How To Create a KPI Dashboard in 10 Minutes!

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KPIs or Key Performance Indicators are great for showing the health of the business at a quick glance. In this video I will show you how to build a simple KPI Dashboard plus provide you with a free template to get you started.
Free Download of the KPI Dashboard in this video:
thefincontroller.com/p/the-fi...
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All views expressed on my channel are mine alone. Not intended as financial or professional advice.

Пікірлер: 110

  • @FlagshipScience
    @FlagshipScience11 күн бұрын

    I need 1 hour to translate, 1 hour to think about functions used and ratios, 1 hour to write data. For me is KPI Dashboard in 180 minutes ! Thanks man! 😀

  • @brittanyallgood8477
    @brittanyallgood84772 жыл бұрын

    This video is very informative. I haven't dealt with KPIs in a long time. I decided it was time for me to retrain myself on how to build one and you made the process painless for me. Thank you!

  • @joydaniels6474
    @joydaniels6474 Жыл бұрын

    Your tutorials are the best. Always straight to the point, pratical and never boring.

  • @RS_Rational
    @RS_Rational3 жыл бұрын

    Hi Bill, I am doing CMA currently, I found your videos are very helpful in understanding how F&A works in real world... huge thank you for all of your wonderful videos you produced.

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Good luck. CMA is an awesome certification

  • @patrickhannum6859
    @patrickhannum68593 жыл бұрын

    Thank you for such an informative video that everyone else makes you pay for. You’re truly an amazing human to be able to give such valuable lessons that you have to pay a school to learn. God bless and thank you again.

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Thanks Patrick. Haha I also have a website with paid content. But I guess I like to give free value here before I even offer any paid stuff.

  • @dianpramono4896
    @dianpramono48962 жыл бұрын

    Mr.Bill...thank you very much for your lesson, never seen this before. May God give you & family best health and keep share your valuable knowledge with us 🙏

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    Thanks!

  • @kemal6039
    @kemal6039 Жыл бұрын

    Such a great teacher. 1 minute into the video and I'm already hooked. No unnecessary subscribe plugs or anything, straight to content. Btw I love what you did with the submit form 😂 "I promise _not to never_ share your email address,"

  • @TheFinancialController

    @TheFinancialController

    Жыл бұрын

    Thank you Kamal!

  • @whoberryj100
    @whoberryj1003 жыл бұрын

    I am not in finance but still found this useful and easy to follow. A great start to building out an Excel KPI for my sales needs.

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Thanks for watching Jill

  • @sunilholani7242
    @sunilholani72422 жыл бұрын

    Mr.Bill, thank you very much for this knowledgeable video, your lessons are amazing and helpful in real-world,

  • @verysuccessfulmom
    @verysuccessfulmom Жыл бұрын

    Thank you so much for this video. Super informative. I will be using it.

  • @evansjuma3831
    @evansjuma38313 жыл бұрын

    This is super cool Bill!, many thanks for your valuable insight on this. It's very helpful 👍👍👍

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Glad it was helpful!

  • @alecmkov9124
    @alecmkov91242 жыл бұрын

    good explanation for a powerful tool that we habitually underutilize. wow, thank you

  • @anttonyyoutube
    @anttonyyoutube2 ай бұрын

    thank you for this content!

  • @SimonWanyoike-jg9ud
    @SimonWanyoike-jg9ud Жыл бұрын

    Hey Bill the videos are awesome and indeed very helpful

  • @mahathin5280
    @mahathin52805 ай бұрын

    Insightful.Thanks!!!!

  • @I_Follow_Jesus
    @I_Follow_Jesus3 жыл бұрын

    Glad to have found your channel. I’m making a career change from an electronic technician to a business analyst. Same employer, just a different role. I’ll be more involved with R&D business metrics that finance. However, there’s a lot of great content on your channel.

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    I am happy to see you re-invent yourself. Best of luck phil

  • @rinata36
    @rinata363 жыл бұрын

    Thank you Bill. Very good and easy to follow.

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Glad you liked it

  • @viviannatanasi7715
    @viviannatanasi77152 жыл бұрын

    Thank you so much for making this video is helping me in my learning process during my masters!

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    Thank you for following the channel

  • @1281dee
    @1281dee Жыл бұрын

    Thank you for this video! Amazing detailing

  • @TheFinancialController

    @TheFinancialController

    Жыл бұрын

    Thank you devika!

  • @somaansa939
    @somaansa9392 жыл бұрын

    Thanks so much for sharing!

  • @datispanahi3973
    @datispanahi3973 Жыл бұрын

    That was awesome👏👏👏

  • @oa-level-mathematics
    @oa-level-mathematics Жыл бұрын

    Very much informative !!!! August !!! Respected sir

  • @ferashammoudeh9359
    @ferashammoudeh93592 жыл бұрын

    Hi I found it useful for now since I am pushing my organization (newly established 1 year back) to use the dashboard when communicating any KPI which is not limited to financial once, but also include many KPIs that monitor the business e.g. SFE dashboard,.. BR

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    Great!

  • @agroasesor1
    @agroasesor13 жыл бұрын

    Receive a big HELLO from COLOMBIA !!!!.... is good to find a compact video related to KPIs and the FILE attached !!!! Even more, the video opens the door to new Excel formulas like Index and Match. Gracias mil

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Mucho gusto hector!

  • @agroasesor1

    @agroasesor1

    3 жыл бұрын

    @@TheFinancialController Hey.... where did you learn Spanish ?

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    @@agroasesor1 in the streets of Ecuador 🇪🇨 where I visited a couple of times

  • @mathewdsouza3397
    @mathewdsouza33972 жыл бұрын

    Liked your video as well as presentation style. Well done. It was very interesting.

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    Thank you

  • @claudiamendieta4937
    @claudiamendieta4937 Жыл бұрын

    Helpful videos thank you very much 🤗

  • @TheFinancialController

    @TheFinancialController

    Жыл бұрын

    You're welcome 😊

  • @falta99
    @falta992 жыл бұрын

    Thank you. This video is so useful 👌

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    Thanks!

  • @lifetalks4969
    @lifetalks49692 жыл бұрын

    Thank you❤️ one question how did you create ' for the month of' raw selection?

  • @bea_rspectator9467
    @bea_rspectator94672 жыл бұрын

    Hi this is very helpful❤️

  • @yitingteng558
    @yitingteng5583 жыл бұрын

    very help .thanks you for sharing

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Glad you liked it;)

  • @gabsbbarbosa
    @gabsbbarbosa2 жыл бұрын

    👏🏼 Thank you

  • @kimmelthomas-campbell9075
    @kimmelthomas-campbell9075 Жыл бұрын

    awesome, thanks!!! soooo imformative

  • @TheFinancialController

    @TheFinancialController

    Жыл бұрын

    Thanks so much!

  • @azitahemmati6204
    @azitahemmati620427 күн бұрын

    Thanks for the tutorial, it was great 👏 could you please let me know where is the link to download?

  • @canalplusaccademy9278
    @canalplusaccademy9278 Жыл бұрын

    Thank you so much,

  • @christopherbaby3842
    @christopherbaby38423 жыл бұрын

    This is great!

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Thanks 🙏

  • @sofiafernandez8198
    @sofiafernandez81982 жыл бұрын

    so helpful

  • @bairdy78
    @bairdy782 жыл бұрын

    Nice video mate!

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    Thanks stu

  • @listerdumukwa7732
    @listerdumukwa7732 Жыл бұрын

    Good video Do you use credit sale (vat incl or vat excl ) to calculate Days Sales outstanding

  • @stc.asif1
    @stc.asif1 Жыл бұрын

    Hello Sir, I'm learning many things from you thanks for your great teaching skills. I would like to know which software do you use for recording your videos ? Which software do you use to edit your videos ? Thank you again 🌸

  • @rockys383
    @rockys3833 жыл бұрын

    Nice content!

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Thanks rocky

  • @danielcruz5501
    @danielcruz5501 Жыл бұрын

    I've just discovered your channel Bill, it's great. I was wondering if you have some videos about FP&A, how to budget and forecast properly.

  • @TheFinancialController

    @TheFinancialController

    Жыл бұрын

    Great suggestion!

  • @onyinyesemilore214
    @onyinyesemilore214 Жыл бұрын

    Hi Bill, welldone.... I love your videos! Amazing!!! Please I can't get the link to download the files. Thanks

  • @subhashpatelpatelsubhash4990
    @subhashpatelpatelsubhash49902 жыл бұрын

    Is there any dashboard for pnl cost items for variance analysis with forcast, budget, and actual

  • @lemonforever
    @lemonforever Жыл бұрын

    I learned from your video to make my first KPI dashboard. The only confusing part is the year-month dropdown, my icon disappears every time losing focus, I tried with fake arrow(wingdings 3) does not look nice, also tried hyperlink method, both requires another column. From your video, your dropdown arrow shows right inside of the cell, can you please share how you did it so nicely? p.s. subsribed

  • @patrickhannum6859
    @patrickhannum68593 жыл бұрын

    Subscribed

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Thanks!

  • @amiramir-bh5dk
    @amiramir-bh5dk2 жыл бұрын

    Hi, thanks a lot for the nice video. what does OPEX mean on the dashboard? " operating expenses before interest and tax?"

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    Yes

  • @amiramir-bh5dk

    @amiramir-bh5dk

    2 жыл бұрын

    @@TheFinancialController If I have any question regarding financial metrics and KPIs course, can I ask here or thru your email?

  • @emilywang7407
    @emilywang7407 Жыл бұрын

    Hi Bill, I’m wondering how do we decide the target number?

  • @savvaskefalas5635
    @savvaskefalas56353 жыл бұрын

    i am really into kpis and i think i have a jewel for your analysis.have you heard of percentage distance calculation? with proper weighting you can homogenously group indices into category metrics whether they are percentages or currency.ideally the groups should be meaningfull companywise ie in functional departments or project-based according to org-chart.plz share your thoughts, criticisism or brainstorming on that

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Hey I will look into it, seems interesting

  • @shivpujekarthick3352
    @shivpujekarthick33522 жыл бұрын

    50/50

  • @babajideamure108
    @babajideamure108 Жыл бұрын

    I hope I get the help I need. I work with a team with multiple targets (Phone sales, data device sale and sim activation). I want to design an interactive dashboard where all the individuals along their performances in all of the 3 KPIs appear

  • @aryagavande6583
    @aryagavande65833 жыл бұрын

    The video is very informative and it will help in my daily work surely. Thank you so much bill. I have one doubt how did you insert drop down menu for month in dashboard? Is it macros?

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Hi thanks. I used “data validation” features for this. You can search videos on “data validation drop down list”

  • @mariaellenyuriaan444
    @mariaellenyuriaan4442 жыл бұрын

    Hi Bill thank you so much, this is very usefull, as mention in your KPI Dasboard Template the Premium Version will be coming on June 30, 2021. Can I get the the new one? Thank you so much Bill !!!

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    Coming to my website very soon Maria! Probably around July 10 2021

  • @mariaellenyuriaan444

    @mariaellenyuriaan444

    2 жыл бұрын

    @@TheFinancialController Thank you so much Bill!!!

  • @rajuchunchu2338
    @rajuchunchu23382 ай бұрын

  • @otienopatrick508
    @otienopatrick5084 ай бұрын

    Hi Bill, how can i get this on excel?

  • @applejack7114
    @applejack71143 жыл бұрын

    hi bill, thank you for your explanation! how can I download the template please ?

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    There should be a link in the description.

  • @applejack7114

    @applejack7114

    3 жыл бұрын

    @@TheFinancialController thank you get it !!!

  • @gladysmwita9234
    @gladysmwita92342 жыл бұрын

    This is very helpful. Where can I get the link

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    Link is in the description

  • @gbengasegun7071
    @gbengasegun70712 жыл бұрын

    Hi, thank you for this video. i couldnt see the link for the template. kindly provide me with it. Thank you.

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    It’s in the video description

  • @kokitormmrj2320
    @kokitormmrj2320 Жыл бұрын

    Hi there! New subscriber. I need to make a KPI for Vendor Master data.

  • @saeidborghei9992
    @saeidborghei99922 жыл бұрын

    Hi, thanks for the video, that is interesting, how can I learn more about KPIs and get a related certificate? subscribed :)

  • @saeidborghei9992

    @saeidborghei9992

    2 жыл бұрын

    please make a video about Supply chain KPIs thank you!

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    Thanks 🙏 I also offer an online course on KPIs

  • @edwardkui3623
    @edwardkui3623 Жыл бұрын

    Why is not downloading the sheet directly ...why should you to send it by email...tell now i did not receive anything ...could you please put it on website .so it can be downloaded quickly ...thanks

  • @maryclanton58
    @maryclanton588 ай бұрын

    You mentioned downloading your KPI format - I can seam to find it

  • @cocodroppingdeucesroux2050
    @cocodroppingdeucesroux20502 жыл бұрын

    How do I get an excel version

  • @shabeercp5235
    @shabeercp52353 жыл бұрын

    Hi Sir, Very nice to introduce your task. Can you share this template.

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Yes, sure it's in the video description.

  • @andymushibwe3463
    @andymushibwe34632 жыл бұрын

    Where is the link

  • @felixfrost1564
    @felixfrost15643 жыл бұрын

    Good channel, there’s a lack of KZread videos out there that explains fraud, that said there’s also a lot of people not understanding the importance of understanding financial statements, most people jump the gun for stocks, think you’d do awesome if you mix in a bit of stock analysis and just say you’re not a financial advisor or something down the line

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Thanks Felix, I will consider mixing in stock analysis.

  • @prferreiramf
    @prferreiramf3 жыл бұрын

    how to convert the template to track nonconformance cost?

  • @TheFinancialController

    @TheFinancialController

    3 жыл бұрын

    Not sure I know how, sorry

  • @khalilhamid8227
    @khalilhamid82272 жыл бұрын

    WHERE IS THE LINK TO DOWNLOAD?

  • @is1dre
    @is1dre2 жыл бұрын

    The dashboard is very good but I think charts showing trends for each KPI would be much more informative.

  • @TheFinancialController

    @TheFinancialController

    2 жыл бұрын

    That’s a great idea yes

  • @reemsunshine6559
    @reemsunshine6559 Жыл бұрын

    Uselessness