1
GUIDANCE
PRIORITY
You enter data in this Priority column with
values from 1 - 5 for each month to
determine the Key KPI that appears above
the red circled area, maximum 5 per month
for all Departments.
PERIOD
You enter this area as Monthly (monthly tracking), Quarterly (results calculated from the beginning of
TYPE
You enter data in this area to determine which indicators are KPIs (indicators compared to Target/Bud
MONTH/QUARTER/YEAR
Time of data collection (calculated per month). For example, enter actual data for current month, for Q
TARGET & ACTUAL
For KPI, Enter data in TARGET column (Text Format)
For Metrics (no Target), enter #NA. Enter data in the ACTUAL RESULT column (Text Format)
COMMON:
Indicators are collectively called Tracker. If you need to allocate more detailed indicators, enter data i
COLOR CODE
> 100%
3
3 2
2
from the beginning of the quarter) or YTD (results calculated from the beginning of the year to the present)
mpared to Target/Budget numbers) and which indicators are Metrics (Qualitative or quantitative, no target).
or current month, for Quarter fill the First Month of Each Quarter, YTD default will be th current year
Text Format)
ndicators, enter data into TRACKER LEVEL 2 (not all indicators need to be allocated).
60% - 100% 40% - 60%
DASHBOARD BI WAS CREATED BY
4
4
5
year to the present)
antitative, no target).
current year
0% - 60% <40%
TED BY THE DATA INPUT HERE
1
3
4
5
NO PRIORITY PERIOD DEPARTMENT TYPE
1 Monthly Finance KPI
Monthly Finance KPI
2 Monthly Finance KPI
Yearly Finance KPI
Yearly Finance KPI
Yearly Finance KPI
Monthly Finance Metrics
1 Monthly Finance KPI
Monthly Finance KPI
2 Monthly Finance KPI
Yearly Finance KPI
Yearly Finance KPI
Yearly Finance KPI
Monthly Finance Metrics
1 Monthly Finance KPI
Monthly Finance KPI
2 Monthly Finance KPI
Yearly Finance KPI
Yearly Finance KPI
Yearly Finance KPI
Monthly Finance Metrics
TRACKER
1. Monthly Actual Revenue vs budget (%)
2. Monthly Actual Expenditure vs budget (%)
3. Monthly Actual profit/loss vs budget (%)
4. YTD Actual Revenue vs budget (%)
5. YTD Actual Expenditure vs budget (%)
6. YTD Actual profit/loss vs budget (%)
7. Cost of acquistion (COA) per student
1. Monthly Actual Revenue vs budget (%)
2. Monthly Actual Expenditure vs budget (%)
3. Monthly Actual profit/loss vs budget (%)
4. YTD Actual Revenue vs budget (%)
5. YTD Actual Expenditure vs budget (%)
6. YTD Actual profit/loss vs budget (%)
7. Cost of acquistion (COA) per student
1. Monthly Actual Revenue vs budget (%)
2. Monthly Actual Expenditure vs budget (%)
3. Monthly Actual profit/loss vs budget (%)
4. YTD Actual Revenue vs budget (%)
5. YTD Actual Expenditure vs budget (%)
6. YTD Actual profit/loss vs budget (%)
7. Cost of acquistion (COA) per student
TRACKER LEVEL 2 M/Q/Y
Feb-25
Feb-25
Feb-25
Feb-25
Feb-25
Feb-25
Feb-25
Mar-25
Mar-25
Mar-25
Mar-25
Mar-25
Mar-25
Mar-25
Apr-25
Apr-25
Apr-25
Apr-25
Apr-25
Apr-25
Apr-25
TARGET ACTUAL RESULTS
100 100 Last updated by Jan 25
90 43 Last updated by Ja
100 517 Last updated by Jan 25
100 100 Last updated by Jan 25
90 43 Last updated by Jan 25
100% 140% Last updated by Jan 25
$4,162 $2,396 Last updated by Jan 25
100 104
90 70
100 183
100 103
90 73
100% 180%
$4,162 $3,020
100 104
90 70
100 183
100 103
90 73
100% 180%
$4,162 $3,020
