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MONTHLY DASHBOARD

CURRENT YEAR ACTUALS CURRENT YEAR TARGETS PREVIOUS YEAR ACTUALS

TRENDS & CHARTS

METRIC SETTINGS DATA INPUT SECTIONS DASHBOARD SECTIONS

Please input your KPI metrics. These sections are the main data input sections. Output Monthly Dashboard: You will
These metrics will display on the other calculations will gather this data. analyze your KPIs according to
sections of the template. Please input your Current Year Actuals and Targets, as well as the selected month.
You may also define the starting date for Previous Year Actuals per month. Trends & Charts: You will make a
the template. It will cover a 12-month You'll also find calculated y-o-y cumulative totals for each of KPI-based analysis through the
period from this date. these sections. 12-month period.

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KPI METRICS
KPI Lower Cumulative
Code KPI Group Criteria Unit Better? Calculation Method? KPI Description

101 Budget Planned Value (PV) USD No Sum The amount is estimated and agreed-upon budget for a particular project that must be accomplished within the budget.
102 Budget Actual Cost (AC) USD Yes Sum The revenue has already been used in achieving the current completion percentage.
103 Budget Earned Value (EV) USD No Sum The budget for all project activities carried out until a certain date.
104 Budget Cost Variance (CV) USD No Average The amount in the end of project shows what is the percentage of assumed at the beginning cost.
105 Budget Cost Performance Index (CPI) # No Average The ratio between earned value and actual cost.
106 Budget Return on Investment (ROI) % No Average The percentage that shows the return, return on the investment made.
107 Budget Gross Profit Margin (Margin) % No Average The amount left over from a business's income after direct selling expenses are subtracted.
108 Budget
109 Budget
201 Schedule Scheduled Variance (SV) USD No Average The amount that shows how far ahead or behind the planned budget and the planned work the project.
202 Schedule Schedule Performance Index (SPI) # No Average The ratio between earned value and planned value.
203 Schedule Planned Vs Actual Work Hours % No Average The variance between the hours still needed to complete the job and the future hours currently in planning.
204 Schedule
205 Schedule
301 Effectiveness Resource Utilization % No Average The percentage used to manage project resources and monitor project and portfolio health.
302 Effectiveness Overdue Tasks / Crossed Deadlines % Yes Average The number of overdue tasks out of number of all tasks in given project.
303 Effectiveness Missed Milestones Ratio % Yes Average The number of overdue milestones out of number of all milestones in given project.
304 Effectiveness Percentage Of Tasks Completed % No Average The ratio of completed within all started tasks in some period of time.
305 Effectiveness Tasks % Completed On Time % No Average The percentage showing the number of tasks completed by each employee over a given period of time.
306 Effectiveness
307 Effectiveness
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CURRENT YEAR ACTUALS (CY ACTUALS)

KPI
Code KPI Group Criteria Unit Jan 2022 Feb 2022 Mar 2022 Apr 2022 May 2022 Jun 2022 Jul 2022 Aug 2022 Sep 2022 Oct 2022 Nov 2022 Dec 2022
CURRENT YEAR ACTUALS
101 Budget Planned Value (PV) USD 65,475 68,749 70,811 66,563 71,222 69,085 Input the Current Year data for
102 Budget Actual Cost (AC) USD 30,831 33,297 32,631 31,326 30,386 27,348 each of the KPI criteria.
103 Budget Earned Value (EV) USD 21,780 21,998 23,098 21,943 23,698 23,224 Please do not change the gray
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1 area. They're calculated
automatically according to your
105 Budget Cost Performance Index (CPI) # 0.9 0.9 0.9 0.9 0.9 0.8 KPI metrics, defined in the
106 Budget Return on Investment (ROI) % 122.6% 121.4% 109.3% 98.3% 91.4% 92.4% Metrics section.
107 Budget Gross Profit Margin (Margin) % 28.3% 29.7% 31.8% 30.5% 27.4% 29.9% The white areas are for you to
108 Budget input data.
109 Budget The month order comes from your
date setting on the Metrics
201 Schedule Scheduled Variance (SV) USD 13,365 14,568 15,005 14,405 15,557 15,713 section.
202 Schedule Schedule Performance Index (SPI) # 0.8 0.8 0.8 0.9 0.8 0.9 To see the cumulative totals for
203 Schedule Planned Vs Actual Work Hours % 89.1% 90.9% 99.0% 114.3% 102.9% 102.9% your current year actuals, please
click the button above (↑).
204 Schedule
205 Schedule
df Effectiveness Resource Utilization %
302 Effectiveness Overdue Tasks / Crossed Deadlines %
303 Effectiveness Missed Milestones Ratio %
304 Effectiveness Percentage Of Tasks Completed %
305 Effectiveness Tasks % Completed On Time %
306 Effectiveness
307 Effectiveness
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Add / Edit Metrics Menu (CY TARGETS)
CURRENT YEAR TARGETS
KPI
Code KPI Group Criteria Unit Jan 2022 Feb 2022 Mar 2022 Apr 2022 May 2022 Jun 2022 Jul 2022 Aug 2022 Sep 2022 Oct 2022 Nov 2022 Dec 2022
CURRENT YEAR TARGETS
101 Budget Planned Value (PV) USD 75,000 75,000 75,000 75,000 75,000 75,000 Input the Current Year targets for
102 Budget Actual Cost (AC) USD 30,800 30,800 30,800 30,800 30,800 30,800 each of the KPI criteria.
103 Budget Earned Value (EV) USD 22,000 22,000 22,000 22,000 22,000 22,000 Please do not change the gray
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1 area. They're calculated
automatically according to your
105 Budget Cost Performance Index (CPI) # 0.9 0.9 0.9 0.9 0.9 0.9 KPI metrics, defined in the
106 Budget Return on Investment (ROI) % 125.0% 125.0% 125.0% 125.0% 125.0% 125.0% Metrics section.
107 Budget Gross Profit Margin (Margin) % 31.1% 31.1% 31.1% 31.1% 31.1% 31.1% The white areas are for you to
108 Budget input data.
109 Budget The month order comes from your
date setting on the Metrics
201 Schedule Scheduled Variance (SV) USD 16,500 16,500 16,500 16,500 16,500 16,500 section.
202 Schedule Schedule Performance Index (SPI) # 0.8 0.8 0.8 0.8 0.8 0.8 To see the cumulative totals for
203 Schedule Planned Vs Actual Work Hours % 113.0% 113.0% 113.0% 113.0% 113.0% 113.0% your current year targets, please
click the button above (↑).
204 Schedule
205 Schedule
301 Effectiveness Resource Utilization %
302 Effectiveness Overdue Tasks / Crossed Deadlines %
303 Effectiveness Missed Milestones Ratio %
304 Effectiveness Percentage Of Tasks Completed %
305 Effectiveness Tasks % Completed On Time %
306 Effectiveness
307 Effectiveness
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PREVIOUS YEAR ACTUALS (PY ACTUALS)

KPI
Code KPI Group Criteria Unit Jan 2021 Feb 2021 Mar 2021 Apr 2021 May 2021 Jun 2021 Jul 2021 Aug 2021 Sep 2021 Oct 2021 Nov 2021 Dec 2021
PREVIOUS YEAR ACTUALS
101 Budget Planned Value (PV) USD 76,500 63,000 60,750 68,250 68,250 66,750 Input the Previous Year's data for
102 Budget Actual Cost (AC) USD 34,496 35,728 35,420 31,108 29,568 30,184 each of the KPI criteria.
103 Budget Earned Value (EV) USD 25,740 24,420 22,880 24,640 23,760 25,740 Please do not change the gray
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1 area. They're calculated
automatically according to your
105 Budget Cost Performance Index (CPI) # 0.8 0.9 0.8 0.8 0.9 0.9 KPI metrics, defined in the
106 Budget Return on Investment (ROI) % 102.5% 128.8% 101.3% 123.8% 117.5% 131.3% Metrics section.
107 Budget Gross Profit Margin (Margin) % 32.7% 31.4% 29.2% 25.2% 30.5% 32.7% The white areas are for you to
108 Budget input data.
109 Budget The month order comes from your
date setting on the Metrics
201 Schedule Scheduled Variance (SV) USD 13,200 15,015 16,335 16,335 16,665 13,365 section.
202 Schedule Schedule Performance Index (SPI) # 0.7 0.6 0.8 0.7 0.7 0.7 To see the cumulative totals for
203 Schedule Planned Vs Actual Work Hours % 115.3% 101.7% 100.6% 106.2% 102.8% 108.5% your previous year actuals, please
click the button above (↑).
204 Schedule
205 Schedule
301 Effectiveness Resource Utilization %
302 Effectiveness Overdue Tasks / Crossed Deadlines %
303 Effectiveness Missed Milestones Ratio %
304 Effectiveness Percentage Of Tasks Completed %
305 Effectiveness Tasks % Completed On Time %
306 Effectiveness
307 Effectiveness
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CURRENT YEAR ACTUALS - CUMULATIVE
KPI
Code KPI Group Criteria Unit Jan 2022 Feb 2022 Mar 2022 Apr 2022 May 2022 Jun 2022 Jul 2022 Aug 2022 Sep 2022 Oct 2022 Nov 2022 Dec 2022
CUMULATIVE CY ACTUALS
101 Budget Planned Value (PV) USD 65,475 134,224 205,035 271,598 342,819 411,905 411,905 411,905 411,905 411,905 411,905 411,905 This section shows you the
102 Budget Actual Cost (AC) USD 30,831 64,128 96,759 128,085 158,472 185,819 185,819 185,819 185,819 185,819 185,819 185,819 cumulative data for the current
103 Budget Earned Value (EV) USD 21,780 43,778 66,875 88,818 112,517 135,741 135,741 135,741 135,741 135,741 135,741 135,741 year.
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1 1 1 1 1 1 1 Please do not change any data
here; they're all calculated
105 Budget Cost Performance Index (CPI) # 0.9 0.9 0.9 0.9 0.9 0.9 0.9 0.9 0.9 0.9 0.9 0.9 according to your input data.
106 Budget Return on Investment (ROI) % 122.6% 122.0% 117.8% 112.9% 108.6% 105.9% 105.9% 105.9% 105.9% 105.9% 105.9% 105.9% The cumulative totals are
107 Budget Gross Profit Margin (Margin) % 28.3% 29.0% 29.9% 30.1% 29.5% 29.6% 29.6% 29.6% 29.6% 29.6% 29.6% 29.6% calculated according to the
108 Budget calculation method (Average or
Sum) you choose for each KPI
109 Budget metric in the Metrics section.
201 Schedule Scheduled Variance (SV) USD 13,365 13,966 14,313 14,336 14,580 14,769 14,769 14,769 14,769 14,769 14,769 14,769
202 Schedule Schedule Performance Index (SPI) # 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.8
203 Schedule Planned Vs Actual Work Hours % 89.1% 90.0% 93.0% 98.3% 99.2% 99.8% 99.8% 99.8% 99.8% 99.8% 99.8% 99.8%
204 Schedule
205 Schedule
301 Effectiveness Resource Utilization %
302 Effectiveness Overdue Tasks / Crossed Deadlines %
303 Effectiveness Missed Milestones Ratio %
304 Effectiveness Percentage Of Tasks Completed %
305 Effectiveness Tasks % Completed On Time %
306 Effectiveness
307 Effectiveness
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CURRENT YEAR TARGETS - CUMULATIVE
KPI
Code KPI Group Criteria Unit Jan 2022 Feb 2022 Mar 2022 Apr 2022 May 2022 Jun 2022 Jul 2022 Aug 2022 Sep 2022 Oct 2022 Nov 2022 Dec 2022
CUMULATIVE CY TARGETS
101 Budget Planned Value (PV) USD 75,000 150,000 225,000 300,000 375,000 450,000 450,000 450,000 450,000 450,000 450,000 450,000 This section shows you the
102 Budget Actual Cost (AC) USD 30,800 61,600 92,400 123,200 154,000 184,800 184,800 184,800 184,800 184,800 184,800 184,800 cumulative targets for the current
103 Budget Earned Value (EV) USD 22,000 44,000 66,000 88,000 110,000 132,000 132,000 132,000 132,000 132,000 132,000 132,000 year.
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1 1 1 1 1 1 1 Please do not change any data
here; they're all calculated
105 Budget Cost Performance Index (CPI) # 0.9 0.9 0.9 0.9 0.9 0.9 0.9 0.9 0.9 0.9 0.9 0.9 according to your input data.
106 Budget Return on Investment (ROI) % 125.0% 125.0% 125.0% 125.0% 125.0% 125.0% 125.0% 125.0% 125.0% 125.0% 125.0% 125.0% The cumulative totals are
107 Budget Gross Profit Margin (Margin) % 31.1% 31.1% 31.1% 31.1% 31.1% 31.1% 31.1% 31.1% 31.1% 31.1% 31.1% 31.1% calculated according to the
108 Budget calculation method (Average or
Sum) you choose for each KPI
109 Budget metric in the Metrics section.
201 Schedule Scheduled Variance (SV) USD 16,500 16,500 16,500 16,500 16,500 16,500 16,500 16,500 16,500 16,500 16,500 16,500
202 Schedule Schedule Performance Index (SPI) # 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.8
203 Schedule Planned Vs Actual Work Hours % 113.0% 113.0% 113.0% 113.0% 113.0% 113.0% 113.0% 113.0% 113.0% 113.0% 113.0% 113.0%
204 Schedule
205 Schedule
301 Effectiveness Resource Utilization %
302 Effectiveness Overdue Tasks / Crossed Deadlines %
303 Effectiveness Missed Milestones Ratio %
304 Effectiveness Percentage Of Tasks Completed %
305 Effectiveness Tasks % Completed On Time %
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306 Effectiveness
307 Effectiveness Unlock tables, remove logo and access many other cool features.
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PREVIOUS YEAR ACTUALS - CUMULATIVE
KPI
Code KPI Group Criteria Unit Jan 2021 Feb 2021 Mar 2021 Apr 2021 May 2021 Jun 2021 Jul 2021 Aug 2021 Sep 2021 Oct 2021 Nov 2021 Dec 2021
CUMULATIVE PY ACTUALS
101 Budget Planned Value (PV) USD 76,500 139,500 200,250 268,500 336,750 403,500 403,500 403,500 403,500 403,500 403,500 403,500 This section shows you the
102 Budget Actual Cost (AC) USD 34,496 70,224 105,644 136,752 166,320 196,504 196,504 196,504 196,504 196,504 196,504 196,504 cumulative data for the previous
103 Budget Earned Value (EV) USD 25,740 50,160 73,040 97,680 121,440 147,180 147,180 147,180 147,180 147,180 147,180 147,180 year.
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1 1 1 1 1 1 1 Please do not change any data
here; they're all calculated
105 Budget Cost Performance Index (CPI) # 0.8 0.8 0.8 0.8 0.8 0.9 0.9 0.9 0.9 0.9 0.9 0.9 according to your input data.
106 Budget Return on Investment (ROI) % 102.5% 115.6% 110.8% 114.1% 114.8% 117.5% 117.5% 117.5% 117.5% 117.5% 117.5% 117.5% The cumulative totals are
107 Budget Gross Profit Margin (Margin) % 32.7% 32.0% 31.1% 29.6% 29.8% 30.3% 30.3% 30.3% 30.3% 30.3% 30.3% 30.3% calculated according to the
108 Budget calculation method (Average or
Sum) you choose for each KPI
109 Budget metric in the Metrics section.
201 Schedule Scheduled Variance (SV) USD 13,200 14,108 14,850 15,221 15,510 15,153 15,153 15,153 15,153 15,153 15,153 15,153
202 Schedule Schedule Performance Index (SPI) # 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7
203 Schedule Planned Vs Actual Work Hours % 115.3% 108.5% 105.8% 105.9% 105.3% 105.8% 105.8% 105.8% 105.8% 105.8% 105.8% 105.8%
204 Schedule
205 Schedule
301 Effectiveness Resource Utilization %
302 Effectiveness Overdue Tasks / Crossed Deadlines %
303 Effectiveness Missed Milestones Ratio %
304 Effectiveness Percentage Of Tasks Completed %
305 Effectiveness Tasks % Completed On Time %
Get Full Version
306 Effectiveness
307 Effectiveness Unlock tables, remove logo and access many other cool features.
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MONTHLY DASHBOARD
Month Apr 2022 Choose Month Monthly Cumulative
KPI KPI Group Criteria Unit Previous Target Actual Act vs. PY Act vs. Trgt Previous Target Actual Act vs. PY Act vs. Trgt
Code Year Index Index Year Index Index
101 Budget Planned Value (PV) USD 68,250 75,000 66,563 98 89 268,500 300,000 271,598 101 91 MONTHLY ANALYSIS
102 Budget Actual Cost (AC) USD 31,108 30,800 31,326 99 98 136,752 123,200 128,085 107 96 This section allows you to track
103 Budget Earned Value (EV) USD 24,640 22,000 21,943 89 100 97,680 88,000 88,818 91 101 monthly and cumulative
performance for each KPI
104 Budget Cost Variance (CV) USD 1 1 1 100 112 1 1 1 100 109 criteria.
105 Budget Cost Performance Index (CPI) # 0.8 0.9 0.9 102 93 0.8 0.9 0.9 106 96 Select the Month from the
106 Budget Return on Investment (ROI) % 123.8% 125.0% 98.3% 79 79 114.1% 125.0% 112.9% 99 90 dropdown menu above.
107 Budget Gross Profit Margin (Margin) % 25.2% 31.1% 30.5% 121 98 29.6% 31.1% 30.1% 101 97 The template will compare
108 Budget your Current Year data with the
previous year and with your
109 Budget targets; and then will display
201 Schedule Scheduled Variance (SV) USD 16,335 16,500 14,405 88 87 15,221 16,500 14,336 94 87 the results with green, yellow
202 Schedule Schedule Performance Index (SPI) # 0.7 0.8 0.9 128 110 0.7 0.8 0.8 115 104 and red coding.
203 Schedule Planned Vs Actual Work Hours % 106.2% 113.0% 114.3% 108 101 105.9% 113.0% 98.3% 93 87 Green means your current
year's performance reaches the
204 Schedule previous year/target; yellow
205 Schedule means you have reached %80
percent of the previous
301 Effectiveness Resource Utilization %
year/target performance, and
302 Effectiveness Overdue Tasks / Crossed Deadlines % lastly red means you are under
303 Effectiveness Missed Milestones Ratio % 80% performance.
304 Effectiveness Percentage Of Tasks Completed % This section is totally
calculated, you do not need to
305 Effectiveness Tasks % Completed On Time % change any data manually.
306 Effectiveness
307 Effectiveness
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TRENDS & CHARTS
101 : Budget / Planned Value (PV)

Jan 2022 Feb 2022 Mar 2022 Apr 2022 May 2022 Jun 2022 Jul 2022 Aug 2022 Sep 2022 Oct 2022 Nov 2022 Dec 2022
Previous Year 76,500.00 63,000.00 60,750.00 68,250.00 68,250.00 66,750.00 0.00 0.00 0.00 0.00 0.00 0.00
Target 75,000.00 75,000.00 75,000.00 75,000.00 75,000.00 75,000.00 0.00 0.00 0.00 0.00 0.00 0.00
Monthly
Actual 65,475.00 68,748.75 70,811.21 66,562.54 71,221.92 69,085.26 0.00 0.00 0.00 0.00 0.00 0.00
Act./Target Index 87 92 94 89 95 92
PY Cum 76,500.00 139,500.00 200,250.00 268,500.00 336,750.00 403,500.00 403,500.00 403,500.00 403,500.00 403,500.00 403,500.00 403,500.00
Target Cum 75,000.00 150,000.00 225,000.00 300,000.00 375,000.00 450,000.00 450,000.00 450,000.00 450,000.00 450,000.00 450,000.00 450,000.00
Cumulative
Actual Cum 65,475.00 134,223.75 205,034.96 271,597.50 342,819.42 411,904.68 411,904.68 411,904.68 411,904.68 411,904.68 411,904.68 411,904.68
Act./Target Index 87 89 91 91 91 92 92 92 92 92 92 92

Overall Analysis Per Month Actual/Target Performance

90,000.00 500,000.00 - Cumulative -
80,000.00 450,000.00
70,000.00 400,000.00
350,000.00
60,000.00
300,000.00
50,000.00
250,000.00
40,000.00
30,000.00
200,000.00
91.5%
150,000.00
20,000.00 100,000.00
10,000.00 50,000.00
0.00 0.00
Jan 2022 Feb 2022 Mar 2022 Apr 2022 May 2022 Jun 2022 Jul 2022 Aug 2022 Sep 2022 Oct 2022 Nov 2022 Dec 2022

Previous Year Target Actual PY Cum Target Cum Actual Cum

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