skip to Main Content

Research and Development KPI Dashboard

4.5 (2 reviews)

Research and Development KPI Dashboard Template measures the efficiency of your R&D department. With 26 performance metrics, all in Excel.

Learn more about License Types

Someka refunds icon


Someka one time payment icon


Someka direct download icon



Research and development helps the companies to innovate new products and services and keep them ahead of it’s competitors. That’s why it is also important to make the measurements for the R&D Department. Without an effective and efficient strategy, the R&D department can’t fully serve its true purposes. That effective and efficient strategy may also vary depending on the scale of the company you manage. Make the right measurements and check the ratios and statistics of your company.

This Research and Development KPI Dashboard will help you to understand what is missing or what causes your performance to stay in the same level with  26 R&D Metrics under 5 categories:Research-and-Development-KPI-Dashboard-S04-1

Research and Development KPI Dashboard Features:

Type your data into the Current Year Actual, Current Year Target, and Past Year Actual sheet tabs. You may either use the navigation buttons on the top to reach the sheet tabs or use the sheet tab section on the below of the sheet.


Warning!: If you are going to add or edit a section, you will also have to edit the other parts where you input your data. For example, a new Finance metric has been put in the CY Actual Section to display on the dashboard. For an accurate analysis, you must add the same KPI metric to the CY Target and PY Actual sheet tabs. Don’t forget to use the correct cumulative formula for that new metric in the cumulative section.


Also, you may have a visual illustration of your data in the chart section. The only thing you have to do is choose the right KPI metric from the drop-down menu which has been pointed with a yellow arrow.


As mentioned you can;

  • Display your monthly and cumulative results,
  • Analyze your improvements
  • Compare your current year results past year and company targets.

Detailed Description of Research & Development KPI Metrics:

Depending on the needs and sectors in business some formulas may vary. Furthermore you may adjust the formulas according to your preferences or set new ones.

Project-ExecutionProject Execution

Proposal Success Rate: Success rates are defined as the percentage of reviewed grant applications that receive funding. It is the percentage of the ideas which got funding among all proposed ideas.

Ideas turned into experiments: This metric shows the percentage of ideas which turned into experiments over all ideas in a given time period.

Projects completed: This metric shows the percentage of completed projects over all planned projects.

Time-to-market: This metric stands for how quickly your company plan and execute the projects. It is the duration from Phase 0 to Market Release.

Time for the experiments: This metric indicates the time which is spared for only experiments. Depending on the sector you may change the unit as hours or days.

Deviation from Schedule: This metric indicates how realistic planned project schedules are and how well you stick to those schedules. You can use the formula below;

(Actual Time to Make – Planned Time to make) / Planned Time to Make.

Portfolio in existing products: This metric indicates the percentage of R&D Budget which sustains the existing products (Non-New Products).


R&D costs / Total costs: This metric indicates the percentage of R&D Costs among Total Costs. The formula for this metric is:

(R&D Costs) / Total Costs .

License costs / Total R&D cost: This metric indicates the percentage of Licence Costs among Total Costs.

(Licenced Costs) / Total Costs .

R&D Costs / Sales: This metric indicates the percentage of R&D Costs among Total Sales.

(R&D Costs) / Total Sales.

Product improvements / R&D cost: This metric indicates the percentage of Product Improvements among R&D Costs. The formula stands for;

(Improvement Costs) / R&D Costs .

Cost Savings Attributable to R&D: This metric indicates the cost savings because of the R&D Department’s innovative works. It measures the cost-saving amount in a given time or period.

Pipeline-ManagementPipeline Management

Total Patents Filed: This metric indicates the number of patents which has been filed and waiting to be approved by the patent institution.

Ideas in the Pipeline: This metric tracks the number of ideas to be completed and put in a schedule in a given time or period.

Projects that meet planned targets: It is the number of projects which go according to the plan targets you determine in a given time or period.

Products launched on time: This metric shows the percentage of new products/services which has been launched on time among all the new product/service projects.

Number of products released: This metric tracks the number of products released in a given time or period.


Income from New products: This metric shows how much your newest products (products that have not yet reached peak production) are contributing to your total sales in percentage.

Budget Variance: This metric shows how realistic you plan your project costs and how well you manage your project budgets. The formula stands for;

(Actual Budget – Planned Budget) / Planned Budget

Return on Innovation Investment: This metric indicates the effectiveness of a company’s investment in new products or services. You can calculate it as shown in below;

( Profits of New Product or Service Sales) / (Expenditures Generated in Creating these New Products or Services)

Products launched on budget: This metric shows the percentage of new products/services which has been launched on budget.

R&D Effectiveness Index (RDEI): It shows how the profit generated by new products compares to total R&D expenditures and calculated as;

Profit from New Products / R&D Sending

R&D-DepartmentR&D Department

Total R&D Headcount: This metric shows how many employees are working for the R&D Department.

Portfolio in Core and Growth Projects: This metric indicates the percentage of invested Projects that if not completed. It will have a significant negative impact on the growth and/or success of the company.

R&D Budget: This metric indicates the budget spared for the R&D Department.

Suggested ideas by the team: This metric stands for the number of ideas which the R&D Department suggests over a period of time.

Research and Development KPI Dashboard Features Summary:

  • Periodic and Accumulative analysis
  • 26 Most-Used Research and Development Metrics
  • Past year and Target Values Comparisons
  • Overview dashboard with visual charts
  • A simple design for presentations
  • Straightforward on-sheet directives
  • Excel 2007 (+ later versions) compatibility
  • Windows and Mac Compatible
  • No download/installation required.
  • Print-ready
  • No Visual Basic for Applications (VBA) Macros

This Research and Development KPI Dashboard Excel template is ready-to-use and provided as is. If you need customization on your reports or in need of more complex templates, please refer to our custom services.


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



2 reviews for Research and Development KPI Dashboard

  1. Gavin M

    I love Someka templates and currently, I am using one of them. I am also willing to download this template but I need to ask some questions just before the purchasing process. Can I learn the total number of existing KPI metrics?

    • Someka

      Hi Gavin,
      Thanks a lot for your kind words! The total number of the existing KPI metrics is 26. But, we also left some blank rows in each category for our customers to add their own KPI metrics. If you have further questions please just let us know!

  2. Christie Hampton

    Low cost sophisticated reports. Chart section is really helpful which gives the insight into the actual issue

Leave a customer review

Only verified users who have downloaded and used the template may leave a review.