of the typical KPIs and metrics built into the platform.

Optimize the Frequency

You create KPIs to help understand progress, performance, and issues and inform decision-making. There is the old sports adage, “pay attention and stop looking at the scoreboard.” While some KPIs you need to see once a day or week, most should be done once a month, or even once a quarter. Unless you are going to act on the data, you don’t need to look at it all the time. In retail, I’ve seen companies report on sales and gross margin every single hour. It makes no sense since the decision the team made months ago regarding merchandise and advertising was impacting the hourly KPIs. Looking at KPIs too often can create pretty bad reactionary decisions . You have to let KPIs breathe and establish a trend, before throwing the kitchen sink at a KPI.

Create Broad Access

Typically, giving broader access to KPIs is better than restricting access. The players playing the game need to see the scoreboard. Doing email snapshots or giving employees access to a business intelligence tool are typically the best ways to disseminate KPIs.

Enable Drill Down & Dimensionalization

The best implementations of KPIs are ones built on good business intelligence platforms and tools, with the ability to drill down into a particular KPI and dimensionalize the KPI by time, product lines, customers, or other important dimensions.

Automate Exception Reporting

Another way to significantly increase the value of KPIs is to implement exception reporting, which involves triggering an alert, often by email, when a certain KPI hits a low or high threshold. Most KPIs are like your body temperature. You don’t need to know your temperature all the time, only during those times when it spikes high or low, indicating a potential illness or medical issue. The same with KPIs, in certain instances, when a KPI spikes high or low, it can be a sign of an issue that needs to be addressed. The best practice is to create exception reports to let the important stakeholders know something is out of whack.

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To get you going on improving your KPIs, download the free and editable KPI PowerPoint Worksheet.

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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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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

KPI PPT templates showcase the performance or progress of a company over time to achieve a specific objective. These analytics help in decision-making and improvement that leads to the success of a business. So to make a professional performance indicator presentation use our collection of KPI infographic 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 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.

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.

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 Examples and Templates

Find the right KPIs for your business. This guide provides examples, templates and practical advice to help you define the key performance indicators that matter most for your organization and teams.

KPI EXAMPLES GUIDE

What is a kpi.

Let’s start with the basics. A key performance indicator (KPI) is a quantifiable measure of performance over time for a specific strategic objective. Business leaders and senior executives use KPIs to judge the effectiveness of their efforts and make better informed decisions.

KPIs vs Metrics

What’s the difference between a KPI and a metric?

KPIs represent how you’re performing against strategic goals. And by goals, we mean specific business outcomes, such as targeted quarterly revenue or targeted new customers per month.

Metrics support KPIs by representing the tactical processes or actions necessary to achieve the KPIs. Metrics track and measure the success against targets for specific actions such as monthly brochure downloads or store visits.

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10 steps to strong KPIs

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170 KPI examples and templates

170 KPI Examples And Templates

In this guide, we’ve identified and prioritized the most impactful key performance indicators examples for each department. Use the table of contents below to find the KPI examples most relevant to your organization and teams.

Project Management

Customer Service

Human Resources

Social Media

Sales KPI Examples

Sales leaders and their teams need to track the key performance indicators that help them close more orders. Below are the 15 essential sales KPI examples:

New Inbound Leads

Lead Response Time

Lead Conversion %

New Qualified Opportunities

Total Pipeline Value

Lead-to-Opportunity %

Opportunity-to-Order %

Average Order Value

Average Sales Cycle Time

Cross-Sell %

Sales Volume by Location

Sales Change (YoY, QoQ. MoM)

Sales Target %

Learn more about Sales Dashboards

KPIs for Managers

Executives and managers need KPIs that reflect their organization’s strategic priorities. Below are the 15 key management KPI examples:

Customer Acquisition Cost

Customer Lifetime Value

Customer Satisfaction Score

Sales Target % (Actual/Forecast)

Sales by Product or Service

Revenue per FTE

Revenue per Customer

Operating Margin

Gross Margin

ROE (Return on Equity)

ROA (Return on Assets)

Current Ratio (Assets/Liabilities)

Debt to Equity Ratio

Working Capital

Employee Satisfaction Rating

Learn more about Executive Dashboards

Project Management KPIs

Project managers need to keep projects on time and on budget while also ensuring a high quality outcome. That’s why the 15 key performance indicators examples below focus on timeliness, budget and quality.

On-Time Completion %

Milestones on Time %

Estimate to Project Completion

Adjustments To Schedule

Planned vs. Actual Hours

Resource Capacity %

Budget Variance (Planned vs Actual)

Budget Iterations

Planned Value

Net Promoter Score

Number of Errors

Customer Complaints

Change Requests

Billable Utilization

Return On Investment (ROI)

Explore dashboard demos

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.

Marketing KPIs

Marketing leaders need to track KPIs which enable them to measure their progress against clearly defined goals. The 15 marketing KPI examples below cover all phases of the customer funnel and can be accurately tracked using  modern marketing analytics .

Marketing Qualified Leads (MQLs)

Sales Qualified Leads (SQLs)

Cost per Lead

New Customers

Cost per Acquisition

Upsell & Cross-Sell Rates

Conversion Rates (For Specific Goals)

Social Program ROI (By Platform)

Organic Traffic & Leads

Return on Ad Spend (ROAS)

Total Revenue

Revenue by Product or Service

Customer Lifetime Value (CLV)

Net Promoter Score (NPS)

Learn more about  Marketing KPIs and Marketing Dashboards

Operations KPIs

Operations managers need to track KPIs around efficiency, effectiveness and quality as covered in the 15 key performance indicators examples below.

Labor Utilization

Employee Turnover Rate

Employee Absence Rate

Employee Training Rate

ROI of Outsourcing

Labor Materials

Operating Margins

Processes and Procedures Developed

Project Schedule Variance

Order Fulfilment Cycle Time

Delivery In Full On Time Rate

Rework Rate

Learn more about KPI Dashboards

Customer Service KPIs

Service and support teams should focus on KPIs that measure response times. But, like the 15 key performance indicators examples below, they should also have a clear view of the customer base and longer term, preventative KPIs such as employee engagement and knowledge base articles.

Number of Issues (By Type)

First Response Time (FRT)

First Contact Resolution Rate

Average Response Time

Average Resolution Time

Most Active Support Agents

Cost Per Conversation

Customer Satisfaction Score (CSAT)

Positive Customer Reviews

Customer Effort Score

Customer Retention Rate

Support Costs / Revenue Ratio

Knowledge Base Articles

Employee Engagement

Explore more dashboard examples

Finance KPIs

Financial teams have no shortage of ratios and metrics to track. Finance managers and CFO’s should use a  financial analytics  tool to focus on margin, expense, revenue and cash management as shown in the 15 key finance KPI examples below.

Gross Profit Margin (and %)

Operating Profit Margin (and %)

Net Profit Margin (and %)

Operating Expense Ratio

Working Capital Ratio

Debt-To-Equity Ratio

Quick Ratio (Acid Test)

Current Ratio

Berry Ratio

Return on Assets

Cash Conversion Cycle

Accounts Payable Turnover Ratio

Accounts Receivable Turnover Ratio

Budget Variance

Payroll Headcount Ratio

Learn more about Financial Dashboards

Human Resources KPIs

HR managers are primarily concerned with 3 main areas: workforce management, compensation and recruitment. You can use a  people analytics  tool to track and analyze the 35 key performance indicators examples below:

Workforce Management KPIs:

Absenteeism rate

ROI of outsourcing

Succession planning rate

Open/closed grievances

Promotion rate

Time to productivity

Successor gap rate

Worker composition by gender, experience, and tenure

Internal mobility

Manager quality index

HR effectiveness

Employee satisfaction rates

Training ROI

Compensation KPIs:

HR functional operating expense rate

Labor cost per FTE

Labor cost revenue percent

Labor cost revenue expense percent

Total benefits as percentage of labor costs

Profit vs. compensation per FTE

Human capital ROI

HR functional cost per employee

Recruitment KPIs:

Quality of hire

Vacancy rate

Turnover rate

Resignation/retirement rate

External hire rate

Time-to-fill

Diversity, experience, and gender hire ratio

Recruiting funnel metrics

Talent import/export ratio

Voluntary turnover rate

Retention rate

Recruiting expense per new hire

Retirement rate forecast

Learn more about HR Dashboards

IT managers should track the on-going stream of support tickets and downtime. They should also track the projects and the team that will proactively reduce the number of these tickets in the future as shown in the top-15 IT KPI examples below.

Total Support Tickets

Open Support Tickets

Ticket Resolution Time

Reopened Tickets

Average Time Between Failures

Average Time to Repair

Server Downtime

Security Related Downtime

Total Projects

Projects on Budget

Critical Bugs

IT Support Employees Per End Users

IT Costs vs Revenue

IT Team Turnover

Social Media KPIs

Social media managers should have KPIs that represent reach, engagement, and conversion to revenue. The 15 social media key performance indicators examples below should be applied both as totals and for each social media platform that your organization is active on.

Social Share of Voice (SSoV)

Total Reach

Total Impressions

Followers or Fans or Subscribers

Audience Growth Rate

Share Rate (Shares or ReTweets)

Interest Rate (Likes, Reactions, Favorites)

Response Rate (Comments, Replies)

Key Post or Hashtag Reach

Link Clicks

Site Traffic From Social (By Platform)

Conversions From Social

Conversion Rate From Social

Revenue From Social

Social Program ROI

Learn more about Marketing Dashboards

How to Define the Right KPIs

Who, what, how. Be clear about who the audience is, what they want, and how they’re going to use the KPIs. This means working with your stakeholders to identify the core KPIs that map directly to their goals and strategy.

Be SMART. This popular acronym stands for Specific, Measurable, Attainable, Realistic, and Time-bound. This is a useful touchstone whenever you’re considering whether a metric should be a key performance indicator. SMART KPI examples are KPIs such as “revenue per region per month” or “new customers per quarter”.

Iterate and evolve. Over time, see how you or your audience are using the set of KPIs and if you find that certain ones aren’t relevant, remove or replace them.

See KPI Dashboards in Action

Home PowerPoint Templates Data & Charts Modern Metrics PowerPoint Dashboard

Modern Metrics PowerPoint Dashboard

The Modern Metrics PowerPoint Dashboard provides several data drive charts and graphs. These data representation graphs are useful for various business analysis, research, and statistical reports. Several daily, weekly, or annual progress reports in single slide view are known as dashboard templates. Because these illustrate the real-time project management and sales software dashboards. But these modern charts can help in much more than just analysis or statistical reports. For example, copying the desired PowerPoint chart, shape or infographic for multiple data presentations . Like comparing products, timelines, predict future stability or track changes.

The Modern Metrics PowerPoint Dashboard enables audience to assess essential information on single screen view. There are 5 slides of modern metrics where first three templates provide multiple data drive charts. These include pie, circular bars, multiple bars, sunburst, stacked, doughnut, line and area graphs. However, the last two slides contain 2018 calendar month-segments. Because the second slide shows February as a part of the dashboard. Apart from charts and graphs, the modern metrics template provides infographics to display several business elements. For instance, sales, customer, and stocks sections with clipart icons for visual illustration.

This modern metric dashboard template can link the data source to PowerPoint charts using excel spreadsheets. The advantage of using these data-driven charts is, information on PowerPoint will update automatically by any change in spreadsheet. When user selects a PowerPoint graph or chart, it shows plus, brush, and funnel shape appear on the left side. There are the editing buttons, enabling users to modify designs, alter elements i.e. number of bars, and insert data values. The infographic template can benefit professionals working with modern UI graphics. If you are looking for specific sales manager dashboard , financial saving , project management template and more.

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Secure your next round of investment with our Investor Deck Presentation Template. Crafted to meet the expectations of discerning investors, this template provides a comprehensive framework to present your business’s value proposition, market potential, and growth strategy. With a balance of compelling visuals and data-driven content, it ensures you make a strong case for your business, resonating with potential investors.

Sales Pitch Presentation Template

Drive your sales success with our Sales Pitch Presentation Template. Tailored for sales professionals, this template provides a persuasive framework to present your product or service’s unique benefits. It’s an essential tool for crafting a compelling narrative that resonates with your prospects, highlighting problem-solving capabilities and customer success stories.

Financial Report Presentation Template

Communicate financial insights with our Financial Report Presentation Template. Designed for finance professionals and executives, this template provides a clear format for presenting financial statements, analysis, and forecasts. It’s an indispensable tool for board meetings and stakeholder briefings, ensuring that complex financial data is conveyed with precision and clarity.

Annual Report Presentation Template

Showcase your year’s achievements with our Annual Report Presentation Template. Perfect for corporate executives and managers, this template allows for a detailed review of yearly performance, including key successes, challenges, and growth opportunities. It’s an effective way to engage shareholders, employees, and customers, offering a transparent and comprehensive view of your organization’s progress.

Strategy Plan Presentation Template

Shape your organizational future with our Strategy Plan Presentation Template. Ideal for executives and strategists, this template lays out a clear roadmap for your business’s growth and development. It covers vital aspects such as market trends, competitive analysis, and strategic objectives, facilitating informed decision-making and long-term success planning.

Marketing Strategy Deck Presentation Template

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KPI Report Deck Infographics

Free google slides theme and powerpoint 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

• 100% editable and easy to modify
• 30 different infographics to boost your presentations
• Include icons and Flaticon’s extension for further customization
• Designed to be used in Google Slides, 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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The 5 Metrics You Need to Know to Give a Great Presentation

In preparation for our CEO, Noah Zandan’s SXSW Interactive discussion, How to Spot a Liar… With Data , we have compiled our list of 5 metrics everyone needs to know in order to give a great presentation.

Here are our top five metrics that are essential to giving a great presentation that engages your audience and drives results:

• 15 seconds—the amount of time you have to make a positive first impression on your audience. From the moment you step on stage, your audience will make an assessment of you and then look for evidence to confirm their first impressions. This subconscious phenomena is called thin slicing -and we all do it. Research shows that the first fifteen seconds of a presentation are the most important because 90% of your audience’s initial judgments remain the same even after you’ve given your presentation. Knowing this, you want to do everything in your power to make a positive first impression to ensure that initial judgment swing in your favor. How? Dress for success, be prepared, know your audience and don’t forget to smile.
• 5 minutes—the average audience attention span. Our attention spans have decreased from 12 to 5 minutes in the past ten years. Blame twitter, blame Facebook – point your finger wherever you’d like but the truth is, we just don’t pay attention like we used to. In fact, in one 24 hour period, the average working American checks her phone up to 150 times and is exposed to over 34GB of content -—that’s the equivalent of 38.7 hours (or 1.6 days) of HD video on YouTube! With all this competition for your audience’s attention, engagement has never been more important.The nemesis of audience engagement is boredom, so you must keep your presentation interesting. Incorporate unique visual aids, brief anecdotes, jokes, quantitative and qualitative examples into your talk, and use your voice as a communication tool by changing your tone and volume to enhance your message. And, whatever you do, never turn off the lights!
• 10%—Get to the point! The percentage of your speech dedicated to your introduction. This metric is especially important given the short attention span of your audience. The average professional tunes out of a presentation within the first 60 seconds, so make sure you cut to the chase. Start with a bang—the first words out of your mouth should instantly pique the interest of your audience. Then, once your have their attention, give them a reason to stay focused—tell them what they will learn if they pay attention, or tantalize them with a sneak peek of the exciting information you’re about to deliver.
• 12 words—the maximum number of words that should be projected on your screen at a time. When we learn, there’s a limit to how much information we can absorb at once. So judge your slides like a marketing director—your projected information should function like a billboard. The audience should be able to quickly understand the visual aid before turning their attention back to you—so cut the text and crank up the images.Studies show that people absorb more information when narration is accompanied by visual aids, as opposed to text. If your audience is too busy reading your slides they’re not focusing on what you have to say! Remember, you’re the star of the show and your visual aids are your backup dancers.
• 100% of your audience will appreciate your speech ending on time. Audiences are selfish. Your audience comes to your presentation with very clear expectations for how much time they’ve taken out of their busy days to listen to you. If you violate those expectations, you run the risk of being remembered not as a fantastic speaker but rather as the speaker who didn’t stop talking. When you’re speaking, you want your audience to feel like time just flew by – and, most importantly, you want to leave your audience hungry for more.

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Capital A's aviation segment records 90% load factor, 15.4 mln passenger volume in 1Q

Monday, 29 Apr 2024

Related News

Capital A to dispose of 100% stake in AirAsia Aviation Group, AirAsia for RM6.8bil

Middle east conflict may hurt aviation sector, philippines plans development of sez, with singapore-inspired housing and aviation hub.

In a statement today, it said the robust performance aligned with AirAsia's strategic focus on expanding capacity and rebuilding its network.

"Passenger volume grew 17 per cent y-o-y to 15.4 million, outpacing capacity growth of 15 per cent y-o-y, demonstrating continued strong travel demand across the region,” the carrier group said.

It noted that the growth was largely attributed to the school holidays, Chinese New Year season as well as the resurgence of China and India routes that delivered a robust load factor of 94 per cent, higher than the pre-COVID level due to the visa-free travel corridors of both regions introduced at the end of 2023.

As of the end of March this year, the airline group deployed 167 operational aircraft.

"AirAsia Philippines and Thailand emerged as the group's top performers, with highest load factors at 93 per cent each, while AirAsia Malaysia and Indonesia followed closely with load factors of 89 per cent and 83 per cent, respectively,” it said.

Capital A still owns an 18.39 per cent stake in AAG.

Meanwhile, Capital A’s AirAsia Move, formerly known as airasia Superapp, has maintained a strong user base that exceeded 15 million monthly active users (MAU) in 1Q 2024 and recorded a 19 per cent y-o-y growth in MAU.

As for the logistics segment, it said Teleport delivered 63,945 tonnes in 1Q 2024, up 79 per cent from 1Q 2023, while the utilisation rate rose five per cent y-o-y to 16 per cent during the quarter.

Besides that, Asia Digital Engineering (ADE) completed 82 per cent more base maintenance checks compared to the same period last year, while the inflight service provider, Santan, recorded 5.1 million units sold in 1Q 2024, an increase of 13 per cent y-o-y. - Bernama

Tags / Keywords: Capital A , AAG , ADE , AirAsia

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