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7 ways to present KPIs that your management team will love

Published 2016-07-18 , updated 2023-09-27

Summary - Everyone procrastinates on KPI reporting-why? Because it’s time consuming, tedious and the final product is often uninspiring. Putting together a good KPI report that your management team will not only love, but actually look at, doesn’t have to take as long as you think.

Everyone procrastinates on KPI reporting —why? Because it’s time-consuming and tedious, and the final product is often uninspiring. But KPIs are important ! While reporting is absolutely necessary for data-driven businesses , there’s a huge difference between raw data and insights. Putting together a good business KPI report that your management team will not only love but actually look at doesn’t take as long as you think.

What should be included in a KPI report?

How you present information, reports, and opinions determines how it is received. A good KPI report should be accessible, interactive, and transformable in under 10 minutes. A great report has these qualities in addition to a clear objective. Your objective is supported by your key insights that show how you are performing. Your KPI report should effectively communicate your objective and insights to everyone in your organization. This is why knowing how to define your organization's KPIs is so important.

How do I create a KPI report? 

When you track your KPIs on a business dashboard in PowerMetrics , reporting becomes a quick, everyday task that will improve your team’s results and internal communication.

How do I present a KPI report?

Common ways to present KPIs to managers and executives:

• Share an email report with KPIs
• Distribute a PDF that shows KPIs
• Present KPIs using a slide presentation
• Display KPIs on a TV dashboard
• Visualize KPIs using a KPI dashboard
• Share KPIs using mobile reports or dashboards
• Build your own KPIs using dashboard software

1. Presenting KPIs in an email report

Email reporting makes a KPI report widely accessible across devices such as a smartphone, tablets, and desktops.

Email your KPI report in mobile-friendly formats such as PDFs or embedded images. A key benefit of email reporting is that users don’t need to download an external application to access KPI data, and visualizations appear in email reporting the exact same as on a business dashboard .

Automatically email a KPI presentation

S et up scheduled email reporting, and your team and management will automatically have your KPI report in their inboxes. Email is the most common KPI report communication channel. Connecting your business dashboard to email is easily accessible. An email KPI presentation decreases the amount of time spent creating a KPI report while increasing the amount of time management spends reading the update. 

Email a KPI report in an instant

Email KPI reporting is great for one-time use and on-demand KPI reporting. When your manager or CMO asks you, “How’s our current marketing campaign performance?” or “What are our lead numbers this month compared to last?” Now you have a KPI report at your fingertips to share with your leadership team. Performance insights are extremely valuable and, when asked for an update, often require immediate attention. Pausing your day to gather data and create a KPI report distracts you from the time that should be spent improving your performance. Email KPI reporting quickly shares these insights quickly and efficiently. Learn more about the digital marketing KPIs that your business should be tracking.

2. Turn your KPI presentation into a PDF report

PDFs are a great way to present KPI reports because they maintain a clean and organized format for web, email, and print. PDFs are arguably the best reporting tool for print because it presents your KPIs based on how they appear on your dashboard .

Users have the ability to adjust the layout, size, height, annotations, quality, and style for each KPI report. Formatting can be time-consuming when you create a KPI presentation because, when done manually, you have to extract the data from its source and create visualizations to communicate your key insights. Also, consider adding custom branding options to capture your attention and provide additional context.

3. Create a KPI report slide presentation

A KPI presentation or slide deck encourages conversation . Turn your PowerPoint or Google Slides into a KPI presentation. A KPI presentation in PowerPoint is a visual representation of your KPI story. A KPI presentation should include minimal text and be about showing your progress with visualizations and data.  

A common rule of thumb for a KPI presentation in PowerPoint or Google Slides is five words per line and five lines per slide. For this reason, images are important to include for a good KPI presentation. Visualizations make it easy for management to quickly understand KPI data while you present insights and everyone plans responsive action.

How do you show KPIs in a presentation? 

When you present KPIs to a group where time is limited, strong visuals keep everyone engaged and on topic. KPIs work together and should be discussed in relation to one another. Best practice suggests no more than two images per slide if you are including text. And no more than four images if there is no text. If your KPI presentation has a slide for each KPI, I’d recommend noting the KPIs relation to others and the overall business objectives.

Discuss KPIs with managers with a business dashboard slide presentation

Incorporating data from KPIs and metrics into presentations adds an important layer of context when discussing your business. Executives always get inspired when seeing a concise version of their data and discover that they can use it in key decision-making. An executive dashboard slide presentation can effectively convey this information to your management team.

After your dashboard-driven KPI presentation, execs will request that you create more data visualizations on topics of interest to them. By sharing the interactive executive dashboard , you can keep the conversation going and prevent your KPI presentation from withering away in PowerPoint purgatory.

4. Present your KPIs on a KPI dashboard

What is a KPI dashboard? A KPI dashboard displays your KPIs in dynamic, interactive visualizations like charts and graphs. When you measure your KPIs on a dashboard, it ensures your data is up to date, and you’re always using the latest insights to evaluate your progress towards achieving your KPIs. 

There is no set time of week, month, or year to make a KPI report. The best reporting is done every day . KPI dashboards make reporting an easy, daily habit so that you and your team can be transparent and data-driven. 

5. Combine live links and wallboards for an easy everyday KPI report

Live links are ideal for users who: use wallboards to display one dashboard, to share a dashboard with a broader group within their organization, or to share with external users. Klipfolio users can publish a dashboard (with or without a password) as a shareable link.

Live links for your KPI presentation

Live links (published links) give everyone access to the data in an easy way, anytime. Live links allow multiple people to view your KPI dashboard. For organizations that track KPIs for clients , this is especially useful as it streamlines the line of communication.

Foster teamwork with your KPI presentation on a wallboard

Live links mirror KPIs from your business dashboard, so they are continuously updated. Allocating time to create dashboards with the KPIs your executives request in their end-of-month KPI report will simplify the reporting process and create the habit of monitoring these metrics at all times, not just at month-end. Another great benefit of wallboards is that they foster teamwork in the workplace. Get everyone in the organization to talk about performance and prompt questions from other departments.

Using wallboard to display a dashboard is a great way to keep performance metrics at the forefront of your team's mind. Displaying your dashboards on a wallboard demonstrates the significance of these KPIs to your entire team and others within the organization so everyone’s in the know. For example, Salesforce dashboards are popular to display on TVs.

6. Grant direct KPI dashboard access

Make your KPI dashboards accessible to everyone on your team. Users can be added to your Klipfolio account as an admin, editor, or view-only. All of these roles are capable of viewing the dashboard, however, each has specific permissions. The benefit of direct access is that you can set up role-specific dashboards.

Granting your team members, especially management, with access to your dashboards is an accessible way to present KPIs. Individuals can access KPI report data at all times without going through the long line of communication to reach the administrator. Direct dashboard access improves communication and demonstrates the value of your team’s efforts to management, as well as key areas for improvement.

7. Take your data everywhere with a mobile KPI presentation

C-suite executives are often on the road and require quick access to the status of their company’s performance. Presenting KPIs for management to access on their smartphone makes it simple for them to quickly access and understand data from anywhere. When everyone in an organization is given access to dashboards, data can be integrated into day-to-day activities.

Mobile KPI reporting becomes especially important as work-from-home and remote offices become increasingly common. You may not always be on your laptop, but the vast majority of people never forget their smartphone before leaving the house.

Add real data to every conversation with your mobile KPI report

With mobile reporting, KPI data becomes a natural and essential element of any business discussion. How many times have you been in a casual conversation with a colleague about work where you say, “I can show you when I get to my computer”? A mobile KPI report brings context by incorporating KPIs into the conversation, leading to a follow-up conversation or even immediate action.

This article was originally published in July 2016 and has been revamped and updated for accuracy. 

• How to present a KPI report
• The basics of KPI management
• Starter guide to dashboard design
• What is a key performance indicator
• KPI Examples

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PowerPoint presentation to show Key Performance Indicators

Mar 2, 2023 | Data Dashboards , DataPoint , Financial , Reporting

Key Performance Indicators (KPIs) are a great way to measure the performance of your business. They show how you’re doing against your goals and help you keep track of changes over time. KPI templates for a PowerPoint presentation can be used for many different types of businesses, from large corporations to small startups. Let’s dive into KPI presentations and dashboards.

What is a PowerPoint presentation?

A PowerPoint presentation is a visual way of communicating information. It can be used to communicate with your boss, colleagues, clients and customers.

How to use a KPI template as a PowerPoint presentation?

To use a KPI template for your PowerPoint presentation, follow these steps:

• Create a new PowerPoint presentation or get your professional PowerPoint templates from a professional site, and add your company’s data and performance metrics. You can import the KPI template from our database or create it yourself.
• Use the DataPoint plugin to automate the content updating (just add some connections into your presentation).

Key Performance Indicators (KPI) are used to measure the performance of a business.

Key Performance Indicators (KPIs) are used to measure the performance of a business. They can show your company’s overall performance or the performance of individual departments.

There are different types of KPIs, including financial KPIs and operational KPIs. Financial KPIs include:

• Net profit margin
• Gross profit margin
• Operating cash flow

Common KPIs for any business.

• Profitability
• Cost of goods sold (COGS)
• Sales per employee or sales per customer visit. This is a key indicator for companies that sell services. If you have a high-cost business such as consulting, this number can be used to measure how efficiently your team is working and whether you need more staff members or more projects for each employee.

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KPI Infographics

Free google slides theme, powerpoint template, and canva presentation template.

Do you want to assess the success or failure of your company? Use these KPI (Key Performance Indicators). It is a great tool to determine if you are achieving a goal or not. Represent your information about actions, strategies or productivity with bar or pie charts, pyramids, tables, percentages, maps... They include plenty of blocks, and their style is mainly flat, although you’ll find some 3D elements

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What are kpi ppt templates.

KPI or Key Performance Indicator PPT templates are pre-made PowerPoint templates that are especially built for displaying key performance indicators (KPIs) of a business. KPIs are measurable metrics that assist organisations in tracking and evaluating their progress towards certain goals and objectives. These templates are intended to graphically communicate KPI clearly, making it simpler for the audience to grasp and analyze the information.

What Are The Uses Of KPI PowerPoint Templates?

KPI PowerPoint templates are used in business and project management presentations for a variety of applications. Here are some common uses of KPI PowerPoint templates:

• Performance Tracking:  KPI PPT templates are used to track and show a company/team/project’s important performance measures and indicators. They aid in the visualization of data and give a clear and simple summary of performance.
• Goal setting and Monitoring:  PowerPoint templates for KPI aid in the establishment of quantifiable objectives and tracking the progress towards those goals. Stakeholders can analyze the progress and take required steps to attain desired results by visually showing KPIs.
• Data Visualization:  KPI PowerPoint templates are used to visualise complicated data sets, making it easier for the audience to understand and analyse information.

What To Include In A KPI PPT Template?

It is critical to include relevant information that effectively communicates the main metrics and performance measurements when building a KPI PowerPoint template. Here are some elements you can consider including:

• Name of the presentation
• Date or time period covered by the KPIs
• Company or department logo
• Brief overview of the purpose and importance of KPIs Explanation of the key objectives or goals being measured
• Outline the structure and sections of the presentation.
• Define key concepts associated with KPIs and performance measurement.

Where Can I Download KPI PowerPoint Templates?

SlideUpLift offers excellent PowerPoint templates to showcase your KPIs that will save you time while building one. Simply download the KPI PowerPoint template in PowerPoint or Google Slides and make the necessary modifications. While on the job, when presenting to clients, the KPI PowerPoint slide can help you engage the audience and set the stage for a successful presentation. However, it is critical to personalize and adapt it to your audience and circumstance.

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KPI Presentation Template

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This presentation template features

• 6 fully customizable KPI slides
• KPI performance reports slide
• KPI data placeholders
• KPI data charts
• Placeholders for charts, images, icons, and video
• Easy download and embed function
• Text-to-speech function in 130+ languages
• 140+ AI video presenters

Customize this KPI template with ease to visualize success factors and performance data specific to your business. Access the presentation template at any time to quickly edit and save the slides.

How to use this KPI presentation template

Step 1: open the template in synthesia.

‍Click the ‘Use in Synthesia’ button to open the presentation in the video editor.

Step 2: Add text

Paste your text into the script box slide by slide, and choose a language and voice. Your text will be transformed into a text-to-speech voiceover in seconds.

Step 3: Customize video

Adjust the template to your brand - change the avatar, background, on-screen text animations, logos, colors, images, and more.

Step 4: Generate video

Click on ‘Generate video’ and your new KPI presentation is complete!

Your KPI presentation questions answered

What is a kpi (key performance indicator) presentation.

KPI stands for key performance indicator and is a performance measurement model for business metrics. A business or company uses key performance indicators (KPIs) to track, measure and process how effectively they are achieving their key business objectives, productivity, and strategies.

Thus, a KPI presentation is a meeting where accountable company employees present relevant business data to the manager by either using a KPI dashboard or PowerPoint/Google Slides.

A KPI presentation typically includes:

• a summarized performance slide
• an analytics dashboard with relevant charts
• an organization/team strategy slide

How do you create a KPI presentation?

Creating an informative, yet engaging KPI presentation using Synthesia STUDIO is as easy as these 5 steps:

• Browse our collection of templates and choose the KPI-specific template, or upload your existing PowerPoint presentation slides to create your own template.
• Choose an AI avatar to present your key business metrics and strategy.
• Create a script using data from your KPI dashboard and paste it into the presentation template.
• Modify the KPI presentation template to look exactly the way you want it to. Adjust the KPI metrics, progress charts, tables on each template slide.
• Save and download your KPI presentation for easy access, or use the generated link to view and edit it at any time.

You can also choose to go the traditional route and use free PowerPoint templates or Google Slides to create a KPI presentation, but these presentations tend to be... a bit dry.

With so many new (and free) presentation software available today, making unique and visually appealing presentations only takes a few minutes.

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KPI Presentation Google Slides & PowerPoint Templates

The infographic template in google slides for KPI slides will uncover the performance variables in a snapshot. The dashboard google slides theme contains 14 slides in seven variant designs. It includes a bar chart, speedo meter, doughnut chart, line graph, area chart, and an abstract presentation text zone. This will provide a quick view of company objectives, sales, financial growth, profit margin, market share of products, revenue by source, etc.

KPI presentation is a sales, marketing, and accounting evaluation report document. Our dashboard infographic could display different, easily understandable metrics for the viewers. For instance, the users can delineate average monthly sales, conversion rates, and sales performance reports using statistical graphic slideshows.

KPI infographic is a data-driven chart that will suit your scalable data presentation. Its executive summary type designs, graphs, and charts ensure a proper understanding of metrics in the statistical slide presentations. Further, users can easily edit the template’s color, size, shape, background, and overall features.

Each text zone allows you to insert factual data within the graphical images or in separate text areas on the board. When presenting your data, coloring spots is crucial to distinct summary features. So, choose suitable colors if you need them other than default color schemes.

To complement your data-driven presentations, explore our business case study slides . These templates offer a professional and structured format to effectively showcase your business case studies. By combining the KPI slides with business case study slides, you can present key performance indicators alongside real-life examples of successful business strategies and outcomes.

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What is a KPI?

This guide provides examples, templates and practical advice to help you define the right key performance indicators for your organization and team.

KPI stands for key performance indicator, a quantifiable measure of performance over time for a specific objective. KPIs provide targets for teams to shoot for, milestones to gauge progress, and insights that help people across the organization make better decisions. From finance and HR to marketing and sales, key performance indicators help every area of the business move forward at the strategic level.

KPI Meaning vs Metrics Meaning

While key performance indicators and metrics are related, they’re not the same. Here’s a quick explanation:

KPIs are the key targets you should track to make the most impact on your strategic business outcomes. KPIs support your strategy and help your teams focus on what’s important. An example of a key performance indicator is, “targeted new customers per month”.

Metrics measure the success of everyday business activities that support your KPIs. While they impact your outcomes, they’re not the most critical measures. Some examples include “monthly store visits” or “white paper downloads”.

Don’t just measure. Measure what matters.

Download the KPI Planning Guide to learn:

10 steps to strong KPIs

Which questions help you define your KPIs

170 KPI examples and templates

Why Are KPIs Important?

KPIs are an important way to ensure your teams are supporting the overall goals of the organization. Here are some of the biggest reasons why you need key performance indicators.

Keep your teams aligned: Whether measuring project success or employee performance, KPIs keep teams moving in the same direction.

Provide a health check: Key performance indicators give you a realistic look at the health of your organization, from risk factors to financial indicators.

Make adjustments: KPIs help you clearly see your successes and failures so you can do more of what’s working, and less of what’s not.

Hold your teams accountable: Make sure everyone provides value with key performance indicators that help employees track their progress and help managers move things along.

Types of KPIs

Key performance indicators come in many flavors. While some are used to measure monthly progress against a goal, others have a longer-term focus. The one thing all KPIs have in common is that they’re tied to strategic goals. Here’s an overview of some of the most common types of KPIs.

Strategic: These big-picture key performance indicators monitor organizational goals. Executives typically look to one or two strategic KPIs to find out how the organization is doing at any given time. Examples include return on investment, revenue and market share.

Operational: These KPIs typically measure performance in a shorter time frame, and are focused on organizational processes and efficiencies. Some examples include sales by region, average monthly transportation costs and cost per acquisition (CPA).

Functional Unit: Many key performance indicators are tied to specific functions, such finance or IT. While IT might track time to resolution or average uptime, finance KPIs track gross profit margin or return on assets. These functional KPIs can also be classified as strategic or operational.

Leading vs Lagging: Regardless of the type of key performance indicator you define, you should know the difference between leading indicators and lagging indicators. While leading KPIs can help predict outcomes, lagging KPIs track what has already happened. Organizations use a mix of both to ensure they’re tracking what’s most important.

How to Develop KPIs

With so much data, it can be tempting to measure everything—or at least things that are easiest to measure. However, you need to be sure you’re measuring only the key performance indicators that will help you reach your business goals. The strategic focus is one of the most important aspects of the KPI definition. Here are some best practices for developing the right KPIs.

Define how KPIs will be used: Talk to people who will be using the KPI report to find out what they want to achieve and how they’ll use them. This will help you define KPIs that are relevant and valuable to business users.

Tie them to strategic goals: If your KPIs don’t relate to what you’re trying to achieve in your business, you’re wasting time. While they may be related to a specific business function like HR or marketing, every key performance indicator should tie directly back to your overall business goals.

Write SMART KPIs: The most effective KPIs follow the proven SMART formula. Make sure they’re Specific, Measurable, Attainable, Realistic and Time-Bound. Some examples include “Grow sales by 5% per quarter” or “Increase Net Promoter Score 25% over the next three years.”

Keep them clear-cut: Everyone in the organization should understand your KPIs so they can act on them. This is why data literacy is so important. When people understand how to work with data, they can make decisions that will move the needle in the right direction.

Plan to iterate: As your business and customers change, you may need to revise your key performance indicators. Perhaps certain ones are no longer relevant, or you need to adjust based on performance. Be sure you have a plan in place to evaluate and make changes to key performance indicators when necessary.

Avoid KPI overload: Business intelligence has given organizations access to mounds of data and interactive data visualization , making it easy to measure anything and everything. Keep in mind that the key performance indicator definition refers to the most important targets. Steer clear of KPI overload by focusing on the most impactful measures.

Inspire Action With Your KPIs

10 ways to take your data visualizations to the next level. Learn how to choose the right ones to highlight your KPIs and metrics.

3 Steps to a Stronger KPI Strategy

If your key performance indicators aren’t delivering the results you expect, it’s time to adjust your strategy. Here are three things you can do to ensure that people across the organization know what your KPIs mean, and how to use them to make data-driven decisions that impact your business.

Select KPIs that matter most: To be sure you’re measuring what matters, you should include a balance of leading and lagging indicators. Lagging indicators help you understand results over a period of time such as sales over the last 30 days. Leading indicators help you predict what might happen based on data, allowing you to make adjustments to improve outcomes.

Create a KPI-driven culture: Key performance indicators don’t mean much if people don’t understand what they are and how to use them (including what the KPI acronym means). Increase data literacy in your organization so everyone works toward strategic targets. Educate employees, assign them relevant KPIs, and use a best-in-class BI platform to keep everyone making decisions that move your business forward.

Iterate: Keep your key performance indicators current by revising them based on market, customer and organizational changes. Meet regularly to review them, take a close look at performance to see if adjustments need to be made, and publish any changes you make so teams are always up to date.

KPI Examples

Every business unit has unique key performance indicators that help them track progress. Many organizations use  KPI dashboards  to help them visualize, review and analyze their performance metrics all in one place. Here are a few  KPI examples by department , including a dashboard view of each.

Customer Service

From expense and revenue to margin and cash management, finance managers have lots of choices when it comes to tracking financial progress. Here are a few examples to consider as you define your own key performance indicators.

Gross Profit Margin (and %)

Operating Profit Margin (and %)

Net Profit Margin (and %)

Operating Expense Ratio

Working Capital Ratio

Explore a Finance Dashboard Demo

Ensure your teams are meeting sales targets by tracking and regularly reviewing sales key performance indicators, including those for leads, opportunities, closed sales and volume. Here are some examples of KPIs for sales teams:

New Inbound Leads

New Qualified Opportunities

Total Pipeline Value

Sales Volume by Location

Average Order Value

Learn More About Sales Dashboards

Get a handle on marketing spend, conversion rates and other indicators of marketing success by clearly defining key performance indicators and aligning them with your organization’s strategic goals. Here are a few marketing KPIs to get you started.

Marketing Qualified Leads (MQLs)

Sales Qualified Leads (SQLs)

Conversion Rates (For Specific Goals)

Social Program ROI (By Platform)

Return on Ad Spend (ROAS)

Learn More About  Marketing KPIs and Marketing Dashboards

IT Key Performance Indicators

From support tickets to server downtime, IT key performance indicators can help keep teams accountable and alert them to any potential issues coming down the line. KPIs for IT teams could include targets like the following:

Total Support Tickets

Open Support Tickets

Ticket Resolution Time

Security Related Downtime

IT Costs vs Revenue

Reopened Tickets

Explore Dashboard Examples

Customer service leaders should track progress related to customers, employees and finances. In addition, key performance indicators should cover both short- and long-term targets, including support response times, customer satisfaction and others that help reach service objectives.

First Contact Resolution Rate

Average Response Time

Most Active Support Agents

Cost Per Conversation

Customer Effort Score

What does KPI stand for?

KPI stands for key performance indicator.

Which is the best KPI definition?

Key performance indicators (KPIs) are targets that help you measure progress against your most strategic objectives. While organizations can have many types of metrics, KPIs are targets that are “key” to the success of your business.

What are the different types of KPIs?

Key performance indicators can be either strategic or operational, and apply to specific business units. For example, finance tracks revenue growth rate and net profit margin, sales measures net sales and sales by region, customer service tracks Net Promoter Score and average resolution time, and marketing might measure traffic-to-lead ratio and cost per lead. Operational key performance indicators could include order fulfillment time and time to market.

How do you define KPIs?

There are many factors to consider as you develop your key performance indicators (KPIs). Here are some to keep in mind: Define how they will be used, tie them to strategic goals, keep them SMART (specific, measurable, attainable and time-bound), make them understandable, adjust them as needed, and take care only to measure the most important things.

Which are the best KPIs to use?

While every organization is different, there are a few ways to create high-performing key performance indicators: include a balance of leading and lagging indicators, create a KPI-driven culture by increasing data literacy, and regularly review and adjust your key performance indicators as your audience, market and business change.

See KPI Dashboards in Action

How To Write KPIs In 4 Steps + Free KPI Template

What Does KPI Stand For?

KPI stands for Key Performance Indicator, a measurable value that shows the organization's progress toward achieving key business objectives. Organizations can use KPIs as a way to track whether their key business objectives are on track, behind, ahead, or have been achieved. 

KPIs are typically used to assess performance against a benchmark (target) or industry standard. They can be applied to various business areas, such as marketing, sales, customer service, and operations, and are often used to guide decision-making and drive continuous improvement.

Check out our KPI Meaning & KPI examples article with 84 examples from different industries!

4 Reasons Why KPIs Are Important 

Like the famous Peter Drucker once said: "You can't improve what you don't measure."

So, running a business without KPIs is like driving a car with your eyes closed. You don't really know where you're going, and the chances are it won't have a happy ending. 

Now that we've established how fundamental KPIs are for a company's success, let's look into why they are so important and what benefits they provide to organizations:

Act as a scorecard for company health

KPIs provide a snapshot of how well a company is performing. By tracking metrics that are aligned with business goals, KPIs can help managers and leaders quickly assess company health and identify areas that need improvement. KPIs can also provide an easy way to communicate performance to stakeholders, such as investors, partners, or employees.

Measure progress through the tracking of metrics

KPIs allow organizations to track progress toward specific goals and objectives. By measuring and analyzing data on a regular basis, organizations can gain insights into what is working well and what needs improvement. This information can be used to make data-driven decisions, adjust strategies, and optimize processes for better outcomes.

Help identify when to make adjustments

KPIs can help organizations identify when to make adjustments to strategies or operations. By tracking performance against established benchmarks, KPIs can reveal trends and patterns that may indicate areas of concern or opportunities for improvement. This information can be used to make informed decisions about when and how to make adjustments to optimize performance.

Recognize and analyze patterns

KPIs provide valuable insights into patterns and trends in performance over time. By analyzing KPI data, organizations can identify patterns and trends that may indicate underlying causes of performance issues or opportunities for improvement. This information can be used to guide strategic decision-making and inform ongoing efforts to optimize performance.

Quick Overview Of Writing KPIs In 4 Steps:

• Determine strategic objectives
• Define success
• Decide on measurement
• Write your SMART KPIs

✋🏼But before we zoom into each step, let us give you an important tip: don't copy your KPIs straight from someone else's list!

While there's a wealth of KPI examples available online - scrolling through industry lists, picking out a KPI and attempting to force it into your strategy won't do you any favors.

Well, KPIs should be developed to contribute to achieving a specific strategic objective. If they're not developed with a specific strategic objective in mind, they run the risk of stealing attention, time, and money from KPIs that actually help to achieve strategic objectives.

The best KPIs for YOUR business are designed by starting with YOUR specific business objectives. Now, this is not to say all the content available on KPI examples is useless, because it's definitely not - it's actually an important resource. But, looking through KPI examples shouldn't begin till AFTER you have determined your own key strategic objectives.

Ok, let's get into it! 👇🏻

How To Write KPIs In 4 Steps

Your organization's business model, industry, and even the department in which you operate will have an impact on the type of KPI you need.

Luckily, we've devised a best practice process for how to write KPIs that will allow you to create the perfect KPIs every time.

Step 1 - Determine the key strategic objectives

Before writing KPIs, you'll first need to determine which of your organization's strategic objectives you're trying to gauge.

If you've been following along our mini-series "How To Write A Strategic Plan: The Cascade Model' then you will have already defined some strategic objectives for your organization, and you're ready to create some KPIs.

If you haven't defined any strategic objectives (or goals) for your organization yet, check out this article first and then jump back over here to create your KPIs.

E.g. Strategic Objective: Increase the flow of the marketing pipeline by 2022.

Step 2 - Define success

Now that you've identified your strategic objectives, you'll need to begin thinking about what the success of each objective looks like.

Sticking with the same example used in Step 1, if my objective is to increase the flow of the marketing pipeline, the success of this objective means increasing the number of contacts that enter the pipeline, and increasing the number of contacts that pass through the end of the pipeline and get handed over to Sales.

By first defining what success looks like, deciding how you will measure the success of your objective becomes a lot easier.

When defining the success of your KPI, you will usually find there are multiple parts to the definition of the success of your objectives. In the example used above, we found there were two parts to achieving the success of our objective -

• Increasing the number of contacts that enter the pipeline.
• Increasing the number of contacts that pass through the end of the pipeline and get handed over to Sales.

As mentioned earlier, this is the time when it might be useful to look through a few KPI examples to help get some inspiration for how you can define the success of your key business objectives.

Again, you should avoid copying KPIs straight from a list, as, chances are, they won't perfectly fit your strategic objectives. Instead, use the KPI examples as a way to ideate how you can measure the success of your own strategic objectives.

We've collated a whole bunch of KPI examples already and grouped them by the department to help give you a little inspiration:

• Operational KPIs
• Marketing KPIs
• Financial KPIs
• Customer Service KPIs
• Health & Safety KPIs
• Change Management KPIs
• Product Management KPIs

Looking for specific industry KPIs? We also have some of those:

• Retail KPIs
• Healthcare KPIs
• Higher Education KPIs
• Manufacturing KPIs

Step 3 - Decide on measurement

Next, you'll need to decide how you will actually measure success. Going back to our example once again, we've identified that the success of our objective means increasing the number of contacts that enter our pipeline AND increasing the number of contacts that pass through the end of our pipeline

Let's start with the first part of this - Increasing the number of contacts that enter our pipeline. Contacts enter our marketing pipeline when they subscribe to our mailing list or exchange their details for content for the first time.

When contacts engage in either activity, they automatically get added to our marketing automation platform as a subscriber. Using the number of new subscribers added to our marketing automation platform over a time period is an easy way for us to measure the number of contacts entering our marketing pipeline.

Now let's look at the second part - Increasing the number of contacts that pass through the end of our marketing pipeline. Contacts pass through the end of the marketing pipeline when they're ready to be handed over to our Sales Team.

We use the term "SQL" (Sales Qualified Lead) to define a lead that has moved through the end of our marketing pipeline and is ready for our Sales Team to pick up. Our marketing automation platform adds a tag on each contact profile to identify which life-cycle stage they are in based on a certain activity.

Again, through our marketing automation software, we can use the number of contacts who become a SQL in a given time period to measure our success.

This is where it might be wise to start considering dashboard software to track and display your KPIs.

You'll likely use various platforms and tools across your business to measure your KPIs, but having a central location to track and view all your departmental and organizational KPIs will ensure you have a clear view of your success.

Cascade's Dashboard tool is extremely powerful and allows you to pull data from all around your business, so you can display your most important information, real-time, to whoever in your organization needs it.

📚 Recommended read: 10 Popular KPI Software Tools To Connect & Visualize Your Data (2023 Guide)

Step 4 - Write your KPIs

Finally, it's time to begin actually writing your KPIs. KPIs should follow the SMART format (specific, measurable, attainable, relevant, and time-bound), to ensure your KPIs meet this criterion, we've devised a formula that you can follow to ensure you end up with SMART KPIs every time. 

The main advice here is to keep things simple. KPIs should be understood by everyone within the organization . That means no jargon (if possible), and keeping them to one sentence long.

We suggest a structure as follows:

Action Detail Value Unit Deadline

Putting it all together, our KPI example may look something like this:

Writing KPIs Example 1

Increase new HubSpot lead profiles to 40,000 people by 31st December 2019

Writing KPIs Example 2

Increase new SQL profiles to 20,000 people by 31st December 2019

Starting off with a verb forces you to be specific about what you’re trying to do. A metric and unit ensure your KPI is measurable and a deadline will do wonders for staying timely on your progress.

How Are KPIs Used In An Organization?

Key performance indicators are a communication tool for organizations. They inform business leaders of their organization's progress towards reaching key business objectives.

KPIs are able to provide this information because they actually track the most important performance measures, which can be taken together to represent how successful you are in achieving an objective.

This information channel is extremely valuable as, in a well-designed strategy, an organization's key business objectives should have a direct impact on the organization's overall performance.

Therefore, KPIs will communicate whether your activities are achieving, for example, business growth at the rate expected or not, and how much growth you've actually achieved.

KPIs also assist in identifying issues with organizational processes. If the progress on an objective falls behind, the key performance indicator associated with it will communicate this to business leaders as soon as the trend begins to show itself ( assuming you have leading & lagging KPIs ).

The organization will know that something has gone wrong and an investigation is required. A strategy to mitigate the issue can then be created and implemented before it has far-reaching effects on the organization's performance.

How Many Key Performance Indicators Do You Need?

The question of how many key performance indicators you need will vary with every company. However, we do have a framework that you can apply to help you assess how many KPIs you'll need to implement for your organization.

The number you need will depend on how many key business objectives you have in your organization. As a rule, we generally say you should have 2-3 KPIs per objective, to ensure a variety of measures without overwhelming the picture.

The reason we use a minimum of 2 KPIs as a rule, is because we believe each business objective should have at least 1 leading indicator and 1 lagging indicator.

This allows you to predict future performance as well as record the actual performance and compare these to the direction of your business objective.

Alternative vs Value-Based Decision-Making

To get a better understanding of why you should always start the KPI process by having first defined strategic objectives, consider the two potential ways of deriving your KPIs:

• Alternative-based decision-making
• Value-based decision-making

Alternative-based decision-making relies on choosing your preferred option from the alternatives offered.

Decision maker: I would like a coffee

Waiter: Sure, what milk would you like?

Decision maker: What do you have?

Waiter: We have full cream, skim, or soy milk?

Decision maker: I'll take the full cream milk.

Value-based decision-making relies on assessing what matters most to you and then making a decision that meets your needs.

Decision maker: (Considers objectives: I like a good tasting coffee, but also want to keep the fat content down because I'm watching my weight) I'll take soy milk with one serve of artificial sweetener.

Waiter: No problem.

As you can see, the decision-maker in the first example listened to the alternatives presented and then selected their preference based on the options given.

However, the decision-maker in the second example examined their objectives and what they really wanted from a cup of coffee first and then made a decision that met their needs.

When writing KPIs, using the alternative-based approach and scrolling through industry KPI lists will leave you with your preferred KPI from that list, but achieving that KPI won't necessarily mean you've achieved your strategic objectives.

On the other hand, using the value-based approach and considering your key strategic objectives first will ensure you end up with KPIs that once achieved, will mean you've also achieved your strategic objectives.

What Are Leading And Lagging KPIs?

Leading and lagging KPIs are often mentioned when it comes to strategy, but what is the difference between the two? A leading KPI indicator is a measurable factor that changes before the company starts to follow a particular pattern or trend.

Leading KPIs are used to predict changes in the company and future performance, but as predictors, they cannot always accurately forecast the future. On the other hand, a lagging KPI is a measurable fact that records the actual performance of an organization.

Leading key performance indicators are often easier to influence than lagging KPIs, however, generally measuring them can prove more difficult.

Lagging KPIs , on the other hand, are usually easier to measure, though much harder to influence. If you'd like to learn more about Leading and Lagging KPIs, check out this post .

KPI Reporting

Creating relevant, measurable, and time-bound key performance indicators is great, but it's only half the job done. The other half (which can often go overlooked) comes down to figuring out how to actually track and report on them appropriately and accurately.

While it can be tough setting up this kind of tracking and reporting, if you don't create an easy way to view and stay on top of progress, the KPIs aren't going to be of much use. A KPI report is a presentation that displays and communicates the current performance of an organization compared to its business objectives.

It's a tool used by management in order to analyze performance and identify issues. These reports can take many formats, including formal written reports, spreadsheets, powerpoint slides, or dashboards.

KPI Dashboards

Creating a KPI dashboard is a great way to provide at-a-glance views of key performance indicators relevant to a specific business objective, department, or the whole organization.

Now, before your eyes glaze over with boredom as another business term is introduced, dashboards are just another name for a progress report. However, what makes dashboards more powerful than your typical business report is that they're usually hooked up to business systems so the data is automatically updated.

The benefit of this is it ensures the data is always relevant, as it doesn't rely on someone in the organization continuously updating numbers. This is just one of the many benefits of using dashboard software for your strategy report.

Dashboards also give you total visibility of your business performance instantly, display KPI progress in a visual presentation to keep reporting engaging, and save time when compared to the hours poured into creating regular reports.

👉Here’s how Cascade can help you: 

With Cascade , you can track the progress of your strategic objectives in real time by assigning a measure (or KPI) to that objective very easily: 

• Select the objective you want to track and add the KPI - give it a name that specifies how you want the objective to be assessed
• Set a Start date and End date, which will set a timeline for your KPI.
• Set the initial and target value for your KPI - and don't forget to clarify the unit you'll be using to measure the result

You can also give your KPI a description to provide more context and add collaborators that will also be working on achieving that KPI. 

🚀 Want to take it a step further? Instead of updating the progress of your KPI manually, you can automate this process by integrating Cascade with tools like Microsoft Excel or Google Sheets.  

After your KPIs are set in place, you can use Cascade's Report & Dashboard functionalities that allow you to visually see the progress of your KPIs in real-time: 

Want to see Cascade in action?  Get started for free  or  book a 1:1 demo  with Cascade’s in-house strategy expert.

📚Editor’s note:

This article was originally part of our ‘How to Write a Strategy’ series. You can find the individual articles here:

• How To Write A Strategic Plan: The Cascade Model
• How to Write a Good Vision Statement
• How To Create Company Values
• Creating Strategic Focus Areas
• How To Write Strategic Objectives
• How To Create Effective Projects
• How To Write KPIs (This Article)

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Home PowerPoint Templates Diagrams 4-Item KPI Slide Template for PowerPoint

4-Item KPI Slide Template for PowerPoint

Customize this modern design 4-Item KPI Slide Template for PowerPoint for presenting analysis results and figures. KPIs, or Key Performance Indicators, are of primary importance in every field of business and planning. KPIs are the measurable factors that help professionals estimate different operations’ growth, decline, or trends. For instance, the growth of a business is calculated by knowing its yearly or monthly revenue. Similarly, customer service teams estimate their Customer Satisfaction score (CSAT). Executives display the variation of these KPIs before teams plan forward and discuss different points. We have designed this 100% editable PowerPoint dashboard template to prepare such comprehensive presentations.

This 4-Item KPI Slide Template for PowerPoint has two slides. The first one has four rectangular segments. Each shape has a text area and a blue-colored text box with bold text. This blue square can help mention the values, i.e., percentage or count. These segments also have graphical icons that can be replaced according to the presentation topic. Multiple shadows and gradient color effects are used on this slide, which makes this template appealing and interactive. The next slide is for a graphical representation of the values. This slide has a graphic icon in the bold area and editable text areas to mention details. Users can edit the graph using the attached Excel sheet. Professionals can duplicate this PowerPoint design and showcase respective variations based on the number of KPIs presented. 

Professionals from every domain can apply this KPI presentation for different purposes. Finance, account managers, and business planning teams can personalize it to show the KPIs and their variations over time. These slides can also be used in other presentations to showcase statistical data and results. Users can edit this KPI dashboard PowerPoint template with Google Slides or alternatively download other editable PowerPoint templates .

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How to Track and Analyze KPIs in PowerPoint

If you’re looking for ways to enhance your business success, tracking key performance indicators (KPIs) is an absolute must. It helps you understand your business needs and evaluate performance to make informed decisions. With the right tools, this process becomes a lot easier to manage and implement, and one such tool is PowerPoint. Yes, the same software you use to create presentations can serve as an excellent KPI tracking and reporting tool.

Table of Contents

Why tracking KPIs is crucial for business success

Tracking KPIs in your business helps you gain visibility into the important metrics that drive your business forward. It helps you understand the areas where your business is thriving and where it needs improvement. KPIs give you insights into your business strategy and performance and help you make informed decisions to drive growth and success.

Moreover, tracking KPIs can also help you identify potential issues or challenges before they become major problems. By monitoring your KPIs regularly, you can quickly spot any negative trends or deviations from your goals and take corrective action to address them. This proactive approach can save your business time and money in the long run and help you stay ahead of the competition.

Understanding the importance of data visualization in KPI tracking

Data visualization is critical in KPI tracking because it helps you present your KPI data in a clear and concise manner. By visualizing data using charts, graphs, and other visualization tools, you can translate complex information into digestible, understandable content. This simplifies your KPI tracking process and improves your ability to analyze data and make critical business decisions easier.

In addition, data visualization also allows you to identify trends and patterns in your KPI data that may not be immediately apparent when looking at raw data. This can help you identify areas where you need to focus your efforts to improve performance and achieve your business goals. Furthermore, data visualization can also help you communicate your KPI data to stakeholders and team members in a more engaging and impactful way, leading to better collaboration and alignment towards achieving your business objectives.

The benefits of using PowerPoint for KPI tracking and analysis

PowerPoint is a versatile tool that can be used for much more than presentations. Its versatility makes it an ideal tool for KPI tracking and analysis. With its powerful charting and graphics functionality, PowerPoint enables users to create highly effective KPI dashboards with minimal effort. You can easily create and customize charts, graphs, and tables to present critical KPI data to stakeholders and team members.

Moreover, PowerPoint allows for easy collaboration and sharing of KPI dashboards. You can share your KPI dashboard with team members and stakeholders by simply sending them the PowerPoint file or by uploading it to a shared drive. This makes it easy for everyone to stay up-to-date on the latest KPI data and progress towards goals. Additionally, PowerPoint’s ability to add notes and comments to slides makes it easy to provide context and insights into the KPI data, helping team members and stakeholders better understand the data and make informed decisions.

Step-by-step guide to creating a KPI dashboard in PowerPoint

To create a KPI dashboard in PowerPoint, follow these simple steps:

• Identify the KPIs that align with your business goals and objectives.
• Gather data for each KPI.
• Create a design for your dashboard.
• Insert charts, graphs, and tables into your PowerPoint presentation.
• Format chart elements, such as axes, titling, and data points.
• Create visualizations that tell your story and draws attention to critical KPIs.
• Regularly update and maintain your dashboard with relevant information.

It is important to note that when creating a KPI dashboard, it is essential to choose the right metrics to track. These metrics should be relevant to your business goals and objectives, and should provide actionable insights that can help you make informed decisions. Additionally, it is important to ensure that your dashboard is easy to read and understand, with clear visualizations that highlight key trends and patterns. By following these steps, you can create a KPI dashboard that is both informative and visually appealing.

How to choose relevant KPIs for your business

Choosing relevant KPIs is critical for successful KPI tracking. Your KPIs should be aligned with your overall business objectives, be measurable, and be relevant to your team’s work. You should choose a set of performance indicators that focuses on the critical needs of your business so that you can achieve your goals and grow your business.

It’s important to regularly review and update your KPIs to ensure they remain relevant and effective. As your business evolves and changes, so too should your KPIs. Additionally, it’s important to communicate your KPIs clearly to your team and ensure they understand how their work contributes to achieving these goals. By regularly reviewing and communicating your KPIs, you can ensure that your team is focused on the right priorities and that your business is on track to success.

Tips for setting achievable KPI targets

Setting achievable KPI targets requires a good understanding of your target audience and market. It would be best if you based your targets on data and not assumption. Be realistic with your goals, considering your capacity and existing resources. It would help if you set objectives that are challenging yet attainable, so you encourage your team to strive to improve without it being stressful.

Another essential factor to consider when setting KPI targets is to ensure that they align with your overall business objectives. Your KPIs should be specific, measurable, and relevant to your business goals. This will help you track your progress and determine if you are on the right track towards achieving your objectives.

It is also crucial to communicate your KPI targets effectively to your team. Ensure that everyone understands the importance of the KPIs and how they contribute to the overall success of the business. Regularly review your progress and provide feedback to your team to keep them motivated and focused on achieving the targets.

Using charts and graphs to display KPI data effectively

Charts and graphs visually represent data in a report or dashboard, making it easier to understand ad analyze. PowerPoint has a vast array of options and features to create visually stunning and impactful charts, graphs, and tables. Use these features to tell a story and provide an overview of the critical KPIs that are important for your business.

When creating charts and graphs, it’s important to consider the audience and their level of understanding of the data. If the audience is not familiar with the KPIs being presented, it may be necessary to provide additional context or explanations to ensure they fully comprehend the information being displayed.

Additionally, it’s important to regularly update and refresh the charts and graphs to ensure they accurately reflect the most current data. Outdated or incorrect information can lead to incorrect conclusions and decisions being made based on the data.

Customizing your KPI dashboard to meet specific business needs

Customization is an important factor in creating KPI dashboards that work. It helps you tailor your KPI data to the specific needs of your business. PowerPoint has a range of customization features to select and change the color, layout, style, and more to improve your KPI dashboard. By customizing your KPI dashboard, you’re able to effectively convey the information to your stakeholders and team members.

One important aspect of customization is selecting the right KPIs to track. It’s important to choose KPIs that align with your business goals and objectives. For example, if your goal is to increase customer satisfaction, you may want to track metrics such as customer retention rate, net promoter score, and customer feedback ratings. By selecting the right KPIs, you can ensure that your dashboard provides valuable insights into the performance of your business.

Analyzing trends and identifying areas for improvement using KPI data

Analyzing trends is the core of KPI tracking and analysis. By utilizing KPI data, you can identify trends, strengths, and weaknesses in your business, so you can continuously improve. Analyzing trends enables you to focus on what works and learn from areas that don’t. Use KPI data to make data-driven decisions, so you can optimize your business performance and drive growth.

One of the key benefits of analyzing KPI data is that it allows you to track progress over time. By regularly monitoring your KPIs, you can see how your business is performing and whether you are on track to meet your goals. This information can help you make informed decisions about where to focus your efforts and resources, and can also help you identify potential issues before they become major problems. By using KPI data to track progress and identify areas for improvement, you can ensure that your business is always moving in the right direction.

Sharing your KPI dashboard with stakeholders and team members

Sharing your KPI dashboard is an essential aspect of communicating your business progress with your stakeholders and team members. It enables you to align your goals and objectives and track progress effectively. Share your dashboard regularly and provide insights to help stakeholders and team members understand the KPI data and how it affects your business.

Best practices for maintaining and updating your KPI dashboard over time

Once you’ve created your KPI dashboard in PowerPoint, it’s crucial to maintain and update it regularly. To stay on top of your KPIs, you should review them frequently and adjust your KPI targets as needed. Regular review of your data helps you stay current so that you can make timely and informed decisions. Also, ensure that any new information is regularly updated in your KPI dashboard so that all stakeholders and team members are on the same page.

Common mistakes to avoid when tracking KPIs in PowerPoint

Mistakes are an inevitable part of the KPI tracking process. The most common mistake to avoid is tracking too many, irrelevant KPIs. Instead, choose KPIs relevant to your business. You should also avoid not setting achievable KPI targets, making your dashboard too complicated, and not communicating your data well to your stakeholders and team members.

Integrating other tools and data sources with your PowerPoint KPI dashboard

Integrating other tools and data sources with your PowerPoint KPI dashboard makes it more powerful and effective. With third-party tools or data sources, you can get insights that you otherwise wouldn’t be able to collect. You can integrate data from social media platforms, Google Analytics, and other platforms to have a more comprehensive overview of your business performance.

Advanced techniques for analyzing and interpreting complex KPI data in PowerPoint

To interpret complex KPI data in PowerPoint effectively, you can use advanced techniques like correlation analysis, trend analysis, data modeling, and multivariate analysis. These techniques provide insights into hidden patterns, relationships, and trends that may help you make better decisions. They also help you scrutinize KPI data to identify which factors influence business performance and optimize the KPI metrics you track in the future.

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KPIs and Performance Metrics

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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.

5 questions and answers

Can you compare the effectiveness of KPIs with other performance metrics?

Yes, KPIs and other performance metrics can be compared in terms of their effectiveness. KPIs, or Key Performance Indicators, are specific and often quantifiable measures that an organization uses to track its progress towards a defined goal. Other performance metrics, while also used to track progress, may not be as closely tied to key business objectives. KPIs tend to be more strategic, focusing on long-term performance and overall organizational success, while other performance metrics may be more operational, focusing on short-term performance in specific areas. However, both are crucial for a comprehensive understanding of an organization's performance.

How can the KPI and Performance Metrics presentation template help in keeping critical goals top of mind?

The KPI and Performance Metrics presentation template can help in keeping critical goals top of mind by creating a visual representation of key performance indicators and metrics. This allows team members to easily understand and track progress towards these goals. The template also fosters organizational accountability, as it clearly outlines what is needed to reach these critical goals. Furthermore, it can instill self-reliance in individual team members, as they can see how their individual contributions align with and impact the overall objectives.

What is the role of KPIs in creating organizational accountability?

Key Performance Indicators (KPIs) play a crucial role in creating organizational accountability. They provide a measurable way to evaluate the success of an organization, department, or individual in achieving their objectives. By setting clear, quantifiable targets, KPIs ensure that everyone in the organization understands what is expected of them and what they need to achieve. This creates a culture of accountability, as individuals and teams are held responsible for meeting these targets. Furthermore, KPIs allow for performance tracking and provide a basis for constructive feedback, enabling continuous improvement.

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.

How can the employee performance dashboard in the KPIs and Performance Metrics presentation contribute to individual accountability?

The employee performance dashboard in the KPIs and Performance Metrics presentation can contribute to individual accountability by providing a clear and concise visualization of an employee's performance metrics. This can include key performance indicators (KPIs) such as productivity levels, quality of work, and adherence to deadlines. By having these metrics readily available, employees can see where they excel and where they need to improve, fostering a sense of responsibility for their own performance. Furthermore, it allows managers to hold employees accountable for their performance as they can easily track and discuss these metrics during performance reviews.

In what ways can the marketing dashboard in the KPIs and Performance Metrics presentation improve advertising strategies?

The marketing dashboard in the KPIs and Performance Metrics presentation can improve advertising strategies in several ways. Firstly, it provides a visual representation of marketing data, making it easier to understand and interpret. This can help in identifying trends, patterns, and anomalies in the advertising data. Secondly, it can track key performance indicators (KPIs) related to advertising such as click-through rates, conversion rates, and return on advertising spend. This can help in measuring the effectiveness of advertising campaigns and strategies. Lastly, it can provide real-time data and insights, enabling quick decision-making and adjustments to the advertising strategies as needed.

How can the project management dashboard in the KPIs and Performance Metrics presentation enhance project efficiency?

The project management dashboard in the KPIs and Performance Metrics presentation can enhance project efficiency by providing a visual representation of key performance indicators (KPIs) and metrics. This allows project managers to quickly identify areas of concern or success, track progress against goals, and make informed decisions based on real-time data. It can also improve communication and transparency within the team, as everyone can see the status of the project and understand their role in achieving the objectives.

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.

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)

How can the data range in the supply chain dashboard be adjusted according to the company's needs?

The data range in the supply chain dashboard can be adjusted according to the company's needs by editing the linked Excel sheets. The dashboard is designed to link up to Excel sheets where executives input their data. The example in the template has three years' worth of data, but executives can edit the sheet to minimize or extend this range as per their requirements.

How can inventory to sales ratios and the carrying cost of inventory be effectively visualized?

Inventory to sales ratios and the carrying cost of inventory can be effectively visualized using line and bar graphs. These visualizations can help 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. The data for these visualizations can be linked up to Excel sheets where executives can plug in their data. The range of data can be adjusted as per the requirement, for example, it can be minimized or extended to include three years' worth of data or more.

What is the significance of comparing supply chain costs vs sales in a business?

Comparing supply chain costs vs sales in a business is significant as it helps in assessing the efficiency of the supply chain operations. It provides a clear picture of how much is being spent on supply chain processes in relation to the revenue generated. This comparison can help identify areas where costs can be reduced without compromising the quality or speed of delivery. It also allows businesses to benchmark their performance against industry averages, thereby understanding where they stand in the competitive landscape.

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)

Can you provide case studies that demonstrate the effectiveness of using KPIs and Performance Metrics presentations in a business setting?

While specific case studies are not provided in the content, it's widely recognized that using KPIs and Performance Metrics presentations can be highly effective in a business setting. They allow businesses to track their performance against key objectives, providing a clear picture of where they are succeeding and where improvements are needed. This can lead to more informed decision-making and better business outcomes. For instance, a company might use these presentations to track their financial performance, order status, inventory size, and supply chain costs, as suggested in the content. By regularly reviewing these metrics, they can identify trends, spot issues early, and take corrective action as needed.

What are the practical applications of customizable dashboards in measuring business performance?

Customizable dashboards in business performance measurement have several practical applications. They allow businesses to track and visualize key performance indicators (KPIs) in real-time, enabling quick decision-making. They can be tailored to show specific metrics that are relevant to different departments or roles, enhancing focus and productivity. For instance, a dashboard can be customized to show global financial performance, order statuses, inventory size, daily volume of orders, and monthly supply chain costs. This flexibility allows businesses to monitor various aspects of their operations and performance effectively.

How can the visualization of KPIs across global financial performance, orders, and inventory size enhance business strategy?

Visualizing KPIs across global financial performance, orders, and inventory size can significantly enhance business strategy. It provides a clear, concise, and comprehensive view of the company's performance and operations. This allows for better decision-making as it helps identify trends, patterns, and anomalies. It also enables the company to track progress towards its goals, identify areas of improvement, and make necessary adjustments to its strategy. Furthermore, it promotes accountability and transparency within the organization.

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)

How does tracking active projects with a Gantt chart and project status slider enhance business strategy?

Tracking active projects with a Gantt chart and project status slider can significantly enhance business strategy. Firstly, it provides a visual representation of the project timeline, including the start and end dates of individual tasks. This helps in identifying any dependencies between tasks and understanding the overall project flow. Secondly, it allows for real-time tracking of project progress. If a task is falling behind schedule, it can be immediately identified and corrective actions can be taken. This proactive approach helps in avoiding delays and ensures timely completion of projects. Lastly, it aids in resource allocation. By knowing the status and timeline of each task, resources can be effectively allocated and managed. All these factors contribute to a more efficient and effective business strategy.

How does a project management dashboard compare with other business performance metrics?

A project management dashboard is a specific type of business performance metric. It provides a visual representation of a project's progress and performance, allowing project managers to track active projects, compare planned completion of tasks against actual completion, and identify potential issues. Other business performance metrics, such as Key Performance Indicators (KPIs), may focus on different aspects of business performance, such as financial performance, customer satisfaction, or operational efficiency. While a project management dashboard is a tool for managing specific projects, other business performance metrics provide a broader view of the organization's overall performance.

Are there any case studies that demonstrate the effectiveness of using a project management dashboard?

Yes, there are numerous case studies that demonstrate the effectiveness of using a project management dashboard. These dashboards provide a visual representation of project progress, tasks, and performance metrics, which can greatly enhance project management efficiency. They allow project managers to track active projects, compare planned completion of tasks against actual completion, and identify potential issues early. For instance, if the planned productivity exceeds the actual productivity, it indicates that the team is behind schedule. On the other hand, if the actual productivity exceeds the planned one, it means the project is on track. Therefore, project management dashboards are a valuable tool for ensuring project success.

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.

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)

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.

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)

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.

1 questions and answers

I'm a manager and I need to work with KPIs in this new company, so I need your help

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.

KPI Marketing Report Template

Key performance indicators allow teams to track performance and put themselves in a favorable position for growth. In a KPI marketing report, marketing teams can identify trends, define what’s working, and change what’s not. A successful KPI presentation will better communicate how specific initiatives are meeting objectives. Beautiful.ai’s KPI marketing report can help marketers align on the overall success of campaigns and how it’s contributing to the health of the business.

The customizable template has everything you need to track key performance— like return on investment (ROI), cost per click (CPC), and engagement rates— in various marketing efforts. A successful KPI marketing report presentation can help marketing teams align on strategies and make the necessary changes to reach goals. 

Our KPI marketing report presentation can also help you:

• Define and outline marketing strategies and objectives with the team
• Review campaign performance with key stakeholders and executives
• Compare performance over time to identify trends and growth opportunities

Use our template to create an effective KPI marketing report presentation

A KPI marketing report helps teams communicate the strengths and weaknesses of marketing campaigns. That’s why our template includes everything you need to create an effective KPI marketing report. Whether you need to outline your growth playbook or compare conversion and churn rates, you can bring your visions to life with these customizable templates and our entire library of professionally designed template slides.

Pro tips to create an impactful KPI marketing report presentation

As you use this template to build your own KPI marketing report presentation, keep these tips in mind:

Charts, graphs, and diagrams can condense a lot of information and make analytic-heavy presentations more digestible.

Especially in marketing, you want your entire presentation to look cohesive and reflect your brand. Keep fonts, colors, and graphic styles consistent across all slides.

In a KPI marketing report you’re analyzing results of past and existing campaigns. Don’t be afraid to include examples of marketing assets to help your audience understand what worked and what can be improved.

KPI marketing report updates typically include a lot of key metrics. Don’t be afraid to showcase them in a variety of different formats to avoid repetition and keep teammates engaged.

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KPIs: What Are Key Performance Indicators? Types and Examples

What Are Key Performance Indicators (KPIs)?

Key performance indicators (KPIs) are quantifiable measurements used to gauge a company’s overall long-term performance. KPIs specifically help determine a company’s strategic, financial, and operational achievements, especially compared to those of other businesses within the same sector.

Key Takeaways

• Key performance indicators (KPIs) measure a company’s success vs. a set of targets, objectives, or industry peers.
• KPIs can be financial, including net profit (or the bottom line, net income), revenues minus certain expenses, or the current ratio (liquidity and cash availability).
• Customer-focused KPIs generally center on per-customer efficiency, customer satisfaction, and customer retention.
• Process-focused KPIs aim to measure and monitor operational performance across the organization.
• Businesses generally measure and track KPIs through analytics software and reporting tools.

Jiaqi Zhou / Investopedia

Understanding Key Performance Indicators (KPIs)

Also referred to as key success indicators (KSIs), KPIs vary between companies and between industries, depending on performance criteria. For example, a software company striving to attain the fastest growth in its industry may consider year-over-year (YOY) revenue growth as its chief performance indicator. Conversely, a retail chain might place more value on same-store sales as the best KPI metric for gauging growth.

At the heart of KPIs lie data collection, storage, cleaning, and synthesizing. The information may be financial or nonfinancial and may relate to any department across the company. The goal of KPIs is to communicate results succinctly to allow management to make more informed strategic decisions.

Key performance indicators (KPIs) gauge a company’s output against a set of targets, objectives, or industry peers.

Categories of KPIs

Most KPIs fall into four different categories, with each category having its own characteristics, time frame, and users.

• Strategic KPIs are usually the most high-level. These types of KPIs may indicate how a company is doing, although it doesn’t provide much information beyond a very high-level snapshot. Executives are most likely to use strategic KPIs, and examples of strategic KPIs include return on investment , profit margin , and total company revenue .
• Operational KPIs are focused on a much tighter time frame. These KPIs measure how a company is doing month over month (or even day over day) by analyzing different processes, segments, or geographical locations. These operational KPIs are often used by managing staff and to analyze questions that are derived from analyzing strategic KPIs. For example, if an executive notices that company-wide revenue has decreased, they may investigate which product lines are struggling.
• Functional KPIs hone in on specific departments or functions within a company. For example, the finance department may keep track of how many new vendors they register within their accounting information system each month, while the marketing department measures how many clicks each email distribution receives. These types of KPIs may be strategic or operational but provide the greatest value to one specific set of users.
• Leading/lagging KPIs describe the nature of the data being analyzed and whether it is signaling something to come or something that has already occurred. Consider two different KPIs: the number of overtime hours worked and the profit margin for a flagship product. The number of overtime hours worked may be a leading KPI should the company begin to notice poorer manufacturing quality. Alternatively, profit margins are a result of operations and are considered a lagging indicator.

Types of KPIs

Financial metrics and kpis.

Key performance indicators tied to the financials typically focus on revenue and profit margins. Net profit, the most tried and true of profit-based measurements, represents the amount of revenue that remains, as profit for a given period, after accounting for all of the company’s expenses, taxes, and interest payments for the same period.

Financial metrics may be drawn from a company’s financial statements. However, internal management may find it more useful to analyze different numbers that are more specific to analyzing the problems or aspects of the company that management wants to analyze. For example, a company may leverage variable costing to recalculate certain account balances for internal analysis only.

Examples of financial KPIs include:

• Liquidity ratios (i.e., current ratios , which divide current assets by current liabilities): These types of KPIs measure how well a company will manage short-term debt obligations based on the short-term assets it has on hand.
• Profitability ratios (i.e., net profit margin): These types of KPIs measure how well a company is performing in generating sales while keeping expenses low.
• Solvency ratios (i.e., total debt-to-total-assets ratio ): These types of KPIs measure the long-term financial health of a company by evaluating how well a company will be able to pay long-term debt.
• Turnover ratios (i.e., inventory turnover): These types of KPIs measure how quickly a company can perform a certain task. For example, inventory turnover measures how quickly a company can convert an item from inventory to a sale. Companies strive to increase turnover to generate faster churn of spending cash to later recover that cash through revenue.

Customer Experience Metrics and KPI

Customer -focused KPIs generally center on per-customer efficiency, customer satisfaction, and customer retention. These metrics are used by customer service teams to better understand the service that customers have been receiving.

Examples of customer-centric metrics include:

• Number of new ticket requests : This KPI counts customer service requests and measures how many new and open issues customers are having.
• Number of resolved tickets : This KPI counts the number of requests that have been successfully taken care of . By comparing the number of requests to the number of resolutions, a company can assess its success rate in getting through customer requests.
• Average resolution time : This KPI is the average amount of time needed to help a customer with an issue. Companies may choose to segment average resolution time across different requests (i.e., technical issue requests vs. new account requests).
• Average response time : This KPI is the average amount of time needed for a customer service agent to first connect with a customer after the customer has submitted a request. Though the initial agent may not have the knowledge or expertise to provide a solution, a company may value decreasing the time that a customer is waiting for any help.
• Top customer service agent : This KPI is a combination of any metric above cross-referenced by customer service representatives. For example, in addition to analyzing company-wide average response time, a company can determine the three fastest and slowest responders.
• Type of request : This KPI is a count of the different types of requests. This KPI can help a company better understand the problems a customer may have (i.e., the company’s website gave incorrect or inaccurate directions) that need to be resolved by the company.
• Customer satisfaction rating : This KPI is a vague measurement, though companies may perform surveys or post-interaction questionnaires to gather additional information on the customer’s experience.

KPIs are usually not externally required; they are simply internal measurements used by management to evaluate a company’s performance.

Process Performance Metrics and KPI

Process metrics aim to measure and monitor operational performance across the organization. These KPIs analyze how tasks are performed and whether there are process, quality, or performance issues. These types of metrics are most useful for companies with repetitive processes, such as manufacturing firms or companies in cyclical industries.

Examples of process performance metrics include:

• Production efficiency : This KPI is often measured as the production time for each stage divided by the total processing time. A company may strive to spend only 2% of its time soliciting raw materials; if it discovers it takes 5% of the total process, then the company may strive for solicitation improvements.
• Total cycle time : This KPI is the total amount of time needed to complete a process from start to finish. This may be converted to average cycle time if management wishes to analyze a process over a period of time.
• Throughput : This KPI is the number of units produced divided by the production time per unit, measuring how fast the manufacturing process is.
• Error rate : This KPI is the total number of errors divided by the total number of units produced. A company striving to reduce waste can better understand the number of items that are failing quality control testing.
• Quality rate : This KPI focuses on the positive items produced instead of the negative. By dividing the successful units completed by the total number of units produced, this percentage informs management of its success rate in meeting quality standards.

Marketing KPIs

Marketing KPIs attempt to gain a better understanding of how effective marketing and promotional campaigns have been. These metrics often measure conversation rates on how often prospective customers perform certain actions in response to a given marketing medium. Examples of marketing KPIs include:

• Website traffic : This KPI tracks the number of people who visit certain pages of a company’s website. Management can use this KPI to better understand whether online traffic is being pushed down potential sales channels and if customers are not being funneled appropriately.
• Social media traffic : This KPI tracks the views, follows, likes, retweets, shares, engagement, and other measurable interactions between customers and the company’s social media profiles.
• Conversion rate on call-to-action content : This KPI centers around focused promotional programs that ask customers to perform certain actions. For example, a specific campaign may encourage customers to act before a certain sale date ends. A company can divide the number of successful engagements by the total number of content distributions to understand what percent of customers answered the call to action.
• Blog articles published per month : This KPI simply counts the number of blog posts a company publishes in a given month.
• Click-through rates : This KPI measures the number of specific clicks that are performed on email distributions. For example, certain programs may track how many customers opened an email distribution, clicked on a link, and followed through with a sale.

A company may desire operational excellence; in this case, it may want to track how its internal technology (IT) department is operating. These KPIs may encourage a better understanding of employee satisfaction or whether the IT department is being adequately staffed. Examples of IT KPIs include:

• Total system downtime : This KPI measures the amount of time that various systems must be taken offline for system updates or repairs. While systems are down, customers may be unable to place orders or employees may be unable to perform certain duties (i.e., when the accounting information system is down).
• Number of tickets/resolutions : This KPI is similar to customer service KPIs. However, these tickets and resolutions relate to internal staff requests such as hardware or software needs, network problems, or other internal technology problems.
• Number of developed features : This KPI measures internal product development by quantifying the number of product changes.
• Count of critical bugs : This KPI counts the number of critical problems within systems or programs. A company will need to have its own internal standards for what constitutes a minor vs. major bug.
• Back-up frequency : This KPI counts how often critical data is duplicated and stored in a safe location. In accordance with record retention requirements, management may set different targets for different bits of information.

The ultimate goal of a company is to generate revenue through sales. Though revenue is often measured through financial KPIs, sales KPIs take a more granular approach by leveraging nonfinancial data to better understand the sales process. Examples of sales KPIs include:

• Customer lifetime value (CLV) : This KPI represents the total amount of money that a customer is expected to spend on your products over the entire business relationship.
• Customer acquisition cost (CAC) : This KPI represents the total sales and marketing cost required to land a new customer. By comparing CAC to CLV, businesses can measure the effectiveness of their customer acquisition efforts.
• Average dollar value for new contracts : This KPI measures the average size of new agreements. A company may have a desired threshold for landing larger or smaller customers.
• Average conversion time : This KPI measures the amount of time from first contacting a prospective client to securing a signed contract to perform business.
• Number of engaged leads : This KPI counts how many potential leads have been contacted or met with. This metric can be further divided into mediums such as visits, emails, phone calls, or other contacts with customers.

Management may tie bonuses to KPIs. For salespeople, their commission rate may depend on whether they meet expected conversion rates or engage in an appropriate number of leads.

Human Resource and Staffing KPIs

Companies may also find it beneficial to analyze KPIs specific to their employees. Ranging from turnover to retention to satisfaction, a company may have a wealth of information already available about its staff. Examples of human resource or staffing KPIs include:

• Absenteeism rate : This KPI is a count of how many dates per year or specific period employees are calling in sick or missing shifts. This KPI may be a leading indicator for disengaged or unhappy employees.
• Number of overtime hours worked : This KPI tracks the number of overtime hours worked to gauge whether employees are potentially facing burnout or if staffing levels are appropriate.
• Employee satisfaction : This KPI often requires a company-wide survey to gauge how employees are feeling about various aspects of the company. To get the best value from this KPI, companies should consider hosting the same survey every year to track changes from one year to the next regarding the exact same questions.
• Employee turnover rate : This KPI measures how often and quickly employees are leaving their positions. Companies can further break down this KPI across departments or teams to determine why some positions may be leaving faster than others.
• Number of applicants : This KPI keeps count of how many applications are submitted to open job positions. This KPI helps assess whether job listings are adequately reaching a wide enough audience to capture interest and lure strong candidates.

Examples of KPIs

Let’s take a look at electric vehicle maker Tesla ( TSLA ) for a few examples of KPIs in real life. These numbers are from its fourth quarter (Q4) 2021 earnings release.

Vehicle Production

During the quarter, Tesla produced a record 305,840 vehicles and delivered 308,650 vehicles. Production is a big deal for the company because it has consistently been criticized for being bad at ramping up. Increased manufacturing scale means more market share and profits for Tesla.

Automotive Gross Margin

For the quarter, Tesla’s automotive gross margin expanded to 30.6%. Gross margin is one of the best measures of profitability for Tesla because it isolates its vehicle production costs. Tesla managed to expand its gross margin in Q4 even as sales of lower-priced models outpaced its higher-margin models.

Free Cash Flow

Tesla’s free cash flow clocked in at $2.8 billion during the quarter. That represented a vast improvement from the $1.9 billion free cash flow in the prior year. Tesla’s level of free cash flow production suggested that the company was reaching a scale of profitability without the help of regulatory credits.

Companies can use KPIs across three broad levels:

First, company-wide KPIs focus on the overall business health and performance. These types of KPIs are useful for informing management of how things are going. However, they are often not granular enough to make decisions. Company-wide KPIs often kick off conversations on why certain departments are performing well or poorly.

At this point, companies often begin digging into department-level KPIs. These are more specific than company-wide KPIs. Department-level KPIs are often more informative as to why specific outcomes are occurring. Many of the examples mentioned above are department-level KPIs, as they focus on a very niche aspect of a company.

If a company chooses to dig even deeper, it may engage with project-level or subdepartment-level KPIs. These KPIs are often specifically requested by management as they may require very specific data sets that may not be readily available. For example, management may want to ask very specific questions to a control group about a potential product rollout .

When preparing KPI reports, start by showing the highest level of data (i.e., company-wide revenue). Next, be prepared to show lower levels of data (i.e., revenue by department, then revenue by department and product).

With companies seemingly collecting more data every day, it can become overwhelming to sort through the information and determine what KPIs are most useful and impactful for decision-making. When beginning the process of pulling together KPI dashboards or reports, consider the following steps:

• Discuss goals and intentions with business partners . KPIs are only as useful as the users make them. Before pulling together any KPI reports, understand what you or your business partner are attempting to achieve.
• Draft SMART KPI requirements . KPIs should have restrictions and be tied to SMART (specific, measurable, attainable, realistic, and time-bound) metrics. Vague, hard-to-ascertain, and unrealistic KPIs serve little to no value. Instead, focus on what information you have that is available and meeting the SMART acronym requirements.
• Be adaptable . As you pull together KPI reports, be prepared for new business problems to appear and for further attention to be given to other areas. As business and customer needs change, KPIs should also adapt with certain numbers, metrics, and goals changing in line with operational evolutions.
• Avoid overwhelming users . It may be tempting to overload report users with as many KPIs as you can fit on a report. At a certain point, KPIs start to become difficult to comprehend, and it may become more difficult to determine which metrics are important to focus on.

Advantages of KPIs

A company may wish to analyze KPIs for several reasons. KPIs help inform management of specific problems; the data-driven approach provides quantifiable information useful in strategic planning and ensuring operational excellence.

KPIs help hold employees accountable. Instead of relying on feelings or emotions, KPIs are statistically supported and cannot discriminate across employees. When used appropriately, KPIs may help encourage employees as they realize their numbers are being closely monitored.

KPIs are also the bridge that connects actual business operations and goals. A company may set targets, but without the ability to track progress toward those goals, there is little to no purpose in those plans. Instead, KPIs allow companies to set objectives, and then monitor progress toward those objectives.

Limitations of KPIs

There are some downsides to consider when working with KPIs. There may be a long time frame required for KPIs to provide meaningful data. For example, a company may need to collect annual data from employees for years to better understand trends in satisfaction rates over long periods of time.

KPIs require constant monitoring and close follow-up to be useful. A KPI report that is prepared but never analyzed serves no purpose. In addition, KPIs that are not continuously monitored for accuracy and reasonableness do not encourage beneficial decision making.

KPIs open up the possibility for managers to “game” KPIs. Instead of focusing on actually improving processes or results, managers may feel incentivized to focus on improving KPIs tied to performance bonuses . In addition, quality may decrease if managers are hyper-focused on productivity KPIs, and employees may feel pushed too hard to meet specific KPI measurements that may simply not be reasonable.

Informs management of how a company is performing in countless ways

Helps hold employees accountable for their actions (or lack of)

Can motivate employees who feel positively challenged to meet targets

Allows a company to set goals and measure progress toward those objectives

Results in potential time commitment to consistently gather data over long periods of time

Requires ongoing monitoring for accuracy and reasonableness in data

May encourage managers to focus on KPIs instead of broader strategies

May discourage employees if KPI targets are unreasonable

What Does KPI Mean?

KPI is an abbreviation for key performance indicator: data that has been collected, analyzed, and summarized to help decision-making. KPIs may be a single calculation or value that summarizes a period of activity, such as “450 sales in October.” By themselves, KPIs do not add any value to a company. However, a company can use this information to make more informed decisions about business operations and strategies.

What Is an example of a KPI?

One of the most basic examples of a KPI is revenue per client (RPC). For example, if you generate $100,000 in revenue annually and have 100 clients, then your RPC is $1,000. A company can use this KPI to track its RPC over time.

What Are 5 of the Most Common KPIs?

KPIs vary from business to business, and some KPIs are more suitable for certain companies compared to others. In general, five of the most commonly used KPIs are:

• Revenue growth
• Revenue per client
• Profit margin
• Client retention rate
• Customer satisfaction

How Do You Measure KPIs?

It depends on the actual KPI being measured. Generally speaking, businesses measure and track KPIs through business analytics software and reporting tools. This includes everything from the collection of data via reliable sources, the safe storage of information, the cleaning of data to standardize its format for analysis, and the actual number crunching. Finally, KPIs are often reported using visualization or reporting software.

What Makes a KPI Good?

A good KPI provides objective and clear information on progress toward an end goal. It tracks and measures factors such as efficiency, quality, timeliness, and performance while providing a way to measure performance over time. The ultimate goal of a KPI is to help management make more informed decisions.

KPIs offer an effective way to measure and track a company’s performance on a variety of different metrics. By understanding exactly what KPIs are and how to implement them properly, managers are better able to optimize the business for long-term success.

Tesla Investor Relations. “ Q4 and FY 2021 Update ,” Page 7.

Tesla Investor Relations. “ Q4 and FY 2021 Update ,” Page 4.

Tesla Investor Relations. “ Q4 and FY 2021 Update ,” Page 5.

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