Our templates are available for public use and enable companies to improve their use of metrics and analytics without the need for contracting an external party like us or hiring a dedicated engineer. We designed the templates in such a way that non-data engineers should be able to set them up in a few hours. Enjoy.
Dashboards are often used by executives and team leaders to guide their priorities and track their execution on tactical and strategic initiatives. There are many ways to organize these templates but the most used framework is that of the balanced scorecard. The balanced scorecard was introduced to a wider public by a Harvard Business Review article from Kaplan and Norton in 1992 and since then has been adopted widely across many industries.
In the 2020 balanced scorecard survey by 2GC 92% of the respondents mentioned that the scorecard was either extremely useful or very useful. The survey concludes that the main usage focused on strategic management and has the largest influence on business actions.
We have developed and continue to iterate on a scorecard design that combines the strategic elements of the balanced scorecard with an intuitive overview of all related KPIs and their goals.
The design presents the four perspectives: Financials, Customers, Internal Processes, and Learn & Growth. The strategic overarching elements like proposition, mission, ambition, and strategy are presented at the upper right of the dashboard to act as an anchor-point during business decisions to keep the long-term direction on top of mind for all decision makers. In the bottom right the top-4 critical success factors are visualised by showing their related KPIs and the planned outcome. In the upper row you can choose the period-month that determines the latest actual month and determines which actuals and estimates input to use for the KPIs.
The KPI Dashboard template can be accessed by opening the related template file in Google Sheet. It can be duplicated into your own Google Drive or downloaded as a Microsoft Excel file.