The most commonly used kind of KPI dashboard is the operational dashboard. This gives a regular snapshot of your business operations at a point in time. Such dashboards usually lack frills like multiple views and progress bars; instead, they focus on the current performance or condition . Operational KPI dashboards also have a simpler layout that is easy to use.
This kind of KPI dashboard is often used by team leads and middle management ; its common features include:
Examples of this kind of dashboard include a daily sales performance tracker, team attendance report, customer support response times tracker, stock inventory level dashboard, company sales KPI dashboard, etc. Various teams within the organization (sales, marketing, customer service, etc. can also create operational dashboards to track functional KPIs.
Individual contributors must understand how their work impacts the organization’s goals. Their dashboard is more tactical and focuses on the following:
Project managers usually have a separate dashboard for each of their projects. This project management KPI dashboard can visualize how the project is progressing and whether overall performance is up to expectations.
Such a dashboard would include KPIs related to:
It helps project managers stay on top of the project and take corrective action whenever necessary to bring specific KPIs back on track.
Some organizations also create custom KPI dashboards for specific teams or initiatives. These dashboards compile and display the most relevant data for each case.
Each type of KPI dashboard ensures that everyone in the organization, regardless of their role, is aligned with the strategic goals. By providing relevant data and insights to employees at every level, KPI dashboards facilitate effective decision-making, enhance performance management, and promote a culture of transparency and accountability.
Also read: Types of KPI scorecards to track your project
Now, let’s show you how to create a KPI dashboard for yourself or your team. Follow along!
While you can still create this the old way in an Excel sheet, a modern dashboard solution will simplify day-to-day management. Among all the options available, ClickUp stands out as a comprehensive project management solution that simplifies goal and progress tracking.
Before building your KPI dashboard, you must decide on your goals. When setting goals, keep in mind that they must be able to move you toward your long-term objectives.
The best way to set relevant goals is to follow the SMART framework: set goals that are S mart, M easurable, A chievable, R ealistic, and T ime-bound. If you haven’t done this before or want to save time, you can use the ClickUp Smart Goals Template to decide your goals efficiently.
This customizable template helps you break down complex objectives into smaller, more achievable goals. It helps you define Specific, Measurable, Achievable, Relevant, and Time-Bound objectives.
The SMART Goal Worksheet View will give you a space to brainstorm and store all of your ideas, while the Company Goals View helps you keep track of all the goals that your team is working on.
Once you have zeroed in on the most relevant goals to track in your KPI dashboard, create them in ClickUp.
💡 Pro Tip: Setting team goals? Involve team members in goal setting to get early buy-in. ClickUp Whiteboards and mindmaps make collaborative ideation and brainstorming easy.
ClickUp Goals lets you create and track your goals and KPIs visually and intuitively.
With ClickUp Goals, you can:
Also read: How to set team goals effectively
Now that you’ve set your goals, let’s decide on the metrics that will best help you measure your progress toward them.
For example, your goal may be to increase revenue by a certain percentage. In that case, you want to track metrics related to leads, conversions, average order value, profit margins, and so on.
You can create a custom dashboard in ClickUp to track these metrics. It updates data in real time, so you never have to worry about how relevant the information is. Moreover, you can track multiple metrics in one dashboard, making analysis much easier.
For each metric you identified earlier, decide on specific (and realistic!) targets you’ll aim for. For example, for the conversions metric, you might set yourself a target of 10% over your current conversions.
Targets help you measure your progress toward the goal at any point in time and keep you on track.
ClickUp Goals lets you set five types of targets for each goal:
💡 Pro Tip: You can also use ClickUp Milestones to highlight and track the critical tasks in your project.
Here’s an example of how you’d set up targets in the dashboard for a customer support team’s KPIs.
You might want to track metrics such as:
To view these in the KPI dashboard, you would add Number widgets to measure cases handled and escalations on an ongoing basis. Similarly, you’d add a Time Tracking widget for tracking customer support response times and a Progress widget for user engagement metrics like CSAT.
Use ClickUp’s Integrations to automate data collection where possible, such as linking customer support software to track response times automatically. ClickUp supports native integrations with various apps, such as Slack, Everhour, Front, and Hubspot, and lets you connect through Zapier to hundreds more. You can also build custom integrations using the ClickUp API.
Additionally, the dashboard can integrate data from ClickUp’s various other features (such as ClickUp Tasks and ClickUp Goals), allowing you to monitor updates consistently.
As you flesh out your dashboard’s layout, keep it visually appealing and user-friendly. This will guarantee smooth navigation for all team members. Don’t hesitate to try out different layouts to discover the most effective mix of aesthetics and functionality. You can also try different dashboard templates till you find one that suits you perfectly.
ClickUp allows you to customize your dashboard just as you want it. Apart from 50+ widgets to choose from, here are a couple of other ClickUp features that make this super simple for you:
Now that you’ve set your targets, it is time to track your chosen metrics. A KPI software like ClickUp will do this automatically for you, keeping your dashboard data updated.
ClickUp Tasks helps you organize and track tasks related to each goal for effective management. The intuitive drag-and-drop interface simplifies task management, providing multiple views for a comprehensive overview of workflows.
Apart from the Dashboard view, ClickUp Views also lets you visualize and study your data in various ways. For example, the List view (great for granular breakdown of each task), Timeline (if you want to view tasks by date and duration), Workload view, Gantt chart, and more.
💡 Pro Tip: You can create a task in ClickUp to remind you to track your KPI metrics regularly.
Or, better still, automate this task by outsourcing it to ClickUp Brain , the integrated AI assistant in ClickUp. You can get it to analyze data to track metrics and schedule and send automated progress reports.
You can ask ClickUp Brain questions, and it’ll search every dashboard in your Workspace to generate the insights you need automatically and quickly.
Do ensure that all relevant team members have access to the KPI dashboard. Sharing the dashboard promotes transparency and keeps everyone aligned on the organization’s goals and their role in achieving them.
Worried about security? Don’t be—you can set user permissions to restrict dashboard access only to authorized persons.
After tracking your metrics for a while, analyze the data to see whether you are on track to meeting your goals. If not, you can quickly take a call on the next steps.
ClickUp lets you quickly move from a broad overview to granular insights using filters and drill-down features in the dashboard.
Gantt charts in ClickUp are another excellent way to get an overview of all your project tasks and metrics and see where you need to catch up. You can use the drag-and-drop functionality to adjust timelines where needed. They also help you identify any task dependencies that are holding you up, and find slack time that might be available.
💡 Pro Tip: Ask ClickUp Brain a question, and it will search every Dashboard in your Workspace to bring you answers instantly. Now think about how you will use the time saved 🙌
Along with tracking and analyzing individual metrics, it is also essential to pause regularly and evaluate how you’re doing overall. These check-ins help you view achieved milestones and identify areas of improvement.
💡 Pro Tip: Set weekly or bi-weekly reviews using ClickUp’s Calendar to assess progress on KPIs and adjust tasks and strategies as needed.
ClickUp’s Board View groups tasks by status to help you quickly track progress and make adjustments. The visual nature of the Kanban board makes it easy to track and manage objectives, so you can shift focus and resources to where they’re most needed.
After an evaluation, you might decide to tweak your targets or timelines or even change your strategy. Given how dynamic our work environment tends to be, such evaluations help teams keep in touch with changes and remain agile.
💡 Pro Tip: As you use the KPI dashboard, gather feedback from your team on its effectiveness and usability. Continuously look for ways to improve your organization’s KPI dashboard.
Regularly scheduled reviews ensure the dashboard continues to meet your needs and helps you celebrate achievements to boost morale.
So, this was the dashboard creation process in a nutshell. If you don’t want to spend time creating your own dashboards, you can also use the ClickUp KPI Template to quickly set up and track success metrics for you and your team.
This KPI dashboard template helps you:
After importing the KPI dashboard template, take some time to customize it to fit your organization’s specific objectives and key results. You can use custom statuses (Completed, Off Track, On Track, Not Started, and At-Risk) and custom fields (Progress, Department, Target Value, Actual Value, KPI, etc.) to update it to your liking. It also helps you track KPIs better with native time-tracking, tags, and automation.
While leaders can use the Summary View to get an overview of all KPIs and how they are trending, department managers can track the progress of individual departments with the Departmental OKR View . Additionally, the Progress View can show an in-depth evaluation of each individual KPI, while the Timeline View is great for tracking milestones and deadlines.
Let’s quickly look at a few KPI dashboard examples to see how they can be used for different metrics and functions.
With the ClickUp Marketing Campaigns Dashboard , teams can have an overview of their major marketing initiatives in one go.
Let’s consider the case of a social media marketing campaign in which you identified goals such as increasing reach, engagement, and followers.
To track the campaign’s performance, you can build a marketing KPI dashboard to track metrics such as:
You can create and customize a Sales Overview Dashboard in ClickUp to help your sales team track the key metrics of your business.
For example, you could use different widgets to to create a visual representation of:
Tracking these critical metrics helps sales managers stay on top of sales numbers , take data-driven decisions, and keep everybody aligned on the way forward.
With ClickUp, each salesperson has their own custom dashboard. They can see so much important information around the progression of their client projects and revenue impact that they couldn’t see before.
Dashboards are not just for tracking team progress. You can also use a KPI dashboard to measure your own performance.
Create your dashboard ClickUp Personal Productivity Dashboard your way—add the widgets and data that are most important to you. For example, a customer support representative may wish to track specific metrics such as:
This is a great way for any individual to see where they spend their time and whether this is in line with their goals. If not, they can quickly course-correct and reprioritize and get back on track.
Implementing a KPI dashboard that tracks key metrics can enhance overall organizational performance. By strategically leveraging KPI dashboards, teams can work smarter, ensuring that every effort contributes directly to the organization’s objectives.
Here are the most significant advantages of utilizing a KPI dashboard effectively:
Organizational and team goals often require coordination across various teams. Without a unified platform for presenting goals and performance metrics, you run the risk of miscommunication and the formation of data silos.
A KPI dashboard clarifies individual and team achievements and progress toward goals in an easily understandable format. This visibility helps your team members see their contributions to the larger organizational goals; this context motivates them and drives performance.
Moreover, many dashboard platforms include collaboration tools, minimizing the need for external productivity applications and simplifying your day-to-day work.
Intelligent dashboard software with real-time task tracking makes those weekly update meetings a thing of the ancient past.
Dashboards like ClickUp’s update in real time to show you the extent of work completed at any moment. No more tracking work across a dozen spreadsheets or waiting on different teams to send you their data so you can compile it into one view!
To make the best use of your data, select a dashboard solution that fits seamlessly into your existing workflow. This could mean choosing a compatible app that integrates with your primary data sources or opting for a comprehensive platform that offers detailed KPI reporting, data visualizations, and automated workflows.
Besides data analysis, KPI dashboards can introduce fun elements into the workflow, engaging your employees through gamification.
A TalentLMS survey indicated that gamification can significantly boost productivity and workplace happiness, with 89% of employees feeling more productive and 88% experiencing increased happiness.
A KPI dashboard can help you set up a rewards system based on achieving specific business milestones and targets. You can also incorporate points systems, leaderboards, and other competitive elements to create healthy competition, as long as it doesn’t undermine collaboration.
KPI dashboards address common teamwork challenges, such as unclear tasks, communication bottlenecks, and a lack of visibility into the broader organizational goals.
By displaying your KPIs alongside related goals, dashboards clarify individual responsibilities, alleviate confusion, and quickly identify inefficiencies. They also ensure transparency and build trust within your organization.
Additionally, when your team members can view each other’s tasks, it encourages knowledge sharing and mutual support, further enhancing teamwork and accountability.
KPIs help teams clarify and focus on their daily, weekly, and monthly targets and performance. They also help individuals see how their effort impacts the team. Conversely, they also highlight initiatives and actions that don’t support company goals and should be deprioritized.
However, KPIs effective for one team or even organization may not suit another. Therefore, we recommend identifying your priorities and selecting appropriate KPIs to measure progress.
Leveraging well-designed KPI software can simplify this process, eliminating much of the guesswork and accelerating progress toward objectives.
ClickUp is one of the most user-friendly and cost-effective solutions for crafting high-quality KPI dashboards. It upgrades your reporting capabilities with real-time data whenever needed, so you can stop chasing after data and get down to strategic work.
Sign up to ClickUp to take the Dashboard for a spin today!
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Resume Metric Example to Show Growth. Let's look at a couple of examples to see this KPI in action. Sales Manager. Achieved a 30% year-over-year revenue growth in the assigned territory, surpassing annual sales targets consistently. This metric demonstrates the ability to drive sales growth and exceed targets.
Your resume accomplishments are the most common place for KPIs on a resume. You can include them under different work experience bullet points for clarity. This provides an opportunity to show how you've developed and used your skills throughout your work history. Examples of resume KPIs. Sales KPI examples: Total revenue generated
4 General KPI examples for your resume. In the next part of this guide, we'll show you some general KPIs to include in your resume. They have to do with: Growth: sales and revenue; Cost-savings; Impact; High-frequency or volume; Growth: sales and revenue KPIs . Growth KPIs show how you contributed to your organization's development.
Supercharge your resume with metrics such as: process optimization, project completion, and efficiency improvements. Include bullet points like these: Example: Led initiatives that resulted in a 30% reduction in document processing time through the implementation of automated workflows and standardized procedures.
You can find relevant metrics to add to your resume no matter what type of role or industry you work in. Consider incorporating metrics related to sales and revenue, profitability, costs, people, marketing, partnerships, performance and operations, and data analysis. To some extent, the metrics you have available will depend on how performance ...
Resume KPI bullet point examples. Looking for some real resume examples you can use? Consider some of these to get you started: Gained two principal accounts with more than $750,000 in sales profit in 2022. The easiest way to show sales numbers and other KPIs on a resume is through raw figures.
Related: Using Key Performance Indicators (KPIs) to Achieve Goals. Commonly used KPIs in the workplace. The following are examples of KPIs that may be used to measure different elements within an organization: Financial KPIs. Net profit margin. This KPI is a measurement of the revenue that is left over after all other expenses have been deducted.
Pay close attention to the metrics and numbers used to quantify each bullet point. Like we discussed above, effective metrics can be dollar amounts (e.g. revenue, sales ), size of teams of users (e.g. employees worked with), or percentages. For more resume bullet points and templates, visit sample resume bullet points.
Metrics Reporting Analyst. 08/2004 - 04/2011. Chicago, IL. Demonstrate experience on the following areas: Information Security, IT and Operations metrics; Data integrity; Assessment and consultation; Business Process re-engineering. Work closely and interact directly with select team members to identify, rationalize and document reporting and ...
KPI 1: How You Stimulated Growth. A major resume KPI that a hiring manager will want to see is how you fostered growth in a company. Businesses are always eager to seek new revenue streams and boost production or sales, therefore if you've got the numbers, flaunt them. This can be reflected on the page in various ways.
In fact, most online resume builders include KPIs in their examples and templates. An easier solution would be to get resume writing services from third-party service providers. However, here you can learn the best way to add your accomplishments to your resume, as well as how to use metrics to impress recruiters.
A good KPI should help you and your team understand if the strategies you are using are taking you toward your goals. A KPI must be: Well-defined and measurable. Communicated throughout your organization. Applicable to your business or department. Crucial to achieving your goal. Related: SMART Goals: Definition and Examples.
The Guide To Resume Tailoring. Guide the recruiter to the conclusion that you are the best candidate for the metrics & reporting analyst job. It's actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get ...
Resume Metrics Examples. A few months ago I created the Weekend Resume Makeover course. It was designed to help people understand everything they need to about resumes and write their own in the time of a weekend. It has nearly 1,000 examples of resume metrics included in the over 50 sample resumes that span dozens of industries.
Website KPI examples. 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.
Key performance indicators that target an entire organization's goals are called high KPIs. These indicators measure the company's success as a whole. KPIs that target smaller projects, such as departmental strategies, are called low KPIs. Related: A Guide To Understanding Objectives and Key Results (OKRs)
Identify measurable responsibilities. Focus on Growth, Resources Saved, Impact, and Frequency metrics. Convert those responsibilities into KPI's. Writing in a quantitative (measurable) way takes time and practice but after you master this skill, people will always know the impact you have on any system.
Montgomery Street, San Francisco, CA 94105. (555) 432-1000. [email protected]. Professional Summary. Reliable warehouse Associate with background in picking, packing, and inspecting.Quickly learn new task and work well in a team environment.Efficient and highly-accurate with flexible schedule and ability to stand an entire shift.
For more examples, check out our bank teller resume example and full guide. #17. Banker Achievements. Managed a loan portfolio of $10 million, maintaining a default rate of less than 1%. Developed and maintained relationships with 50+ high-value clients, leading to a 25% increase in client assets managed.
KPI 1: Give a guide on how you stimulated growth. Most employers want to see some examples of any and every way you helped your employers grow. This could be through savvy hiring policies, record-busting sales results or production boosts. Generally, this can be shown on your CV through some snapshot revenue figures you achieved, production ...
Sales leaders and their teams need to track the key performance indicators that help them close more orders. Below are the 15 essential sales KPI examples: New Inbound Leads. Lead Response Time. Lead Conversion %. New Qualified Opportunities. Total Pipeline Value. Lead-to-Opportunity %. Opportunity-to-Order %.
A: Consider including metrics related to revenue and sales growth, cost reduction and profitability improvement, process optimization, leadership and team development, and marketing and partnership development. Specific figures related to achievements in these areas can significantly strengthen your resume.
Check Out one of our best kpi dashboard developer resume samples with education, skills and work history to help you curate your own perfect resume for kpi dashboard developer or similar profession. LiveCareer-Resume. Builders. Resume Builder. Create a professional-level resume with ease. 30+ dazzling design options!
Examples of this kind of dashboard include a daily sales performance tracker, team attendance report, customer support response times tracker, stock inventory level dashboard, company sales KPI dashboard, etc. Various teams within the organization (sales, marketing, customer service, etc. can also create operational dashboards to track ...