Kpi Free Templates

KPI Dashboard Template. Track key data points using a KPI dashboard to maximize business performance. You’ll save time by not having to produce multiple reports, and the consolidated metrics can easily be shared between teams. This free KPI dashboard template allows you to view multiple KPIs in both table and graph formats. Identify the right KPIs; Develop the right excel dashboard to track your KPIs; Do yourself a favor and use the free KPI development template from Mr Dashboard to create a list of the most important and critical for success KPIs for your business. Next download the excel dashboards and simply enter your list of KPIs in the data sheet.

Excel dashboards and templates can be very useful when you need to assess the execution of key metrics. Continuous monitoring coupled with easy editing and alterations makes these dashboards excel templates a pinnacle option. Statistics prove how customer service KPI is important for monitoring and measuring performance at the customer-centric ends. For that reason, customer support KPI dashboards excel templates comes to picture.

It is the key performance indicators that are a measurable value to demonstrate the effectiveness in a business achieving its targets. Altogether, selecting the right customer service KPI and some justifying dashboard excel templates make up the perfect real-time reporting tools.

Top 7 Customer Service KPI Dashboard Excel Templates

There is plenty of customer service KPI dashboard excel templates available out there. We have chosen the best customer service templates and dashboards that will indeed increase the efficiency of the business.

All the dashboards and excel templates target specific goals yet all focus on customer-centric departments. Take a look at the customer service KPI dashboards and excel templates:

KPI Templates

1. Customer Call Center Performance Dashboard

In particular, it is a simple and efficient customer call center KPI dashboard. It monitors and reports the status of customer call center key performance values. Further to add, it is a modern solution to monitor and track in an accessible way. The template is relevant to customer service teams, to help generate a 360-degree customer-centric view.

The dashboard features bullet graphs which are indeed the best way to visualize the quantitative metrics over a single customer service KPI dashboard excel sheet. Moreover, the dashboard allows the filtering of data and drill downs making the entire monitoring and reporting task interactive. Consequently, it is easier the analyze the good-weeks and bad-weeks over a large 12-weeks glance period.

Key Highlights

Full data and control accessibility.
Individual agent analysis.
Customer Satisfaction Score.
Agent Availability.
Agent Service Level.
Incoming calls monitoring.
Past 12-week record-keeping capability.

Click here to download Customer Call Center Performance Dashboard

2. Service Desk Excel Template Dashboard

Identical to the above template, this KPI Dashboard also features full-house operations and performance metrics. Moreover, the dashboard enables to track a list of customer service KPI for effective business management.

If you are looking for a minimalistic approach for the representation of metrics then this template is the right choice. Though infographics are an impressive way to monitor customer service KPI, the conventional approach works best for the majority of cases. Further, this template can be easily modified and expanded ahead with suitable key parameters indicators. Subsequently, increasing the efficiency in data monitoring and reporting.

Key Features

A total number of calls.
Call waiting rate
Call abandoned rate
Average call duration
Call resolution rate
Service desk availability

Click here to download the Service Desk Excel Template Dashboard

3. Customer Call Metrics KPI Summary Dashboard

To list, this is a tweet-board based summary dashboard. Also, the template features a scrollable list of custom data entries. Additionally, the template can be filtered with a particular date and month.

Customer service is indeed one sphere where a lot of data is gathered regularly. Now to understand and monitor all this data along with meaningful representations complex strategies needs to be incorporated. Additionally, to take valuable business decisions considering all the collected information this customer service KPI dashboard shines perfectly.

Key Features

Interactive color scheme.
Clear and uncluttered charts.
Fully custom editable fields.
Customer wait times.
Summarized data from graphs.

Click here to download Customer Call Metrics KPI Summary Dashboard

4. Customer Service & Experience KPI Dashboard

Since call metrics hold immense importance in customer service KPI metrics, this excel dashboard is the best choice to solve the purpose. For one thing, customer satisfaction is utterly important in business. With this intention, this template helps is real-time analysis and drawbacks identification.

In a similar fashion, the number of support tickets says a lot about customer service as well as product satisfaction and acceptance amongst the consumers. How a product is performing in real-world is best analyzed through the number of support tickets arising against it. The customer service KPI dashboard under consideration substantially helps in monitoring and analyzing the performance of support agents in details to form crucial business strategies.

Key Features

Average Resolution Time.
Call Decline Rate.
Number of Calls per Support Agent.
Total calls and answer time breakdown.

Click here to download IC Customer Service & Experience KPI Dashboard

5. CRM Summary Dashboard

Tracking the support agents data indeed gives a greater understanding of the resolution team. Further to add, this template shows trends over the past time as well. Moreover, this KPI dashboard features daily, weekly and monthly data filters.

Undeniably, past performance coupled with current statistics is a great way of defining the present flow of business. The previous customer service KPI dashboard excel template stressed more on single support representative performance. However, the current dashboard takes a general average criterion over a standard period of 30 days which indeed can be modified to form a broad overview of the performance of complete support executives team.

Key Features

Support tickets tracking.
Daily, weekly, monthly performance assessment.
Average Response Time.
Past 30-day tracking.

Click here to download CRM summary excel dashboard

6. Customer Experience and Satisfaction Excel Dashboard

Customer satisfaction score and customer support experience are essential customer service KPI elements. Subsequently, this customer service dashboard is a visual scorecard representation for the same.

It is one of the easiest templates to update regularly and track the business’ ability to satisfactorily resolve customer grievances. Also, customers experience with the support agents over raised service tickets is constantly rated and recorded. Along with this, the customer service KPI dashboard template highlights the region where the support staff is lacking in delivering the expected results.

Key Features

Positive and negative feedback tracking
Solved and unsolved complaints history
Net calls connected
customer satisfaction score
Previous data tracking

Click here to download Customer Experience and Satisfaction Excel Dashboard

7. Retention and Customer Service KPI Dashboard

Customer retention score indicates the rate of customers a company has retained over a specific time interval. Similarly, this customer service KPI dashboard template enables to understand user’s interaction with a service or product.

Even though a business’ vision should aim for higher potential growth and new customer acquisitions, the business cannot withstand competition unless it retains the current customer base. Therefore, it becomes extremely important in continuously checking customer retention rates and drafting suitable policies. Additionally, this is one likely step to understand where current marketing campaigns need more attention in order to achieve higher ROI numbers.

Key Features

Past user engagement tracking
Total revenue
Visual representation
Customer Loyalty and retention rate
Return over investment estimations.

Click here to download Customer Retention KPI Dashboard.

Final Words

On the whole, these are the top and most effective free customer support KPI dashboard excel templates that one can incorporate easily. However, there are also multi-utility business intelligence tools for KPI monitoring as well.

In case you find these free excel templates dashboards hard to use, you can easily resolve down with these CRM and performance analytics tools out there.

Also Read: How to Convert Invoices into an Excel Spreadsheet

Comparatively, the above-mentioned KPI dashboards and excel templates are as effective as any of those paid services. Since the ultimate aim is continuous monitoring and tracking thereupon free excel templates and dashboards are most sought resort when performance indicators and metrics are considered.

Summing up, I hope the dashboards and templates add some useful insights to you. If you come across any other template design or customer service KPI dashboard tools, do let the word out in the comments section below.

KPI Dashboard Excel templates are the graphical representations to track the key data points for maximizing the performance of the business. KPI dashboard templates are available in tabular, pie chart and graph formats for better visualization. Best KPI dashboard templates hold good control in increasing the productivity of an organization. Because these dashboards include all the phenomenal elements which are essential for the upliftment of the business.

Download Top 21 Free KPI Dashboard Excel Templates

Out of multiple KPI Excel templates available in the market, we have chosen the best KPI dashboard templates which definitely increase the productivity. We have picked one KPI template for each section of the business that was recommended by the industry experts.

Here is the list of 21 amazing KPI templates in Excel you have been waiting for:

Page Contents

1. Executive Dashboard Template

Executive dashboard template describes us about the complete blend of high priority resources and their performance. It provides the measure of success at an executive level for the better functionality of an organization.

Key Highlights

Monthly data (for the complete year).
Monthly revenue.
Growth in revenue.
Total number of customers.
Increase in customers.
AOV (Average Order Value).
Progress in AOV.

Click here to download the Executive KPI dashboard template in Excel format.

2. Business Dashboard Template

Business dashboard template depicts the overall growth of the business over a tenure, generally in the span of quarters and then cumulative at the end of a year. The goals and actuals of each and every important aspect of business are drafted in this Excel template. The dashboard template displayed here can be very handy. In fact, you can customize it more effectively based on your need.

Key Highlights

Monthly budget goals.
Monthly budget actuals.
Annual budget goals.
Annual budget actuals.
Monthly revenue goals.
Monthly revenue actuals.
Annual revenue goals.
Annual revenue actuals.
Gross profit margin.
Net profit margin.
Monthly debt to equity ratio.
Annual debt to equity ratio.

Click here to download the Business KPI dashboard Excel template.

3. Financial Dashboard Template

Financial dashboard template is jotted down with all the key financial metrics related to the business are converted into graphs and pie charts and jotted down into the Excel template. This helps in analyzing where the funds are distributed and which product or service is generating more revenue for the business.

Key Highlights

Product revenue estimated/quarter.
Product revenue actual/quarter.
Annual product revenue estimated.
Annual product revenue actual.
Regional revenue.

Click here to download sample Financial KPI dashboard Excel template for free.

4. Sales Management Dashboard Template

Sales management dashboard template is used to analyze the sales of each and every product across the globe. It is very easy to draw conclusions from the template provided here for download. From the conclusions drawn, you can drive your resources in a more effective and efficient way.

Key Highlights

Referral sales tracking.
Region sales data.
Item wise sales distribution.
Mode of sales happened [Outlet].
Item vs Region.
Outlet vs Region.
Item vs Outlet.

Click here to download sample sales management KPI dashboard Excel template for free.

5. Lead Generation Dashboard Template

Lead generation dashboard templates can have a better picture of total leads generated and how much percentage of the leads are converted to sales. The follow-up input and its response from each lead are taken into account in developing this dashboard thereby making it more productive.

Key Highlights

Leads generated.
Percentage of goal reached.
Leads per source.
Untargeted leads.
Response time (30 days).

Click here to download the Lead generation KPI dashboard Excel template.

6. Marketing Dashboard Template

Marketing dashboard template helps you in creating value to the product, getting leads, achieving goals and establishing a brand. Understanding the market and creating plans and strategies which lead to the development of the sales in the market are taken into account in developing a best KPI dashboard for marketing needs. Configure it to your needs and make the best use of this marketing template.

Key Highlights

Leads per source/month.
Leads per day/month.
Percentage of goals achieved.
Traffic per source/month.
Annual traffic per source.

Click here to download Sample Marketing KPI dashboard Excel template.

7. Social Media Dashboard Template

Social media dashboard template helps you in tracking all kinds of audience engagement on social media. This includes various social networking sites like Facebook, Google Plus, Linkedin, YouTube, etc. This dashboard blends all outlet engagement in the spotlight for easy tracking.

Key Highlights

Total visits per week.
Total visits for a year.
Visits vs Goals.
Facebook fans, post reach, interactions, page impressions and talking about.
Google plus followers, post reach, interactions, shares and talking about.
Linkedin followers, impressions, clicks, likes and engagement.
Pinterest followers, post reach, interactions, shares and talking about.
Twitter followers, tweets, retweets, mentions and favorites.
YouTube subscribers, lifetime views, monthly views, likes, and comments.

Click here to download sample Social media KPI dashboard Excel template for free.

8. Digital Marketing Dashboard Template

Digital marketing dashboard template is one of the evolving and authoritative mode of marketing for startups as well as industry experts. One who has professional digital marketing skills can reach more customers through organic search. Still, startups find their way into digital marketing through paid search across all digital platforms. All these digital marketing metrics can be viewed and analyzed on a single digital marketing dashboard provided here.

Key Highlights

Paid Media.
Organic Media.
Views generated/month.
ROI (Return On Investment).
Revenue/month.
Annual views generated.
Average ROI.
Various types of Organic Reach.
Various types of Paid Reach.

Click here to download sample Digital Marketing KPI dashboard Excel template for free.

9. Email Marketing Dashboard Template

Email marketing dashboard template includes tracking of leads, creating multiple campaigns and some other key metrics. The template provided here will help you to keep track of all your subscribers and their active/passive engagements etc.

Key Highlights

New subscribers.
New subscribers growth.
Unsubscribers.
Unsubscribers growth.
Bounce rate.
Bounce rate growth.
Email data for all campaigns.

Click here to download sample email marketing KPI dashboard Excel template.

10. Project Management Dashboard Template

Project management dashboard template helps you in meeting project-oriented goals with quantifiable project management metrics like financial status, risk mitigation, deadlines, etc. The template provides here include all the key performance indicators required for project management. Hope you do not need any revisions for the Excel template provided here.

Key Highlights

Exit from Project.
Project objectives.
Requirements of project.
Infrastructure requirements.
Planning of resources.
Staffing.
Alpha out.
Alpha testing.
Beta out.
Beta testing.
Launch of product.
Future enhancements.
Days per project.
Task status.
Project financials.

Click here to download the project management KPI dashboard Excel template.

11. Development Operations (DevOps) Dashboard Template

DevOps dashboard template is a must for any organization since it is one of the emerging technologies in the current IT industry. Any application or website development involves an agile team working on the operations like development, testing, alpha and beta releases, etc. keeping track of DevOps metrics is highly recommended and hence we are providing a dashboard template for free.

Key Highlights

Unresolved Issues.
Resolved Issues.
WIP (Work In Progress) Limits.
Feature Investment.
Bug Investment.
Feature vs Bug Investment.
Release Tracker.

Click here to download sample DevOps KPI dashboard Excel template for free.

12. Product Metrics Dashboard Template

Product metrics dashboard template includes key metrics like product revenue for each and every item, revenue breakdown and performance of the product. The dashboard template provided here covers all the above and can be customizable as always.

Key Highlights

Product revenue/month.
Annual product revenue.
Revenue breakdown across items.
Time to market.
Win/Loss.

Click here to download sample product metrics KPI dashboard Excel template for free.

13. Supply Chain Dashboard Template

Supply chain dashboard template helps for the effective management of the flow of goods and services, raw materials required and inventory. In short, it is providing a suitable product at the right time on the spot. The sample download template provided here includes all the KPIs required to view on the dashboard.

Key Highlights

Stock/month.
Annual Stock.
Individual Stock breakdown.
Delivery scope of existing products.
Delivery scope of the new products.
Win/Loss.

Click here to download sample supply chain KPI dashboard Excel template for free.

14. Customer Service/Call Center Dashboard Template

Customer service/call center dashboard helps in analyzing the real-time business metrics and it boosts the results for sure if one can act on the drawbacks effectively. One of the best services which keep track of live interaction between customer and business is the call center, hence in need of KPI dashboard template. Customer satisfaction is of high priority in customer service.

Key Highlights

Total Calls.
Average response time.
Call abandon rate.
Calls per rep.
Abandoned calls per rep.
Answer time breakdown.

Click here to download sample customer service/call center KPI dashboard Excel template for free.

Also Read: Top 7 Best Customer Service KPI Dashboard Excel Templates

15. Web Analytics Dashboard Template

Web analytics dashboard template helps in robust analysis of the key performance indicators. Giants like Google has their own web analytics tool for easy tracking of blog views, bounce rates, time spent on each page, etc. But you need a blend of all search engine reports to keep track of everything, hence try the template provided below.

Key Highlights

Total Visitors/month.
Unique Visitors/month.
Returning Visitors/month.
Bounce rate.
Average time on site.
Total visitors/day.
Unique visitors/day.
Returning visitors/day.

Click here to download sample web analytics KPI dashboard Excel template for free.

16. SEO Dashboard Template

SEO dashboard template speaks about the key metrics involved in Search Engine Optimization (SEO). It is the technology which is updating its requirements very frequently. If your web page needs to perform well on search engines, it must comply with all those requirements. You need to keep an eye on your competitors to outsmart them. Never begin with an intention you can outrank high authority sites in a month or so, it always takes time. Be patient is the best policy when it comes to SEO.

Key Highlights

Paid Search results.
Organic search results.
Referring Domains.
Email traffic.
Campaign Ads.
Visits/month.
Annual Visits.

Click here to download SEO KPI Excel template.

17. Retail Analysis Dashboard Template

Retail analysis dashboard template helps in analyzing the performance of three key pillars – product, customer, and salesperson for the success of the business. Tracking the retail business every week, every month, every quarter, and every year brings out the best suggestions for the future.

Key Highlights

Stock breakdown.
Stock/month.
Existing delivery scope.
New delivery scope.
Win/Loss.
Quarterly units sold/rep.
Annual units sold/rep.
Total units sold/quarter.
Annual units sold.

Click here t0 download sample retail analysis KPI dashboard Excel Template for free.

18. E-commerce Dashboard Template

Kpi Free Templates

E-commerce dashboard template deals with sellings of various product online. With the advancement in technology, shopping is no longer limited to offline. E-commerce has paved a way for online shopping. Sooner or later all the products will make their entry into the e-commerce field. This is just a digital way of selling products hence the dashboard will be a mixture of SEO KPIs and Sales KPIs.

Key Highlights

Visits/month.
ROI.
Revenue/month.
Paid search.
Organic search.
Various ad results.

Kpi Free Templates Download

Click here to download sample E-commerce KPI dashboard Excel template for free.

19. HR Dashboard Template

HR dashboard template helps in managing Human Resources for the smooth functioning of any organization. Recruitment of new employees, taking care of them, and employee satisfaction are some of the KPIs for achieving better results. Employees are the huge assets to the organization, as long as they are satisfied the organization has extended support from them.

Key Highlights

Employees per department.
Salary breakdown.
Average salary by the department.
Bonus.
Overtime.

Click here to download HR KPI dashboard Excel template for free.

20. Productivity Dashboard Template

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Productivity dashboard template helps in measuring is the KPIs to portray whether an organization is running up to the mark or not. The productivity of an individual affects the productivity of the team, which in turn impacts the productivity of a vertical and finally, it has a huge impact at an organizational level. Hence productivity dashboard should be able to depict everything at the highest level of accuracy.

Key Highlights

Expected client contact hours.
Actual client contact hours.
Client contact hours per rep.
Abandoned calls per rep.
Average hours.

Click here to download sample productivity KPI dashboard Excel template for free.

21. Insurance Claims Dashboard Template

Insurance claims dashboard template which provides you complete details about various types of insurance claims is inevitable. Any organization have to safeguard their employees and should be able to contribute to providing a better lifestyle. It is again a financial burden to the organization, but they should never neglect this.

Kpi Powerpoint Templates Free Download

Key Highlights

Free Kpi Templates Download

Automobile insurance claims.
Business insurance claims.
Life insurance claims.
Property insurance claims.
Other insurance claims.
Total claims/month.
Total claims/year.

Free Kpi Dashboard Templates In Excel

Click here to download insurance claims KPI dashboard Excel template for free.

Final thoughts on KPI templates

All best KPI dashboard Excel templates listed here will meet the needs of any organization ranging from a low-level organization (startups) to high-level organization (well established).

Free Kpi Templates Excel Dashboard Product

Hope you find the most important KPI dashboard Excel templates which you want to download. If you are searching for any other KPI template which you didn’t find here, please let us know through the comments section. Appreciate our efforts by sharing this article on social media and let others know the importance of KPI.