We will add a pivot chart and table again and then select the same source data. Creating a Pie Chart for the KPI Dashboard If you would like to improve your graphing skills within Excel, check out the Microsoft Excel 2013 Course Beginners/ Intermediate Training course from Udemy. We will create our second graph to reflect unit sales as a pie graph. Once you are happy with your first graph, go ahead and make another graph for your dashboard. To select the style and type of graph, click on the graph that Excel has created for you and then select the Pivot chart tools, design tab. Select the type of graph you want to show on your dashboard area. The filter section will allow you to set up selection criteria later on for all of the graphs. Make sure that the fields you want to use as selection fields, appear under the filter section of the graph. The graph is designed to show the sales per product so ProductID goes in the Axis Section. The month and salesperson are fields we want to use as our filters for this graph so those go in the filters section. We want the graph to show unit sales so that goes in the values section. Then we select product, month, salesperson and unit sales fields to our new pivot table. So to create this graph, we selected our data, clicked pivot and chart, then selected the data we want to include: Our first KPI chart we create will show unit sales and it will allow the user to filter the data by month or salesperson. Then select your data area and click okay. To create the pivot table and graphics, select the data, then select INSERT and PIVOT Chart. To set up the KPI dashboard, we will start by creating some pivot tables and graphics to represent the data we wish to see on the dashboard. You can use whatever data represents your key performance indicators. There are three salespeople and three different products that we sell and we also have a row for target sales. The data is based on two different areas called North and South. Here is the initial table of data we will use for our KPI dashboard: You can use these steps to create your own dashboard with your own metrics.
This tutorial will show you how to set up a simple KPI dashboard in Excel. You can also create your own KPI dashboard using Excel. Essentially, these applications all perform the same function: the creation and monitoring of your key performance indicators.
KPI dashboard software packages include Domo, SimpleKPI, Geckoboard and Cyfe. There are a number of different software applications that will help you build and then keep track of your key performance indicators. It will show you how to track customer loyalty and prevent customer defection. It will teach you how to really harness the power of metrics within your organization. This course will teach you how to discover the most important metrics for any business. Key performance indicators will help you learn about your customers and what they want. Join thousands of students who are learning to track details about their customers, products, sales and purchases to ensure their organizational growth and success. If you are interested in learning about metrics and how to create measures for success, try Using Your Data to Grow Your Business course. Creating a KPI dashboard to keep track of performance can be one of the most effective tools a manager or CEO has. KPIs can be used to measure all sorts of processes within the business, from finance to sales to production and projects. The important thing to realize about KPI and KPI measurement, is that your KPI system is only as good your choice of metrics or rather what you chose to monitor as indicators of success. Key performance indicators or KPIs are a highly effective way of measuring business success.