Weekly KPI Report in Excel

Here’s a Weekly KPI Report in Excel. A simple, yet powerful spreadsheet to track actuals vs targets for your key performance metrics in weekly basis.

With this weekly KPI Dashboard:

• Define your KPI metrics
• Set your targets for each week
• Input your actuals
• Track your performance results at a glace!

How to use Weekly KPI Report Excel Template?

Basically, this kpi excel spreadsheet includes 2 main parts:

1. Menu
2. KPI Report

1. Menu

Firstly, you should define your starting date for the kpi excel template.

Then, you should set your key metrics for the weekly kpi report. Add the KPI Group name and KPI Metric Name.

Optionally, you can write an explanation for each metric for your reference.

There are two important parameters for each metric:

• Calculation Method: Select Sum or Average. So, this will be used while calculating the cumulative totals for metrics. Mostly, the numeric value metrics like revenue, traffic, etc are used with Sum calculation, whereas the ones with percentages such as conversion rate, productivity etc are used with Average calculation method.
• Aim: If you aim higher for a metric select “Higher“. But if the opposite is valid for a metric, then select “Lower“. For instance, you should expect a “Lower” value for a metric like accident number.

2. KPI Report

In brief, this section is your main area to track weekly targets and actuals.

The dates will be automatically listed according to the Starting Date set on the menu of this weekly kpi report. Also, the metric names will be ready for you here.

So, all you have to do is define your targets and then input your actuals.

The little icons will show your actual’s position against your target. If you attain your target %100 or more, then you’ll see a green icon. But if you are %80 below your target, you’ll see a red icon. For other values, you’ll see a yellow one.

Weekly KPI Report Excel template will also show you the cumulative status on the doughnut charts just above each metric.

That’s all for the kpi report in weekly basis.

Excel Weekly KPI Report Features Summary:

• Simple KPI tracking spreadsheet
• All-in-one Excel template to track weekly targets and actuals
• Cumulative charts included
• Also, flexible and customizable
• Printable and editable kpi dashboard
• No installation, no setup
• Works both on Mac and Windows
• Compatible with Excel 2010 and later versions
• Does not include any VBA macros