KPI – Free Download Key Performance Indicators Template

Submitted by swetaanand on Sun, 2011-11-20 15:44

Key Performance Indicators are commonly used by organizations to evaluate their successes or the success of a particular activity in which they engaged and specialize. One way to understand if success is being achieved is to measure if operational goals are being achieved or not. Some of the important KPI for an organization are defined below.

In this article we are taking an organization which deals in Products as well as Services. We will create a template for depicting the same. We will try to provide a simple definition for some of the KPI’s to get an understanding. These are not comprehensive definitions and explanations. Some definitions have been picked up from http://www.investopedia.com and http://en.wikipedia.org

 

Step 1: Create standard graphs for the following

Try to create graphs for the Key Performance Indicators that your organization have. Some common ones are listed below (Your list could depend on your organization):

Product/Service Revenue

The amount of money an Organization generates in a period of time (could be an year or a quarter) through the sale of products/Services. Revenue is calculated before deduction of any expenses. A KPI showing good Revenue and in line with target is an indicator of sound company functioning.

Revenue Growth

Growth of revenue over a period of time. If a company has increasing revenue growth then that is a good indicator. A decreasing revenue growth could mean that more and more competition is coming in and the company should start looking for other areas of growth.

Gross and Net Profit

Gross profit or sales profit is the difference between revenue and the cost of making a product or providing a service, before deducting overhead, payroll, taxation, and interest payments. Net profit or net revenue is a measure of the profitability of a venture after accounting for all costs. A sound company would always try to have a good Gross and Net Profit. A lowering Net profit could mean more completion is kicking in or the cost of developing the product is increasing

Return On Capital

Return on invested capital (ROIC) is a financial measure that quantifies how well a company generates cash flow relative to the capital it has invested in its business. When the return on capital is greater than the cost of capital, the company is creating value; when it is less than the cost of capital, value is destroyed.

Sales Per Share

Total revenue earned per share over a 12-month period. The sales-per-share ratio is used to evaluate a company's business activities in comparison to share price. The higher the ratio, the more active the company.

Head Count Growth

Rate of growth of the number of people in an organization. For certain companies, which deal in Time and material based services, increase in headcount could mean increase in Business.

 

Step 2: Create the KPI dashboard with the following

Create a new sheet with KPI dashboard details. It should have the following:

  • Factor
  • Units
  • Current Value
  • Benchmark
  • Target

 

Step 3: Fill the latest Values

Fill in the latest values from the graphs to see how your company is doing. The more you are aligned to your targets better you are. Some KPI’s could be dangerous if you are achieving over targeted as it could mean long term affects to the working of the company.

We are attaching a sample template that you can use. Replace the headings with the KPI’s that make sense to your organization.

To Download the Template Click here


Sweta Anand
Business Process Analyst with experience in Investment Banking, Customer Support and operations. Has done Process documentation and standardization for several organizations
Anonymous's picture

great Tool

Great Tool

hanodyyy's picture

Could anyone help me by more templates of KPI DASHBOARD graphs

Could anyone help me by more templates of KPI DASHBOARD graphs and templates for weekly basis

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