Excel Templates For Kpis For Project

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This article was updated in February, 2017 to accurately represent currently available options.

Looking for Project Portfolio Dashboard template excel?Here is some incident, MIS, Call center, Sales and other multiple tracking projects dashboard available. Check some example of “KPI Dashboard” for project monitoring and tracking.This template had been use in different planning and activities. 27 Project Management Templates. Here is a nice collection of 27 excel templates (charter, budget, risk register, issues log, etc.) for managing a project. These Excel Templates are provided by International Association of Project and Program Management. KPI Dashboard Excel templates are the graphical representations to track the key data points for maximizing the performance of the business. KPI dashboard excel templates are available in tabular, pie chart and graph formats for better visualization. Best KPI dashboard templates hold good control in increasing the productivity of an organization. Because the best dashboards include all the. KPI Dashboard in excel offers a simple yet effective way of demonstrating the value a PMO brings to the table. PMO adds value to project management. PMO KPI Dashboard shows how PMO brings value to organization.

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Raise your hands if you think redundant tasks suck. Invoicing clients, accounting, time-tracking — these are some of the tasks which have little or no impact on the end result; usually they serve to help somebody else (the client, the taxman, et cetera).

  1. Find other sheet as this example in Excel.You can save this Kpi Spreadsheet Excel Project Kpi Dashboard Template Excel Metrics Kpi Dashboard Examples for your work.
  2. KPIs to track include the number of hours of coaching provided by the PMO or the% of professional certified project managers vs accidental project managers. PMO: The fourth dimension of the dashboard relates to the performance of the PMO team, that is, metrics that indicate how well is the PMO performing as a team and as a service provider.

But they have to be done, and since time equals money, it’s important that we don’t waste too much time on redundant tasks.

Let’s take a look at the best dashboards, templates and apps that can help us complete redundant tasks quickly but thoroughly.

Business Planning and Projections

  1. Unfunnel: a free Microsoft Excel template to help you strategise your startup. It outlines objectives, customer growth and retention, brand awareness, value proposition and so on.
  2. Databox: an app to help you keep on top of your business KPIs wherever you are. Alternatively, you can learn how to make your own KPI dashboards at the Excel Dashboard School.
  3. If you think Excel is a little outdated but Databox isn’t for you or your business, Klipfolio, Grow and Geckoboard are some other alternatives.
  4. If you are an Excel fan, My Excel Templates, ExInFm or Excel Models will have what you want — everything from cash flow to valuation model to financial forecasting to risk assessment — break even analysis, SWOT templates, I could go on forever.
  5. Entrepreneur is probably the internet’s most concise list of high-quality business templates, ranging from Contractor Agreements to NDAs, and Employee Review Sheets to Cease and Desist Letters.

Project Management

  1. Office Timeline is a PowerPoint add-on that lets you you create Gantt charts and timelines, helping you manage projects in a highly-visual way.
  2. If you’re also a student, you can use Basecamp for free — the ultimate project management tool, especially if you’re a large company wanting to avoid having random spreadsheets scattered around company servers. Asana comes in as a close second. Zoho is another free alternative.
  3. Trello’s card-based system is terrific for managing smaller projects; incredibly versatile as well.
  4. Wrike may be more suitable if your team needs to focus more on marketing than anything else.
  5. It’s literally impossible to list all of the best project management apps here — Capterra will help you find the right app for you and your company.
  6. For quick n’ dirty templates, Vertex42 might serve your needs — it has a range of templates like calendars, time cards, budgeting, Gantt charts and timelines.
  7. If you’re looking for prettier spreadsheets, try searching on Excel Online where you can directly view and edit them in the browser.

Invoicing and Financials

  1. Need to create an invoice now? Aynax offers an on-demand invoicing service — simply fill it out online and hit the “Print” button. Invoiced is another alternative.
  2. If you need to invoice regularly and save those invoices in a central location, I would recommend Invoicely. I’ve been using Invoicely since it was called Invoicable, and setting up clients/invoicing is a breeze. It’s free, but you can upgrade for additional features if you like.
  3. Wave’s invoices are probably the most beautiful, and best of all it’s 100% free (including credit card payments). You only pay for premium features like payroll.
  4. If you’re self-employed or you run a small business and you need to track invoices for tax reasons, an accounting suite with invoicing built-in might be better — Freshbooks is very popular, and they also have their own free invoice maker.
  5. For one-off financial templates, check out Score, which includes Balance Sheets, Break-Even Analysis, Profit and Loss Projections and so on.
  6. Again, lots of straight-up templates to choose from via MS Online, if all else fails!

Note: this section kind-of crosses over with Business Planning and Projection, so make sure you don’t miss it. I mention a lot of downloadable Excel templates that can help record financials.

Presentations

  1. Slides Carnival: stunning, free templates for PowerPoint and Google Slides.
  2. Slidebean: brilliant for slideshows that need a beautiful, fresh visual style.
  3. Emaze: suitable for slides that need GIF’s, video media or live data. Very modern and impressive.
  4. As always, Microsoft Online is a suitable backup.

Tip: most PowerPoint templates can be opened in Google Slides!

Marketing and Sales

  1. HubSpot: free templates for marketers such as editorial calendars, social media calendars, written content templates, e-book templates, press releases, email templates and other visual marketing templates — this is a well-curated list!
  2. Plan out your marketing with these niche-specific templates by Mplans.
  3. Not the best looking, but when you need a quick n’ dirty marketing template, such as a marketing budget template, marketing research template or social media strategy template, TidyForms will do.
  4. Buffer: a super-easy way to manage your social media marketing and schedule your content on Facebook, Twitter, Pinterest, and even Instagram. Hootsuite is an epic alternatives that allows you to analyse metrics.
  5. Google Analytics is and always has been a great free way to analyse customer behaviour and website traffic.

Personal Organisation and Planning

Free Kpi Template Excel

  1. Wunderlist is the ultimate tool for keeping your life in sync. Not a day has gone by in 3 years when I haven’t used Wunderlist to keep track of my to-do’s!
  2. Google Calendar helps you plan your time with great cross-platform mobile apps. If you don’t mind paying, Fantastical is the #1 calendar app and winner of the Apple Design Award.
  3. Due: combines incredibly detailed time-tracking and invoicing into a single app.
  4. Timely is another modern time-tracker with a useful free tier.
  5. MyFitnessPal: the easiest way to keep track of your calorie intake and overall health.

Do you need, but can’t find, or want to recommend something on this list? Let us know in the comments — maybe we can help!

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Key performance indicators (KPIs) are visual measures of performance. Based on a specific calculated field, a KPI is designed to help users quickly evaluate the current value and status of a metric against a defined target. The KPI gauges the performance of the value, defined by a Base measure (also known as a calculated field in Power Pivot in Excel 2013), against a Target value, also defined by a measure or by an absolute value. If your model has no measures, see Create a measure.

PivotTable with Employee Full Name in rows and Sales KPI in values

Create a KPI

  1. In Data View, click the table that has the measure that will serve as the Base measure. If you have not already created a base measure, see Create a measure.

  2. Make sure the Calculation Area is displayed. If it is not showing, in Power Pivot, click Home> Calculation Area.

    The Calculation Area appears beneath the table in which you are currently in.

  3. In the Calculation Area, right-click the calculated field that will serve as the base measure (value), and then click Create KPI.

  4. In Define target value, select from one of the following:

    Select Measure, and then select a target measure in the box.

    Note: If there are no fields in the box, there are no calculated fields in the model. You need to create a measure.

    Select Absolute value, and then type a numerical value.

  5. In Define status thresholds, click and slide the low and high threshold values.

  6. In Select icon style, click an image type.

  7. Click Descriptions, and then type descriptions for KPI, Value, Status, and Target.

Edit a KPI

  • In the Calculation Area, right-click the measure that serves as the base measure (value) of the KPI, and then click Edit KPI Settings.

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Delete a KPI

  • In the Calculation Area, right-click the measure that serves as the base measure (value) of the KPI, and then click Delete KPI.

    Deleting a KPI does not delete the base measure or target measure (if one was defined).

More about KPIs

In business terminology, a KPI is a quantifiable measurement for gauging business objectives. For example, the sales department of an organization might use a KPI to measure monthly gross profit against projected gross profit. The accounting department might measure monthly expenditures against revenue to evaluate costs, and a human resources department might measure quarterly employee turnover. Each is an example of a KPI. Business professionals frequently use KPIs that are grouped together in a business scorecard to obtain a quick and accurate historical summary of business success or to identify trends.

A KPI includes:

Base value

A Base value is defined by a calculated field that resolves to a value. This value, for example, can be created as an aggregate of sales or created to define profit for a given period.

Excel Template For Kpis For Project Development Status

Target value

A Target value is defined by a calculated field that resolves to a value, or by an absolute value. For example, a calculated field could be used as a target value where the business managers of an organization want to compare how the sales department is tracking toward a given quota, where the budget calculated field would represent the target value. An example where an absolute value would be used as a target value could be where the HR manager would like to evaluate each employee’s number of sick-leave days compared to the average, where the average number of sick-leave days represents the absolute value.

Status thresholds

A Status threshold is defined by the range between a low and high threshold. The Status threshold displays with a graphic to help users easily determine the status of the Base value compared to the Target value.

Example

The sales manager at Adventure Works wants to create a PivotTable she can use to quickly display whether or not sales employees are meeting their sales quota for a given period (year). For each sales employee, she wants the PivotTable to display the actual sales amount in dollars, the sales quota amount in dollars, and a simple graphic display showing the status of whether or not each sales employee is below, at, or above their sales quota. She wants to be able to slice the data by year.

To do this, the sales manager chooses to add a Sales KPI to the AdventureWorks workbook. The sales manager will then create a PivotTable with the fields (calculated fields and KPI) and slicers to analyze whether or not the sales force is meeting their quotas.

In Power Pivot, a calculated field on the SalesAmount column in the FactResellerSales table, which gives the actual sales amount in dollars for each sales employee is created. This calculated field will define the Base value of the KPI. The sales manager can select a column and click AutoSum on the Home tab or type a formula in the formula bar.

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The Sales calculated field is created with the following formula:

Sales:=Sum(FactResellerSales[SalesAmount])

The SalesAmountQuota column in the FactSalesQuota table has a sales amount quota defined for each employee. The values in this column will serve as the Target calculated field (value) in the KPI.

The SalesAmountQuota calculated field is created with the following formula:

Target SalesAmountQuota:=Sum(FactSalesQuota[SalesAmountQuota])

Note: There is a relationship between the EmployeeKey column in the FactSalesQuota table and the EmployeeKey in the DimEmployees table. This relationship is necessary so that each sales employee in the DimEmployee table is represented in the FactSalesQuota table.

Now that calculated fields have been created to serve as the Base value and Target value of the KPI, the Sales calculated field is extended to a new Sales KPI. In the Sales KPI, the Target SalesAmountQuota calculated field is defined as the Target value. The Status threshold is defined as a range by percentage, the target of which is 100% meaning actual sales defined by the Sales calculated field met the quota amount defined in the Target SalesAmountQuota calculated field. Low and High percentages are defined on the status bar, and a graphic type is selected.

Key Performance Indicators in Power Pivot

The sales manager can now create a PivotTable adding the KPI’s Base value, Target value, and Status to the Values field. The Employees column is added to the RowLabel field, and the CalendarYear column is added as a Slicer.

The sales manager can now quickly view sales status for the sales dept., slice by year the actual sales amount, sales quota amount, and status for each sales employee. She can analyze sales trends over years to determine whether or not she needs to adjust the sales quota for a sales employee.