Free Template

KPI Dashboard Template

A clean, structured KPI dashboard tracking both financial and operational metrics. Includes monthly trend data, RAG status indicators, target vs actual comparisons, and threshold-based alerts. Designed for leadership teams who want a single-page view of business health.

What's included

Everything in this template

  • Financial KPIs (revenue, margins, cash, burn rate)
  • Operational KPIs (customer count, NPS, churn, velocity)
  • Monthly trend tracking with sparkline data
  • Target vs actual with RAG status indicators
  • Threshold alerts for off-track metrics

Template preview

See the structure

fx=IF(Actual>=Target, "Green", IF(Actual>=Target*0.9, "Amber", "Red"))
KPI
Target
Actual
Status
MRR
£120k
£128k
Green
Gross Margin
65%
62%
Amber
Logo Churn
<2%
1.8%
Green
NPS
45
52
Green
Runway
18 mo
22 mo
Green

Step by step

How to use this template

1

Select your KPIs

Choose 8-12 KPIs that represent the health of your business. Include a mix of financial (revenue, margins) and operational (customers, satisfaction) metrics.

2

Set targets and thresholds

For each KPI, set a target value and define the thresholds for green (on track), amber (needs attention), and red (off track).

3

Update monthly

Enter actual values each month. The template calculates RAG status and updates trend data automatically.

4

Review with leadership

Use the dashboard as the opening slide for monthly leadership meetings. Focus discussion on amber and red metrics.

Watch out

Common mistakes to avoid

Tracking too many KPIs — more than 12 dilutes focus and makes the dashboard overwhelming

Setting targets that are not achievable, which demoralises the team

Only tracking lagging indicators (revenue, profit) without leading indicators (pipeline, NPS)

Not updating the dashboard regularly, which erodes trust in the data

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FAQ

Frequently asked questions