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Research and Development KPI Dashboard Excel Template

4.75 (4 reviews)

Excel KPI spreadsheet for R&D departments. Track your key metrics with monthly and cumulative trend analysis. Printable and dynamic dashboard.

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R&D departments help companies to innovate new products and services. That’s why it is also important to track the performance of these units. Thus, our  Research and Development KPI Dashboard Excel Template will help you to measure and track your metrics.

Generally, it provides you with 26 pre-defined R&D Metrics under 5 categories:Research-and-Development-KPI-Dashboard-S04-1

R&D KPI Dashboard Excel Template Features:

Firstly, type your data into the Current Year Actual, Current Year Target, and Past Year Actual sheet tabs. Afterward, you may either use the navigation buttons on the top to reach the sheet tabs or use the sheet tab sections.


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.

Additionally, please 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. But, 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.


Furthermore, you can;

  • Firstly, display your monthly and cumulative results,
  • Secondly, analyze your improvements
  • Lastly, compare your current year’s results past year and company targets.

Detailed Description of R&D KPI Dashboard Excel Template Metrics:

Above all, depending on the needs and sectors in business some formulas may vary. However, 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. Also, 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 that turned into experiments’ overall ideas in a given time period.

Projects completed: This metric shows the percentage of completed projects and overall planned projects.

Time-to-market: This metric stands for how quickly your company plan and executes 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. Moreover, 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 as well;

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

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

The Excel R&D KPI Dashboard lets you add new metrics according to your needs.


R&D costs / Total costs: This metric indicates the percentage of R&D Costs among Total Costs. Thus, 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. Therefore, 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. Basically, it measures the cost-saving amount in a given time or period.

Also, you may add new metrics to your dashboard in this excel R&D template.

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 is calculated as;

Profit from New Products / R&D Sending

Additionally, please feel free to add more KPIs when you need them in this KPI Dashboard Excel template.

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 that the R&D Department suggests over a period of time.

Research and Development KPI Dashboard Excel Template 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

Research and Development 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.


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



4 reviews for Research and Development KPI Dashboard Excel Template

  1. Johana

    Great job, this product is useful and complete. But I am having problems to modify it I need to change some parts to make it work for me, can you guide me through please?”

    • Someka

      Hello Johana,

      After unlocking your template, you can self-customize according to your need.
      However, we recommend you to make changes in the template only if you are knowledgeable in Excel.
      If you need to customize your template, our development team can help you, contact them via email at and describe your needs.
      Hope this helps!

  2. Karol

    Hi my name is karol. I like this templete and recommend it for anyone. thank you

  3. 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!

  4. Christie Hampton

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

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