A dashboard in Excel to show Employees/Process Performance
Performance dashboard is very useful and beautiful dashboard for Employee/Process performance. Below the dashboard title, there is a navigation bar with 5 buttons – Summary, Monthly Performance, Weekly Performance, Agent wise Performance and Supervisor wise Performance. I have put my picture on the top-left side, you can replace this with your company logo. On the top-right side there is picture for Subscribe Now, you can change it with your client logo or you can remove it.
Worksheets in Performance dashboard:
- Summary
- Monthly Performance
- Weekly Performance
- Agent Wise Performance
- Supervisor wise Performance
- Raw Data (hidden sheet)
- Support sheet (hidden sheet)
1. Summary:
In Summary sheet tab there are 3 cards have been displayed for Call Handled, Sales and AHT (Average Handle Time). Average Login Hours have been displayed in a beautiful speedometer chart. Login Efficiency (formula is Actual Login Hours / Target Login Hours) has been displayed in a battery chart. Sales conversion(formula is Sales/Calls Handled) has been displayed by a beautiful Moving Man Chart.
For filtering the data, slicers have been given for EMP Name, Supervisor Name, Month and Week.
Summary button is in red color with a shape preset in the Navigation bar. To move to the another sheet tab click on any button which have been given in navigation bar.
2. Monthly Performance:
In this worksheet Month wise pivot table has been displayed for below metrics.
- Calls Handled
- Sales
- Login Efficiency (formula is Actual Login Hours / Target Login Hours)
- Sales conversion(formula is Sales/Calls Handled)
- Average Login Hours
- AHT (Average Handle Time)
For filtering the data, slicers have been given for EMP Name, Supervisor Name, Month and Week.
Monthly Performance button is in red color with a shape preset in the Navigation bar. To move to the another sheet tab click on any button which have been given in navigation bar.
3. Weekly Performance:
In this worksheet Week wise pivot table has been displayed for below metrics.
- Calls Handled
- Sales
- Login Efficiency (formula is Actual Login Hours / Target Login Hours)
- Sales conversion(formula is Sales/Calls Handled)
- Average Login Hours
- AHT (Average Handle Time)
For filtering the data, slicers have been given for EMP Name, Supervisor Name, Month and Week.
Weekly Performance button is in red color with a shape preset in the Navigation bar. To move to the another sheet tab click on any button which have been given in navigation bar.
4. Agent Wise Performance:
In this worksheet Employee Name (Agent Name) wise pivot table has been displayed for below metrics.
- Calls Handled
- Sales
- Login Efficiency (formula is Actual Login Hours / Target Login Hours)
- Sales conversion(formula is Sales/Calls Handled)
- Average Login Hours
- AHT (Average Handle Time)
For filtering the data, slicers have been given for EMP Name, Supervisor Name, Month and Week.
Agent Wise Performance button is in red color with a shape preset in the Navigation bar. To move to the another sheet tab click on any button which have been given in navigation bar.
5. Supervisor Wise Performance:
In this worksheet Supervisor wise pivot table has been displayed for below metrics.
- Calls Handled
- Sales
- Login Efficiency (formula is Actual Login Hours / Target Login Hours)
- Sales conversion(formula is Sales/Calls Handled)
- Average Login Hours
- AHT (Average Handle Time)
For filtering the data, slicers have been given for EMP Name, Supervisor Name, Month and Week.
Supervisor Wise Performance button is in red color with a shape preset in the Navigation bar. To move to the another sheet tab click on any button which have been given in navigation bar.
6. Raw Data:
This is a hidden worksheet and can be visible by pressing “Alt + O+H+U” . In this worksheet raw data is available which is used to create this dashboard. A support column “Total Handle Time” (formula is Average Handle time * Calls Handled) has been taken to calculate the AHT in pivot table.
Below is the snapshot for raw data of Performance dashboard
7. Support Sheet:
This is also a hidden worksheet and can be visible by pressing “Alt + O+H+U” . In this worksheet a pivot table and few other calculations are available which is used to create this dashboard. A man picture is also available which is used to create The Moving Man Chart in summary sheet.
Below is the snapshot for Support Sheet of Performance dashboard.
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