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Synopsis

Does your team struggle to meet your most important business objectives? KPIs and Performance Metrics are vital for execs as they create organizational accountability for what's most needed to reach critical goals. Download the KPI and Performance Metrics presentation template to sync your team members, instill self-reliance in individual members, and keep critical goals top of mind as decisions are made.

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The template includes a supply chain dashboard, project management dashboard, marketing dashboard, and employee performance dashboard, as well as additional dashboards on financial performance, advertising, project marketing, operational performance metrics, balance scorecards and project priority triaging, plus many more.

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Tool highlights

Supply chain dashboard

When execs track their supply chain, they raise their awareness around how fluctuations impact profit margin, which is one of the most important KPIs to track. For example, if profit margin begins to decrease but supply costs increase, this can be a major red flag.

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In this supply chain dashboard, execs can measure supply chain costs, supply chain costs vs sales, inventory to sales ratio, and the carrying cost of inventory. This supply chain costs visualization helps you assess which costs are the biggest at a glance, and can be measured against the company or team's sales and compared to the industry average. Since inventory is often a company's largest expense, inventory to sales ratios and the carrying cost of inventory can also be measured with line and bar graphs. As a reminder, these dashboards all link up to Excel sheets where execs plug in their data. The example in this template has three years' worth of data, but execs can edit the sheet to minimize or extend this range. (Slide 5)

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Global financial performance

A separate visualization covers KPIs across global financial performance, orders with their status and date placed, inventory size, daily volume of orders and monthly supply chain costs as well. Don't forget, you can change the titles of these dashboards to whatever you want to measure, as they are all fully customizable. (Slide 6)

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Project management dashboard

To project managers and executive teams, KPIs are like a report card used to measure success. However, KPIs aren't just for rear-view performance reviews. The best PMs use KPIs to measure progress towards reaching their goals in real-time.

This project management dashboard can be used to track active projects with a Gantt chart and project status slider. A Burndown chart compares planned completion of tasks against actual completion. The blue line is planned productivity, or number of tasks completed, while the green line is actual tasks completed. If the plan exceeds the actual, the team is behind schedule, but if the actual exceeds the plan, you're in good shape. The number of tasks and total hours bar chart helps PMs figure out why tasks are falling below their productivity planning — maybe there are not enough hours dedicated to a specific task, for example. (Slide 14)

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Marketing dashboard

Marketing can often be a major growth bottleneck for executives and companies. As a massive expenditure, if not properly tracked, it can result in burning thousands or even millions of dollars. This is especially true for social ad spends, where ROI is vital to track so copy and targeting can be adjusted.

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This marketing dashboard focuses on likes and engagement that are driven by social ad spending. The top section tracks total likes and engagement across the major social platforms over a given period of time. A line graph details your ad spend across different ads with a draggable notation for your highest performance. The numbers on the right-hand dashboard highlight important financial metrics related to ad spending and return. On the top left is your total budget, underneath is the amount spent, and in the middle right is your revenue created. In this instance, the revenue led to an ROI of 62% (which is in the bottom left corner). (Slide 21)

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Employee performance dashboard

While managers and execs track business-related KPIs, they also need to track performance on the individual level. In this employee performance dashboard, an employee valuation scoreboard on the left-hand side can be used to grade employee performance for benchmarking purposes. The bar chart in the middle can be used to visualize employee valuation scores.

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Another scoreboard on the right details other areas for scoring where teams are assessed based on quality and quantity of work, work efficiency, or more specific tasks like reducing their sales cycle period between first contact and close. Arrows on the right or left showcase improvements or decreases in improvements. (Slide 30)

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Conclusion

With relevant, quantifiable KPIs and Performance Metrics that are aligned to your goals and attainable within your current constraints, you can improve morale, transparency, team alignment, and overall success rate. Formulate goals then measure their implementation, make stronger decisions based on measurable objectives, and actually reach your goals with KPI dashboards that are easy to understand with unique visualizations for every business use case.

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1 questions and answers
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KPIs (Key Performance Indicators) are essential for measuring performance and progress towards a company's goals. Here are some steps to work with KPIs:

1. Define your goals: Before you can set KPIs, you need to have a clear idea of your business objectives.

2. Identify the key performance indicators for each goal: These should be measurable and directly related to your goals.

3. Set targets for each KPI: These targets should be realistic and achievable.

4. Monitor your KPIs: You should regularly review your KPIs to ensure you are progressing towards your goals.

5. Adjust your KPIs as necessary: If you are not progressing towards your goals as expected, it may be necessary to adjust your KPIs.

Remember, KPIs are just a tool. They do not replace managerial judgment and experience, but they can provide valuable guidance and feedback.

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