Simple KPI Template watermarked preview
Business Planning & Strategy · Financial Plans & Startup Costs

Simple KPI Template

A streamlined Key Performance Indicator (KPI) dashboard that tracks revenue, expenses, and investments with automatic calculations and visual metrics.

This Simple KPI Template provides a clean, organized system for monitoring business performance metrics. It features a main KPI dashboard that displays key metrics pulled from a centralized Metrics sheet, which aggregates data from a Revenue & Expense tracking sheet. The template uses formulas to automatically calculate totals and includes error handling to ensure data integrity. It's ideal for small business owners and managers who need a quick overview of financial performance without complex analysis.

What's inside

  • Automated sum calculations from transaction data
  • Error handling with IFERROR function
  • Multi-sheet data aggregation
  • Visual KPI dashboard
  • Target vs. Actual comparison
  • Charts for metric visualization
#KPI#metrics#performance#revenue#expense#dashboard#financial-tracking

Download this template

.xlsx · 3 sheets · included with lifetime access

Download

More in Business Planning & Strategy