Tracking KPI Performance: Scoring by Performance Category

This template is a ready-to-use KPI tracker that displays performance over a 12-month period. Grades on a scale of 1 to 10.

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Video Tutorial:

Not only are you able to track your organizations key performance metrics on a monthly basis, but this model allows the user to enter thresholds (3 tiers: poor/fair/good) and based on that a grade is assigned to each month for each line item. The weighted average of multiple line items is taken to come to a weighted average score per category per month and YTD.

The user will have to enter their metrics in each month and enter what they are defining for each tier. Automated conditional formatting has been implemented so that when data is entered, that cell will turn red/yellow/green based on where the value falls within the tier thresholds set for that given metric. Also, formatting has been down so when you change the tier values, the display will give the range of each bucket i.e. red is $x to $y etc….

There are multiple types of values from currency, percentages, and numbers in order to accommodate a range of data entry types.

Also, they will enter a weight for each performance metric from 1 to 50 and that will determine how much impact a given metric has on the final score.

The nice thing about this dashboard is that the user can see how the business is doing as a whole and where there are strengths and weaknesses when comparing all quantifiable metrics on a scale of 1 to 10. This does not just mean financial metrics, but you may have items related to HR/production/payables/receivables past due/and all kinds of different things you want to track. This template lays out a way to do such things in cohorts of performance metrics.

The main dashboard will show the weighted average score of each category per month and the average of all categories per month as well as the average YTD and the average of all metrics for the year so that you will be able to see a final score of 1 to 10 for the businesses performance for the entire year.

Most of the metrics would be found in any organization, but I also added some advanced metrics in this template that are specific to SaaS or recurring revenue business as well as their definitions and how to calculate them (CaC, CaC payback period in months, and LTV to CaC ratio).

Remember to clear out the data on the ‘KPI Detail’ tab so that you can enter your own figures in there.

If you need customization help, I can do that for you at my standard billing rate.

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