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    Financial Profit & Loss KPI Dashboard: Open Index 80 % Income Statement

    Uploaded by

    Arturo Munoz
    The financial dashboard summarizes key metrics for a company's profit and loss including gross profit margin, operating expenses, EBIT, and net profit margin on a monthly basis showing performance against targets. It also breaks down revenue, costs of goods sold, and other expenses in the income statement. A second customer sales dashboard shows metrics like number of customers, actual vs potential revenue, revenue by industry, and opportunity details by segment. A third sales performance dashboard outlines metrics like number of contracts, contract status and category, revenues and costs for the next 12 months, and contracts by organization unit.

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    Financial Profit & Loss KPI Dashboard: Open Index 80 % Income Statement

    Uploaded by

    Arturo Munoz
    95 views11 pages
    The financial dashboard summarizes key metrics for a company's profit and loss including gross profit margin, operating expenses, EBIT, and net profit margin on a monthly basis showing performance against targets. It also breaks down revenue, costs of goods sold, and other expenses in the income statement. A second customer sales dashboard shows metrics like number of customers, actual vs potential revenue, revenue by industry, and opportunity details by segment. A third sales performance dashboard outlines metrics like number of contracts, contract status and category, revenues and costs for the next 12 months, and contracts by organization unit.

    Original Title

    You_Exec_-_KPI_Dashboards_Pt1_Free

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    The financial dashboard summarizes key metrics for a company's profit and loss including gross profit margin, operating expenses, EBIT, and net profit margin on a monthly basis showing performance against targets. It also breaks down revenue, costs of goods sold, and other expenses in the income statement. A second customer sales dashboard shows metrics like number of customers, actual vs potential revenue, revenue by industry, and opportunity details by segment. A third sales performance dashboard outlines metrics like number of contracts, contract status and category, revenues and costs for the next 12 months, and contracts by organization unit.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    95 views11 pages

    Financial Profit & Loss KPI Dashboard: Open Index 80 % Income Statement

    Uploaded by

    Arturo Munoz
    The financial dashboard summarizes key metrics for a company's profit and loss including gross profit margin, operating expenses, EBIT, and net profit margin on a monthly basis showing performance against targets. It also breaks down revenue, costs of goods sold, and other expenses in the income statement. A second customer sales dashboard shows metrics like number of customers, actual vs potential revenue, revenue by industry, and opportunity details by segment. A third sales performance dashboard outlines metrics like number of contracts, contract status and category, revenues and costs for the next 12 months, and contracts by organization unit.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 11
    At a glance
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    The documents contain various KPI dashboards tracking metrics across different departments like sales, customer service, projects and tasks. Metrics being tracked include revenue, costs, sales growth, customer retention, response times etc.

    Key metrics being tracked across departments include revenue and costs for the finance department, sales growth and customer acquisition metrics for sales, call volumes and response times for customer service, task progress and priorities for projects.

    By comparing actual monthly sales to the target sales growth of 13% over 12 months, insights can be drawn about how actual performance is tracking against targets and where improvements may be needed to meet targets.

    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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