The Shared Services KPI Dashboard in Excel is a professional, ready-to-use template designed to streamline the tracking and analysis of Key Performance Indicators (KPIs) for shared services. This dynamic and interactive dashboard allows you to monitor performance trends, compare metrics, and make data-driven decisions with ease. Whether you’re managing monthly targets or year-to-date achievements, this tool simplifies the process and enhances efficiency.
Key Features of the Shared Services KPI Dashboard
Home Sheet
- Centralized navigation hub with six clickable buttons to access specific sheets effortlessly.
Dashboard Sheet Tab
- Displays MTD and YTD metrics, including Actual, Target, and Previous Year data.
- Interactive drop-down menu for month selection (cell D3), dynamically updating all figures.
- Conditional formatting with up/down arrows for clear performance comparison.
KPI Trend Sheet Tab
- Selectable KPI view (cell C3) with details like KPI Group, Unit, Type, Formula, and Definition.
- Visual trend analysis through dynamic MTD and YTD charts for Actual, Target, and PY metrics.
Actual Numbers Input Sheet
- Seamlessly enter YTD and MTD Actuals for each month.
- Month selection (cell E1) ensures adaptability for any fiscal year.
Target Sheet Tab
- Input monthly and year-to-date target values for detailed performance tracking.
Previous Year Numbers Sheet Tab
- Organize historical data by entering monthly figures from the previous year.
KPI Definition Sheet Tab
- Comprehensive reference sheet with KPI Name, Group, Unit, Formula, and Definition for clarity.
