Take control of your document management processes with our ready-to-use Document Management KPI Dashboard in Excel. Designed for precision and ease of use, this template allows you to monitor, analyze, and report on essential metrics that drive effective document management strategies.
Key Features of the Document Management KPI Dashboard:
Home Sheet:
- Acts as your dashboard’s command center with six shortcut buttons for quick navigation to various sheets.
Dashboard Sheet Tab:
- The core of the dashboard, displaying comprehensive KPI details including MTD and YTD actuals, targets, and comparisons to previous year data, all adjustable by month via a simple drop-down menu.
KPI Trend Sheet Tab:
- Analyze trends over time by selecting different KPIs through a dropdown, featuring detailed graphs for MTD and YTD data and comparisons.
Actual Numbers Input Sheet:
- Input monthly actuals for MTD and YTD, with an easy option to switch months, facilitating real-time updates and tracking.
Target Sheet Tab:
- Set monthly MTD and YTD targets for each KPI to benchmark performance and objectives clearly.
Previous Year Number Sheet Tab:
- Input previous year’s data to provide historical context and enhance year-over-year performance analysis.
KPI Definition Sheet Tab:
- Define each KPI with its name, group, unit, formula, and detailed description to maintain clarity and consistency across users.
