Financial Profit & Loss KPI Dashboard

Gross Profit Margin Open Index

Income Statement
100
80 Revenue $567,307
%
COGS $119,129
50

Open Index Gross Profit $448,170

OPEX $326,519
0
35% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Sales $193,760
General & Admin Marketing Sales

Marketing $66,382

Operating Profit
Earning before Interest & Taxes
General & Admin $66,358

40
Other Expenses $1,448
67%

Other Income 6.823 $

20
Operating Profit (EBIT) $116,257
Net Profit Margin

Interest & Tax $25,015

0
91% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Net Profit $91,264
EBIT Actual EBIT Target
Customer Retail Sales KPI Dashboard

1100 Industry Revenue Generation Revenue Segmentation

Customer Count $30

$25

$55.6K $20
Segment A Segment B

Actual Revenue
$15
Segment C Segment D
$956.70 $10
Ba nking He a lthca r e Ma nuf a ctur ing Co nsum e r T e chno lo gy
K Food
Potential Revenue

Revenue Generated by Market 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

$10K - $20K $25K - $45K $50K - $100K $110K - $200K
Sales Individual Performance KPI Dashboard

73 $13.920K $35.750K
Amount of Contracts Revenues the Next 12 Cost the Next 12 Months
Months

Contract by Status Contract by Category Contract by Organization Unit

Draft 9% Market Research 5% HR 19%

Archived 13% Financial 17% Sales 25%

39 11 17
Terminated 17% Consulting 33% IT Software 25%

Pending Status 28% Energy & Fuel 28% Others 31%

s
Sum of Costs & Revenues Contracts to Review

Previous year

Current year Cost

4 2
Revenu
Projected e
Contracts without Contracts with
milestones milestones
-100 -80 -60 -40 -20 0 20 40 60 80 100
Sales Growth & Profit Margin KPI Dashboard

Monthly Sales Growth Net Profit Margin | 2016 vs 2017

600 250
Target Sales Growth
Series one Series two
200

13% 400
150

100
200

50

0 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Accumulated revenue |12 months

Average Revenue Per Unit Sales Per Rep (6 Months)

Rep C Rep B Rep A Target

Customer Lifetime Value $110 100

75

Customer Acquisition Cost $200 50

25

Total Generated Cost $250 0

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Project Development Task KPI Dashboard

23% 65% 81% 12%

System Interface Quality Activity
Activity Build Activity Build Standards Prep Interface Testing

Burndown Chart
5

4
Completed Planned
3

2
Actual
1

0
Category 1 Category 2 Category 3 Category 4

# 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
Project Manager Task KPI Dashboard

Jan 1st Jan 2nd Jan 3rd Jan 4th

Sample website
09 Nov 2019 – 02 Jan 2020 17.5 8 am
hrs
08:30 –
9 am 11:15
Monitor equipment
30 Dec 2019 – 03 Feb 2020 7.5 hrs 10
am Demo task for
10:00 –
resource management
11 02:00
am
Meeting about
Ask client for reference
10 Nov 2019 – 15 Jan 2020 1 hrs
12
am
onboarding
12:00 - 03:00

1 pm Scrum with team

01:00 – members
Testing new features 04:00 Weekly meet-up

08 Dec 2019 – 08 Feb 2020 4.5 hrs

2 pm
planning

Team member
3 pm
trainings and
seminar 03:00 –
Demos and revisions 4 pm 06:30
10 Nov 2019 – 30 Jan 2020 8.5 hrs
5 pm Review development
work with testing team

6 pm
Launch and
debugging
10 Nov 2019 – 30 Jan 2020 10.5 7 pm
hrs
Triaged Tasks KPI Dashboard

Task # Assigned to Priority Status Complete

87 James Smith High Done 75%

0 10
10 Vivian White High Done Done 0
Completed Tasks

22 Daniel Wright High In Progress 50%

34 Anthony Smith Normal In Progress 20%

47 Raymond James Normal In Progress 40%

0 10
93 James Corey Normal In Progress 80% 0
Task in Progress

88 Brittney Lee Low Not Started 0%

2 Holly Miller Low In Progress 10%

25 Marie Jones Low Canceled 0%

0 10
0
84 Daniel Ford Low Not Started 80% Not Started Yet
Customer Satisfaction KPI Dashboard

Net Promoter Score Customer Retention Customer Effort Score

-100 +100 -100 +100 -100 +100

+48.00 92% 1.7

Promoter Increment Target >= 90% Detractors Efforts

162
90 90 90 8.8
Detractors (17%) 80
84
80
85 9.2 9.2

171 68
75
8.2 8.2
65
Passives (18%) 63 7.6
618 47
7

Promoters (65%) 5.9 6

4.3
4
% Promoter - % Detractors 3.5
= 48 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Customer Service Call KPI Dashboard

Calls Per Month First Call Unresolved Call

First Call resolution
60
Resolutions Phase

61% 50

40

30

20
Unresolved Calls
10
9% 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Response Time (in second) by

Average Response Time Weekdays
37 sec
Response Time

75
69
55 55
45 45

30

Best Day to Call

Tuesday Mon Tue Wed Thu Fri Sat Sun

Helpdesk Support Ticket KPI Dashboard

Total Calls Average Duration Answered Calls Unanswered Calls

12 18m:33s 83% 17%

Average Ticket Per Day Average Ticket Per Day

100

90 90 90
84 85
80 80
75
68 65
63
50
47

0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Average Call Duration (Last 500 Calls)

4m:10s
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