KPI Dashboard (Part 2)

Synopsis

Have you ever needed to present data clearly and found it hard to create diagrams and charts on Excel or Google Sheets? We've developed a KPI dashboard that allows you to enter your data and automatically generate more than 20 charts and diagrams. These charts provide detailed analyses of results and averages, categorized and distributed by month. Precise filters allow our template to adapt to any industry or subject—finance, sales, HR, marketing, or customer support. The template also offers light and dark theme options to match your preference.

Questions and answers

Can you name a company that could benefit from using the KPI Dashboard and explain how?

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Any company that relies heavily on data analysis could benefit from using the KPI Dashboard. For instance, a marketing agency could use it to track campaign performance and customer engagement metrics. The dashboard would allow them to visualize data in a more digestible format, making it easier to identify trends and make informed decisions.

How can the KPI Dashboard be applied in different industries such as finance, sales, HR, marketing, or customer support?

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The KPI Dashboard can be applied in different industries such as finance, sales, HR, marketing, or customer support by entering relevant data into the dashboard. The dashboard will then automatically generate more than 20 charts and diagrams providing detailed analyses of results and averages, categorized and distributed by month. The precise filters in the dashboard allow it to adapt to any industry or subject, making it a versatile tool for various sectors.

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Use the KPI Dashboard to:

• Impress investors and managers with your organizational efficiency in presenting results.
• Eliminate hours of manual work in creating visualizations and ensure data reliability.
• Focus on action-based analyses and track their impacts across various sectors and time frames.

Benefits

Adapt the template for your needs

Customize the dashboard to match your company's key KPIs. The 'Structure Ideas' tab in the template offers suggestions for various areas, guiding your customization. Use it for inspiration to tailor the dashboard to your company's objectives.

Define every table column

The template features a central table that supplies data to all dashboard's charts. Fully customizable, it has designated slots for different data types. You can rename these fields and modify their data to make the template focus on the area you're interested in. The charts and dashboards will update on their own according to your settings. The table columns are organized as follows:

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• 2 for "Dates"
• 4 for "Dropdown Menus"
• 2 for "Text"
• 2 for "Numbers"
• 2 for "Formulas"

Customize all dropdown menus

The KPI Dashboard comes with four dropdown menus you can fully customize. You can rename these fields and decide what data entry options they offer. These fields can represent different aspects of your business, such as salespeople, customers, project stages, or store units, and adapt to any company structure.

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This level of customization improves your dashboard analysis by generating automatic filters from your field settings. You can drill down into the specifics and examine outcomes tied to each option directly within the dashboards.

Create your own custom formulas

The template's main table has room for two custom formulas. You can create these formulas to sum, multiply, divide, or subtract, playing around with the number and date fields provided. These custom calculations integrate into the dashboard's overall analyses to add more depth to your insights. You can track their outcomes across various sectors and periods while filters help narrow down these results.

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Get a complete dashboard

The KPI Dashboard provides a comprehensive, integrated view of your company's performance, customized and structured entirely by you. The dashboard includes different visualizations, such as pie charts, bar graphs, line charts, and even dynamic axes, for you to choose which part of your business to look at in each chart.

Questions and answers

In what ways can the KPI Dashboard be customized to align with specific analytical objectives?

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The KPI Dashboard can be customized in several ways to align with specific analytical objectives. It breaks down into three main sections: Sum, Count, and Average, providing an in-depth analysis of your data. The dashboard compiles cumulative results from all numeric and formula fields established in the main table. Each section presents four distinct analytical perspectives, utilizing bar charts categorized by dropdown selections and line charts to illustrate temporal trends. Additionally, the axes of the charts are customizable, allowing adaptation to the specific fields selected, ensuring the analysis precisely aligns with your analytical objectives.

How does the KPI Dashboard utilize bar charts and line charts to provide analytical perspectives?

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The KPI Dashboard uses bar charts and line charts to provide analytical perspectives in a few ways. Firstly, it breaks down data into three main sections: Sum, Count, and Average, which allows for an in-depth analysis of the data. The bar charts are categorized by dropdown selections, providing a clear and organized view of the data. Line charts are used to illustrate temporal trends, showing changes over time. Additionally, the axes of the charts are customizable, allowing them to be adapted to the specific fields selected. This ensures that the analysis aligns precisely with your analytical objectives.

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Use custom filters for chart analysis

The dashboard offers more than fice different filters at the top for you to use. These filters connect right to the fields in the main table. You can select from any dropdown you've set up, choose a date range from the date fields, and enter the number range you're interested in from the numeric fields. The filters automatically update all the charts, giving you a closer look at your company's performance across different areas or times. This way, you get a clearer picture of what's working well or not.

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Analyze outcomes in different ways

The dashboard breaks down into three main sections: Sum, Count, and Average to provide in-depth analysis of your data. It compiles cumulative results from all numeric and formula fields established in the main table. Consequently, each section presents four distinct analytical perspectives, utilizing bar charts categorized by dropdown selections and line charts to illustrate temporal trends. Additionally, the axes of the charts are customizable, allowing adaptation to the specific fields selected, ensuring the analysis precisely aligns with your analytical objectives.

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Light theme vs. Dark theme layout

The KPI Dashboard comes in two distinct layouts: "Light theme" and "Dark theme." Each is designed for clear, efficient data presentation and adds a touch of elegance to your reports. Choose the style that best suits you and your company to enjoy all the advantages it offers.

Conclusion

The KPI Dashboard, available in Microsoft Excel and Google Sheets, offers a solution to display your company's results. Enter data to generate comprehensive reports ready for team presentations. The template's outstanding visual aids in analyzing outcomes and to formulate strategies, as it saves you the time it would take to create the dashboard from scratch. Download it now to start using all of its features and benefits.

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