The Personalization Strategy KPI Dashboard in Excel is a ready-to-use, dynamic template designed to track and analyze key personalization strategy metrics. This interactive dashboard enables businesses to monitor their KPIs effectively, compare actual performance against targets, and gain real-time insights to enhance customer engagement. With automated calculations and trend analysis, this tool helps businesses make data-driven decisions to improve personalization strategies.
Key Features of the Personalization Strategy KPI Dashboard:
Home Sheet
Acts as an index page with quick navigation buttons to different sections of the dashboard.
Dashboard Sheet
Displays all KPIs in a single view, allowing users to select a month from a dropdown (D3) and see real-time updates. It includes:
- MTD & YTD Actual, Target, and Previous Year data.
- Conditional formatting with up/down arrows to highlight performance trends.
KPI Trend Sheet
Enables users to select a specific KPI from a dropdown (C3) to view:
- KPI Group, Unit, Type (Lower is better or Upper is better), Formula, and Definition.
- MTD & YTD trend charts for deeper performance insights.
Actual Numbers Input Sheet
Users input actual MTD and YTD data for a selected month, making the dashboard fully customizable.
Target Sheet
Users define monthly (MTD) and yearly (YTD) target values for each KPI.
Previous Year Numbers Sheet
Stores historical MTD and YTD data to enable comparative performance analysis.
KPI Definition Sheet
Provides a comprehensive repository of KPIs, including KPI Name, Group, Unit, Formula, and Definition for easy reference.
