KPI Scorecard 12-Month Tracker

Enjoy this useful KPI scorecard template built in Excel. There are many approaches one can take to gauge the overall health of their organization or business. Often the best way is with a KPI dashboard that has a 12-month view and an annual total.

$45.00 USD

The template will be immediately available to download after purchase. This is included in the HR Tools in Excel template bundle and the KPI dashboard / sales pipeline templates bundle.

kpi dashboard

Latest Upgrade (formatting red/green/yellow visuals)

Sometimes it is hard to make sense of all the metrics and get real meaning out of what the numbers are saying. What this template does is apply a grade/score to each category for each month. That way the results of the business activity in all aspects of operation can be compared apples to apples. This includes metrics that have to do with HR, logistics, conversions, and of course financials, but not just financials.

The grading scale works as follows:
1. The user inputs a range for each category. There are 3 possible ranges that will result in a KPI earning a score of 1, 2, or 3 for each month. i.e. rev is from 0 to 99 is a '1' and 100 to 199 is a 2 and 200+ is a 3. You get the idea.

2. Conditional formatting is set based on what you want to define a score of 1/2/3 as. A '1' could be good or it could be bad depending on what the metric is, i.e., having a low amount of churn is good so you want low numbers there. The same goes for expense items.

3. Each category is assigned a weight from 0 to 50 and based on that weight, the category as a whole gets one weighted average score from 0 to 3.

4. Based on the weighted average score from 0 to 3, there is a score of 1 to 10 that is earned. This is the final grade.

You will see the template takes the final weighted average score of each month for each category and takes the average of that to get an overall company score per month and for the year. Additionally, there is an overall score for the year for each category.

It is a great way to see where the strengths and weaknesses are by seeing plain red, yellow, and green colors and as everyone knows: red is bad, yellow is fair, and green is good.

If you need to customize this to fit your specific situation better, I am open to doing custom work to get it to where you need. My rate is here.