How To Create a KPI Dashboard in 10 Minutes!

Join 10,000+ professionals who enrolled in the Controller Academy 🚀
controller-academy.com/course...
[coupon 30OFFCOURSE for 30% discount]
Or..
Get my Controller bundle, which includes the Controller Academy
controller-academy.com/bundle...
[coupon 30OFFCOURSE for 30% discount]
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...
---------------------------------------------------------------------
Hang Out with me on social media:
JOIN MY FACEBOOK GROUP HERE:
🙋🏼‍♂️ groups/78073...
FOLLOW ME ON INSTAGRAM:
📸 / the_financial_controller
DISCLAIMER: Links included in this description might be affiliate links. If you happen to purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content each week!
All views expressed on my channel are mine alone. Not intended as financial or professional advice.

[@TheFinancialController]

Level up your Accounting Career by enrolling in our 6-weeks program here controller-academy.com/courses/controller-academy

[@brittanyallgood8477]

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!

[@RS_Rational]

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]

Good luck. CMA is an awesome certification

[@FlagshipScience]

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! 😀

[@patrickhannum6859]

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]

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.

[@joydaniels6474]

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

[@dianpramono4896]

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]

Thanks!

[@kemal6039]

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]

Thank you Kamal!

[@whoberryj100]

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]

Thanks for watching Jill

[@sunilholani7242]

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

[@I_Follow_Jesus]

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]

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

[@evansjuma3831]

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

[@TheFinancialController]

Glad it was helpful!

[@alecmkov9124]

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

[@verysuccessfulmom]

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

[@SimonWanyoike-jg9ud]

Hey Bill the videos are awesome and indeed very helpful

[@rinata36]

Thank you Bill. Very good and easy to follow.

[@TheFinancialController]

Glad you liked it

[@mahathin5280]

Insightful.Thanks!!!!

[@oa-level-mathematics]

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

[@viviannatanasi7715]

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

[@TheFinancialController]

Thank you for following the channel

[@anttonyyoutube]

thank you for this content!

[@1281dee]

Thank you for this video! Amazing detailing

[@TheFinancialController]

Thank you devika!

[@ferashammoudeh9359]

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]

Great!

[@somaansa939]

Thanks so much for sharing!

[@datispanahi3973]

That was awesome👏👏👏

[@falta99]

Thank you. This video is so useful 👌

[@TheFinancialController]

Thanks!

[@agroasesor1]

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]

Mucho gusto hector!

[@agroasesor1]

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

[@TheFinancialController]

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

[@christopherbaby3842]

This is great!

[@TheFinancialController]

Thanks 🙏

[@tafamandi]

Thank you

[@yitingteng558]

very help .thanks you for sharing

[@TheFinancialController]

Glad you liked it;)

[@kimmelthomas-campbell9075]

awesome, thanks!!! soooo imformative

[@TheFinancialController]

Thanks so much!

[@bea_rspectator9467]

Hi this is very helpful❤️

[@claudiamendieta4937]

Helpful videos thank you very much 🤗

[@TheFinancialController]

You're welcome 😊

[@mathewdsouza3397]

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

[@TheFinancialController]

Thank you

[@gabsbbarbosa]

👏🏼 Thank you

[@sofiafernandez8198]

so helpful

[@bairdy78]

Nice video mate!

[@TheFinancialController]

Thanks stu

[@canalplusaccademy9278]

Thank you so much,

[@stc.asif1]

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]

Nice content!

[@TheFinancialController]

Thanks rocky

[@lifetalks4969]

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

[@azitahemmati6204]

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

[@listerdumukwa7732]

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

[@danielcruz5501]

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]

Great suggestion!

[@onyinyesemilore214]

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

[@lemonforever]

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

[@savvaskefalas5635]

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]

Hey I will look into it, seems interesting

[@patrickhannum6859]

Subscribed

[@TheFinancialController]

Thanks!

[@subhashpatelpatelsubhash4990]

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

[@emilywang7407]

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

[@shivpujekarthick3352]

50/50

[@babajideamure108]

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

[@amiramir-bh5dk]

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

[@TheFinancialController]

Yes

[@amiramir-bh5dk]

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

[@aryagavande6583]

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]

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

[@mariaellenyuriaan444]

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]

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

[@mariaellenyuriaan444]

@@TheFinancialController Thank you so much Bill!!!

[@gbengasegun7071]

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

[@TheFinancialController]

It’s in the video description

[@otienopatrick508]

Hi Bill, how can i get this on excel?

[@gladysmwita9234]

This is very helpful. Where can I get the link

[@TheFinancialController]

Link is in the description

[@rajuchunchu2338]

❤

[@applejack7114]

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

[@TheFinancialController]

There should be a link in the description.

[@applejack7114]

@@TheFinancialController thank you get it !!!

[@kokitormmrj2320]

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

[@saeidborghei9992]

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

[@saeidborghei9992]

please make a video about Supply chain KPIs thank you!

[@TheFinancialController]

Thanks 🙏 I also offer an online course on KPIs

[@maryclanton58]

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

[@edwardkui3623]

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

[@andymushibwe3463]

Where is the link

[@cocodroppingdeucesroux2050]

How do I get an excel version

[@felixfrost1564]

Good channel, there’s a lack of KZbin 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]

Thanks Felix, I will consider mixing in stock analysis.

[@is1dre]

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

[@TheFinancialController]

That’s a great idea yes

[@shabeercp5235]

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

[@TheFinancialController]

Yes, sure it's in the video description.

[@khalilhamid8227]

WHERE IS THE LINK TO DOWNLOAD?

[@prferreiramf]

how to convert the template to track nonconformance cost?

[@TheFinancialController]

Not sure I know how, sorry

[@reemsunshine6559]

Uselessness