Templates

KPI dashboard template

A one-screen KPI layout with the definitions and formulas written out.

Updated September 20, 2026

Data sheet columns

ColumnTypeNotes
PeriodDateMonth end, ISO format
MetricTextFrom a controlled list
ActualNumberCurrent period value
TargetNumberPlan for the period
PriorNumberSame metric, previous period

Calculations

Variance        = Actual - Target
Variance %      = IFERROR(Actual/Target - 1, "")
Change vs prior = IFERROR(Actual/Prior - 1, "")
Status          = IF(Actual >= Target, "On track", "Behind")

Layout

  • Row of cards: one per metric, showing Actual, Variance % and direction
  • Trend chart: Actual by Period for the primary metric
  • Table: all metrics with Actual, Target, Variance %, Status

Frequently asked questions

How many metrics should this template hold?

Six to nine. More than that and the cards stop being scannable.

Related reading

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