company kpi presentation

7 ways to present KPIs that your management team will love

Published 2016-07-18 , updated 2023-09-27

Summary - Everyone procrastinates on KPI reporting-why? Because it’s time consuming, tedious and the final product is often uninspiring. Putting together a good KPI report that your management team will not only love, but actually look at, doesn’t have to take as long as you think.

Everyone procrastinates on KPI reporting —why? Because it’s time-consuming and tedious, and the final product is often uninspiring. But KPIs are important ! While reporting is absolutely necessary for data-driven businesses , there’s a huge difference between raw data and insights. Putting together a good business KPI report that your management team will not only love but actually look at doesn’t take as long as you think.

What should be included in a KPI report?

How you present information, reports, and opinions determines how it is received. A good KPI report should be accessible, interactive, and transformable in under 10 minutes. A great report has these qualities in addition to a clear objective. Your objective is supported by your key insights that show how you are performing. Your KPI report should effectively communicate your objective and insights to everyone in your organization. This is why knowing how to define your organization's KPIs is so important.

How do I create a KPI report? 

When you track your KPIs on a business dashboard in PowerMetrics , reporting becomes a quick, everyday task that will improve your team’s results and internal communication.

How do I present a KPI report?

Common ways to present KPIs to managers and executives:

• Share an email report with KPIs
• Distribute a PDF that shows KPIs
• Present KPIs using a slide presentation
• Display KPIs on a TV dashboard
• Visualize KPIs using a KPI dashboard
• Share KPIs using mobile reports or dashboards
• Build your own KPIs using dashboard software

1. Presenting KPIs in an email report

Email reporting makes a KPI report widely accessible across devices such as a smartphone, tablets, and desktops.

Email your KPI report in mobile-friendly formats such as PDFs or embedded images. A key benefit of email reporting is that users don’t need to download an external application to access KPI data, and visualizations appear in email reporting the exact same as on a business dashboard .

Automatically email a KPI presentation

S et up scheduled email reporting, and your team and management will automatically have your KPI report in their inboxes. Email is the most common KPI report communication channel. Connecting your business dashboard to email is easily accessible. An email KPI presentation decreases the amount of time spent creating a KPI report while increasing the amount of time management spends reading the update. 

Email a KPI report in an instant

Email KPI reporting is great for one-time use and on-demand KPI reporting. When your manager or CMO asks you, “How’s our current marketing campaign performance?” or “What are our lead numbers this month compared to last?” Now you have a KPI report at your fingertips to share with your leadership team. Performance insights are extremely valuable and, when asked for an update, often require immediate attention. Pausing your day to gather data and create a KPI report distracts you from the time that should be spent improving your performance. Email KPI reporting quickly shares these insights quickly and efficiently. Learn more about the digital marketing KPIs that your business should be tracking.

2. Turn your KPI presentation into a PDF report

PDFs are a great way to present KPI reports because they maintain a clean and organized format for web, email, and print. PDFs are arguably the best reporting tool for print because it presents your KPIs based on how they appear on your dashboard .

Users have the ability to adjust the layout, size, height, annotations, quality, and style for each KPI report. Formatting can be time-consuming when you create a KPI presentation because, when done manually, you have to extract the data from its source and create visualizations to communicate your key insights. Also, consider adding custom branding options to capture your attention and provide additional context.

3. Create a KPI report slide presentation

A KPI presentation or slide deck encourages conversation . Turn your PowerPoint or Google Slides into a KPI presentation. A KPI presentation in PowerPoint is a visual representation of your KPI story. A KPI presentation should include minimal text and be about showing your progress with visualizations and data.  

A common rule of thumb for a KPI presentation in PowerPoint or Google Slides is five words per line and five lines per slide. For this reason, images are important to include for a good KPI presentation. Visualizations make it easy for management to quickly understand KPI data while you present insights and everyone plans responsive action.

Harness the power of data-driven decision making.

How do you show KPIs in a presentation? 

When you present KPIs to a group where time is limited, strong visuals keep everyone engaged and on topic. KPIs work together and should be discussed in relation to one another. Best practice suggests no more than two images per slide if you are including text. And no more than four images if there is no text. If your KPI presentation has a slide for each KPI, I’d recommend noting the KPIs relation to others and the overall business objectives.

Discuss KPIs with managers with a business dashboard slide presentation

Incorporating data from KPIs and metrics into presentations adds an important layer of context when discussing your business. Executives always get inspired when seeing a concise version of their data and discover that they can use it in key decision-making. An executive dashboard slide presentation can effectively convey this information to your management team.

After your dashboard-driven KPI presentation, execs will request that you create more data visualizations on topics of interest to them. By sharing the interactive executive dashboard , you can keep the conversation going and prevent your KPI presentation from withering away in PowerPoint purgatory.

4. Present your KPIs on a KPI dashboard

What is a KPI dashboard? A KPI dashboard displays your KPIs in dynamic, interactive visualizations like charts and graphs. When you measure your KPIs on a dashboard, it ensures your data is up to date, and you’re always using the latest insights to evaluate your progress towards achieving your KPIs. 

There is no set time of week, month, or year to make a KPI report. The best reporting is done every day . KPI dashboards make reporting an easy, daily habit so that you and your team can be transparent and data-driven. 

5. Combine live links and wallboards for an easy everyday KPI report

Live links are ideal for users who: use wallboards to display one dashboard, to share a dashboard with a broader group within their organization, or to share with external users. Klipfolio users can publish a dashboard (with or without a password) as a shareable link.

Live links for your KPI presentation

Live links (published links) give everyone access to the data in an easy way, anytime. Live links allow multiple people to view your KPI dashboard. For organizations that track KPIs for clients , this is especially useful as it streamlines the line of communication.

Foster teamwork with your KPI presentation on a wallboard

Live links mirror KPIs from your business dashboard, so they are continuously updated. Allocating time to create dashboards with the KPIs your executives request in their end-of-month KPI report will simplify the reporting process and create the habit of monitoring these metrics at all times, not just at month-end. Another great benefit of wallboards is that they foster teamwork in the workplace. Get everyone in the organization to talk about performance and prompt questions from other departments.

Using wallboard to display a dashboard is a great way to keep performance metrics at the forefront of your team's mind. Displaying your dashboards on a wallboard demonstrates the significance of these KPIs to your entire team and others within the organization so everyone’s in the know. For example, Salesforce dashboards are popular to display on TVs.

6. Grant direct KPI dashboard access

Make your KPI dashboards accessible to everyone on your team. Users can be added to your Klipfolio account as an admin, editor, or view-only. All of these roles are capable of viewing the dashboard, however, each has specific permissions. The benefit of direct access is that you can set up role-specific dashboards.

Granting your team members, especially management, with access to your dashboards is an accessible way to present KPIs. Individuals can access KPI report data at all times without going through the long line of communication to reach the administrator. Direct dashboard access improves communication and demonstrates the value of your team’s efforts to management, as well as key areas for improvement.

7. Take your data everywhere with a mobile KPI presentation

C-suite executives are often on the road and require quick access to the status of their company’s performance. Presenting KPIs for management to access on their smartphone makes it simple for them to quickly access and understand data from anywhere. When everyone in an organization is given access to dashboards, data can be integrated into day-to-day activities.

Mobile KPI reporting becomes especially important as work-from-home and remote offices become increasingly common. You may not always be on your laptop, but the vast majority of people never forget their smartphone before leaving the house.

Add real data to every conversation with your mobile KPI report

With mobile reporting, KPI data becomes a natural and essential element of any business discussion. How many times have you been in a casual conversation with a colleague about work where you say, “I can show you when I get to my computer”? A mobile KPI report brings context by incorporating KPIs into the conversation, leading to a follow-up conversation or even immediate action.

This article was originally published in July 2016 and has been revamped and updated for accuracy. 

• How to present a KPI report
• The basics of KPI management
• Starter guide to dashboard design
• What is a key performance indicator
• KPI Examples

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Home PowerPoint Templates KPI

KPI PowerPoint Templates & KPI Slides for Presentations

Download PowerPoint presentations to present your KPI or Business Key Performance Indicators in Business Performance PowerPoint presentations. KPI & Metrics slide designs can help you to make focused presentations on metrics that really matter.

8-Item Creative Agenda Slide Revealing PowerPoint Template

5-Legged Stool PowerPoint Diagram

6-Item Text Block Slide Template for PowerPoint

4-Item Key Focus Area PowerPoint Template

Executive Dashboard PowerPoint Template

Financial Cash Flow KPI PowerPoint Template

Kite Diagrams Presentation Template

6-Item Agenda Slide Template with Core Element

Operations Metrics Recognition Program Template

SOAR Analysis PowerPoint Template

4-Item KPI Slide Template for PowerPoint

Low Medium High Gauge PowerPoint Template

Tracking your KPIs and making adjustments along the way is key to staying efficient when running a business.

Make your life easy by downloading our KPI templates and using them to create a visual representation of your business goals and objectives.

Our KPI templates make it easy to showcase milestones you are looking to achieve within a particular period of time. These milestones could be the volume of sales you want to make, the number of followers you want to get on your social media handles, or the number of leads you want your marketing team to generate.

The cool part is that our KPI PowerPoint templates and slides are highly editable. You can even use them together with our 4-Metric Canvas PowerPoint templates to create a powerful marketing tool to boost your marketing performance.

What does KPI mean?

KPI is an acronym for Key Performance Index. It is an index that measures a set of objectives an individual or a business entity is looking to achieve.

What are examples of KPI?

KPIs can either be long or short-term. A business’s long-term KPIs can be growing sales, reducing product returns, reducing customer complaints, boosting brand awareness, etc.

On the other hand, a short-term KPI can be publishing 5 blog posts a week, replying to customer comments, etc.

What is the main KPI for a business?

The major goal of every business is to make sales and increase profit. If that is not the main KPI, we don’t know what else is.

What should I include in a KPI slide?

In general, stick to just 5 lines of text per slide. The text is important, but the critical item of each slide is the graph data. Quality images guarantee your presentation’s success, as any interested party can easily understand the KPI in discussion with carefully crafted graphs.

Common mistakes in KPI Presentations

These issues refer to common errors in graphic design composition rules. Since we talk about visual presentations for your KPIs, hierarchy matters. Don’t make objects too similar in size, font, and color, as otherwise, the relevant points won’t stand out. Avoid placing elements too close to each other, or you end up with a crowded instead of a neat presentation.

Be sure to add context to the metrics you are sharing, else it’s just data being thrown into a slide.

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40 Best KPI Dashboards PowerPoint PPT Templates: A Complete Guide

The Key Performance Indicator (KPI) is a measurable value that shows how effective a company is in achieving key business objectives. Organizations and companies use KPIs at multiple levels to assess its success in reaching its set goals.

High-level KPIs may focus on overall business performance while lower level KPIs may focus on operations in departments such as Sales, Marketing, Human Resources, Support and more.

In short, KPIs are individual units of measurement that provide a preview on the performance of various departments and initiatives in the company. It also effectively shows where companies are in relation to their goals and how this can be improved.

What are the types of KPI?

There are several types of KPIs:

Strategic Indicator: This indicator monitors the strategic goals of organizations. Usually, one or two strategic KPIs are used to measure the performance of an organization in a specific area at any given time. This includes returns on investments, market share, etc.

Operational Indicator: This indicator measures performance within a shorter time frame and focuses on organizations' operations and efficiency. It is designed to help make better decisions about providing products, services or other operational functions on a daily basis.

Projects Indicator: This indicator focuses on measuring progress and efficiency in completing projects.

Risk Indicator: This indicator focuses on measuring the risk factors that may threaten the success of organizations.

Personnel indicator: This indicator focuses on human behavior, skills and performance needed to implement strategies.

What makes key performance indicators (KPIs) effective?

One of the most important and often overlooked aspects of KPIs is that they are a form of communication and coordination between parts of the company, as they are bound and subject to the same rules and best practices as any other form of communication and coordination between team members or department heads.

In terms of developing a strategy for formulating performance indicators, your team should start with the basics and understand what your organizational goals are, how you plan to achieve the goals, and who can act on this information.

This should be an iterative process that includes feedback from analysts, department heads, and managers. When you gather the opinions of the said team, you will gain a better and deeper understanding of the business processes and KPIs that should be measured using the KPI dashboard, and with whom this information should be shared.

What is the intended benefit of KPI's?

Key Performance Indicators are important because they highlight the business performance of companies, and individuals, thus organizations use them to assess their success in reaching critical goals. High-level KPIs may focus on the overall performance of the organization, while low-level KPIs may focus on operations within departments.

It is also important to performance indicators to evaluate and measure the performance of employees within companies, improving and developing all internal and external operations of the organization.

How to create KPIs?

Let's say your goal is to increase book sales for the year. You will call these KPIs, the book sales KPI. Here's how to define it:

What: Book sales increase 15% this year.

Why: Achieving this goal will allow you to hire another agent.

Measurement: Progress will be measured as an increase in the number of books sold and revenue generated.

How: You can increase your site traffic with a blog focused on topics related to the publishing industry.

Who: The Content Marketing Manager will be responsible for the KPIs.

The result: book sales will increase by 15% this year.

When: The progress of the KPIs will be reviewed on a monthly basis.

Develop your KPI to fit the changing needs of the business

Suppose, for example, that your organization has recently started a new production line or is expanding abroad. If you do not update your KPIs, your team will continue to track goals that do not necessarily reflect a change in tactical or strategic direction.

You may think, based on your results, that you continue to perform at a high level. In reality, though, you may be tracking KPIs that fail to capture the impact your efforts are having on core strategic goals. KPIs that are not updated at all become obsolete.

Reviewing your KPIs monthly (or, at best, weekly) will give you a chance to improve or change course entirely.  

What is a KPI Dashboard?           

The easy to access data will make you less overwhelmed and can quickly understand the whole picture of the performance of your company, know what and where the problems are and give you full control on all the details and matters.

Therefore, a KPI dashboard is an all-in-one tool that provide the monitoring and analysis you need. It allows you to follow the performance of individuals, departments, teams, or the entire company. KPI dashboards lets you to easily check what is happening and be alerted to the KPIs that have exceeded the set limits.

KPI dashboards are most likely to be displayed using specific color patterns like red, yellow, and green. Red indicates a problem, yellow is a warning or a risk, and green means everything is fine. It is very important to get everything clear and direct at first glance, so next we will introduce you to one of the best options you may have for PowerPoint KPI dashboard template.

KPI Dashboards PowerPoint PPT Template

A well designed and thought KPI dashboard gives business owners quick access to the crucial indicators or tools of the business, and helps them decide whether they are going well or not. But recently a lot of KPI dashboards are more fabricated and decorated than useful, or are so filled with details that it’s impossible to read the important information right away. Designing a KPI dashboard needs a lot of experience and skill, that why you should choose the right template if you have a presentation on the subject, and we here give you the Best KPI Dashboards PowerPoint PPT Template you can find out there which covers all the needed indicators and required slides, such as:

Sales KPI Dashboard: An essential slide that shows the sales you have been making, on a daily or monthly basis too, as well as sales risk and sales process that are taking place currently.

Traffic Acquisition Report Dashboard: It’s an important visual to know where users came from, including organic search, social media, paid campaigns, etc. and it’s used to make decisions about future marketing campaigns and determine the effectiveness of your website and current marketing efforts.

Social Media KPI Dashboard: This PowerPoint slide is very relevant when you count heavily on social media networking then you will be such slide to show all the numbers and growth and interaction that’s happening to your channels.

CRM system KPI Dashboard: Customer relationship management (CRM) is a slide for managing all your company's relationships and interactions with customers and potential customers. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Target Vs Actual Sales Commissions: It is the slide where you compare your intended sales goal and the ones you have really made, detailed and clear KPI PowerPoint slide, and one among many other useful and essential ones.

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PowerPoint presentation to show Key Performance Indicators

Mar 2, 2023 | Data Dashboards , DataPoint , Financial , Reporting

Key Performance Indicators (KPIs) are a great way to measure the performance of your business. They show how you’re doing against your goals and help you keep track of changes over time. KPI templates for a PowerPoint presentation can be used for many different types of businesses, from large corporations to small startups. Let’s dive into KPI presentations and dashboards.

What is a PowerPoint presentation?

A PowerPoint presentation is a visual way of communicating information. It can be used to communicate with your boss, colleagues, clients and customers.

How to use a KPI template as a PowerPoint presentation?

To use a KPI template for your PowerPoint presentation, follow these steps:

• Create a new PowerPoint presentation or get your professional PowerPoint templates from a professional site, and add your company’s data and performance metrics. You can import the KPI template from our database or create it yourself.
• Use the DataPoint plugin to automate the content updating (just add some connections into your presentation).

Key Performance Indicators (KPI) are used to measure the performance of a business.

Key Performance Indicators (KPIs) are used to measure the performance of a business. They can show your company’s overall performance or the performance of individual departments.

There are different types of KPIs, including financial KPIs and operational KPIs. Financial KPIs include:

• Net profit margin
• Gross profit margin
• Operating cash flow

Common KPIs for any business.

• Profitability
• Cost of goods sold (COGS)
• Sales per employee or sales per customer visit. This is a key indicator for companies that sell services. If you have a high-cost business such as consulting, this number can be used to measure how efficiently your team is working and whether you need more staff members or more projects for each employee.

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How to make a KPI presentation to the executive board in an objective way

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KPI presentation: a practical guide for managers

The way you show your accomplishments makes or breaks your career. If you’re on the executive track, it means the stakes are in the millions. Have you ever wondered why people just throw KPIs on the slide and hope for the best? For most people, a KPI presentation is presenting metrics by dumping numbers on a PowerPoint slide. However, a good presentation works differently.

A good KPI presentation PPT is not just about data. It’s also about how you present that data. And that’s exactly what this article is all about. Let’s dive right in and start with the most important part — KPI presentation don’ts!

Mistakes in KPI Presentation

If you want to create a company’s KPI presentation, ask yourself, “What do I, as a presenter, want the audience to look at?”. We will not go deep into the design theory but make sure you avoid making the following mistakes in your KPI PowerPoint presentation.

1. No hierarchy

All the objects and text should not be too similar in font size, style, and color. Make sure the most important metrics stand out as a clear object. Randomness is confusing for the viewer.

2. Proximity is a problem

It is not only about everything being too crowded. It also means that you should group items clearly and logically in meaningful ways. It’s hard to know what’s related when you do not create those connections.

3. No alignment

Make sure the information on each presentation KPI PowerPoint slide is balanced. Create some visual patterns for numbers to align them. Do not throw on many random images/photos as well.

4. Indirectly related material

You definitely don’t want to try to explain the whole campaign KPI on the same slide. If you want to present every bit of this info, it is better to create an additional report for your visual aids. Most importantly, each slide of your KPI PowerPoint presentation has to tell a cohesive story. Follow the ‘one idea per slide’ rule to be consistent.

5. Numbers without context

Pure metrics are useless. You know what these numbers belong to but not your audience. However, these data points can be powerful weapons when used correctly.

So how to show your KPIs in PowerPoint presentation the right way?

1. start with one message.

When you’re presenting KPIs, do not start by opening your PPT. Instead, ask yourself: “What message do I want the audience to take away from my presentation on KPI?” The answer has to fit into a concise sentence that covers your objective, metrics, results, and $ impact.

2. Expand to the full story

Here, you provide a brief overview of the campaign, show the most impactful results, and state how those created a sales boost.

3. Rehearse

Once you’ve written a story, read it out loud several times. If it doesn’t make sense or sound like your voice – change it. Read it to a colleague or friend, get their feedback, and change it again.

4. Add Visual Aids

Once you’re satisfied with the story, it’s time to open your slide design program or send content to a custom presentation designer you’ve hired.

How to present KPI in PowerPoint?

When time is limited, strong visuals help keep everyone engaged. Best practices suggest limiting the number of images to two when including text on a slide. If there is no text, there should be up to four images on each of the KPI presentation slides. If each KPI has its own slide, we recommend emphasizing how each one relates to the other KPIs and the general business goals.

How to present KPI report in another way?

Apart from creating and sharing a company KPI presentation, the other ways of presenting KPIs to managers and executives include:

• Sending a report with KPIs via email.
• Distributing a PDF with KPIs.
• Displaying KPIs on a dashboard.
• Utilizing mobile dashboards or reports to share KPIs.
• Building your own KPIs with dashboard tools.

Now, let me ask the same question from the beginning of the article: “What do you, as a presenter, want the audience to look at?” If you get this one wrong, read this article again or outsource the task to a professional presentation design service . If you get this one right, you now know how to make KPI presentation and can present all data the best way.

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51 Key Performance Indicator (KPI) Examples & Templates

Erica Golightly

Senior Writer

July 16, 2024

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How do you encourage your team to think about and achieve organizational goals? The first step is to take a deep inventory of your key performance indicators (KPIs). 

The thing is, KPIs will get the team motivated for the first few months, then lost in long email threads, and revisited the day before an important meeting with senior leadership. 

Well-designed KPIs will empower teams to solve inefficiencies, eliminate time-sucking requests, and align tasks and projects with company-wide goals . This is what we want for you and your team, so we’ve put together a catalog of KPI examples and templates to answer your questions: 

In what condition does a metric become a KPI? Who is part of the KPI development process? Where do I track KPI progress? How do I drive action and motivate my team toward the outcome?

We’ll cover all of the above—and then some—because KPIs are the secret sauce of modern business strategy. And everyone is qualified for the task. 

What is a KPI?

How to define key performance indicators , sales kpi examples, operations kpi examples, finance kpi examples, marketing kpi examples, website kpi examples, design kpi examples, startup kpi examples, product kpi examples, saas kpi examples, human resources kpi examples, how to write kpis, how to measure kpis  , stay on track with measurable kpis.

A Key Performance Indicator or KPI is a quantifiable metric used to monitor progress in achieving business objectives. More specifically, a KPI gives performance insight into an organization’s most important asset: the people.

Businesses invest time, effort, and money to hire problem solvers—people who have strengths in analyzing and interpreting data to make decisions. And this investment isn’t limited to staffing the IT and Finance departments. It’s been said that a workforce with data literacy skills helps improve the company’s overall health and performance. 

Meaning everyone—front-line employees, managers, and senior leadership—has an influence on organizational goals. So as a team leader, you have the responsibility to give the people thoughtful, specific, and measurable KPIs . 

If you’re more of a visual learner, check out this vlog about setting KPIs!

If you take one thing away from this guide, let it be this: effective key performance indicators allow people to make accurate and fast decisions . 

The first mistake businesses make when they’re brainstorming KPIs is sending an email to all department leaders with the subject line: What Are You Going To Do About All Of These Really Bad Metrics? 

Instead, businesses should target the metrics which have the most impact on their sustainability. When you focus on needle-moving projects, tools, and systems, you are building a business roadmap to maximize your speed towards revenue growth. 

So here is a step-by-step checklist to help you start your KPIs the right way: 

1. Identify business metrics directly related to business goals

Let’s start with the basics that Sales KPIs look different from Product KPIs , which are different from Finance KPIs . Ask your area direct performance indicator questions to understand what they want to achieve and their criteria for success . This group will use these business metrics as a guide for the next month, quarter, or year. If a key performance indicator does not contribute to a business goal , it’s gotta go! 

• What’s the problem you want to solve in your process/team/organization? 
• What’s the outcome you want to achieve?
• How will you measure success?
• How will you know if you’ve achieved your outcome? 

Bonus: Product requirements document templates

2. Write out clear and specific key performance indicators

Once you have their insights, organize the metrics into two categories: leading and lagging indicators. 

• Leading indicators will let them know if they need to pivot or adjust their strategy to get back on track toward achieving their desired outcome
• Lagging indicators are the opposite. These key performance indicators determine how well processes and updates are performed over a longer period of time

Pro Tip : It might be tempting to use corporate shorthand or fluffy words, but remember these KPIs are shared company-wide, so it has to be clear to everyone.

3. Get KPIs into a remote-first tool to record and monitor progress

We’ll say it: KPI reports are not the most thrilling to build.

It’s an (almost) everyday task requiring time to turn raw data into actionable insights. So much so, KPI reports typically have a short life span after it reaches an inbox for a few reasons:

• Reports are outdated by the end of the day because data changes by the hour
• Reports in a PDF or Excel format look different on various screens
• Reports sent through email are not secure

Getting the right information at the right time is a necessity for data-driven businesses. People want to access KPIs on their smartphones, desktops, and even on the big screen at the office. If you’re looking for a free dashboard tool to meet these needs, try ClickUp!

51 KPI Examples and Templates to Measure Progress

Here at ClickUp, we’re super fans of KPIs and you , so our team got to work and pulled together a list of key performance indicators and free templates sorted by the department or industry. 

1. Customer Acquisition Cost : The total cost of acquiring a customer (includes costs spent on the sales process and through marketing efforts) 2. Sales Activities Per Rep : The total number of tasks completed in a given time period 3 . Lead to Client Conversation Rate : The percentage of leads converted in your sales process 4. Total Sales Revenue : The total revenue generated from your products over a defined period 5. Sales Cycle Length : The average time it takes between initial contact through closing

Try ClickUp’s Commission Tracking template  

6. Overtime Hours : The number of hours worked by an employee beyond their normally scheduled working hours 7. Processes Developed : The number of improvements made to current operational  8. Inventory Costs : The total amount of all expenses related to storing unsold goods 9. Office Space Utilization : The percentage of the office space used by employees 10. Company Perks Usage : The percentage of perks used by employees

ClickUp’s Project Request and Approval template

11. Return on Equity : The measure of financial performance based on net income divided by shareholder equity 12. Net Profit Margin : The amount of money your company has after all expenses (interest, taxes, operating expenses, etc.) have been deducted from your total revenue 13. Cost of Goods Sold : The total cost of manufacturing the products a business sells (excludes sales, administration, and marketing expenses) 14. Debt to Equity Ratio : The ratio of company’s total liabilities against shareholder equity 15. Free Cash Flow : The amount of money remaining after capital expenditures

ClickUp’s Finance templates 

16. Return on Marketing Investment : The return from a marketing investment divided by the costs of the marketing investment 17. Bounce Rate : The percentage of emails that bounced. This happens when the email address is no longer active 18. Click-through Rate : The number of people who clicked a link in your email vs. the total number of people who received your email 19. Organic Impressions : The number of times a piece of content is shown on a person’s newsfeed 20. Subscriber Count : The number of people who subscribed to your email marketing campaigns

Dive into more marketing KPIs and learn the best approach to set your goals!

ClickUp’s Campaign Tracking and Analytics template  

21. Traffic to MQL (Marketing Qualified Lead) Ratio : The ratio of the total traffic platform generated vs. the number of marketing qualified leads coming from that traffic 22. Crawl Errors : The number of URLs that are inaccessible to Googlebot when it scans your pages 23. Bounce Rate : The number of people who exited your site within just a few seconds of arriving 24. Mobile Usability : The speed and performance of your landing page on phones and tabs 25. Referral Traffic : The number of people who visit your website from your social media

ClickUp’s Website Development template

26. Customer Satisfaction Rate : The responses let you know which customers are unhappy, and need some extra attention from your product management teams 27. Standard Compliance : The average number of issues related to not following brand guidelines , processes, or procedures 28. Response Time : The average time it takes for project reviewers and project contributors to respond back to questions, comments, and requests   29. Production Cycle Time : The average time it takes to complete a project from start to finish 30. Revision Time : The average number of rounds or time it takes to reach the final design

ClickUp’s Graphic Design template 

31. Customer Lifetime Value : The revenue your company can expect from individual customer accounts 32. Activation Rate : The percentage of users who complete any major event in the onboarding process 33. Runway : The number of months the company can operate before running out of money 34. Average Sales Cycle Length : The number of days it takes to close a deal on average 35. Monthly Burn : The amount of cash spent per month

ClickUp’s Task Management template

36. Net Promoter Score (NPS) : The number indicating whether your users are ready to recommend your product to their friends, colleagues, etc. 37. Support Ticket Escalations : The number of tickets moved to a higher-level Customer Support Manager to resolve  38. Customer Satisfaction Rate (CSAT) : The scale rate of a customer’s overall experience with a company’s product, service, or employee  39. Velocity : The total number of manual and automated tests performed 40. Daily Active User : The number of active users per day

ClickUp’s Bug and Issue Tracking template

41. Net Promoter Score (NPS) : The number indicating whether your users are ready to recommend your product to their friends, colleagues, etc. 42. Month Over Month (MoM) Monthly Recurring Revenue (MRR) Growth Rate : The percentage increase or decrease month over month in net MRR 43. Annual Recurring Revenue (ARR) : The predicted amount of yearly revenue earned from customers 44. Churn Rate : The percentage rate at which customers leave a business over a given period of time  45. Processes Developed : The number of improvements made to current operational processes 46. Lead Velocity Rate : The total number of manual and automated tests performed

ClickUp’s Customer Support template

47. Recruiting Conversion Rate : The percentage of applicants who were hired vs. total number of applicants you processed ( track with ATS !) 48. Cost Per Hire : The total cost of hiring each employee (including hiring, training, or onboarding costs and other HR KPIs ) 49. Average Training Costs : The amount of money spent on employee training and development 50. Absenteeism Rate : The percentage of employees who are absent over a given time period 51. Employee Turnover Rate : The percentage of employees who left the company

ClickUp’s Hiring Candidates template

Once you’ve collected and measured your data, you’ll need to present them in an easy-to-understand format. This is where an all-in-one solution like ClickUp comes in clutch to provide the best visualization tools!

Before you can track key performance indicators, you have to know how to write strong, impactful KPIs. This is a vital skill that when mastered, can significantly improve your overall business strategy. Here’s how to create a KPI that genuinely measures your team’s effectiveness and efficiency.

1. Clearly Define Your Objectives

Before you can measure performance, you must know what you’re aiming for. Start by clearly defining your business objectives. These may vary depending on your business, but common objectives include increasing sales, achieving financial stability, improving customer satisfaction, fostering employee engagement, or enhancing product quality.

2. Identify Critical Areas of Your Business

Not every aspect of your business needs a KPI. Thus, the next step is to identify your business’s vital areas which impact the success of your objectives. For instance, if your objective includes financial stability, then the financial department might be a critical area to keep an eye on.

3. Choose the Right KPI

Now that you know your objectives and the essential areas, it’s time to choose an appropriate key performance indicator. A good KPI should be quantifiable, directly tied to your business objectives, and critical to your organization’s success. Choose indicators that give a broad overview while still highlighting the details necessary for making smart decisions.

4. Make It Measurable

An effective KPI is quantifiable and easy to track. After all, you can’t manage what you can’t measure. Stick to a limited number of clear and specific metrics that give a direct indication of your performance.

5. Include A Time Frame

Including a clear timeframe is essential for gaining an accurate reading of your performance. For instance, note down whether your targets are expected to be achieved within a quarter, six months, or an entire fiscal year.

6. Review Regularly

Remember that KPIs are not static. They are dynamic and must be reviewed periodically to ensure their relevance to the evolving business environment. Continuous review also helps identify if the KPIs are being met, and if any adjustments need to be made.

7. Communicate

Lastly, communicate your KPIs to your team members so everyone is on the same page and working towards the same goals. Well-defined KPIs are typically simple, understandable, and attainable.

Keep in mind that writing KPIs is more of an art than a science. You would need to keep adjusting and defining them until you find the format that best suits your needs. The goal is to develop KPIs

With your key performance indicators and templates ready to track, the next step is to compile them into a digital solution like ClickUp!

ClickUp is an all-in-one productivity platform where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more. Easily customized with just a few clicks, ClickUp lets teams of all types and sizes deliver work more effectively, boosting productivity to new heights!

Here’s a closer look at why teams love using ClickUp as their goal-tracking hub and KPI Dashboard:

Align KPI-related tasks and activities with Goals in ClickUp 

Goals in ClickUp are high-level containers broken into smaller Targets. Once you take action on a Target, click the Target name to update your progress. Depending on which type you use, your Target will have different tracking options:

• Number : Create a range of numbers and track increases or decreases between them
• True/False : Use a Done/Not Done checkbox to mark your Target complete
• Currency : Set a monetary Goal and track any increases or decreases
• Task : Track the completion of a single task, or an entire List. (A badge appears in a task’s details with the name of the attached Goal!)

Leverage KPI reporting with ClickUp Dashboards

Dashboards in ClickUp will replace the weekly reports piling up in your manager’s inbox. Build, display, and interact from a single source of truth with all the KPIs front and center. 

And you don’t need to be a data scientist or graphic designer to create Dashboards in ClickUp! With a drag-and-drop action, you can organize your Dashboards to visualize how work is happening in your Workspace in any way you want. 

What are the benefits of tracking KPIs as a team?

KPIs help define clear and measurable criteria for success, allowing teams to work towards specific goals while continuously measuring their progress. This provides teams with a sense of direction, focus and purpose, which can lead to increased engagement and motivation.

How do you select KPIs for a team?

The selection of appropriate KPIs will depend on the team’s purpose, goals and objectives. While there is no one-size-fits-all approach, a team can identify KPIs by considering their goals and objectives, analyzing past performance, and considering external factors that may impact their performance.

What should I do if my team isn’t meeting KPI targets?

If your team is not meeting KPI targets, you should first try to identify the root cause of the issue . This may involve providing additional training, resources and support to members of the team. Additionally, you should review and revise the KPIs to make sure they are achievable, relevant and realistic.

Where is the team meeting, exceeding, or not making progress on KPIs? With KPI software , KPI timelines and reporting exist in a centralized location, so anyone can quickly retrieve the data and understand where they are and where they need to be. 

It’s easy to get lost in the data for hours to generate a one-page KPI report. That’s the old way of productivity. 

The right KPI software will simplify the reporting process and give you more time to focus on strategic discussions and activities. 

Keep riding the growth wave, and if you need a fail-proof navigation tool, ClickUp’s got your back! 

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KPIs: Best Practices to Set Up, Measure, and Track Them Effectively

Implement best practices for setting up, measuring, and tracking KPIs to achieve your business goals & objectives. Contact us for more information!

Table of Contents

Key Performance Indicators, or KPIs, are a much talked-about but frequently underutilized business tool; few companies implement them with the level of rigor required to produce good results. Choosing the right KPIs and implementing a KPI tracking process requires dedication and commitment on everyone’s part.

We put together this guide to help organizations like yours get more out of their KPIs. Here you’ll learn the best ways to create and track them and understand how to gauge their relevance over time. By following the guidance presented here, you can rest assured you’re measuring and tracking the right things for your business—and doing it in the most efficient way possible.

What Are Key Performance Indicators (KPIs)? A Definition

You’ve heard it before: “What gets measured gets managed.” Nowadays, companies can (and do) measure almost everything in an effort to somehow manage it all. But most are so inundated with data about their business activities and performance that they fail to see the forest for the trees.

In fact, all data points tell the story of your business, but only a few are crucial for understanding performance. Those few are the ones to concentrate on—they are the key performance indicators, or KPIs , that relate to your strategic business goals.

Here’s how we define KPIs :

Key performance indicators (KPIs) are the subset of performance indicators most critical to your business at the highest level of your organization. You use them to help measure your progress toward achieving your strategic goals.

ClearPoint Strategy provides a platform where key performance indicators can be customized and closely monitored to reflect the health and direction of your business.

See ClearPoint Strategy in action! Click here to watch a quick DEMO on the software

What distinguishes a kpi from other traditional business metrics.

You can gather data on just about any aspect of your business, but not everything you measure qualifies as a key performance indicator. KPIs have several important characteristics that differentiate them from other metrics:

• They show if the organization is accomplishing its objectives. KPIs track measures that reflect your organization’s performance, specifically as it relates to a strategic goal. Not all measures drive business performance.
• They are tied to specific business objectives. The main point of using KPIs is to ensure your organization reaches its highest-level objectives; therefore, you should link KPIs directly to strategic goals.

Some metrics are just that— metrics . Think of them as supporting characters in a play. They may measure progress in a certain area—for example, your product return rate. Those metrics impart useful information, and improvement in that area may help you achieve a larger objective. But metrics alone don’t drive performance as a company.

Though they are different, KPIs and metrics are interrelated. Think of a KPI as a kind of early-warning signal for your business. If you’re not meeting a key performance indicator target, it’s a sign there’s either a strategic or operational problem that will prevent you from reaching your goal. To investigate the problem, dig deeper into other related metrics to diagnose the problem and see where you might need a course correction.

Download your FREE eBook on 68 effective financial KPIs you should use for better strategic insights

Kpis vs. metrics example.

‍ For an example, consider X Company that sells cybersecurity software. One of the company’s strategic objectives is to educate its target audience via its website about cybersecurity threats and approaches to protecting their business systems.

In this case, here’s what its KPI and associated metrics might look like:."

‍ KPI: Website traffic

‍ KPI target: 50,000 visitors per month

‍ Method for measuring: Track the number of website visits

‍ Metrics that support the KPI:

- Time on site

- Bounce rate

- Exit rate

If X Company doesn’t meet the KPI target, it is not attracting people to its site and will have difficulty achieving its goal. To understand why this problem is occurring, the company could dig into the associated metrics for clues.

Done right, KPIs can be an incredibly useful tool for measuring performance. If you’re not seeing any value from them, it may be because the metrics you’ve chosen are not relevant to business performance, or they aren’t clearly linked to your strategy. The fact that there’s so much data available these days makes it more difficult to choose the right KPIs.

It may take some experimentation, but as you continue working with KPIs, keep these two points in mind:

‍ #1: If you find you’re not using a particular KPI to make decisions, scrap it and look for something better. KPIs should provide insights that become the basis of strategy meeting discussions. If that’s not the case, you may not be measuring the right thing.

‍ #2: For each of your KPIs, make sure you know what’s making them move either positively or negatively and that you have control over those levers. You may be doing multiple things that affect the KPI; you need to know which actions will have an impact.

Now that you know the definition of a KPI, let’s move on to the process of creating key performance indicators that align with your business objectives.

How To Successfully Set Up Key Performance Indicators (KPIs)

Follow the steps below to create KPIs that will provide clear signals about whether your performance is improving or not.

1. First, define your business objectives

Creating KPIs is an important part of the strategic planning process, which includes defining the organization’s goals and objectives. But you can’t create meaningful performance measures if you don’t know what you’re trying to accomplish. So first things first— determine a concrete set of objectives that express the goals your company wants to achieve in the future.

2. Ask: Do we know which activity will help us reach this goal?

This step attacks the main problem most organizations have, which is how to define key performance indicators. To start, ask yourself the question above.

If the answer is no , select a lagging indicator. Lagging indicators aren’t predictors of what is going to happen, but they do tell you what did happen. So if your goal is to increase sales but you don’t know which activity will make that happen, then simply measure “sales.” This KPI will tell you what happened for that goal over the last quarter or the last year by examining your outputs and outcomes. In the meantime, you’ll want to try different activities to see what actually does make an impact on sales.

If the answer is yes , select a leading indicator . When you do find out which activity will drive better results, select that activity as your KPI. For example, if you know sales increase when your sales team makes more outbound calls, choose “# of outbound calls” as your KPI. You’ll know that if you hit or exceed your target for outbound calls, your sales numbers will also increase. You could have more than one KPI if both are strong leading indicators.

Example: Leading Vs. Lagging Indicators In KPI Selection ‍

Let’s continue with our X Company example, whose goal is to educate the public about cybersecurity issues via content on its website.

- If the company doesn't know which activity will increase the number of website visits, it would simply track "website visits." While tracking this KPI, the company would also experiment with ways to increase visits to see what works.

- If the company already knows that appearing on page 1 for various Google search results leads to more website visits, it could start to measure keyword page 1 rankings. In this case, the company might still track website visits as a measure but not as a key performance measure. ‍

Leading indicator KPIs help you see progress (or setbacks) sooner, so you can act accordingly without having to wait for outcomes.

3. Make sure each KPI meets the SMART framework

Identifying the activities that have an impact on your objectives gets you closer to determining your KPIs, but an effective KPI should also be SMART:

• Specific: It should be clearly defined and not too broad.
• Measurable: It should be easily quantifiable.
• Attainable: It should be realistic to obtain.
• Realistic: It should be practical and pragmatic.
• Timely: It should be measurable on a regular—and fairly frequent—basis, for example, monthly or quarterly as opposed to annually.

Other metrics don’t have to be SMART, but KPIs should be. These criteria help you further define your KPIs, producing a more effective measure of performance.

4. Clearly define all aspects of each KPI

You have a good KPI in mind—that’s great! Before you can start using it, you need to clarify the essential information outlined below. Doing so will help you introduce and explain each KPI to the relevant parties; it will also help with tracking. We recommend using a template like the one shown below so you know you’ve covered everything.

1. Description: Write a brief description of the measure and what it should reveal.

2. Formula: Is there a calculation required to report the measure? If so, record it clearly.

3. Reporting frequency: Decide how often to report the KPI—monthly, quarterly, etc.

4. Owner: Who is the person or department that will report on the measure and performance? Accountability is crucial for follow-through.

5. Target: Note the level of performance you are trying to achieve. It should be a numerical (quantitative) target.

5. Get feedback from your team about each KPI

We’ve seen it happen too often: When presented with KPI data in strategy meetings , attendees spend too much time trying to figure out what the data means and why they’re collecting it, instead of making decisions based on the data. What could have been a productive strategy meeting turns into an information session on KPIs.

All it takes is a little bit of planning to prevent this scenario. Talk to your team about each KPI ahead of time. Find out what questions people have about the data and include the answers in the KPI descriptions. If a formula is involved, write it out in a way that’s easy to understand. Incorporate any suggestions they have into the defining list when appropriate. Then, at the meeting, you can talk about strategy instead.

Think you’ve developed some meaningful measures? Great! Now it’s time to find out how well your organization—and your KPIs—are performing.

Setting up effective KPIs involves defining clear business objectives, which ClearPoint Strategy facilitates through its strategic planning capabilities. Our software allows you to:

• Define and align KPIs directly with strategic goals.
• Automate data collection and reporting to streamline the process.
• Evaluate KPI performance using real-time dashboards that provide insights into your organization's operational efficiency.

Get your FREE 48 Human Capital KPI library for effective HR strategy

Key performance indicators (kpis) measurement & tracking.

The KPI process doesn’t end once you’ve set the measures; next, you need to gauge their performance. That requires tracking them effectively and knowing when it’s time to replace them.

Tracking KPIs The Right Way

It’s necessary to continually review and track your KPIs and their performance on a monthly, quarterly, or other predefined reporting frequency. Regular monitoring makes it easy to see the time frame in which something may have underperformed or overperformed, as well as what may have happened within this period to cause the change.

Here are the steps involved in setting up a reporting system:

• Identify your data source(s). Where is the data for the KPI coming from? For X Company’s website example, it might be Google Analytics and/or HubSpot. For customer data, it might be Salesforce. For revenue data, it’s your company accounting software. The source will be key to the KPI tracking workflow.
• Define your reporting frequency. Decide how often you should track your KPI. It depends on the availability of the data and how frequently it becomes available. It’s also useful to consider how the data helps you make decisions.

For example, X Company may want to track website visits monthly so it knows if enough people are coming to the site for the sales team to source leads from. If the KPI target is falling short, the company will need to find another way to provide leads to the sales team that month. On the other hand, it may want to track the KPI quarterly because the number of website visitors can be extremely volatile depending on the month. As long as the KPI goes up quarter by quarter, there’s probably no need for a strategy change.

• Create your calculations. Build out your calculations in the system you’ll be using to track KPIs. Some organizations use spreadsheets to track KPIs; others use strategy reporting software to ease the burden of reporting and help them gain better insights from the data.
• Decide on your evaluations. You need a way to quickly and expertly evaluate whether you’re meeting your goals, which is where evaluation status signals are useful. RAG—or red, amber, green—statuses act as a KPI traffic light: Red is an alert; amber signals caution, and green means you’re on track. Consider the target levels you want for your KPIs. One example scenario: If a KPI is within 20% of your target, it might be considered yellow; below 20%, it's red; above that, it’s green. Regardless of what you decide, you also need to think about whether your target will change from one quarter to the next or if it will stay the same.
• Build your chart. Charts are useful for visualizing data, making it easy to see trends, progression over time, target vs. actual performance, industry benchmarks, etc. Figure out the appropriate visualization for your data and how to construct it to highlight the information you want to convey.

With ClearPoint Strategy , you can visualize data through customized dashboards that help elucidate trends and pinpoint areas requiring attention. Our software supports decision-making by providing actionable insights and timely data.

See ClearPoint Strategy in action! Click here to watch our quick 6-minute demo

How strategy reporting software like clearpoint strategy simplifies kpi tracking.

For KPI and strategy reporting, consider leveraging an advanced performance management software like ClearPoint Strategy . While the time you'll save in tracking and reporting alone is well worth the investment (some of our customers reduced the time they spent gathering and reporting data by 89%!), another extremely useful feature of our software is its ability to link KPIs to organizational objectives. Ultimately, that makes it easier to evaluate whether you're using the right KPIs.

Before switching to ClearPoint, one healthcare organization was tracking KPIs in Excel. Keeping track of the key measures for each department and physician required manually copying and pasting data from various systems into +400 Excel spreadsheets that included complex calculations to produce a total "score". The organization found it difficult to get a handle on its overall performance–and challenging to gain any insights from the spreadsheet alone.

Now that they're using ClearPoint, leaders can easily see ho the organization is tracking on a set of standar measures, and compare the performance or physicians and departments. Different departments upload data monthly, and LPI dashboards are shared on the intranet for all employees to see. Individual physicials receive their own scorecards every month. And strategy meetings are now simpler and more focused because it has replaced the Excel spreadsheets with easy-to-read briefing books summarizing the most important information leaders need to know. That's the power of ClearPoint Strategy KPI tracking!

Claim your FREE 108 healthcare KPI library to improve your organizational performance

Kpi tracking: using dashboards.

A KPI dashboard consolidates all your KPIs in one place for easy viewing and decision-making. With a KPI dashboard, you can quickly identify which metrics have fallen below target and which ones are trending upwards. It provides a holistic view of all your metrics, so you can move forward with the quantitative information you need to decide what's next. In ClearPoint, KPI dashboards automatically update as you update the data sources, saving you time and effort.

You can create any type of KPI dashboard that suits your needs; below are three examples of KPI dashboards that are especially useful.

Red Measures Dashboard

A red measures dashboard focuses on poorly performing metrics, making it easy to identify and address lagging KPIs.

KPI Dashboard Template

A KPI dashboard template visualizes the performance of an organization's metrics over time. These dashboards typically include indicators to specify the red, yellow, or green status of each measure; adding qualitative fields to your KPI dashboards is a great way to add more context alongside these indicators.

Trend Dashboard Template

Trend dashboard templates visually display trends in metrics over time, making it easy to identify problematic periods and dig deeper to address their potential causes.

Conducting Your First Strategy Review Meeting

The most important part of the KPI process is actually using them in the way they were intended—to help drive business decisions. The strategy meeting is when your team will analyze these key performance indicators to determine how well your company is meeting goals. To conduct a productive strategy meeting that encourages discussion around KPI progress:

• Have your team add qualitative analysis to all your KPIs. Numerical data can be hard to interpret when presented on its own. Present qualitative data as well to provide additional context. Ideas, explanations, and hypotheses help readers get an in-depth understanding of the factors that may be influencing the data.
• Send a report with KPIs in advance so your team can review them. If everyone comes to the meeting prepared, it will allow for a more efficient use of time.
• If people have questions about the KPI, update the definition and formula so they are clear to everyone. This will help prevent the same questions from popping up again in the next meeting.
• Update the chart to show the information you need. Make sure it highlights the information attendees need to know and includes the most current data available.
• Ask: Do these KPIs help us determine if we’re making progress on our goals? Use your meeting to reassess your performance measures. Which measures are working well and should be kept? Which ones should you drop or replace because they aren’t really telling you how the objective is doing? If the KPI doesn’t seem to be a good indicator after all, it may be time to go back to the drawing board.

Get your FREE eBook on 142 important KPIs for local governments here

When is it time to retire/change a kpi.

Because the goals and circumstances of your business are always changing, your KPIs should change as well. How do you know when it’s time to make a change? Things that should trigger a reevaluation of your KPIs include:

• When you’ve completed an objective
• When you have another KPI for your objective that helps you better make decisions
• When your KPI doesn’t lead to decisions
• When your initiatives change (and therefore the way you track progress toward your objective should change)

3 Key Performance Indicator (KPI) Best Practices

Organizations that are serious about using KPIs to reach their strategic goals tend to be high-performers. If you’re hoping to become part of that group, remember these three best practices as you design and deploy your own KPI framework:

1. Choose the minimum number of KPIs necessary to achieve your objectives

Few metrics actually have the potential to make a major difference in performance, but it’s easy to get carried away by the overabundance of data. In one MIT study, executives were asked how many of the KPIs they oversee required most of their attention; a majority of respondents said just two or three. Many organizations choose too many KPIs and then waste resources trying to keep up with them. Be stingy and stick to the best measures—the ones that directly contribute to your objectives. We recommend only tracking a few—one to two KPIs per objective.

You can (and should) track other data, but separate those measures from your KPIs. That data will be helpful if you need to dive into the underlying components that make up a KPI.

2. Use a tool that does most of the work for you

Today, there’s simply no need to spend time cutting and pasting data from various sources into Excel or spending a full week per month generating KPI reports in PowerPoint. When companies have to expend that much effort to track KPIs, they eventually abandon the effort altogether. Technology has made it easier to manage KPIs every step of the way, from data-gathering to analysis to presentation. As one of the leading strategy reporting platforms, ClearPoint has automated 70% of the reporting process. Not only does automation save time, but it also makes your reports more accurate, and useful for your audience.

3. Create a culture of KPI monitoring & improvement

If you want to embrace the idea of KPI monitoring, reporting, and improvement, your people will have to embrace it, too. There’s no “right” way to get people on board, but if you’re transparent about your actions and maintain open lines of communication, your efforts are more likely to succeed. Include your team in the KPI process by asking for their feedback and answering their questions. Create clear accountability for specific data points, including how data is acquired, how it’s reported, and who can speak to what occurred during that reporting period. Also, make sure the levers that drive each KPI are fully controllable by your team, or there will be little motivation to improve.

Claim your FREE eBook on 53 important customer KPIs for enhanced customer satisfaction

Make the most of your kpis.

There’s no question that KPIs can have a positive impact on your organization, but it does take time and dedication to use them effectively. And while we’ve emphasized the importance of choosing the “right” KPIs, keep in mind that, no matter how long you’ve been doing it, this is something of an experimental process. With experience and practice, you’ll start to gain better visibility into performance and more easily make the strategic decisions that will take your business in the right direction.

ClearPoint Strategy simplifies this integration, ensuring that KPIs contribute effectively to strategic discussions and decision-making processes.

If you have more questions about how to use KPIs, or about how ClearPoint might work for your organization, please reach out—we’re here to help!

Discover the Power of Effective KPI Management with ClearPoint Strategy Software

Take the first step towards mastering your business performance metrics with ClearPoint Strategy. Our software simplifies the creation, tracking, and analysis of KPIs, ensuring your strategic goals are met with precision and ease. Don't miss out on the opportunity to see ClearPoint Strategy in action— book a demo today!

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What are kpis.

Key Performance Indicators (KPIs) are measurable values that demonstrate how effectively an organization is achieving its key business objectives. They provide a way to track progress, assess performance, and make data-driven decisions. KPIs can be financial, such as revenue growth, or non-financial, such as customer satisfaction.

How do you set up good KPIs?

To set up good KPIs:

- Align with Goals: Ensure KPIs are directly linked to your organization’s strategic objectives. - Use SMART Criteria: Make KPIs Specific, Measurable, Achievable, Relevant, and Time-bound. - Involve Stakeholders: Engage key stakeholders in the KPI-setting process to ensure buy-in and relevance. - Limit Number: Focus on a few critical KPIs to avoid information overload and maintain focus. - Define Clear Metrics: Establish clear definitions and methods for calculating each KPI. - Set Benchmarks: Determine target values or benchmarks for each KPI to measure success.

What is an example of a KPI?

An example of a KPI is "Customer Satisfaction Score (CSAT)." This KPI measures the level of customer satisfaction with a product or service. For instance, a company might aim to achieve a CSAT score of 90% or higher by the end of the year, indicating high customer satisfaction.

How do you measure KPIs effectively?

To measure KPIs effectively:

- Collect Relevant Data: Gather accurate and timely data related to each KPI. - Use Appropriate Tools: Utilize software and tools such as dashboards, analytics platforms, and reporting systems to track and visualize KPIs. - Regular Monitoring: Continuously monitor KPIs to track progress and identify trends. - Compare to Benchmarks: Measure KPI performance against predefined targets or industry standards. - Analyze Results: Perform regular analysis to understand underlying factors affecting KPI performance. - Adjust Strategies: Use insights from KPI measurements to make informed adjustments to strategies and operations.

How can KPIs be used to improve the performance of an organization?

KPIs can improve the performance of an organization by:

- Providing Focus: KPIs help prioritize efforts and resources toward achieving strategic goals. - Enhancing Accountability: Clear KPIs hold individuals and teams accountable for their performance. - Facilitating Decision-Making: Data-driven insights from KPIs support informed decision-making. - Identifying Improvement Areas: KPIs highlight areas needing improvement, enabling targeted actions. - Motivating Employees: Clear performance targets can motivate employees to achieve high standards. - Tracking Progress: KPIs provide a continuous feedback loop to monitor progress and adjust strategies as needed.

Ted Jackson

Ted is a Founder and Managing Partner of ClearPoint Strategy and leads the sales and marketing teams.

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Top 10 Metrics, Key Performance Indicators, and Dashboards Google Slides Templates For Business

Malvika Varma

In today’s data-driven world, data overload is one of the prime issues faced by companies. An organization is dependent on different departments and requires focused attention for their proper functioning. It often becomes cumbersome to gather data from different divisions and platforms, analyze it, and to present it sensibly.

“The goal is to turn data into information, and information into insight.” - Carly Fiorina

It is a crucial challenge to deduce complex statistics. Effective data visualization helps in taking business decisions which can have a significant impact on the enterprise. Dashboards help to gain an insight into the complex organizational operations data and to keep everyone on the same page. It is an indispensable information management tool.

“A performance dashboard is a practical tool to improve management effectiveness and efficiency, not just a pretty retrospective picture in an annual report.” - Pearl Zhu

Dashboards allow a glance at the current performance of an organization by keeping track of metrics, Key Performance Indicators (KPIs), and other relevant information to run a better business.

Align your business objectives and reach new heights by downloading our Top 10 Metrics, Key Performance Indicators, and Dashboards Google Slides Templates. Have an added advantage over your competitors by making well thought out business decisions with these easily customizable dashboard templates. 

Let’s dive in and fuel your business!

Top 10 Metrics, Key Performance Indicators, and Dashboards Google Slides Templates To Download 

Get an overview of your employees and access their performance using our pre-designed HR dashboard PowerPoint template. With this Google slides compatible template, you can quickly get an idea of the number of employees in each department. The recruitment process can also be easily accessed by incorporating this editable HR dashboard template. Take advantage of this professionally designed template for easy management of employee records.

Business analysts can employ this comprehensively researched KPI PowerPoint template to communicate the data in the meetings effectively. You can download this editable Google slides adaptable template to track important aspects of business such as traffic source, visitor types, etc. This ready-made management tool is also handy in keeping track of page views and conversion goals. 

Give an understanding to your colleagues about the service impact and performance using our attention-grabbing IT KPI PowerPoint template. This Google slides compatible template allows the team to drive towards their goals and come up with ideas for performance improvement. Utilize this editable template to present the data in a comprehensible manner and focus on the problem areas. 

Market analysts can download our visually appealing modern dashboard PowerPoint templates to showcase the data and analytics. Display the traffic source and lead funnel by utilizing this Google slides adaptable template. You can track the monthly leads and sales with this amazingly designed dashboard template. Data visualization using a dashboard template as a management tool can effectively communicate the sales performance.  

The manufacturing company involves several operations and lagging of one department leads to delay in the process. Employ our dashboard PowerPoint template to report the current status of the manufacturing process in an easy to understand way. Provide all the relevant information in a glance using Metrics, KPI, and Dashboards template. Highlight the production in a graphical form with the help of this management tool. 

Track the performance of your healthcare organization by downloading our pre-designed dashboard PowerPoint template. Gain an insight into the average length of stay and manage the facilities accordingly by utilizing this Google slides compatible template. With this editable dashboard template, you can maintain a record of the number of patients ER and assign doctors for their treatment accordingly. 

Get your task done on time by incorporating our program management dashboard PowerPoint template. With this ready to use Google slides adaptable template,  you can keep a tab of the progress of assignments. List the issues and risks by utilizing this attention-grabbing dashboard template. Using the graphical representation, you can elucidate the performance of different tasks and suggest methods for improvement. 

Showcase your data visualization skills and engagingly present them by taking advantage of this striking dashboard PowerPoint template. Using this editable Google slides compatible theme, you can color the focus area and discuss it with your teammates effectively. By incorporating this template, you can highlight the risks by category and make a correct business decision based on the data. 

Keep track of department wise employee performance by downloading our content-ready dashboard PowerPoint template. Utilizing this comprehensively researched Google slides compatible template is a must for managing salary range breakdown and tracking the number of employees in each department. You can easily edit data as per your need and illustrate the records in an organized way. 

Template 10

Highlight the revenue generation and other business data in a convenient and comprehensible way by introducing this visually appealing business Metrics, KPI, and dashboards PowerPoint template. Give all the essential statistics in one glance by downloading our content-ready Google slides adaptable template. This contemporary interface is beneficial to track and monitor overall business performance.

Integrate business operations of your organization by downloading these Top 10 Metrics, KPI, and Dashboards Google Slides Templates. Google slides compatibility makes it easy to share inter-department and get your business to operate smoothly.

Like vehicles, your business needs a dashboard too. Download now! 

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Kpi meaning + 27 examples of key performance indicators.

As your organization begins to sketch out what your strategic plan might look like, it’s likely to come to your attention that you’ll need to gain consensus around what your key performance indicators will be and how they will impact your organization. If you haven’t thought much about your KPIs yet, that’s okay. We can help!

We’ve compiled a complete guide that includes an overview of what makes a good KPI, the benefits of good key performance indicators, and a list of KPI examples [organized by department and industry] for your reference as you run your strategic planning process to build your organization’s strategic plan and goals.

What is a Key Performance Indicator KPI — KPI Definition

Key performance indicators, or KPIs, are the elements of your organization’s plan that express the quantitative outcomes you seek and how you will measure success. In other words, they tell you what you want to achieve and by when.

They are the qualitative, quantifiable, outcome-based statements you’ll use to measure progress and determine if you’re on track to meet your goals or objectives. Good plans use 5-7 KPIs to manage and track their progress against goals. A good key performance indicator is one that measures strategic goals.

DOWNLOAD THE FREE KPI GUIDE

KPI Meaning, and Why Do You Need Them?

Key performance indicators are intended to create a holistic picture of how your organization is performing against its intended targets, organizational goals, business goals, or objectives. A great key performance indicator should accomplish all the following:

• Outline and measure your organization’s most important set of outputs.
• Work as the heartbeat of your performance management process and confirm whether progress is being made against your strategy.
• Represent the key elements of your strategic plan that express what you want to achieve by when.
• Measure the quantifiable components of your strategic goals and objectives.
• Measure the most important leading indicators and lagging measures in your organization..

The Five Elements of a KPI

These are the heartbeat of your performance management process and must work well! Your plan’s strategic KPIs tell you whether you’re making progress or how far you are from reaching your goals. Ultimately, you want to make progress against your strategy. You’ll live with these KPIs for at least the quarter (preferably the year), so make sure they’re valuable!

Great strategies track the progress of core elements of the plan. Each key performance indicator needs to include the following elements:

• A Measure: Every KPI must have a measure. The best ones have more specific or expressive measures.
• A Target: Every KPI needs to have a target that matches your measure and the period of your goal. These are generally a numeric values you’re seeking to achieve.
• A Data Source: Each of these needs to have a clearly defined data source so there is no gray area in measuring and tracking each.
• Reporting Frequency: Different measures may have different reporting needs, but a good rule to follow is to report on them at least monthly.
• Owner: While this isn’t a mandatory aspect of your KPI statement, setting expectations of who will take care of tracking, reporting, and refining specific KPIs is helpful to your overall organizational plan.

Indicators vs. Key Performance Indicators

An indicator is a general term that describes a business’s performance metrics.

There can be several types of indicators a company may track, but not all indicators are KPIs, especially if they don’t tie into an organization’s overall strategic plan or objectives, which is a MUST!

Key Performance Indicators

On the other hand, a key performance indicator is a very specific indicator that measures an organization’s progress toward a specific company-wide goal or objective. We typically recommend you narrow down the KPIs your organization tracks to no more than 7. When you track too many goals, it can get daunting and confusing.

Pro Tip : You should only track the best and most valuable indicators that tie to your organization’s long-term strategic goals and direction.

Benefits of Good Key Performance Indicators

What benefits do key performance indicators have on your strategic plan, and on your organization as a whole? A lot of benefits, actually! They are extremely important to the success of your strategic plan as they help you track progress of your goals. Implementing them correctly is critical to success.

• Benefit #1: They provide clarity and focus to your strategic plan by measuring progress and aligning your team’s efforts to the organization’s objectives. They also show your measurable progress over time and create ways to track your organization’s continued improvement.
• Benefit #2: Key performance indicators create a way to communicate a shared understanding of success. They give your team a shared understanding of what’s important to achieve your long-term vision and create a shared language to express your progress.
• Benefit #3: They provide signposts and triggers to help you identify when to act. A good balance of leading and lagging key performance indicators allow you to see the early warning signs when things are going well, or when it’s time to act.

How to Develop KPIs

We’ve covered this extensively in our How to Identify Key Performance Indicators post. But, here’s a really quick recap:

Step 1: Identify Measures that Contribute Directly to Your Annual Organization-wide Objectives

Ensure you select measures that can be directly used to quantify your most important annual objectives.

PRO TIP: It doesn’t matter what plan structure you’re using – balanced scorecard, OKRs, or any other framework – the right KPIs for every objective will help you measure if you’re moving in the right direction.

Step 2: Evaluate the Quality of Your KPI

Select a balance of leading and lagging indicators (which we define later in the article) that are quantifiable and move your organization forward. Always ensure you have relevant KPIs. Having the right key performance indicators makes a world of difference!

Step 3: Assign Ownership

Every key performance indicator needs ownership! It’s just that simple.

Step 4: Monitor and Report with Consistency

Whatever you do, don’t just set and forget your goals. We see it occasionally that people will select measures and not track them, but what’s the point of that? Be consistent. We recommend selecting measures that can be reported upon at least monthly.

The 3 Types of KPIs to Reference as You Build Your Metrics

Key performance indicators answer the quantifiable piece of your goals and objectives . here are three types of KPIs. Now that you know the components of great key performance indicators, here are some different ones that you might think about as you’re putting your plan together:

Broad Number Measures

The first type of KPI is what we like to call broad number measures. These are the ones that essentially count something. An example is counting the number of products sold or the number of visits to a webpage.

PRO TIP: There is nothing wrong with these, but they don’t tell a story. Great measures help you create a clear picture of what is going on in your organization. So, using only broad ones won’t help create a narrative.

KPI Type #2: Progress Measures

Progress key performance indicators are used to help measure the progress of outcomes . This is most commonly known as the “percent complete” KPI, which is helpful in measuring the progress of completing a goal or project. These are best when quantifiable outcomes are difficult to track, or you can’t get specific data.

PRO TIP: Progress KPIs are great, but your KPI stack needs to include some easily quantifiable measures. We recommend using a mixture of progress KPIs and other types that have clear targets and data sources.

KPI Type #3: Change Measures

The final type of KPI is a change indicator. These are used to measure the quantifiable change in a metric or measure. An example would be, “X% increase in sales.” It adds a change measure to a quantifiable target and is usually measured as a percentage increase in a given period of time.

The more specific change measures are, the easier they are to understand. A better iteration of the example above would be “22% increase in sales over last year, which represents an xyz lift in net-new business.” More expressive measures are better.

PRO TIP: Change measures are good for helping create a clear narrative . It helps explain where you’re going instead of just a simple target.

Leading KPIs vs Lagging KPIs

Part of creating a holistic picture of your organization’s progress is looking at different types of measures, like a combination of leading and lagging indicators. Using a mixture of both allows you to monitor progress and early warning signs closely when your plan is under or over-performing (leading indicator) and you have a good hold on how that performance will impact your business down the road (lagging indicator). Here’s a deep dive and best practices on using leading versus lagging indicators:

Leading Indicator

We often refer to these metrics as the measures that tell you how your business might/will perform in the future. They are the warning buoys you put out in the water to let you know when something is going well and when something isn’t.

For example, a leading KPI for an organization might be the cost to deliver a good/service. If the cost of labor increases, it will give you a leading indicator that you will see an impact on net profit or inventory cost.

Another example of a leading indicator might be how well your website is ranking or how well your advertising is performing. If your website is performing well, it might be a leading indicator that your sales team will have an increase in qualified leads and contracts signed.

Lagging Indicator

A lagging indicator refers to past developments and effects. This reflects the past outcomes of your measure. So, it lags behind the performance of your leading indicators.

An example of a lagging indicator is EBITA. It reflects your earnings for a past date. That lagging indicator may have been influenced by leading indicators like the cost of labor/materials.

Balancing Leading and Lagging Indicators

If you want to ensure that you’re on track, you might have a KPI in place telling you whether you will hit that increase, such as your lead pipeline. We don’t want to over-rotate on this, but as part of a holistic, agile plan, we recommend outlining 5-7 key performance metrics or indicators in your plan that show a mix of leading and lagging indicators. .

Having a mixture of both gives you both a look-back and a look-forward as you measure the success of your plan and business health. A balanced set of KPIs also gives you the data and business intelligence you need for making decision making and strategic focus.

We also recommend identifying and committing to tracking and managing the same KPIs for about a year, with regular monthly or quarterly reporting cadence, to create consistency in data and reporting.

Any shorter tracking time frame won’t give you a complete picture of your performance. Always moving your KPI targets is also a sure way to miss how you’re actually performing.

27 KPI Examples

Sales key performance indicators.

• Number of contracts signed per quarter
• Dollar value for new contracts signed per period
• Number of qualified leads per month
• Number of engaged qualified leads in the sales funnel
• Hours of resources spent on sales follow up
• Average time for conversion
• Net sales – dollar or percentage growth
• New sales revenue
• Growth rate
• Customer acquisition count
• Lead conversion rate
• Average sales cycle

Increase the number of contracts signed by 10% each quarter.

• Measure: Number of contracts signed per quarter
• Target: Increase number of new contracts signed by 10% each quarter
• Data Source: CRM system
• Reporting Frequency: Weekly
• *Owner: Sales Team
• Due Date: Q1, Q2, Q3, Q4

Increase the value of new contracts by $300,000 per quarter this year.

• Measure: Dollar value for new contracts signed per period
• Data Source: Hubspot Sales Funnel
• Reporting Frequency: Monthly
• *Owner: VP of Sales

Increase the close rate to 30% from 20% by the end of the year.

• Measure: Close rate – number of closed contracts/sales qualified leads
• Target: Increase close rate from 20% to 30%
• *Owner: Director of Sales
• Due Date: December 31, 2023

Increase the number of weekly engaged qualified leads in the sales from 50 to 75 by the end of FY23.

• Measure: Number of engaged qualified leads in sales funnel
• Target: 50 to 75 by end of FY2023
• Data Source: Marketing and Sales CRM
• *Owner: Head of Sales

Decrease time to conversion from 60 to 45 days by Q3 2023.

• Measure: Average time for conversion
• Target: 60 days to 45 days
• Due Date: Q3 2023

Increase number of closed contracts by 2 contracts/week in 2023.

• Measure: Number of closed contracts
• Target: Increase closed contracts a week from 4 to 6
• Data Source: Sales Pipeline
• *Owner: Sales and Marketing Team

Examples of KPIs for Financial

• Growth in revenue
• Net profit margin
• Gross profit margin
• Operational cash flow
• Current accounts receivables
• Operating expenses
• Average cost of goods or services
• Average account lifetime total value

Financial KPIs as SMART Annual Goals

Grow top-line revenue by 10% by the end of 2023.

• Measure: Revenue growth
• Target: 10% growt
• Data Source: Quickbooks
• *Owner: Finance and Operations Team
• Due Date: By the end 2023

Increase gross profit margin by 12% by the end of 2023.

• Measure: Percentage growth of net profit margin
• Target: 12% net profit margin increase
• Data Source: Financial statements
• *Owner: Accounting Department

Increase net profit margin from 32% to 40% by the end of 2023.

• Measure: Gross profit margin in percentage
• Target: Increase gross profit margin from 32% to 40% by the end of 2023
• Data Source: CRM and Quickbooks
• *Owner: CFO

Maintain $5M operating cash flow for FY2023.

• Measure: Dollar amount of operational cash flow
• Target: $5M average
• Data Source: P&L
• Due Date: By the end FY2023

Collect 95% of account receivables within 60 days in 2023.

• Measure: Accounts collected within 60 days
• Target: 95% in 2023
• Data Source: Finance
• Due Date: End of 2023

Examples of Customer Service KPIs

• Number of customers retained/customer retention

Customer KPIs in a SMART Framework for Annual Goals

90% of current customer monthly subscriptions during FY2023.

• Measure: Number of customers retained
• Target: Retain 90% percent of monthly subscription customers in FY2023
• Data Source: CRM software
• *Owner: Director of Client Operations

Increase market share by 5% by the end of 2023.

• Measure: Percentage of market share
• Target: Increase market share from 25%-30% by the end of 2023
• Data Source: Market research reports
• Reporting Frequency: Quarterly
• *Owner: Head of Marketing

Increase NPS score by 9 points in 2023.

• Measure: Net Promoter Score
• Target: Achieve a 9-point NPS increase over FY2023
• Data Source: Customer surveys
• *Owner: COO

Achieve a weekly ticket close rate of 85% by the end of FY2023.

• Measure: Average ticket/support resolution time
• Target: Achieve a weekly ticket close rate of 85%
• Data Source: Customer support data
• *Owner: Customer Support Team

Examples of KPIs for Operations

• Order fulfillment time
• Time to market
• Employee satisfaction rating
• Employee churn rate
• Inventory turnover
• Total number of units produced or on-hand
• Resource utilization

Operational KPIs as SMART Annual Goals

Average 3 days maximum order fill time by the end of Q3 2023.

• Measure: Order fulfilment time
• Target: Average maximum of 3 days
• Data Source: Order management software
• *Owner: Shipping Manager

Achieve an average SaaS project time-to-market of 4 weeks per feature in 2023.

• Measure: Average time to market
• Target: 4 weeks per feature
• Data Source: Product development and launch data
• *Owner: Product Development Team

Earn a minimum score of 80% employee satisfaction survey over the next year.

• Measure: Employee satisfaction rating
• Target: Earn a minimum score of 80% employee
• Data Source: Employee satisfaction survey and feedback

Maintain a maximum of 10% employee churn rate over the next year.

• Measure: Employee churn rate
• Target: Maintain a maximum of 10% employee churn rate over the next year
• Data Source: Human resources and payroll data
• *Owner: Human Resources

Achieve a minimum ratio of 5-6 inventory turnover in 2023.

• Measure: Inventory turnover ratio
• Target: Minimum ratio of 5-6
• Data Source: Inventory management software
• *Owner: perations Department

Marketing KPIs

• Monthly website traffic
• Number of marketing qualified leads
• Conversion rate for call-to-action content
• Keywords in top 10 search engine results/organic search
• Blog articles published this month
• E-Books published this month
• Marketing campaign performance
• Customer acquisition cost
• Landing page conversion rate

Marketing KPIs as SMART Annual Goals

Achieve a minimum of 10% increase in monthly website traffic over the next year.

• Measure: Monthly website traffic
• Target: 10% increase in monthly website
• Data Source: Google analytics
• *Owner: Marketing Manager

Generate a minimum of 200 qualified leads per month in 2023.

• Measure: Number of marketing qualified leads
• Target: 200 qualified leads per month
• Data Source: Hubspot

Achieve a minimum of 10% conversion rate for on-page CTAs by end of Q3 2023.

• Measure: Conversion rate on service pages
• Target: 10%
• Due Date: End of Q3, 2023

Achieve a minimum of 20 high-intent keywords in the top 10 search engine results over the next year.

• Measure: Keywords in top 10 search engine results
• Target: 20 keywords
• Data Source: SEM Rush data
• *Owner: SEO Manager

Publish a minimum of 4 blog articles per month to earn new leads in 2023.

• Measure: Blog articles
• Target: 4 per month
• Data Source: CMS
• *Owner: Content Marketing Manager
• Due Date: December 2023

Publish at least 2 e-books per quarter in 2023 to create new marketing-qualified leads.

• Measure: E-Books published
• Target: 2 per quarter
• Data Source: Content management system

Bonus: +40 Extra KPI Examples

Supply chain example key performance indicators.

• Number of on-time deliveries
• Inventory carry rate
• Months of supply on hand
• Inventory-to-sales Ratio (ISR)
• Carrying cost of inventory
• Inventory turnover rate
• Perfect order rate
• Inventory accuracy

Healthcare Example Key Performance Indicators

• Bed or room turnover
• Average patient wait time
• Average treatment charge
• Average insurance claim cost
• Medical error rate
• Patient-to-staff ratio
• Medication errors
• Average emergency room wait times
• Average insurance processing time
• Billing code error rates
• Average hospital stay
• Patient satisfaction rate

Human Resource Example Key Performance Indicators

• Organization headcount
• Average number of job vacancies
• Applications received per job vacancy
• Job offer acceptance rate
• Cost per new hire
• Average salary
• Average employee satisfaction
• Employee turnover rate
• New hire training Effectiveness
• Employee engagement score

Social Media Example Key Performance Indicators

• Average engagement
• % Growth in following
• Traffic conversions
• Social interactions
• Website traffic from social media
• Number of post shares
• Social visitor conversion rates
• Issues resolved using social channel
• Social media engagement

Conclusion: Keeping a Pulse on Your Plan

With the foundational knowledge of the KPI anatomy and a few example starting points, it’s important you build out these metrics with detailed and specific data sources so you can truly evaluate if you’re achieving your goals. Remember, these will be the 5-7 core metrics you’ll live by for the next 12 months, so it’s crucial to develop effective KPIs that follow the SMART formula. They should support your business strategy, measure the performance of your strategic objectives, and help you make better decisions.

A combination of leading and lagging KPIs will paint a clear picture of your organization’s strategic performance and empower you to make agile decisions to impact your team’s success.

Need a Dedicated App to Track Your Strategic Plan with KPI Dashboards? We’ve got you covered.

The StrategyHub by OnStrategy is a purpose built tool to help you build and manage a strategic plan with KPIs. Run your strategy reviews with zero prep – get access to our full suite of KPI reports, dynamic dashboards for data visualization, access to your historical data, and reporting tools to stay connected to the performance of your plan. Get 14-day free access today!

Our Other KPI Resources

We have several other great resources to consider as you build your organization’s Key Performance Indicators! Check out these other helpful posts and guides:

• OKRs vs. KPIs: A Downloadable Guide to Explain the Difference
• How to Identify KPIs in 4 Steps
• KPIs vs Metrics: Tips and Tricks to Performance Measures
• Guide to Establishing Weekly Health Metrics

FAQs on Key Performance Indicators

KPI stands for Key Performance Indicators. KPIs are the elements of your organization’s business or strategic plan that express what outcomes you are seeking and how you will measure their success. They express what you need to achieve by when. KPIs are always quantifiable, outcome-based statements to measure if you’re on track to meet your goals and objectives.

The 4 elements of key performance indicators are:

• A Measure – The best KPIs have more expressive measures.
• A Target – Every KPI needs to have a target that matches your measure and the time period of your goal.
• A Data Source – Every KPI needs to have a clearly defined data source.
• Reporting Frequency – A defined reporting frequency.

No, KPIs (Key Performance Indicators) are different from metrics. Metrics are quantitative measurements used to track and analyze various aspects of business performance, while KPIs are specific metrics chosen as indicators of success in achieving strategic goals.

16 Comments

HI Erica hope your are doing well, Sometime Strategy doesn’t cover all the activities through the company, like maintenance for example may be quality control …. sure they have a contribution in the overall goals achievement but there is no specific new requirement for them unless doing their job, do u think its better to develop a specific KPIs for these department? waiting your recommendation

Thanks for your strategic KPIs

Hello Erica, Could you please clarify how to set KPIs for the Strategic Planning team?

Hi Diana, check out the whitepaper above for more insight!

Hello Erica, Could you please clarify, how to set the KPIs for the Strategic PLanning team?

exampels of empowerment kpis

I found great information in this article. In any case, the characteristics that KPIs must have are: measurability, effectiveness, relevance, utility and feasibility

How to write methodology guidelines for strategy implementation / a company’s review and tracking (process and workflow) for all a company’s divisions

support on strategizing Learning & Development for Automobile dealership

Could you please to clarify how to write the KPIs for the Secretary.

Check out our guide to creating KPIs for more help here: https://onstrategyhq.com/kpi-guide-download/

That’s an amazing article.

Could you please to clarify how to write the KPIs for the office boy supervisor

Could you please clarify how to write KPIs for the editorial assistant in a start up publishing company.

Kindly advice how I would set a kpi for a mattress factory

Comments Cancel

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KPI Reports explained

A complete guide to crafting compelling kpi reports with practical examples., by stuart kinsey.

Whether KPI management is new to you, or you've been tracking, visualizing, and reporting on your KPIs for some time, there are always new processes, strategies, or even just a couple of tips that can help you maximize all your hard work.

This guide will help you understand everything you need to know about delivering genuinely engaging and visually appealing KPI reports.

In this article...

What is a kpi report, what are kpis and metrics, how do kras fit into kpi reports.

• What is the difference between KPI Dashboards and KPI Reports?

Different KPI Report Types

Creating a kpi report, distributing a kpi report, kpi reporting examples.

• A Key Collaboration and Communication Tool
• KPI Reporting Best Practise
• More Resources

A KPI Report is a performance analytics tool that helps companies recognize, measure, and visualize their Key Performance Indicators (KPIs). This enables an organization to track progress against specific objectives.

Through graphical representations such as charts and graphs and tabular data, the report is an indispensable resource for organizations aiming to gain insights and monitor performance.

What are KPI Reports used for?

In today's data-driven world, organizations generate massive amounts of data, from website visitor numbers to microdata from manufacturing processes. While some of this data is crucial for business operations, much of it lacks real business value. Reports help to make sense of this overwhelming volume of data by summarizing the information, making it more manageable and useful.

A KPI Report is a refined method of compiling this data and visualizing key metrics that specifically measure performance against objectives. These reports are essential for structured performance monitoring and improvement processes.

To understand performance reporting it is essential to establish what a KPI is? And what makes them different from metrics?

What is a KPI?

A Key Performance Indicator (KPI) is a metric aligned to a 'Key' business objective. It tracks how effectively an organization performs against that objective, including associated targets or goals.

Companies use KPIs to bring about performance improvements that drive growth. For example, if your objective for the next six months is to increase leads by 50%, simple KPI criteria might look like this:

• Objective: To Increase leads by 50%.
• Measurement: A combined total leads KPI - calculated by taking all leads from all channels.
• Activities: Increasing the number of lead generation channels.
• Responsibility: Who will be responsible for making sure these activities are completed.
• Time frame for success: 6 months.
• Reviewed and communicated: At the End of each month.

KPIs help you stay focused on the overall business objective by providing a structured and timely way to track progress, without getting distracted by too many or irrelevant measurements.

And what about Metrics?

Metrics, on the other hand, are measures or numerical values. In the example above, the individual leads generated from different channels are individually classified as metrics. Metrics are not just limited to individual measures; they can be calculated from a series of metrics.

Are Metrics important?

Metrics can be as important to an organization as KPIs. They offer a way to measure the health of business activities. For example, a metric that measures the defects in a production line can quickly alert the company when a problem occurs. The same metric can also be used to analyze the performance of different production lines over time.

A Key Results Area (KRA) represents the overarching goal or objective that must be accomplished. Key Performance Indicators (KPIs), on the other hand, are specific metrics that gauge progress toward achieving the KRA. They serve as yardsticks to assess whether you’re on the right path. KPI Reports are commonly used to monitor and evaluate how well the KRA aligns with KPI objectives.

For instance, consider an excellent KRA: increasing sales revenue by 10% over the next quarter. To measure progress, relevant KPIs could include tracking website visits, conversion rates, and order conversions. Regular reports enable you to monitor your journey toward the KRA and maintain visibility into the essential metrics supporting the overall objective.

What is the difference between a KPI Dashboard and a KPI Report?

A KPI Dashboard is primarily a visualization tool. It employs a blend of graphs and charts to provide real-time performance of KPIs and Metrics that can be viewed at a glance.

A KPI Report focuses on an analytical interpretation of the underlying measures, using trend graphs and tabular formats to support the decision-making process.

The confusion

Reports and dashboards are often confused. They both share similar functions and advantages when it comes to visualizing KPIs. Understanding how each is applied in a business environment will help distinguish the variances.

The KPI Dashboard

Dashboards lend themselves to operational or day to day performance monitoring better than reports. By nature, they are designed to be understood at a glance. For example, a sales team may create a Sales Dashboard; this would be accessible by the entire team who would 'dip' in and out of the dashboard to see their performance (usually in a league table format) against others. These metrics could be the number of wins, calls, or leads.

The KPI Report

In contrast, the Report is usually where the analysis takes place. What makes up those KPI numbers? Why are there fluctuations in the data points? What caused this to happen? These questions are addressed by digging into the historical data.

Reports are also delivered at specific points for review, such as monthly sales meetings - where they would provide tabular data, offer historical context with trends, and interpretations of the metrics.

Which should I choose?

There is no hard and fast rule for this. Use whichever comes more naturally to you. Generally, we see reports for analysis and Dashboards for day-to-day monitoring. However, both can be interactive and offer almost the same functionality—and there is no reason you can't employ both in your performance monitoring. After all, measuring something is better than measuring nothing at all.

As you've probably gathered by now, there are different types of KPI Reports, not just categorized by which business department but by their purpose.

The three types of KPI reports are analytical-based, operational, and strategic.

• Analytical Reports provide details behind the KPIs and can be used across all areas of the business. They are designed to answer questions arising from peaks and troughs in the KPI data. A static version of this report typically shows historical values, while interactive reports allow users to investigate the data by dynamically breaking down the individual metrics.
• Operational Reports are focused predominantly on an organization's day-to-day activities. They provide information to those involved in those activities to help make decisions or take action. For example, a finance department's report covering the number of debtors may be used to keep debtor levels low.
• Strategic Reports aim to provide a clear and meaningful picture of a business's health and direction. These reports show the owners and shareholders how the company is performing against goals and objectives.

5 simple steps for creating effective KPI Reports.

• What is the objective/goal of the Report?
• Who will the audience be?
• How will the Report be used? – is it Strategic or Operational? Static or Interactive?
• When will it be distributed?
• Define the KPIs: Once you've established the overall objective, you will have a good idea about the KPIs and metrics you need. KPIs need to answer questions such as how well sales are performing against their goals or if company growth is on target. Getting the data that fuels these KPIs can be tricky. Does it currently exist? Can it be automated? Is it reliable? These are just some of the questions you'll need to answer.
• Present your KPIs: Choose appropriate charts/graphs and tabular data to present the information in the simplest possible way. Keep the charts relevant, focused, and in context. Aim to present your KPIs in a logical order to keep the flow of information or the 'story' from getting disjointed.
• Build a prototype: Create the first draft using dummy data (if none exists) and distribute it to colleagues and stakeholders. Provide a single point of feedback, sometimes in the report itself, to help encourage consensus.
• Refine and release: Finalize the report and distribute it. Just like any business process, reports need to be adjusted and evolved to stay efficient. Build in regular reporting review and maintenance periods; this will help avoid report 'bloat' and keep information relevant and up to date.

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Keep design simple.

When designing a KPI report, consider these four essential tips to create an impactful and insightful presentation:

• Consistent Color Scheme: Choose a harmonious color palette and stick to it throughout the report. Consistency enhances readability and reinforces branding.
• Highlight Key Information: Use a single highlight color strategically to draw attention to critical data points or trends. For example, highlight positive performance in green and negative trends in red.
• Avoid Overwhelming Colors: Too many colors can confuse readers. Opt for a clean, design with a few well-chosen hues.
• Consider Color Blindness: Ensure your color choices are accessible to all viewers, including those with color vision deficiencies. Test your report using color-blind simulators.

A successful KPI reporting strategy lies in the ability to create simple, informative, and insightful reports. Merely having an incredible report or dashboard means nothing without its audience.

Workplace communication is a recognized ‘success factor’ in employee motivation, satisfaction, and productivity, and the distribution of reports to those who can use the information to act is equally fundamental.

Project management is an excellent example of a business process in which report distribution is vital. Project stakeholders, managers, and staff can see the effects (and consequences) of their actions. They also inform the rest of the organization about the progress toward completing a project.

Distribution can either be through static reports or normally distributed via scheduled meetings. (This type of distribution typically has outdated data, as collating and distribution are done manually.)

Live reports can be either in a KPI dashboard format showing trends and graphs or a traditional report layout, where tables are used to display numeric data.

These reports are not distributed traditionally but rather through links to web pages or apps and can be accessed at any time and from any location.

Using live reports provides the audience with data they can rely on when making decisions. It also reduces the burden of collating the data, removing errors, and manually distributing.

The benchmark for a great KPI strategy is the combination of collection, visualization, and distribution.

We've gathered practical KPI Report examples across different domains like operations, manufacturing, and marketing. These examples offer valuable insights into measuring success and making informed decisions.

The Operational Sales Reports

Good sales leadership understands that reporting is critical for determining whether you're on course to hit monthly or weekly targets. Which of your sales teams is producing the most wins? And which are the big closers? Sales efficiency is often tracked by presenting real-time sales information in league tables to show how each member is performing.

Strategic Organizational Reports

Organizations often set annual business objectives, such as increasing growth by 20%, reducing overheads, or increasing market share. A report showing how the company is performing against the objectives galvanizes the whole company to direct its efforts toward those goals.

Manufacturing Operational Reports

Accurate and timely manufacturing reports are vital in maximizing productivity. Managers are provided the information they need to make decisions that keep production lines running, such as machine productivity, the units produced or even lost, and the cause.

Marketing Strategic Reports

A strategically focused marketing report can determine whether all your hard work is paying off. Are we growing market share? Are we reducing marketing spend and increasing customers? Are we increasing the number of leads, and what is our ROI? Or is a change or shift in strategy required?

These reports are also an excellent way to identify potential opportunities, such as a hike in conversion rates for a specific lead generation channel that may be worth allocating more budget.

A Key collaboration and Communication tool

Good organizational reporting and communication are essential to business success. Building an environment where everyone works towards common objectives and goals is crucial if you want to succeed.

A KPI Report provides a structured system for communicating these business objectives and progress. Using simple graphical elements when sharing factual data has two unique advantages.

For starters, it offers an objective view of performance that instills trust in the workforce without involving opinion or interpretation. Secondly, any person connected to the goal can observe how they contribute to its success. Incorporating feedback into reports also provides the benefit of gathering ideas and perspectives.

Communicating performance is not limited to internal reporting; it is also an excellent way to keep shareholders and clients in the loop regarding your value and performance.

Keeping a single, factual perspective of the relationship, such as a shared KPI Report with your clients, will reduce those all-too-common frictions.

KPI Reporting Best Practice

Reporting brings about change. The very nature of reports challenges engrained business processes and drives performance. But how do we avoid getting tied up in the complexity? How do we generate meaningful insights? And how do you get the most out of your reporting? Here are six best practice tips to avoid pitfalls.

• Set clear objectives. Create a clear brief for the report and stick to it. If it's a focused strategic report, keep it that way. Don't be tempted to 'bolt on' other metrics or KPIs just because it's convenient; build a separate report instead.lt-on' other metrics or KPIs just because it's convenient, build a separate report instead.
• Keep it simple, really. Don't fall into the trap of having the data dictate what to measure. An almost infinite number of KPIs or Metrics could be tracked. The secret is to focus on what is 'Key.' Restrict your initial report to a small number of KPIs and measure only what matters. The most common KPIs are not the most important – as a recent study from the Association of National Advertisers found .
• Embrace technology and the cloud. It's time to ditch the spreadsheet and take your reporting to the next level. Cloud-based solutions designed for KPI Reporting are now more accessible than ever. They are a highly secure and cost-effective way to build and distribute your reports.
• Ensure data consistency. To demonstrate integrity in your reports, data accuracy and data is crucial. Nothing will ensure the short shelf life of a report than one that is misleading and relying on data that is out of date. Spend time testing various data-sets for their accuracy before committing to them.
• Coordinate with colleges. Creating reports in isolation to the people who will use them is a recipe for disaster. Invite colleagues whose very responsibilities will be determined by the report to provide input on what needs measuring, when and how this will improve their processes.
• Review regularly. Businesses change, as do objectives and goals. What's important to track today might be obsolete tomorrow. Keeping regular maintenance and review points in the diary will help to keep your reports accurate, relevant, and beneficial to your business. In most organizations, it’s the IT department who are responsible for creating and generating KPI and Analytics reports to support the business. You can find an interesting article here at Tech republic offering 8 Best practises for helping IT get the right information to the right people.

Frequently Asked Questions

Still need help? Chat to us

A Conversion Rate KPI Measures the percentage of potential customers who take a desired action (e.g., make a purchase, sign up, or download). For instance, if you’re running an e-commerce website, tracking the conversion rate (i.e., the ratio of completed purchases to total website visits) provides valuable insights into the effectiveness of your online sales efforts. It directly impacts revenue and helps optimize your marketing strategies.

A KPI checklist is a concise inventory of key performance indicators (KPIs) used to evaluate and track specific business objectives. It ensures that essential metrics are consistently monitored and aligned with organizational goals.

Monitoring and reporting on Key Performance Indicators (KPIs) encompasses several essential steps. First, set clear goals by defining specific KPIs that align with your business objectives. Next, track relevant data continuously for each KPI. Then, create insightful reports using visual tools such as dashboards and graphs to present KPI insights effectively. Dive into the data to analyze trends, identifying patterns, bottlenecks, and areas for improvement. Finally, share these reports with stakeholders to facilitate informed decision-making.

A KPI performance summary is a concise overview of key performance indicators (KPIs). It highlights the progress, trends, and outcomes related to specific business objectives, allowing stakeholders to assess performance effectively.

More Resources...

Survey Sparrow Creating a KPI Report.

PWC Guide to Key Performance Indicators

Business Jargons Business Reporting.

Search Analytics Creating Key Performance Indicator Reports

Monday blog KPI reporting: what it is and how you could do it better

Also see...

KPI Reporting How to produce engaging KPI Reports

KPI Templates Find KPI templates covering manufacturing to Retail

Search for KPIs Search over 250 KPIs

by Stuart Kinsey

Stuart Kinsey writes on Key Performance Indicators, Dashboards, Marketing, and Business Strategy. He is a co-founder of SimpleKPI and has worked in creative and analytical services for over 25 years. He believes embracing KPIs and visualizing performance is essential for any organization to strive and grow.

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16 Corporate Presentation Templates to Effectively Highlight Your Company

Written by: Gijs Ooijen

At a corporate level, you’re going to have to effectively communicate your vision, strategy or solution with different stakeholders.

Whether you’re presenting to investors, management, potential partners, or customers, your corporate presentations should leave an indelible impression.

Engaging and professional corporate presentations can have a great impact on your business. It does a great job of showcasing your brand in its best light and establishing credibility.

However, creating great corporate presentations isn’t a walk in the park, especially if you’re not a design expert. That's why we've put together a collection of 16 corporate presentation templates that will help you effectively highlight your company's strengths and accomplishments.

But that’s not all. In this article, we’ll take a look at what a corporate presentation is, what it is used for, and how you can create yours using a premade template

So, let's dive in and explore our selection of corporate presentation templates that will take your business to the next level!

Table of Contents

What is a corporate presentation, what should a corporate presentation include, 16 corporate presentation templates to make your own, how to give a corporate presentation.

• A corporate presentation is a visual tool used by companies to showcase products, services or ideas.
• Corporate presentations typically include elements like introduction, overview, products/services, market analysis, testimonials, financial overview and future roadmap.
• When creating corporate presentations, thoroughly research your audience's preferences and interests, then tailor your presentation to resonate with them.
• Create a compelling narrative using a problem-solution format and storytelling to engage your audience throughout the presentation. Use visual aids like icons, images and videos to enhance information understanding and retention.
• To capture the audience's attention and make your presentation effective, have an in-depth knowledge of the subject and practice beforehand.
• Visme offers an extensive library of corporate presentation templates. With a range of styles, layouts, and color schemes to choose from, you'll find the perfect template to fit your company's unique identity and messaging.

Corporate presentations are slideshows or demonstrations used by companies to showcase their products, services or ideas in a compelling and structured manner. It is a visual representation that combines text, images and other multimedia elements like charts and graphs to communicate information effectively.

Let's say you're the CEO of a tech startup seeking investors for a new app. A corporate presentation could be your key to success during pitch meetings. With an engaging presentation, you can confidently introduce your company, explain the app's features, demonstrate its potential and present financial projections.

By simplifying complex ideas and incorporating visuals, corporate presentations enhance understanding and leave a lasting impression on the audience. They also contribute to a professional image, boost brand consistency and offer versatility for various communication needs, making them a valuable tool for any company's success.

A corporate presentation is one of those types of things where the information included really depends on the goal of your presentation. However, there are several key elements you should include in your corporate presentation deck to effectively convey your company's message.

Let's take a look at them.

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Introduction

Start your presentation with an engaging introduction. Introduce yourself and your company, providing a brief overview of your mission, values and achievements, or your company’s.

Next, it’s a good idea to offer an overview of your company, including its history, core offerings and target audience. Showcase your unique selling points and emphasize what makes your company truly unique.

Products and Services

In this section, highlight your key products or services and explain how they address the needs and challenges of your target market. Use visuals, such as images or short product demo videos, to showcase their functionalities.

Market Analysis

After introducing your products and services, provide a brief market analysis to demonstrate your understanding of the industry and its potential. Share relevant data, trends and insights that support the demand for your offerings.

Testimonials

Testimonials work. About 37% of people believe testimonial videos are effective because they’re more authentic than a business’ pitch. Whatever the goal of your presentation is, incorporating customer testimonials helps build trust and credibility. In this section, share success stories that highlight the positive impact your products or services have had on clients.

Financial Overview

Present key financial data and projections to demonstrate the company's stability and growth potential. Use data visualizations like charts or graphs to illustrate revenue, profits and any notable milestones. Visme makes it super easy for anyone to create beautiful charts and graphs without any design knowledge.

Roadmap For the Future

After your presentation, your audience will be left with the question: What’s next? To leave the audience on a good note, let them know about your company’s future plans and initiatives. Share exciting projects or product developments that demonstrate your commitment to continuous innovation.

RELATED: How to Write an Effective Presentation Outline

In this section, we’ll showcase a wide range of essential corporate presentation templates in eight different categories. Each example of a corporate presentation comes with actionable tips you can use to polish your template and make it your own.

General Corporate Presentation

A general corporate presentation should give an all-encompassing overview of the company, its operations and notable accomplishments.

Corporate Slideshow Presentation Template

This template is perfect for any general corporate presentation. It features a clean and modern design, making it visually appealing. With its concise text, users can effortlessly skim through the content.

If you want the presentation to match your brand, you can easily use Visme’s brand wizard . Just insert your website URL and Visme can then automatically copy those colors, logos and fonts to the template.

Strategy Presentation Template

This corporate presentation template offers a touch of fun with its vibrant design, showcasing multiple colors like purple, orange and white. It provides an excellent platform to introduce your mission in an engaging way on the second slide, starting your presentation off on the right note.

The fonts in this design are very modern, but you might want them to be a bit more old-school. If so, don’t worry! Visme has hundreds of different fonts , all within the editor.

Marketing Corporate Presentation

A marketing corporate presentation is specifically crafted to highlight and advertise products, services or brand initiatives to the intended target audiences.

Business Case Presentation Template

This corporate presentation template offers 16 fully designed slides customizable to suit your specific needs. Whether you’re presenting a business case study or sharing a personal success story, this template is ideal for professional and personal use.

This template includes many 3D elements. If you don’t like the ones that are currently in the template, you can simply swap them out for one of the many 3D assets available within Visme.

KPI Presentation Template

Impress your audience with a professional and visually appealing presentation using this template. This template is perfect for sharing detailed end-of-year marketing KPI reports with managers. Its use of icons and charts allows for clear and efficient communication of key topics.

Creating visually appealing charts and graphs as a non-designer may sound hard, but it’s actually not. Visme actually has a robust data visualization tool that does almost all the work for you. You can easily build eye-catching charts, graphs, maps and widgets into your presentation.

Sales Corporate Presentation

A sales corporate presentation is created to help the sales team communicate effectively and strategize sales plans. This could be a sales deck or just a general sales presentation.

Sales Budget Presentation Template

This template showcases project financial plans and ambitions, specifically for sales budgets.

Its modern design and layout enable you to present your company's financial strategy in an impactful manner, leaving a lasting impression on your audience.

If you have live data, such as live financial reports, you can connect and import the data it to your presentation.

Once you customize the template and are happy with it, you can easily download it in many formats, including PDF, PPTX and MP4. You can even share it online with a live link or generate a code to embed it on your website.

Sales Report Presentation Template

This corporate presentation template features a captivating design with a color scheme of blue, white and yellow. The use of interesting graphs and a minimalist layout enhances the visual appeal and keeps the focus on the content.

If you want to make the minimalist design a little more playful, you could do so by adding animations . Have text move in and out of the screen, have colors change, have charts move—whatever you can imagine, it’s possible in Visme.

Tech Corporate Presentation

A tech corporate presentation is aimed at presenting technological innovations, products or services to clients and investors.

Technology Company Presentation Template

This corporate presentation template boasts a modern and futuristic startup-style design, creating a visually impressive experience for your audience. With its spacious layout, there is enough room to showcase and present information effectively.

If you have a lot of data to deal with, consider adding a table. Visme makes it very easy to do so. This tutorial explains how you can do that within Visme, step-by-step, so you can have it done in just a few clicks.

Technology Presentation Template

This technology corporate presentation template features a delightful and fun design, adding an element of excitement to your presentations. The beautiful combination of bright yet soft colors creates a visually appealing and harmonious aesthetic.

Sports Corporate Presentation

The sports corporate presentation is designed to showcase events, sponsorships or partnerships to stakeholders.

European Football Team Sponsorship Presentation Template

This corporate presentation template is specifically-made for European football team sponsors but can be used for many other things. It comes with a rich selection of images, capturing the essence of the football world. The simple yet striking red and black design adds a touch of professionalism to the presentation.

This template includes many images. But if you want other images that match your presentation, Visme has 1,000,000+ free stock images that will do the job for you.

Sports Team Sponsorship Presentation Template

This template, similar to the previous one, targets sports team sponsors. However, it offers a distinct design with a simpler layout, featuring a dominant blue overtone for a refreshing visual experience.

This template, again, features a lot of images. If Visme’s stock library doesn’t quite do it for you, there’s an alternative. Visme also has a free AI image generator . Just tell it what you want the image to look like and the image generator will create it for you in seconds.

Non-Profit Corporate Presentation

A non-profit corporate presentation is created to communicate the mission, projects and impact of the organization to donors and volunteers.

Poverty Alleviation Presentation Template

This template embraces simplicity, allowing the content and heavy themes to take center stage. Its minimalist design is ideal for serious and impactful topics, ensuring the focus remains on the message being conveyed. If you need to add additional information, make your presentation interactive . Instead of cluttering this design, use interactive features to link to documents or add pop-ups with more information or context. Visme offers easy-to-use interactive features to successfully complete this.

Nonprofit Event Presentation Template

This non-profit presentation template follows a minimalist design approach, just like the previous template. Its captivating 2D icons add a touch of visual appeal to your content and make it really simple to follow the content being talked about.

Visme has a rich library of design assets, including animated graphics, icons, illustrations, shapes, fonts and so much more, that can take your presentation to another level.

Product-Focused Corporate Presentation

A product-focused presentation is centered around highlighting a specific product or a group of products and providing in-depth information to potential customers or other potential stakeholders.

Design Tool Presentation Template

This product-focused presentation template offers a fun and futuristic design that takes your presentations to the next level. The vibrant combination of bright blue and pink colors adds an exciting touch to your content. With a focus on visual elements and minimal text, this template ensures an easy-to-follow corporate presentation.

This template includes a few bar graphs, which are actually super easy to create within Visme. With the free bar graph maker , you can create one in seconds just by providing it with the right data.

Fashion Design Presentation Template

This template is perfect for fashion-related presentations but can be modified to fit anything. With professionally stylish layouts and modern fonts, it offers a visually appealing and professional platform to showcase your fashion ideas and concepts or any other ideas and concepts you might have.

Once your presentation is done, you can easily record it using Visme’s presenter studio. Just hit record and start presenting.

Start Up or Agency Corporate Presentation

A startup or agency corporate presentation is created to introduce the company, its unique offerings, capabilities and success stories to potential clients, investors or partners.

Atmoluxe Marketing Plan Presentation Template

This agency presentation template uses contrasting blues and whites to make your content stand out. With diverse icons, images and visuals, it ensures an even distribution of information, leading to a clear and engaging presentation.

Often, multiple people work on a marketing plan at the same time. Visme makes this really easy with its collaboration tools . Just work on the same document simultaneously, see the edits your team makes and leave comments where necessary.

Watch this video below to see how the collaboration feature works

Airsns Pitch Deck Presentation Template

Elevate your pitch with this visually impressive template. This startup presentation template is a fully customizable pitch deck , offering various useful slides with high-quality vector icons and data visualizations. The breathtaking slide layout with geometrically stylized content blocks is designed to captivate and engage your audience effectively.

RELATED: 85+ Best Free Presentation Templates to Edit & Download

We’ve talked a lot about corporate presentations, but now it’s time to put it all into practice. Here are some actionable tips that will help you give the best corporate presentation of your life.

Know Your Audience

Before creating your corporate presentation, thoroughly research your audience's preferences, interests and knowledge level. What do they like? What do they not like? How can you touch them? Tailor your content to resonate with them and address their specific needs.

If you're presenting to potential investors, focus on financial projections and growth opportunities. If your audience consists of clients, you might want to highlight the benefits of your products and how they can address their pain points.

Craft a Compelling Story

Structure your presentation as a compelling narrative to engage your audience from start to finish. Incorporate a problem-solution format to captivate their attention and maintain their interest. Storytelling can truly take your presentation to the next level.

Use Visual Aids

Use visual aids, such as icons, images and videos, to enhance the understanding and retention of information. Keep the design simple to avoid overwhelming the audience.

Instead of using dense paragraphs of text, create slides with key points and complement them with relevant images or icons. This approach helps convey the message effectively and leaves a lasting impact.

Practice, Practice, Practice

In the end, a presentation is only effective if you manage to capture the audience. The most surefire way to do that is to truly know what you are talking about.

Practice your presentation multiple times to ensure smooth delivery and build confidence. Rehearse in front of a colleague or record yourself to identify areas for improvement.

Create Professional Corporate Presentations With Visme

A corporate presentation is a structured visual tool companies use to showcase products, services or ideas in a compelling manner. It effectively communicates company information to stakeholders, clients and investors, aiming to inform and create a positive impression about the company.

Ready to get started with creating your presentation? Choose from any of these 16 corporate presentation templates or browse Visme’s robust template library to find the perfect match for creating your own presentation .

Visme has everything to make your presentation pop with cutting-edge features like the intuitive editor, presenter tool, data visualizations and rich library of design assets.

Sign up to start creating engaging corporate presentations.

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How To Implement The Balanced Scorecard Framework (With Examples)

Despite being one of the most effective strategy tools, the Balanced Scorecard (BSC) often remains underutilized or misunderstood. 

Consequently, many strategy leaders struggle to impact the organization’s performance or quickly adjust business strategies to changing conditions.

In this article, we’ll provide a detailed guide to the Balanced Scorecard Framework, covering: 

• Key benefits of the Balanced Scorecard
• Debunking a common misconception for better results
• How to implement a Balanced Scorecard
• How to use Balanced Scorecard for strategy tracking and execution 
• How to apply Balanced Scorecard approach with Cascade

But what exactly is a Balanced Scorecard? Let's dive in. 👇

What Is A Balanced Scorecard?

The Balanced Scorecard, a famous strategy framework by Robert Kaplan and David P. Norton, debuted in Harvard Business Review in the 1990s. Since then, it has been used by thousands of organizations, and is a staple in business and strategic management courses.

The Balanced Scorecard serves as a management system, guiding organizations in aligning strategic initiatives with operational objectives and improving business performance. This framework emphasizes the development of Key Performance Indicators (KPIs) across four critical areas for faster and better decision-making.

What Are The 4 Perspectives Of A Balanced Scorecard?

The Balanced Scorecard (BSC) divides its strategic approach into four key perspectives: financial, customer, internal business process, and learning & growth. Each plays a pivotal role in ensuring a holistic view of organizational success.

Financial perspective

In this perspective, financial performance measures indicate whether an organization's strategy and execution are improving its financial goals. Typical scorecard financial metrics include:

• Revenue growth rate
• Operating income
• Return on equity
• Return on investment

Customer perspective

This perspective should focus on measures that deliver value to the customer. These scorecard metrics can include:

• % of sales from new products
• Customer lifetime value (CLV)
• Customer complaint resolution time
• Customer churn rate
• Net promoter score (NPS)

Internal business process perspective

In this perspective, prioritize internal metrics that impact customer satisfaction most. Optimizing these metrics ensures operational improvements that boost performance in a customer and financial perspective. This would include measuring things such as:

• Productivity per employee
• Cycle times 
• Quality control defect rate
• Innovation rate

Learning and growth perspective

This area of the balanced scorecard focuses on KPIs that encourage continuous improvement, innovation, and learning. Examples of metrics include:

• Employee satisfaction score
• Number of training hours per employee
• Employee turnover rate
• Alignment with organizational culture
• % percentage of leadership positions filled internally

📚 Recommended reading: Strategy Officer KPIs: 3 Ways CSOs Can Prove Their Value

Benefits Of Balanced Scorecard Implementation

The four perspectives of the Balanced Scorecard serve several purposes.

• They ensure a focus on the main drivers of success, such as customer satisfaction and operational efficiency. 
• They compel organizations to assign tangible metrics to each perspective, boosting accountability .
• They serve as a management framework for communicating the organization’s strategy to stakeholders. For example, 'We are doing x because it helps us succeed in the Customer perspective of our scorecard. '
• They help identify competitive advantages and areas for improvement .

In 1997, one study by the Insitute of Management Accountants found that 64% of U.S. companies use the Balanced Scorecard. This trend continues to this day, according to Bain & Company’s 2023 survey of 1,000 executives and managers.

Interestingly, many of our strategy execution platform users unknowingly align with its principles, reflecting its intuitive appeal. We often talk with them about the Balanced Scorecard and discover they're unaware they've implemented it.

However, they have arrived at their conclusions naturally that their efforts and measures should focus on roughly the same four perspectives that the Balanced Scorecard suggests.

The ultimate gain lies in sharpening focus across leading and lagging KPI indicators , ensuring a balanced approach to short-term and future objectives.

Problems With Balanced Scorecard Implementation

As with any popular strategic framework, the Balanced Scorecard has picked up its fair share of critics. The main criticisms of the Balanced Scorecard highlight its:

• Time-consuming setup.
• Complexity leading to misunderstanding. 
• Rigidity amidst changes in the business environment. 
• Overemphasis on financial measures. 
• Neglect of external market dynamics.

Despite criticisms, mastering the Balanced Scorecard's strategic depth—beyond mere reporting—unlocks significant organizational advantages.

People think of the Balanced Scorecard as four perspectives you simply 'slot' your strategic goals into. When they visualize the Balanced Scorecard, they think of it like this diagram:

This diagram shows how four simple perspectives link together to form a Balanced Scorecard. In each perspective, there are Strategic Objectives , Projects , and KPIs , which you then work toward achieving.

The goal is to balance each perspective and improve organizational performance.

This traditional method assumes that each perspective is independent of the others. Nevertheless, this approach to implementing the Balanced Scorecard is fundamentally flawed. 

Through years of trial and error, it turns out that how we order them matters. The modern balanced scorecard demonstrates how each perspective builds on the previous one.

The truth is that proper implementation, respecting the order of perspectives, transforms BSC into an unparalleled tool for strategic alignment and performance enhancement.

The Right Way To Implement The Balanced Scorecard

Proper implementation of the Balanced Scorecard begins with approaching the diagram from the bottom up, ensuring a solid foundation for each subsequent layer.

Visualize the Balanced Scorecard as a strategy map , where each step, starting from Learning & Growth, systematically guides you toward the ultimate goal: increased profitability.

There is also a different way to look at this. 

As with leading and lagging KPIs , the Balanced Scorecard is a series of leading and lagging perspectives. 

Learning and Growth, Internal Processes, and Customer will be your leading perspectives, as these perspectives facilitate the delivery of your primary lagging perspective: Financial performance . It's termed 'lagging' because it results from actions taken in the other three perspectives.

This profit-centric view, however, faces scrutiny. Critics point out its potential misalignment with organizations like nonprofits, government entities, or innovators such as Google and Meta, whose missions extend beyond financial results. 

These entities strive for innovation, user experience, and social or environmental responsibility goals that a narrowly profit-focused framework like the Balanced Scorecard might only partially support.

How to use this approach to implement BSC 

Begin your BSC implementation journey with actionable steps that are designed to drive performance:

• Assess your current business performance using core business metrics . 
• Identify and address roadblocks and risks for each BSC perspective.
• Prioritize business activities in the order they must be tackled to allow the most rapid progression through the stages.
• Build a strategic roadmap to close the current and desired state gap. 
• Map out and understand cause-and-effect relationships between different strategic objectives.

When mapping dependencies, consider how a company's ability to learn and grow directly impacts its ability to manage its internal processes. By refining your internal processes, not only do you enhance customer service and lower costs, but you also set the stage for increased sales. 

This direct impact on your bottom line demonstrates how strategic enhancements lead to achieving broader financial objectives, a testament to the BSC's efficacy.

Balanced Scorecard Example

Your Balanced Scorecard should be integrated into two main phases of the strategy lifecycle: strategic planning and strategy execution . 

We will show you examples using Cascade, our strategy execution platform , but you can also use an Excel spreadsheet.

Thanks to its flexible structure, Cascade supports various strategy frameworks , with the BSC being a popular choice among our customers. See how to set it up here .

📚 Recommended reading: The Only Balanced Scorecard Software You’ll Ever Need (2023)

Balanced Scorecard for strategic planning

One of the most effective places to implement the Balanced Scorecard is in your strategic planning process. 

As the first and most crucial step in implementing a Balanced Scorecard methodology, this will lay the foundation for everything your organization will do in the future.

Here’s how you can implement the Balanced Scorecard from a strategic planning perspective with Cascade in 2 steps:

Step 1: Use Focus Areas as your perspectives

This Balanced Scorecard implementation methodology involves orienting your whole strategic plan around the Balanced Scorecard. You will set each perspective as a strategic Focus Area and then align Objectives, Projects, and KPIs directly underneath it. You’ll end up with a strategic plan that looks something like this:

💡Tip: Shared Focus Areas in Cascade align every plan with your Balanced Scorecard’s four focus areas—finance, customer, internal processes, and learning and growth—ensuring horizontal alignment and seamless collaboration across teams towards common goals. 

Step 2: Add Objectives, Projects, and KPIs for each perspective

The implementation doesn’t stop with the setup of your focus areas. You need to make sure each of your perspectives has a good mix of:

• Strategic objectives (overall outcomes)
• Projects (specific initiatives)
• KPIs (measures of success)

💡Tip : With Cascade's Alignment & Relationships maps, you can easily see how the objectives and initiatives from the different perspectives of your plan work together to achieve your strategic goals.

👉🏻 Streamline your strategic planning process with our free Balanced Scorecard Strategy Template .

Balanced Scorecard for strategy tracking

Moving from strategic planning to strategy tracking, let's explore using a Balanced Scorecard for performance management and progress monitoring. 

This is a crucial element of every strategy execution . You must integrate your Balanced Scorecard into governance by embedding it in weekly team meetings and board reports for continuous strategic alignment and improvement.  

Here’s how to do it in Cascade: 

Create a Balanced Scorecard Dashboard

Start by creating a Balanced Scorecard Dashboard for your strategic reporting . In the dashboard, you should see your score for each of the four perspectives and a summary of your key objectives, projects, and KPIs. It should look something like this:

💡 Tip: Keep your dashboard fairly high level; for complex strategies with multiple layers, opt for dedicated dashboards for each strategic plan.

Create Balanced Scorecard Reports

The dashboard offers a snapshot of progress, but for in-depth analysis, switch to a tabular report featuring detailed updates and commentary for each perspective. Your report should look something like this:

This detailed report format is invaluable for deep dives during your strategy review meetings .

💡 Tip : With Cascade, you can manually track and update your metrics or take advantage of automation to make the most of your time —no one likes to spend hours on progress updates. You can integrate Cascade with the tools your teams use, pull data from multiple systems, and add context in real time.

📚 Read this article to find out how to use Cascade as your balanced scorecard software. 

Balanced Scorecard + Strategy Execution Software = 🚀

Intrigued by the Balanced Scorecard approach? Enhance your strategic efforts with a strategy execution platform that simplifies planning and execution. 

Cascade excels at bringing your Balanced Scorecard to life. It offers a cohesive approach to strategic management and provides a unified platform that amplifies accountability, fosters alignment, and drives tangible business results.

If you'd like to learn more about how Cascade can help you implement the Balanced Scorecard, book a demo today .

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7 tips for building a kpi plan.

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Andrew Davidson, Regional Vice President responsible for Fastenal 's business units across Europe.

When the topic of key performance indicators, or KPIs, comes up in a business conversation, I’m all ears. It’s fascinating to learn how different leaders guide and measure the performance of their teams. Whether you’re a public corporation looking to maximize value or a nonprofit looking to help the community, results matter for every company. The question for leadership: What are the behaviors and milestones that lead to those desired results?

A simple analogy is taking a class in school. The end goal is to get a good grade, but what do we need to do on a daily basis to achieve that result? The “KPIs” in this case might be activities like doing 100% of the assigned reading and studying X number of hours per day. Similarly, each business leader should work through a process to understand what steps lead to success for their team. With that in mind, here are seven tips I would encourage every manager to think about during their KPI planning.

Remember that indicators are not results.

This may sound obvious, but a KPI is an indicator of performance results, not the result itself. So, if you’re aiming to grow your revenue by 20%, that growth would be the result, not an indicator. In this example, you would need to break down your sales process to understand the activities that historically correlate with, or indicate, 20% growth—for example, the number of sales calls made, the number of proposals sent or the number of new accounts signed.

Define "good."

Tracking indicators in a business without targets is simply data collection. For a KPI to add value, we need to assign a specific target through a SMART (specific, measurable, achievable, relevant, time-bound) goal-setting process. Simply put, you need to clearly define what good performance (within a given period) looks like.

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It isn’t enough to track KPIs vs. specific targets. The point is to act on the trends you’re seeing. For example, if a sales rep is expected to make 50 calls per day but is consistently well below target, this needs to be reviewed and addressed. On the flip side, if another rep is constantly going above 50, you need to understand what’s driving their outperformance and share those practices with the rest of the team.

Avoid a "tick box" mindset.

Indicators should be measured and discussed, but your team should ultimately be judged on their results. If we make KPI numbers the focus of performance reviews or bonus compensation, employees might begin to approach indicators with a “tick box” mindset (i.e., it doesn’t matter if the activity is effective as long as it adds to the tally). At that point, a KPI can become misleading and even counterproductive.

Less is more.

In my experience, once an employee has more than three to five core areas of focus, they end up having no focus at all. Truly challenge the team to pursue the key results you want to see, and aim for no more than five KPIs to keep your team focused on the most critical indicators of success. From a focus perspective, the fewer KPIs, the better.

Align with your company’s objectives.

Silos can destroy companies, so be sure to build your KPI plan around the needs of the organization, not just the needs of your own department. Even in back-office departments, at least one KPI should be directly aligned with executive management’s goals. For example, say your company has a primary goal of being carbon-neutral, and you lead the accounts receivables team. Presumably, you’ll have KPIs tied to collecting outstanding debts, but at least one KPI should be set around making your department carbon-neutral.

Simplify tracking.

Lastly, once you’ve strategized and defined your KPIs, make sure you can track them in a simple way. When building KPI dashboards, if the data is too difficult to extract or becomes an administrative burden for your people, it will cause pain over time for both employees and you as a manager.

In summary, KPIs are a vital aspect of managing a business. When well-defined and aligned with organizational goals, they can provide structure and focus for your team’s daily efforts. The key is to see them as guideposts or stepping stones—a means to an end, not the end in itself. Never allow KPIs to inhibit creativity or distract from what truly matters: the key results you want to achieve.

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