KPI Dashboard Presentation.pptx

KPI Dashboard
Presentation
Presented By: Engr. Mohsin

Planning
Step Completed
100%
Designing
In Progress
69%
Development
Waiting in queue
0%
Testing
Waiting in queue
0%
Project Budget
Total Budget
Budget Amount Used
Current Target Amount
8.1 %
$ 8,770
$ 52,000
Over Target
Overdue Tasks
Overdue Task Deadline Employee
1 Day Status update for board 2019-12-15 Paulo Webb
4 Days Finish UX optimization 2019-12-11 Kate William
10 Days Configure mobile view 2019-12-03 Nancy White
24 Days Database connections 2019-11-30 George Terrero
Project Management Tool KPI Dashboard

Project Development Task KPI Dashboard
23%
System
Activity Build 65%
Interface
Activity Build 81%
Quality
Standards Prep 12%
Activity
Interface Testing
# 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
Burndown Chart
0
1
2
3
4
5
Category 1 Category 2 Category 3 Category 4
Completed Planned
Actual

Individual Project Manager KPI Dashboard
Total number of member in
development team 100
Issues raised in previous
day by the team 15
Project scope change by
client in a week 38
Project Task Status
41%
35%
13%
11%
Planning
Design
Development
Testing
# of tasks and total hours allocated by product start date-line
0
1
2
3
4
5
Task 1 Task 2 Task 3 Task 4 Task 5 Task 6 Task 7 Task 8 Task 9 Task 10
Task Summary by Project
49%
38%
33%
30%
51%
62%
67%
70%
Project 1
Project 2
Project 3
Project 4
Overdue Task by Project Owner
0
50
100
John Jake Kate Chelsea Kenny Jessica Kevin Mark Michelea Oct Nov Dec

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
Allocated Budget
Across Portfolio
26.4 M
Used Budget
Across Portfolio
10.36 M
Of Total Budget
Already Used
39%
Actual Cost Across
Portfolio
7.99 M
Portfolio Budget
2500000, 11%
4852000, 21%
4500000, 19%
5104000, 22%
2750000, 12%
3540000, 15% Facilities Upgrade
Insurance Biz
Product Engineering
Strategic Initiative
IT Long Haul
Operational Excellence

Project Manager Task KPI Dashboard
Jan 1st Jan 2nd Jan 3rd Jan 4th
8 am
9 am
10 am
11 am
12 am
1 pm
2 pm
3 pm
4 pm
5 pm
6 pm
7 pm
Sample website
17.5 hrs
09 Nov 2019 – 02 Jan 2020
Monitor equipment
7.5 hrs
30 Dec 2019 – 03 Feb 2020
Ask client for reference
1 hrs
10 Nov 2019 – 15 Jan 2020
Testing new features
4.5 hrs
08 Dec 2019 – 08 Feb 2020
Demos and revisions
8.5 hrs
10 Nov 2019 – 30 Jan 2020
Launch and debugging
10.5 hrs
10 Nov 2019 – 30 Jan 2020
08:30 – 11:15
Demo task for resource
management
01:00 – 04:00
Team member
trainings and seminar
10:00 – 02:00
Meeting about
onboarding
Scrum with team
members
03:00 – 06:30
Review development
work with testing team
12:00 - 03:00
Weekly meet-up planning

Project Budget KPI Dashboard
Allocated Budget Across Portfolio
26.27 M
Used Budget Across Portfolios
10.36 M
Used Budget Percentage
39%
Cost Across portfolios
11.17 M
Actual Cost Across Portfolio
7.99 M
975000
984000
2100000
1045001
565500
1056001
1883500
1750000
Facilities Upgrade
Human Capital Initiative
Insurance Biz
Internat Activities Portfolio
IT Long Haul
Product Engineering
Strategic Initiatives
Allocated Budget for Project
1500000
1520000
4852000
2750000
3540000
4500000
5104000
1750000
Facilities Upgrade
Human Capital Initiative
Insurance Biz
Internat Activities Portfolio
IT Long Haul
Product Engineering
Strategic Initiatives
Used Budget for Project

Triaged Tasks KPI Dashboard
Completed Tasks
0 100
Task in Progress
0 100
Not Started Yet
0 100
87 Name Here High Done 75%
10 Name Here High Done Done
22 Name Here High In Progress 50%
34 Name Here Normal In Progress 20%
88 Name Here Low Not Started 0%
2 Name Here Low In Progress 10%
25 Name Here Low Canceled 0%
84 Name Here Low Not Started 80%
Task # Assigned to Priority Status Complete

Earning before Interest & Taxes
Open Index
Gross Profit Margin
80%
Open Index
35%
Operating Profit
67%
Net Profit Margin
91%
0
50
100
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Sales Marketing General & Admin
0
20
40
EBIT Actual EBIT Target
Income Statement
Revenue $567,307
COGS $119,129
Gross Profit $448,170
OPEX $326,519
Sales $193,760
Marketing $66,382
General & Admin $66,358
Other Expenses $1,448
Other Income 6.823 $
Operating Profit (EBIT) $116,257
Interest & Tax $25,015
Net Profit $91,264
Financial Profit & Loss KPI Dashboard

Cash Management KPI Dashboard
0.68
Quick Ratio
2.53
Current Ratio
$207,506.14
Cash Balance
IN - $352,760.44
OUT - $120,353.56
Days Sale for Outstanding
+0 +100
AR Turnover vs AP Turnover
$0
$500
$1,000
$1,500
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
29
Days Inventory Outstanding
+0 +100
91
Inventory
0
50
100
150
Cash Collection at End of Month (in millions)
$45.00
$60.00
$40.00
$30.00
$60.00
$57.00 $55.00
$34.00
$62.00
$56.00
$20.00
$39.00

Financial Revenue & Expense KPI Dashboard
Marketing Expenses
$5,625
$3,625
$2,536
$5,256
Online Social Software Events
General & Admin
$5,625
$3,625
$2,536
$5,256
Salary Bonus Perks Training
Sales Expenses
$5,625
$3,625
$2,536
$5,256
Leads Tools Training Events
Revenue by Region
80%
35%
65%
29%
America
Europe
Asia
Africa
Financial Revenue
Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec
Growth 0.40% 0.50% 0.41% 0.52% 0.53% 0.56% 0.55% 0.49% 0.51% 0.48% 0.51% 0.52%
Target 51 52 52.5 53 54 54.5 55 56 57 58 60 62
Revenue 49 50 53 55 56 58 59 60 62 65 70 71
0.00%
0.20%
0.40%
0.60%
0.80%
1.00%
40
45
50
55
60
65
70
75
80
Financial Expenses
0
50
100
General & Admin Marketing Sales

Financial Performance Dashboard
Sales Performance
Accounts Receivable Balance $110,000
Account Payable
Balance
$48,000
Cash Collection
Cycle
120
$12,500.00
Net Sales
Profitability
ROA 14%
ROE 32%
Net Income 4%
$6,054.21
Gross Margin
Liquidity
Capital $1,000.00
Current Ratio 2:1
Quick Ratio 1:0
48%
Gross Margin %
Leverage
Debt Ratio 0:3
Debt to Equity Ratio 2:0
Quick Ratio 0:4
12%
Operating Profit
Accounts Receivable
$0.00 $240,000
$ 110,000
Accounts Payable
$0.00 $95,,000
$ 48,000
Sales
Discount
13%
Purchase
Discount
20%

Financial Quarterly Summary KPI Dashboard
$8.9278
Quarterly Cost
$13.950
Quarterly Revenue
$22.858
Cash Flow Amount
Contract Cost Cash Flow Data
$25.90
in 2019
$85.42
in 2020
FY1-Q3
FY1-Q4
FY2-Q1
FY2-Q2
FY2-Q3
FY2-Q4
FY3-Q1
FY3-Q2
FY3-Q3
FY3-Q4
FY4-Q1
FY4-Q2
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)
0
10
20
30
40
50
60
Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec
Revenue Expenses
Revenue ($ 413,500)
0 5 10 15 20 25 30 35 40 45 50
Projected
Current year
Last year
Expenses ($ 408,400)
0 5 10 15 20 25 30 35 40 45 50
Projected
Current year
Last year

Document Permission Document Name Date Managers
Crowdfunding KPI Dashboard
Total Current Balance
$124,580M
Investment Balance
$345K
Pending Balance
$276K
Activity Map
12% 35% 12% 35%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Crowdfunding Platform
Local Top Crowdfunding World Top Crowdfunding
$5,625
$3,625
$2,536
$5,256
$5,696
$9,512
Group A Group B Group C Group D Group E Group F
Kate White
Document 1 Public Financial Data 12-11-2019
George
Document 2 Public Market Expenses 15-11-2019
Kevin Webb
Document 3 Private Sales & Marketing Plan 18-11-2019
Mark Johnny
Document 4 Public Investment Data 20-11-2019
John Obama
Document 5 Public Client Target List 26-11-2019
Kenny Terrero
Document 6 Private Funding Ventures 28-11-2019
$5,625
$3,625
$2,536
$5,256
$5,696
$9,512
Group A Group B Group C Group D Group E Group F

358
New Customers
$ 1,180,234
Sales Revenue
$ 930,216
Profit 0
20
40
60
80
100
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
$ 12,956
Average Weekly Sales Revenue
75%
$ 247,234
Above Sales Target
Accumulated revenue |12 months
Annual Sales Growth
13%
Sales Performance by Region
Australia
Germany
India
Switzerland
Average Revenue Per Unit
100 $
8.2
4.3
5.9
7.6
3.5
9.2
7
9.2
8.2
6
4
8.8
Sales Performance KPI Dashboard

Sales Revenue & Leads KPI Dashboard
Revenue & Expenses (Expense Details)
$0
$500
$1,000
$1,500
Apr Jul Oct Jan Apr Jul Oct Jan Apr Jul Oct
Revenue Expense
2018 2019 2020
Overview (Last 30 days)
0% 25% 50% 75% 100%
Lead Conversion
Quote Conversion
Gross Margin
Total support tickets submitted : 355
Leads by Lead Source Revenue Generated by Country
0
250
500
750
1000
1250
1500
Jan Apr Jul Oct Jan Apr Jul Oct
2019 2020
$699 - $11,436
$11,436 - $22,174
$32,911 - $43,648
$22,174 - $32,911

Customer Retail Sales KPI Dashboard
1100
Customer Count
$55.6K
Actual Revenue
$956.70K
Potential Revenue
Banking Healthcare Manufacturing Consumer Food Technology
Series 1 $20.00 $15.00 $29.00 $22.00 $18.00
$10
$15
$20
$25
$30
Industry Revenue Generation Revenue Segmentation
Segment A Segment B
Segment C Segment D
Revenue Generated by Market
$10K - $20K $25K - $45K $50K - $100K $110K - $200K
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

s
Sales Individual Performance KPI Dashboard
Contract by Status
Draft 9%
Archived 13%
Pending Status 28%
Terminated 17%
39
Contract by Category
Market Research 5%
Financial 17%
Energy & Fuel 28%
Consulting 33%
11
Contract by Organization Unit
HR 19%
Sales 25%
Others 31%
IT Software 25%
17
-100 -80 -60 -40 -20 0 20 40 60 80
Projected
Current year
Previous year
Cost
Revenue
Sum of Costs & Revenues Contracts to Review
Contracts without
milestones
4
Contracts with
milestones
2
Amount of Contracts
73
Revenues the Next 12 Months
$13.920K
Cost the Next 12 Months
$35.750K

Product Sales Analysis KPI Dashboard
345
Total Number of Orders
$17.15
Average Selling Price
830
Number of Customers
35
45
38
50
35
9
30
50
23
A B C D E F G H I
Average Order Quantity by Product
Minimum
Average
Maximum
A B C D E F G H
Max, Average & Minimum Selling Price
18
35
22
75
34
40
56
33
43
82
76
30
67
54
89
12
35
63
74
7/1/18 8/1/18 9/1/18 10/1/18 11/1/18 12/1/18 1/1/19 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
Number of Orders Over Time

8.2
4.3
5.9
7.6
3.5
9.2
7
9.2
8.2
6
4
8.8
Sale Operation Metrics KPI Dashboard
Sales Department Size
Number of F/T
Sales Rep
48
Productivity Metrics
Highest Talk Time
(minutes)
35
0
50
100
150
200
Avaerage Dials/Days/Rep Average Talk Time(minute)/Days
On Target Earning (OTE)
Highest Target
Earning Month
May
0
50
100
150
Key Account Plans Completed
Account Plan
Completed
30
45
60
40
30
60
57 55
62
56
20
39
Jan Feb Mar Apr May Jun Jul Sep Oct Nov Dec

Sales Growth & Profit Margin KPI Dashboard
Monthly Sales Growth
Accumulated revenue |12 months
Target Sales Growth
13%
Net Profit Margin | 2016 vs 2017
0
50
100
150
200
250
0
200
400
600
Series one Series two
Average Revenue Per Unit Sales Per Rep (6 Months)
$110
Customer Lifetime Value
$200
Customer Acquisition Cost
$250
Total Generated Cost 0
25
50
75
100
Rep A Rep B Rep C Target

Sales Rep Scorecard KPI Dashboard
+
% to Goal
70%
Score 17.5
65.7% Team Avg
Assigned Units
55
Score 6.3
51.0% Team Avg
+
Total Calls
34
Score 5.4
31.5% Team Avg
=
31of 33 max score
Name Alice Lee
Territory Chicago
Region Chicago
Territory Manager Scorecard
0
2
4
6
8
10
0 1 2 3 4 5 6 7
Overall Territory Performance

Net Promoter Score
-100 +100
+48.00
Promoter Increment
Detractors 162 (17%)
Passives 171 (18%)
Promoters 618 (65%)
% Promoter - % Detractors = 48
Customer Retention
-100 +100
92%
Target >= 90%
90
80
84
68
90
75
63 65
90
80
47
85
Customer Effort Score
-100 +100
1.7
Detractors Efforts
8.2
4.3
5.9
7.6
3.5
9.2
7
9.2
8.2
6
4
8.8
Customer Satisfaction KPI Dashboard

2018 2019
2018
2019
2020
Demographic : New Accounts
Demographics : Churned Accounts
Acquisition Heatmap
Churn Heatmap
Customer Churn (SaaS) KPI Dashboard

Resolutions
Phase
Calls Per Month
Response
Time
First Call resolution
61%
Unresolved Calls
9%
Average Response Time
37 sec
Best Day to Call
Tuesday
0
10
20
30
40
50
60
First Call Unresolved Call
Response Time (in second) by Weekdays
45
75
55
30
45
69
55
Mon Tue Wed Thu Fri Sat Sun
Customer Service Call KPI Dashboard

Customer Service Revenue Per Call KPI Dashboard
Called Answered in First Minute
68.5%
Total Calls in an Hour
47calls
Answered in a Minute
32
$68
Revenue per
Successful Call
Call Resolutions
Trend MTD Previous Month
First Call 39% 36%
2 0r More 49% 54%
Unresolved 16% 15%
$45.00
$60.00
$40.00
$30.00
$60.00
$57.00 $55.00
$34.00
$62.00
$56.00
$20.00
$39.00
Cost Per Contact by Month

Average Ticket Per Day
Average Ticket Per Day
Total Calls
12
Average Duration
18m:33s
0
50
100
Answered Calls
83%
Unanswered Calls
17%
90
80
84
68
90
75
63 65
90
80
47
85
Average Call Duration (Last 500 Calls)
4m:10s
Helpdesk Support Ticket KPI Dashboard

Customer Service Scorecard KPI Dashboard
Agent Occupancy
60%
0 65
February 2020
Turnover Rate (top)
5%
3 15
February 2020
Training Value
Products 2 4 6 8 10 12 14 16 18 20 22 24
Agent Occupancy
Series 2 2.4 4.4 1.8 4 5 4 3 5 4 5 4 3
Series 3 2 2 3 5 2 5 2 3 5 2 5 2
0
1
2
3
4
5
6

Customer Service Agent KPI Dashboard
First Contact Resolution Rate
14%
First Response Time
2 hrs
Full Resolution Time
18 hrs
Ticket Resolved Unsolved Ticket
Urgent
Normal
High
0
20
40
60
80
16 June 21 June 26 June 01 July 06 July 11 July 16 July 21 July 26 July
Top Ticket Solvers
Tom Jones 44
Peter Smith 29
Anne Miller 28
Neil Johnson 20
Lou Corey 17
Charlie Lee 15
Frank Smith 14
Lily Marie 10
Tania Jones 06

Customer Manager Next Meeting Timeframe Location Status
ABC Company Nicole Anderson Nov 26, 2019 1:00 – 3:00 pm NY | EST-5 Pending
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
Global Studios Holly Sutherland Nov 30, 2019 1:00 – 3:00 pm NY | EST-5 Pending
The Global LLC Brian Kessler Nov 30, 2019 1:00 – 3:00 pm NY | EST-5 Confirm
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
New Accounts
50
On Hold
24
Unscheduled Session
14
Past Deadlines
3
Open Accounts
25
Completed Acc.
20
CRM Tracker KPI Dashboard

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32
Email: muhammed.mohsin01@gmail.com

KPI Dashboard Presentation.pptx

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