KPI Dashboard Excel Template
Track key metrics against targets in one interactive Excel sheet. Upload your spreadsheet and get the dashboard built from your own data in a few minutes.
- KPI dashboard Excel
- KPI dashboard template
- KPI tracker Excel
- performance dashboard
- monthly KPI report
- target vs actual
Upload your data and get this template filled in automatically
What is a KPI dashboard in Excel
A KPI dashboard is one sheet that shows where each key metric stands against its target and which way it is moving. Instead of scrolling through rows of numbers, the team sees revenue, costs, margins and cash on one screen, each with a status: on track, at risk or off track. Built in Excel, it stays a normal workbook: every number is a formula you can open, check and change.
How to build this KPI dashboard
You do not need to set up pivot tables or write formulas yourself. The dashboard is generated inside a native Excel file:
- Upload the spreadsheet with your metrics and targets.
- Pick a color palette; the KPI dashboard type is already set.
- Preview every sheet of the generated workbook before paying.
- Download the .xlsx file and keep working with it in Excel, Google Sheets or Numbers.
What to include in a KPI dashboard
Keep the first screen to the handful of metrics that drive decisions: usually revenue, gross margin, operating costs and cash. Give each one a target, so the dashboard can say on track or off track instead of just showing a number. Add a period selector to compare this month with the previous one, and a trend chart for the metrics that move slowly. Everything else can live on supporting sheets.
