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Management KPI Dashboard Excel Template

4.6 (15 reviews)

Management KPI Dashboard in Excel. Includes most common metrics for supervisors. Editable & Printable. Ready for your presentations with dynamic charts.

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TEMPLATE DESCRIPTION

Key Performance Indicators are quite important for companies who want to track their critical metrics and most organizations use a General Management KPI Dashboard Excel template in order to evaluate their success at reaching targets. Besides, KPI Dashboards show the main improvement areas of an organization. And, only if general management takes the relevant action considering the dashboard, the KPI overview process is successfully done.

build your own KPI dashboard in Excel with convenient performance metrics

You should always track your KPI and also OKR (Objectives and Key Results) metrics for a sustainable business.

That’s why it’s very crucial to select the most appropriate KPIs for your company and set the right goals to measure. A well-prepared Management KPI Dashboard Excel template should contain measurable, actionable, and visually understandable high-level Key Performance Indicators which will focus on the overall performance of the enterprise.

How to Create A Successful General Management KPI Dashboard?

Basically, you can build your own KPI dashboard in Excel with convenient performance metrics, from scratch. However, preparing a KPI dashboard is not an easy task. It should be well structured, have an appealing design to be used in presentations, and be easy to maintain for later.

We offer you a ready-to-use and flexible template with the following elements inside:

  • Navigation Menu
  • Metric Settings
  • Previous Year and Target Comparisons
  • Monthly and Cumulative Analysis
  • Trends and Charts

Navigation Menu

What are the benefits of using a management KPI tool?

  • Automates time-consuming tasks, such as calculating multiple KPI performance measures in one place
  • Allows a management team to stay informed and take action more quickly, rather than relying on manual calculations
  • Aids in developing a shared understanding of the performance of various business units
  • Facilitates data-driven decision-making by helping to measure the results of certain activities and track them over time
  • Makes the process of assessing overall company performance simpler and faster
  • Identifies problems and helps management identify corrective actions
  • Provides a graphical representation of key performance indicators to provide more context and enable more informed decisions.

What Are The Right Management Performance Indicators to Track?

To clarify, in this dashboard template, we’ve collected the most commonly used General Management KPIs under 4 main categories:

  1. Customer Metrics: Net Promoter Score | Customer Acquisition Cost/Cost Per Lead | Customer Lifetime Value | Customer Profitability Score | Customer Retention Rate | Conversion Rate | Sales Target | Relative Market Share
  2. Financial Performance: Revenue Growth Rate | Net Profit | Net Profit Margin | Gross Profit Margin | Operating Profit Margin | Return on Investment | Cash Conversion Cycle | Return on Assets | Return on Equity
  3. Internal Processes: Capacity Utilisation Rate | Project Schedule Variance | Project Cost Variance | Earned Value | Order fulfillment cycle time | Delivery on time | Quality Index | Process Downtime Level
  4. Employee Metrics: Staff Advocacy Score | Employee Engagement Level | Absenteeism Bradford Score | Human Capital Value-added | 360-degree feedback score

General Management KPI Dashboard Excel Template Features:

  • Monthly and Cumulative analysis
  • Comparison with Past Year and Target values
  • Summary dashboard supported with interactive charts
  • Easy to use also, nice design to be used in presentations
  • Clear on-sheet instructions
  • Compatible with Excel 2010 and later versions
  • Full Print ready General Manager KPI Template
  • White Label
  • Does not include any VBA macros

General Management KPI Dashboard is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

Management KPI Dashboard FAQ

A key performance indicator (KPI) is a numerical measurement of performance relative to an objective. These KPIs establish objectives for teams, create checkpoints for monitoring progress, and supply key insights to people throughout the organization for making smarter decisions. With these KPIs, the organization is able to aim higher, track its development, and draw helpful knowledge for wiser decisions.

In Monthly Dashboard you can easily find the related table for Monthly and Cumulative numbers.

Monthly dashboard in management KPI dashboard

Green signifies that your current year’s performance is equal to the previous year’s/target, yellow indicates that you have achieved at least 80% of the prior year’s/target, and red implies a lower rate of success below 80%.

To view the management’s Key Performance Indicators, go to the KPI Analysis tab and select the appropriate indicator from the drop-down menu. You will be presented with a comprehensive overview including an Overall Analysis of the data from each month.

How to add find the related trends for each manager's KPI

To accomplish this task, please locate the KPI metrics sheet and select the best option from the drop-down menu for “Lower is Better

KPI metrics sheet with the cumulative calculation method

USER REVIEWS & COMMENTS

15 reviews for Management KPI Dashboard Excel Template

  1. Kruti

    This tool blew my mind! It’s great for keeping tabs on our super important measurments and the summary dashboard that has all the intereactive graphs makes a biiig diffrence.

  2. Oliver B.

    We’ve got a problem with this Excel. It takes waay too much tyme to work out lots of different KPI performnce meashurs in the one place.

    • Someka

      Hey there, we’re really sorry to hear that! Can you please get in touch with us so we can go over your file with our tech team and find out why the speed isn’t quite right?
      If you could send your file to us at contact@someka.net, that would be great!
      Thank you so much!

  3. Kamal.A

    This Management KPI is truly awesome, with its month-by-month and overall anaylses! It’s a totaly lifesaver

  4. Deniz Kaba

    Overall, this Management KPI Dashboard Excel Templ8 is pr3tty gr8, but it would be even awesomer if it had moar options for employe3 metrics.

  5. Octavian

    This Excel tool is simple to use and has a great design.

  6. Buffy S

    hi team this excel is very efficient for our process and want to share with my team members. Please change my license to multi user?

    • Someka

      Hello Buffy,

      We may surely upgrade your license from single-user to multi-user. Just email us at contact@someka.net and our team will contact you with a link to upgrade your license.

  7. Esta

    cool

  8. BHEKISISA

    Awesome

  9. ariana.p

    Strongly recommend!!!!!! thanks to the friend we talked at chat who suggested this template.

  10. Dana Rushman

    Overall it was informative to know, but more instructions on worksheet would be helpful to understand more clearly.

  11. Lisa Kleidon

    Extremely quick and a solid framework

  12. nguyen

    Indıcators are good but insufficient. Can I insert another kpi, or insert more rows?

    • Someka

      Thanks for feedback! You can change the existing KPIs or add new ones yourself as well. If you need further help, you can contact us via mail!

  13. djtommy10

    Very easy.

  14. danielvillbrand

    Great and fast delivery. thanks!

  15. francesco00

    Grazie perfetto!

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