A dashboard is only useful if it answers one question quickly: are we on track? The KPI dashboard here shows each metric against its target month by month and marks it on track, at risk or off track, so the answer is visible before anyone reads a number.
Choose five to eight metrics that drive decisions, set a target for each and update the actuals monthly. The status column and conditional formatting do the rest.
It is a plain spreadsheet with no connectors, so it works with figures from any tool you already use.
Templates
-
KPI Dashboard Template
This KPI dashboard template tracks up to ten metrics against a monthly target. Enter each month’s result and the sheet calculates year-to-date…
Questions
How many KPIs should a dashboard have?
Usually five to eight. More than that and nobody reads past the first row.
Can it pull data automatically?
Not by itself. In Google Sheets you can import data with IMPORTRANGE or a connector; in Excel, Power Query can refresh it.
What counts as at risk?
By default, within 10% of target. You can change the threshold in the formula.