Excel Kpi Dashboard Examples

Excel Kpi Dashboard Examples – excel kpi dashboard examples
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Finance KPI Dashboard | Small Business Excel Templates | Kpi ...
Finance KPI Dashboard | Small Business Excel Templates | Kpi …

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Realtime acumen into your business metrics is key to authoritative the appropriate decisions. KPI dashboards assuming your best important metrics are a able tool.

Finance KPI Dashboard | Small Business Excel Templates | Kpi ...
Finance KPI Dashboard | Small Business Excel Templates | Kpi …

However, ambience up a dashboard, accepting the appropriate abstracts and automating it so that the advice is consistently live, usually agency allurement a developer to body something.

Especially aback you appetite to see altered time-periods, analyze things or appetite to add a new metric, you accept to go aback to a developer and delay hours if not days.

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Luckily, there is a solution! The accumulated of Trevor, Google Sheets and Geckoboard allows you to add new metrics powered anon by your database, afterlight in realtime, after defective a developer.

We are application this internally and it’s appealing sweet. Abacus new metrics now takes us a brace of minutes. All you charge is three accoutrement and some Excel magic.

So let’s get appropriate into it — in our archetype we will be abacus a KPI assuming our sales numbers. We appetite to appearance the abstracts in assorted forms:

Trevor.io is a apparatus that allows you to visually concern advice from your database. It has absolutely a able beheld concern editor, so you don’t charge any programming ability to use it. You can affix best accepted databases to it, including Postgres, MySQL, MongoDB and Amazon Redshift.

Once you’ve affiliated your database, the abutting affair is to cull a report. In the Concern Builder, on the larboard duke ancillary you can see all of your tables.

What you usually appetite is to accumulated numbers per day. We don’t appetite to cull a address for aloof the 7 days, 30 canicule and division to date, because that doesn’t accord us abundant flexibility. It is abundant bigger to cull a address that shows you aggregate on a per day basis, and afresh use Google Sheets to annual the appropriate numbers. Added on that later, let’s get a address accident first.

The annual button has two optionswe are activity to use, the “sum” advantage which sums up altered numbers, and the “group by” option, which allows us to accumulation the after-effects by addition column. We will be alignment by the createdAt column, which contains a timestamp of aback the almanac was created. Trevor allows you to accumulation them by day, week, ages or year. We’ll accumulation by day.

Assuming we accept our sales $ in a cavalcade alleged markup the end aftereffect looks commodity like this:

The Best KPI Dashboard Templates for Excel | Adnia Solutions
The Best KPI Dashboard Templates for Excel | Adnia Solutions

Click Done. Notice that Trevor sorts the dates in bottomward order, but we absolutely appetite them in ascendance adjustment so that we can body absolute formulas in Google Sheets. You can array the cavalcade by beat the little arrow abutting to the cavalcade name, and beat “sort by”.

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The abutting footfall is to bang Save. Accord your address a name, and bang Save again. Abutting in the popup, bang “Live beck after-effects to Google Sheets”.

Copy the articulation that shows up, and afresh accessible up a new Google Sheet.

Paste the amount you aloof copied, and voila, the area is busy with abstracts from your database!

Note: if your dates are assuming up as numbers, baddest the cavalcade and bang Format -> Numbers -> Date.

Great! Now all you accept to do is accumulation the abstracts for the aftermost 7 days. Luckily, Sheets is appealing able too.

Next to your annual of results, actualize two new columns, alleged date and number.

In the date column, alpha at the top by accounting in TODAY()-7 Google Sheets will adapt this as todays date bare 7 days, so you should see aftermost weeks date appearance up.

In the rows beneath that, add the same, but change the numbers counting bottomward to 1. So you accept TODAY()-6, TODAY()-5 and so on.

Then in the cavalcade appropriate abutting to it, we’ll use the LOOKUP action to lookup the date from the database abstracts delivered by Trevor, and acknowledgment the agnate number.

Finance KPI Dashboard
Finance KPI Dashboard

In the aboriginal row, blazon LOOKUP(TODAY()-7,A1:A500,B1:B500). This alone works if you accept pasted your Trevor articulation in the top larboard box. If not, you’ll accept to change the A and B values. The lookup functions works like this: TODAY()-7 tells it what to attending for, A1:A500 is the ambit you appetite to attending in and B1:B500 is area the Area will grab the agnate amount from.

You’ll end up with commodity like this:

The sum allotment at the basal is created by accounting SUM(E3:E8). This is the absolute cardinal for the aftermost 7 days.

You can administer the aforementioned abstraction for the aftermost 30 canicule and division to date. Because you accept the numbers per day too, we can additionally actualize band archive instead of alone raw numbers.

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Important: Google Sheets doesn’t automatically amend this data. You accept to add a Google Script.

Geckoboard has accounting an accomplished commodity on how to do this, which can be addicted here: link. Bang through to the “Step-by-step guide: how to automatically amend your data”.

In the setValue part, accomplish abiding you adhesive the amount you got from Trevor which you pasted in the sheet.

I advance ambience the auto amend to 15 minutes, but you can accept any amount you like.

Once you’ve done that, we can move on to the final part.

The final allotment is application Geckoboard to affectation your data.

KPI Dashboard Template in Excel
KPI Dashboard Template in Excel

You can use added advertisement accoutrement that abutment Google Sheets too, but we’ve begin that Geckoboard works the best.

Click “Add Widget”, afresh “Spreadsheet”. After abutting your Google account, baddest the area you’ve been alive in.

Let’s add a rev adverse first. Baddest “Geck-o-meter” at the top. For value, you can access the box which contains the sum. In our case, thats E11. You can additionally do this by beat in the area examination in the basal right.

It should attending like this (I’ve blurred the absolute numbers):

If you appetite to add a line-chart, change the blazon to line-chart. You see you’ll now get two ethics to enter, the X-axis and the Y-axis.

For X-axis, access D3:D9 or annoyance the dates you appetite to select. For the Y-axis, access E3:E9 or annoyance them as well. You should see commodity like (values blurred again):

The adorableness of automating the dates in Sheets is that Gecko will automatically appearance the absolute time-period too.

There’s far added avant-garde being you can now do by applying the aforementioned concepts. You can add assorted letters from Trevor into the aforementioned area for instance, or appearance the aftermost 7 canicule against the 7 canicule afore that, by abacus a new set of columns assuming those values.

Let me apperceive if you’ve begin this helpful! Best of luck architecture your dashboard 💪

How to create Excel KPI Dashboard - Free Dashboard template
How to create Excel KPI Dashboard – Free Dashboard template
Free Excel Dashboard Templates - Smartsheet
Free Excel Dashboard Templates – Smartsheet
Recruitment Manager - Excel Template | Data Visualization ...
Recruitment Manager – Excel Template | Data Visualization …
Free Excel Dashboard Templates - Smartsheet
Free Excel Dashboard Templates – Smartsheet