How to track KPIs with a dashboard

Опубликовано: 31 Май 2026
на канале: You Exec
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Download template: https://youexec.com/spreadsheet-templ...

Does your team struggle to organize and monitor performance goals? Use the KPI Dashboard Spreadsheet to streamline your KPI reports and track your sales metrics all in one place. The spreadsheet includes a customizable data sheet and dashboard that unites a time series and three key metrics of your choice.

Everything in the data sheet is connected to the dashboard, and updates are automatically reflected in the dashboard.

The dashboard pulls all the data from the data sheet and organizes it visually. The dashboard has a sales scorecard, a timeline chart, and charts to track the key metrics for your business.

The dashboard lets users track sales through their preferred filters with dropdown menus. For example, your company might choose to display data by a specific sales agent, by the status of the products, or by the lead source. Data can be displayed through a single filter or multiple filters to conduct quick comparisons. The start month and end month can be adjusted as well. To remove any of these filters, simply delete the text in the filter cell.