Business template
KPI dashboard
A one page scorecard of your key metrics against target and the prior period, with traffic light status for each. A trend sheet charts the headline metric month by month.
- Free
- No account needed to try
- Download as .xlsx
What's inside
Everything is a normal workbook once you open it: change the numbers, rename the sheets and make it yours.
2 sheets
- Scorecard
- Trend
55 formulasTotals, lookups and checks are already worked out, so the sheet updates as you type. 180 filled cells in all.
Built in
- Charts
- Conditional formatting
- Dropdowns
- Frozen headers
- 2 charts
- 7 conditional format rules
A look at the Scorecard sheet
The top left of the first sheet, calculated by SheetsBat. Open the template to see all of it.
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | KPI dashboard | |||||||
| 2 | October 2026 scorecard. Enter targets and actuals; status uses the direction of each metric. | |||||||
| 3 | ON TRACK | AT RISK | OFF TRACK | AVG ATTAINMENT | IMPROVED VS PRIOR | |||
| 4 | 5 | 3 | 2 | 101% | 8 of 10 | |||
| 5 | ||||||||
| 6 | ||||||||
| 7 | Metric | Team | Direction | Target | Actual | Prior | Attainment | Change |
| 8 | Monthly recurring revenue | Finance | Higher is better | $420,000 | $436,500 | $401,200 | 104% | +8.8% |
| 9 | New customers | Sales | Higher is better | 120 | 104 | 111 | 87% | -6.3% |
| 10 | Customer churn | Success | Lower is better | 2.0% | 2.4% | 2.7% | 83% | +12.5% |
| 11 | Net promoter score | Success | Higher is better | 45 | 52 | 48 | 116% | +8.3% |
| 12 | First response time (hours) | Support | Lower is better | 4.0 | 3.2 | 4.6 | 125% | +43.8% |
- kpi
- scorecard
- dashboard
- targets
- metrics
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