12/17/2019 There is calculation of KPI in the Excel: examples and formulas

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THERE IS CALCULATION OF KPI IN THE
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EXCEL: EXAMPLES AND FORMULAS
Excel-functions
KPI – is the Performance Indicator, which allows objectively evaluates
the effectiveness of workflow. This system is used for evaluate of Formulas and ranges
different indicators (the activity throughout the company, separate
structures, specific experts). It performs not only control functions, but Formatting
also stimulates the labor activity. Often based on KPI is based wage
system. This is formation technique of the variable part of the salary. Sort and filter

Charts in Excel

KPI KEY PERFORMANCE INDICATORS: EXAMPLES IN

Pivot Tables
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The stimulating factor in the system of motivation KPI – is the
compensation. To get it may be that an employee, who has fulfilled the Databases and XML
task set before him. The prize amount / bonus, depends from the result
of a particular employee in the reporting period. The compensation Excel features
amount may be fixed or be expressed as a percentage of salary.
Settings and Options
Each enterprise determines to the key performance indicators and the
weight of each individual. Dates are depended from the company's Site map
tasks. For example:
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The purpose - to provide product sales plan of 500 000

news
rubles monthly. The key performance indicator - is the subscription FB
sales plan. The system of measurement: there are the
actual amount of sales / the planned sales amount.

The task - to increase the amount of shipments in the

period by 20%. The key indicator – is the average amount
of shipment. The system of measurement: is the actual
average value of the shipment / planned average value of
the shipment.

The task - to increase the number of customers by 15% in

a particular region. The key indicator – is the number of
clients in the company database. The system of
measurement: the actual number of customers / the
planned number of customers.

The coefficient of variation (scales), the company also defines by itself.

For example:

The implementation of the plan less than 80% - is

unacceptable.

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12/17/2019 There is calculation of KPI in the Excel: examples and formulas

The implementation of 100% of the plan - the coefficient

is 0, 45.

The implementation of the plan 100 - 115% - the

coefficient is 0. 005 for every 5%.

The absence of errors – the coefficient is 0. 15.

During the reporting period there were no comments –

the coefficient is 0. 15.

This is only the option definition of motivational factors.

The key point in measuring of KPI – is the actual to planned ratios.

Almost always the wages of an employee is made up of salary (fixed
part) and premium (the variable part /the changeable part). The
motivational factor affects the formation of variable part.

Suppose that the ratio of the fixed and the variable parts of the salary -
50 × 50. The Key Performance Indicators and the weight of each of
them:

Assume the following meanings of the coefficients (the same ones for
1 indicator and indicator 2):

KPI Table in Excel:

The explanations:

The salary – is the permanent part of the salary depends

on the number of hours worked. For the convenience of
calculations we assumed that the fixed and the variable
part of the salary are equal.

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12/17/2019 There is calculation of KPI in the Excel: examples and formulas

The percentage of the sales plan and the work plan are
calculated as the ratio of actual performance to planned
ones.

For calculation of the premium are used to the coefficient.

The formulas in Excel KPI calculation for each an
employee. Perform sales:
=(50%*(IF(D3<80%,0,IF(D3<90%,0.5,IF(D3<100%,1,1.5)))))
Scope of work:
=(50%*(IF(E3<80%,0,IF(E3<90%,0.5,IF(E3<100%,1,1.5)))))
We accepted that the impact of the index 1 and the index
2 for the amount of the premium are the same. The
values of the coefficients are also equal. Therefore, for
the calculating of the index 1 and the index 2 are used the
same formulas (change only the cell references).

The formula for calculating of the amount of premium to

be accrued: =C3*(F3+G3). The planned premium
multiplied on the sum of the index 1 and the index 2 for
an each employee.

The wage - salary + premium.

This is the exemplary KPI table in Excel. An each company makes its
own a table (with taking into account the characteristics of the work
and bonus system).

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12/17/2019 There is calculation of KPI in the Excel: examples and formulas

KPI MATRIX AND THE EXAMPLE IN EXCEL

Assessment for employees on the key indicators is compiled the
matrix, or an agreement on the objectives. The general form is as
follows:

The key indicators – the criteria for evaluating the work of

the staff. They are different for each position.

The weights – the numbers in the range from 0 to 1, the

total sum of which is equaled 1. Reflect the priorities of
each the key indicator taking into account the company's
objectives.

The base – is the allowable minimum value of the index.

Following baseline – is not of any result.

Norma – the planned level. What that an employee must

perform necessarily. Below - the employee did not cope
with his responsibilities.

The purpose – is the value for which to aspire. The

excess indicator that allows to improve the results.

The fact – is the actual results.

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The KPI Index shows the level of results in relation to the

norm.

The calculation of the formula KPI:

KPI Index = ((Fact - Base) / (Norm - Base)) * 100%.

=((F2-C2)/(D2-C2))*100%

How to fill in the matrix for an office manager:

The performance ratio – is the average Index KPI:

=AVERAGE(G2:G6). The evaluating of the employee is clearly shown
using conditional formatting.

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