PROJECT MANAGEMENT KPI DASHBOARD GET FULL VERSION

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INPUT OUTPUT

METRIC SETTINGS
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 metrics will display on the other
sections of the template.
You may also define the starting date for
the template. It will cover a 12-month
period from this date.
These sections are the main data input sections. Output Monthly Dashboard: You will
calculations will gather this data. analyze your KPIs according to
Please input your Current Year Actuals and Targets, as well as the selected month.
Previous Year Actuals per month. Trends & Charts: You will make a
You'll also find calculated y-o-y cumulative totals for each of KPI-based analysis through the
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.
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CURRENT YEAR ACTUALS
KPI 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
Code
101 Budget Planned Value (PV) USD 65,475 68,749 70,811 66,563 71,222 69,085
102 Budget Actual Cost (AC) USD 30,831 33,297 32,631 31,326 30,386 27,348
103 Budget Earned Value (EV) USD 21,780 21,998 23,098 21,943 23,698 23,224
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1
105 Budget Cost Performance Index (CPI) # 0.9 0.9 0.9 0.9 0.9 0.8
106 Budget Return on Investment (ROI) % 122.6% 121.4% 109.3% 98.3% 91.4% 92.4%
107 Budget Gross Profit Margin (Margin) % 28.3% 29.7% 31.8% 30.5% 27.4% 29.9%
108 Budget
109 Budget
201 Schedule Scheduled Variance (SV) USD 13,365 14,568 15,005 14,405 15,557 15,713
202 Schedule Schedule Performance Index (SPI) # 0.8 0.8 0.8 0.9 0.8 0.9
203 Schedule Planned Vs Actual Work Hours % 89.1% 90.9% 99.0% 114.3% 102.9% 102.9%
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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CURRENT YEAR TARGETS
KPI 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
Code
101 Budget Planned Value (PV) USD 75,000 75,000 75,000 75,000 75,000 75,000
102 Budget Actual Cost (AC) USD 30,800 30,800 30,800 30,800 30,800 30,800
103 Budget Earned Value (EV) USD 22,000 22,000 22,000 22,000 22,000 22,000
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1
105 Budget Cost Performance Index (CPI) # 0.9 0.9 0.9 0.9 0.9 0.9
106 Budget Return on Investment (ROI) % 125.0% 125.0% 125.0% 125.0% 125.0% 125.0%
107 Budget Gross Profit Margin (Margin) % 31.1% 31.1% 31.1% 31.1% 31.1% 31.1%
108 Budget
109 Budget
201 Schedule Scheduled Variance (SV) USD 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
203 Schedule Planned Vs Actual Work Hours % 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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PREVIOUS YEAR ACTUALS
KPI 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
Code
101 Budget Planned Value (PV) USD 76,500 63,000 60,750 68,250 68,250 66,750
102 Budget Actual Cost (AC) USD 34,496 35,728 35,420 31,108 29,568 30,184
103 Budget Earned Value (EV) USD 25,740 24,420 22,880 24,640 23,760 25,740
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1
105 Budget Cost Performance Index (CPI) # 0.8 0.9 0.8 0.8 0.9 0.9
106 Budget Return on Investment (ROI) % 102.5% 128.8% 101.3% 123.8% 117.5% 131.3%
107 Budget Gross Profit Margin (Margin) % 32.7% 31.4% 29.2% 25.2% 30.5% 32.7%
108 Budget
109 Budget
201 Schedule Scheduled Variance (SV) USD 13,200 15,015 16,335 16,335 16,665 13,365
202 Schedule Schedule Performance Index (SPI) # 0.7 0.6 0.8 0.7 0.7 0.7
203 Schedule Planned Vs Actual Work Hours % 115.3% 101.7% 100.6% 106.2% 102.8% 108.5%
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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CURRENT YEAR ACTUALS - CUMULATIVE
KPI 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
Code
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
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
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
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1 1 1 1 1 1 1
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
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%
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%
108 Budget
109 Budget
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 %
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CURRENT YEAR TARGETS - CUMULATIVE
KPI 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
Code
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
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
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
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1 1 1 1 1 1 1
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
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%
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%
108 Budget
109 Budget
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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PREVIOUS YEAR ACTUALS - CUMULATIVE
KPI 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
Code
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
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
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
104 Budget Cost Variance (CV) USD 1 1 1 1 1 1 1 1 1 1 1 1
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
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%
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%
108 Budget
109 Budget
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 %
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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
102 Budget Actual Cost (AC) USD 31,108 30,800 31,326 99 98 136,752 123,200 128,085 107 96
103 Budget Earned Value (EV) USD 24,640 22,000 21,943 89 100 97,680 88,000 88,818 91 101
104 Budget Cost Variance (CV) USD 1 1 1 100 112 1 1 1 100 109
105 Budget Cost Performance Index (CPI) # 0.8 0.9 0.9 102 93 0.8 0.9 0.9 106 96
106 Budget Return on Investment (ROI) % 123.8% 125.0% 98.3% 79 79 114.1% 125.0% 112.9% 99 90
107 Budget Gross Profit Margin (Margin) % 25.2% 31.1% 30.5% 121 98 29.6% 31.1% 30.1% 101 97
108 Budget 0.00 0.00 0.00
109 Budget 0.00 0.00 0.00
201 Schedule Scheduled Variance (SV) USD 16,335 16,500 14,405 88 87 15,221 16,500 14,336 94 87
202 Schedule Schedule Performance Index (SPI) # 0.7 0.8 0.9 128 110 0.7 0.8 0.8 115 104
203 Schedule Planned Vs Actual Work Hours % 106.2% 113.0% 114.3% 108 101 105.9% 113.0% 98.3% 93 87
204 Schedule 0.00 0.00 0.00
205 Schedule 0.00 0.00 0.00
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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TRENDS & CHARTS WITH PASSWORD

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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