Financial Profit & Loss KPI Dashboard

Gross Profit Margin Open Index

Income Statement
100
80 Revenue $567,307
%
COGS $119,129
50

Open Index Gross Profit $448,170

OPEX $326,519
0
35% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Sales $193,760
General & Admin Marketing Sales

Marketing $66,382

Operating Profit
Earning before Interest & Taxes
General & Admin $66,358

40
Other Expenses $1,448
67%

Other Income 6.823 $

20
Operating Profit (EBIT) $116,257
Net Profit Margin

Interest & Tax $25,015

0
91% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Net Profit $91,264
EBIT Actual EBIT Target
Cash Management KPI Dashboard

Quick Ratio
0.68 Days Sale for Outstanding Days Inventory Outstanding

29 91
+0 +100 +0 +100

AR Turnover vs AP Turnover Inventory

Current Ratio
2.53 $1,500 150

$1,000 100

$500 50

$0 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Cash Balance Cash Collection at End of Month (in millions)

$60.00 $60.00 $62.00

$57.00 $55.00 $56.00
$207,506.14 $45.00
$40.00 $39.00
$34.00
$30.00
$20.00
IN - $352,760.44
OUT - $120,353.56 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Financial Revenue & Expense KPI Dashboard

Marketing Expenses General & Admin Sales Expenses Revenue by Region

$5,625 $5,625 $5,625 Af 29%

$5,256 $5,256 $5,256

$3,625 $3,625 $3,625 65%

$2,536 $2,536 $2,536

Eu 35%

Ame 80%
Online Social Software Events Salary Bonus Perks Training Leads Tools Training Events

Financial Revenue Financial Expenses

80 1.00%

75 100
0.80%

70

0.60%
65

50
60 0.40%

55
0.20%

50

0.00%
0
45 Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Sales Marketing General & Admin

40 -0.20%
Financial Performance Dashboard

Net Sales $12,500.00 Gross Margin $6,054.21 Gross Margin % 48% Operating Profit 12%

Sales Performance Profitability Liquidity Leverage

Accounts Receivable Balance $110,000 ROA 14% Capital $1,000.00 Debt Ratio 0:3

Account Payable
Balance
$48,000 ROE 32% Current Ratio 2:1 Debt to Equity Ratio 2:0

Cash Collection
Cycle
120 Net Income 4% Quick Ratio 1:0 Quick Ratio 0:4

Accounts Receivable Accounts Payable

13% 20% $ 110,000 $ 48,000

Sales Purchase Discount
Discount

$0.00 $240,000 $0.00 $95,,000

Financial Quarterly Summary KPI Dashboard

Contract Cost Cash Flow Data

$8.9278
Quarterly Cost

$13.950
Quarterly Revenue $25.90 $85.42
in 2019 in 2020

FY1

FY1

FY2

FY2

FY2

FY2

FY3

FY3

FY3

FY3

FY4

FY4
$22.858
Cash Flow Amount

Title Business Partner Category Start Date End Date Lifecycle Files Status

Q1 – FY 2019 ABC Corporation Category A Oct 5, 2019 Jan 5, 2020 12 1 File Draft

Q2 – FY 2019 The Global LLC Category B Oct 5, 2019 Jan 5, 2020 15 2 Files Active

Q3 – FY 2019 The ABC Company Category C Oct 5, 2019 Jan 5, 2020 06 3 Files Pending

Q4 – FY 2019 Global Company Ltd Category D Oct 5, 2019 Jan 5, 2020 15 2 Files Terminated

Q1 – FY 2020 The Global Corp Category E Oct 5, 2019 Jan 5, 2020 04 4 Files Archived
Cash Flow KPI Dashboard

Revenue & Expenses (Expense Details)

Revenue Expenses
60

50

40

30

20

10

0
Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec

Revenue ($ 413,500) Expenses ($ 408,400)

Last year
Last year

Current year
Current year

Projected Projected

0 5 10 15 20 25 30 35 40 45 50 0 5 10 15 20 25 30 35 40 45 50
Crowdfunding KPI Dashboard

Local Top Crowdfunding World Top Crowdfunding

$124,580M $9,512 $9,512
Total Current Balance

$5,625 $5,696 $5,625 $5,696

$5,256 $5,256
$3,625 $3,625

$345K $276K $2,536 $2,536

Investment Balance Pending Balance Group A Group B Group C Group D Group E Group F Group A Group B Group C Group D Group E Group F

Activity Map Document Permission Document Name Date Managers

Document 1 Public Financial Data 12-11-2019 Kate White

Document 2 Public Market Expenses 15-11-2019 George

Document 3 Private Sales & Marketing Plan 18-11-2019 Kevin Webb

Document 4 Public Investment Data 20-11-2019 Mark Johnny

Document 5 Public Client Target List 26-11-2019 John Obama

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Crowdfunding Platform 12% 35% 12% 35%

Document 6 Private Funding Ventures 28-11-2019 Kenny Terrero
Sales Performance KPI Dashboard

358 $ 12,956 $ 247,234

New Customers Average Weekly Sales Revenue Above Sales Target

100

$ 1,180,234 80

Sales Revenue 60
75%
40

20
$ 930,216
Profit 0
2 4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 40 42 44 46 48 50 52

Annual Sales Growth Sales Performance by Region Average Revenue Per Unit

13% 100 $
9.2 9.2 8.8
Australia
8.2 8.2
Germany 7.6
India 7
5.9 6
Switzerland

4.3 4
3.5

Accumulated revenue |12 months

Sales Revenue & Leads KPI Dashboard

Revenue & Expenses (Expense Details) Overview (Last 30 days)

Revenue Expense 0% 25% 50% 75% 100%

$1,500
Lead Conversion

$1,000

Quote Conversion
$500

Gross Margin
$0
Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct

2018 2019 2020 Total support tickets submitted : 355

Leads by Lead Source Revenue Generated by Country

1500

1250

1000 $699 - $11,436

750
$11,436 - $22,174
500
$22,174 - $32,911
250

0 $32,911 - $43,648
Jan Apr Jul Oct Jan Apr Jul Oct

2019 2020
Customer Retail Sales KPI Dashboard

1100 Industry Revenue Generation Revenue Segmentation

Customer Count $30

$25

$55.6K Segment A Segment B

$20
Actual Revenue
Segment C Segment D
$15

$956.70K
$10
Potential Revenue B an k in g H ealth care M an u factu rin g C o n su m er F o o d T ech n o lo g y

Revenue Generated by Market Segment Opportunity Details

Segment Close Date Company Name Opportunity name Actual Value

A 2020-03-03 ABC Global Construction Loan $10,000.00

A 2020-06-03 The ABC Company Construction Loan $10,000.00

B 2019-11-30 The Global Corp Commercial Loan $5,000.00

B 2020-06-30 The ABC LLC Line of Credit $2,500.00

C 2019-12-30 Global Studios Credit Facility $7,600.00

C 2020-08-03 The Global Company Credit Facility $6,000.00

$10K - $20K $25K - $45K $50K - $100K $110K - $200K
Sales Individual Performance KPI Dashboard

73 $13.920K $35.750K
Amount of Contracts Revenues the Next 12 Months Cost the Next 12 Months

Contract by Status Contract by Category Contract by Organization Unit

Draft 9% Market Research 5% HR 19%

Archived 13% Financial 17% Sales 25%

39 11 17
Terminated 17% Consulting 33% IT Software 25%

Pending Status 28% Energy & Fuel 28% Others 31%

s
Sum of Costs & Revenues Contracts to Review

Previous year

Current year
Cost
4 2
Projected Revenue
Contracts without Contracts with
milestones milestones
-100 -80 -60 -40 -20 0 20 40 60 80 100
Product Sales Analysis KPI Dashboard

345 Average Order Quantity by Product Max, Average & Minimum Selling Price
Total Number of Orders

50 50
45
$17.15 35
38
35
30
Average Selling Price
23

9
830
A B C D E F G H
Number of Customers A B C D E F G H I

Number of Orders Over Time

89
82
75 76 74
67
63
56 54

40 43
35 34 33 35
30
22
18
12

7/1/18 8/1/18 9/2/18 10/3/18 11/4/18 12/5/18 1/6/19 2/1/19 3/1/19 4/1/19 5/1/19 6/1/19 7/1/19 8/1/19 9/1/19 10/1/19 11/1/19 12/1/19 1/1/20
Sale Operation Metrics KPI Dashboard

Sales Department Size Productivity Metrics

200
Average Talk Time(minute)/Days Avaerage Dials/Days/Rep
8.8
9.2 9.2 150
Number of F/T Highest Talk
8.2 8.2
7.6 Sales Rep Time (minutes)
7
100
5.9 6

4.3
3.5
4 48 50 35
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

On Target Earning (OTE) Key Account Plans Completed

150

60 60 62
Highest Target 57 55 56 Account Plan
100
Earning Month Completed
45
40 39
30
50
May 20 30
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Sep Oct Nov Dec
Sales Growth & Profit Margin KPI Dashboard

Monthly Sales Growth Net Profit Margin | 2016 vs 2017

600 250
Target Sales Growth
Series one Series two 200

13% 400
150

100
200

50

0 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Accumulated revenue |12 months

Average Revenue Per Unit Sales Per Rep (6 Months)

Rep C Rep B Rep A Target

Customer Lifetime Value $110 100

75

Customer Acquisition Cost $200 50

25

Total Generated Cost $250 0

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Sales Rep Scorecard KPI Dashboard
Territory Manager Scorecard

Name Alice Lee

% to Goal Assigned Units Total Calls

70% 55 34 Territory Chicago

+ + =
Score 17.5 Score 6.3 Score 5.4 Region Chicago

65.7% Team Avg 51.0% Team Avg 31.5% Team Avg 31of 33 max score

Overall Territory Performance

10

0
0 1 2 3 4 5 6 7
Project Management Tool KPI Dashboard

Project Budget Overdue Tasks

Overdue Task Deadline Employee

Current Target Amount

8.1 %
1 Day Status update for board 2019-12-15 Paulo Webb
Over Target

4 Days Finish UX optimization 2019-12-11 Kate William

Budget Amount Used
$ 8,770

10 Days Configure mobile view 2019-12-03 Nancy White

$ 52,000 Total Budget

24 Days Database connections 2019-11-30 George Terrero

Planning Designing Development Testing

100%
100% 69%
69% 0%
0% 0%
0%
Step Completed In Progress Waiting in queue Waiting in queue
Project Development Task KPI Dashboard

System Interface Quality Activity

Activity Build 23% Activity Build 65% Standards Prep 81% Interface Testing 12%

Burndown Chart
5

4
Completed Planned
3

2
Actual
1

0
Category 1 Category 2 Category 3 Category 4

# Activities Status 1 2 3 4 5 6 7 8 9 10 11 12

1 Act-15 1

2 Act-15 1

3 Act-23 4

4 Act-23 4

5 Act-23 4

6 Act-34 9
Individual Project Manager KPI Dashboard

Project Task Status # of tasks and total hours allocated by product start date-line

5
11%
4
Planning
13% 3
41% Design
2
Development
1
35% Testing
0
Task 1 Task 2 Task 3 Task 4 Task 5 Task 6 Task 7 Task 8 Task 9 Task 10

Task Summary by Project Overdue Task by Project Owner

100
Project 1 49% 51%

Project 2 38% 62%

50

Project 3 33% 67%

Project 4 30% 70% 0

John Jake Kate Chelsea Kenny Jessica Kevin Mark Michelea Oct Nov Dec

Total number of member in Issues raised in previous day Project scope change by
development team 100 by the team 15 client in a week 38
Executive Project Portfolio KPI Dashboard

Portfolio Summary

Portfolio Name Portfolio Owner Health Budget Used Budget # Projects

Facilities Upgrade Rachael Fraser New York $1.50 M $975.00 K 2

Human Capital Initiatives Stephanie Rogers London, UK $1.52 M $984.00 K 3

Internal Activities George Crabtree Toronto, CA $ 4.85 M $2.10 M 5

IT Long Haul Gina Taylor London, UK $ 2.75 M $1.05 M 14

Operational Excellence Grant Ross London, UK $ 4.50 M $565.00 K 8

Portfolio Budget
26.4 M 10.36 M
2500000; 11% Facilities Upgrade
3540000; 15%
Allocated Budget Used Budget Across
Across Portfolio Portfolio Insurance Biz

2750000; 12% 4852000; 21% IT Long Haul

Product Engineering
39% 7.99 M
Strategic Initiative
Of Total Budget Already Actual Cost Across 5104000; 22%
Used Portfolio 4500000; 19% Operational Excellence
Project Manager Task KPI Dashboard

Jan 1st Jan 2nd Jan 3rd Jan 4th

Sample website
09 Nov 2019 – 02 Jan 2020 17.5 hrs 8 am

08:30 – 11:15
9 am
Monitor equipment
30 Dec 2019 – 03 Feb 2020 7.5 hrs 10 am Demo task for resource
10:00 – 02:00
management

11 am

Meeting about onboarding

Ask client for reference
10 Nov 2019 – 15 Jan 2020 1 hrs 12 am
12:00 - 03:00

1 pm Scrum with team members

01:00 – 04:00
Testing new features Weekly meet-up planning

08 Dec 2019 – 08 Feb 2020 4.5 hrs 2 pm

Team member trainings

3 pm
and seminar
03:00 – 06:30
Demos and revisions 4 pm

10 Nov 2019 – 30 Jan 2020 8.5 hrs

5 pm Review development work
with testing team

6 pm
Launch and debugging
10 Nov 2019 – 30 Jan 2020 10.5 hrs 7 pm
Project Budget KPI Dashboard

Allocated Budget for Project Used Budget for Project

26.27 M
Strategic Initi... 1750000 Strategic Initi... 1750000
Allocated Budget Across Portfolio

Product Engin... 1883500 Product Engin... 5104000

10.36 M
Used Budget Across Portfolios
Operational Exce... 1056001 Operational Exce... 4500000

39% IT Lon... 565500 IT Lon... 3540000

Used Budget Percentage

Internat Activities Por... 1045001 Internat Activities Por... 2750000

11.17 M Insuran... 2100000 Insuran... 4852000

Cost Across portfolios

Human Capital Init... 984000 Human Capital Init... 1520000

7.99 M
Actual Cost Across Portfolio Facilities U... 975000 Facilities U... 1500000
Triaged Tasks KPI Dashboard

Task # Assigned to Priority Status Complete

87 James Smith High Done 75%

0 100
10 Vivian White High Done Done
Completed Tasks

22 Daniel Wright High In Progress 50%

34 Anthony Smith Normal In Progress 20%

47 Raymond James Normal In Progress 40%

0 100
93 James Corey Normal In Progress 80%
Task in Progress

88 Brittney Lee Low Not Started 0%

2 Holly Miller Low In Progress 10%

25 Marie Jones Low Canceled 0%

0 100
84 Daniel Ford Low Not Started 80% Not Started Yet
Customer Satisfaction KPI Dashboard

Net Promoter Score Customer Retention Customer Effort Score

-100 +100 -100 +100 -100 +100

+48.00 92% 1.7

Promoter Increment Target >= 90% Detractors Efforts

90 90 90 8.8
Detractors 162 (17%) 80
84
80
85 9.2 9.2
75
68 8.2 8.2
65
Passives 171 (18%) 63 7.6
7
47
Promoters 618 (65%) 5.9 6

4.3
4
3.5
% Promoter - % Detractors = 48 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Customer Churn (SaaS) KPI Dashboard

Acquisition Heatmap Demographic : New Accounts

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Churn Heatmap Demographics : Churned Accounts 2018 2019

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Customer Service Call KPI Dashboard

Calls Per Month First Call Unresolved Call

First Call resolution
60

61%
Resolutions Phase

50

40

30

20
Unresolved Calls
10
9% 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Response Time (in second) by Weekdays

Average Response Time

37 sec 75
Response Time

69
55 55
45 45

30

Best Day to Call

Tuesday Mon Tue Wed Thu Fri Sat Sun

Customer Service Revenue Per Call KPI Dashboard

Call Resolutions
68.5% Revenue per
Called Answered in First Minute Successful Call Trend MTD Previous Month

First Call 39% 36%

$68 2 0r More 49% 54%

47calls 32 Unresolved 16% 15%
Total Calls in an Hour Answered in a Minute

Cost Per Contact by Month

$60.00 $60.00 $62.00

$57.00 $55.00 $56.00

$45.00
$40.00 $39.00
$34.00
$30.00

$20.00

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Helpdesk Support Ticket KPI Dashboard

Total Calls Average Duration Answered Calls Unanswered Calls

12 18m:33s 83% 17%

Average Ticket Per Day Average Ticket Per Day

100

90 90 90
84 85
80 80
75
68 65
63
50
47

0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Average Call Duration (Last 500 Calls)

4m:10s
Customer Service Scorecard KPI Dashboard

Agent Occupancy Turnover Rate (top) Training Value

February 2020 February 2020

0 65 3 15

60% 5%

Agent Occupancy
6

0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Customer Service Agent KPI Dashboard

First Contact Resolution Rate First Response Time Full Resolution Time Top Ticket Solvers

Tom Jones 44

14% 2 hrs 18 hrs Peter Smith 29

Anne Miller 28

Neil Johnson 20
Ticket Resolved Unsolved Ticket

Lou Corey 17
80
High
Charlie Lee 15
60

40 Normal Frank Smith 14

20
Lily Marie 10
Urgent
0
16 June 25 June 30 June 03 July 05 July 10 July 20 July 25 July 29 July
Tania Jones 06
CRM Tracker KPI Dashboard

Customer Manager Next Meeting Timeframe Location Status

New Accounts
50

ABC Company Nicole Anderson Nov 26, 2019 1:00 – 3:00 pm NY | EST-5 Pending
On Hold
24
Global Corp Joey Smithson Nov 27, 2019 1:00 – 3:00 pm TX | CST-6 Confirm

The ABC Corp Marie Shore Nov 28, 2019 1:00 – 3:00 pm AB | MST-7 Pending
Unscheduled Session
14

Global Studios Holly Sutherland Nov 30, 2019 1:00 – 3:00 pm NY | EST-5 Pending Past Deadlines
3
The Global LLC Brian Kessler Nov 30, 2019 1:00 – 3:00 pm NY | EST-5 Confirm

Open Accounts
25
ABC Global Jerry Strauss Dec 03, 2019 1:00 – 3:00 pm IL | CST-6 Confirm

DEF Company Wesley Johnson Dec 12, 2019 1:00 – 3:00 pm NY | EST-5 Confirm
Completed Acc.
20