The Investment Management KPI Dashboard in Excel is a comprehensive tool designed to track and analyze key performance indicators related to your investments. This ready-to-use template simplifies the process of monitoring both short-term and long-term performance, allowing you to make informed decisions with ease Investment Management KPI Dashboard in Excel.
Key Features:
Home Sheet:
An easy-to-navigate index sheet with 6 buttons for quick access to other sheets.
Dashboard Sheet Tab:
Displays MTD and YTD performance with comparisons to targets and previous year data, featuring dynamic updates based on the selected month and conditional formatting arrows for visual insights.
KPI Trend Sheet Tab:
Select KPIs from a drop-down to view detailed information, including trend charts for MTD, YTD, Actual, Target, and Previous Year data.
Actual Numbers Input Sheet:
Allows entry of actual performance data for each month with an option to change the month dynamically.
Target Sheet Tab:
Enter MTD and YTD target numbers for each KPI, ensuring easy comparison with actual performance.
Previous Year Numbers Sheet:
Input previous year data to track trends and compare yearly performance.
KPI Definition Sheet:
Provides a detailed reference for KPI names, groups, units, and formulas, making it easy to understand each metric being tracked.
