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Financial Profit & Loss KPI Dashboard: Open Index Income Statement
Financial Profit & Loss KPI Dashboard: Open Index Income Statement
Financial Profit & Loss KPI Dashboard: Open Index Income Statement
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%
Quick Ratio
0.68 Days Sale for Outstanding Days Inventory Outstanding
29 91
+0 +100 +0 +100
$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
Ame 80%
Online Social Software Events Salary Bonus Perks Training Leads Tools Training Events
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
Net Sales $12,500.00 Gross Margin $6,054.21 Gross Margin % 48% Operating Profit 12%
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
$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
60
50
40
30
20
10
0
Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec
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
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
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
$1,000
Quote Conversion
$500
Gross Margin
$0
Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct
1500
1250
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
$25
$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
73 $13.920K $35.750K
Amount of Contracts Revenues the Next 12 Months Cost the Next 12 Months
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
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
4.3
3.5
4 48 50 35
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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
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
75
25
+ + =
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
0
0 1 2 3 4 5 6 7
Project Management Tool KPI Dashboard
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
100
Project 1 49% 51%
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 Budget
26.4 M 10.36 M
2500000; 11% Facilities Upgrade
3540000; 15%
Allocated Budget Used Budget Across
Across Portfolio Portfolio Insurance Biz
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
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
6 pm
Launch and debugging
10 Nov 2019 – 30 Jan 2020 10.5 hrs 7 pm
Project Budget KPI Dashboard
26.27 M
Strategic Initi... 1750000 Strategic Initi... 1750000
Allocated Budget Across Portfolio
10.36 M
Used Budget Across Portfolios
Operational Exce... 1056001 Operational Exce... 4500000
7.99 M
Actual Cost Across Portfolio Facilities U... 975000 Facilities U... 1500000
Triaged Tasks KPI Dashboard
0 100
10 Vivian White High Done Done
Completed Tasks
0 100
93 James Corey Normal In Progress 80%
Task in Progress
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
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Customer Service Call KPI Dashboard
61%
Resolutions Phase
50
40
30
20
Unresolved Calls
10
9% 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
37 sec 75
Response Time
69
55 55
45 45
30
Call Resolutions
68.5% Revenue per
Called Answered in First Minute Successful Call Trend MTD Previous Month
$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
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
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
Anne Miller 28
Neil Johnson 20
Ticket Resolved Unsolved Ticket
Lou Corey 17
80
High
Charlie Lee 15
60
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
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