How To Create a KPI Dashboard in 10 Minutes!

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The Financial Controller

The Financial Controller

Күн бұрын

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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: 113
@TheFinancialController
@TheFinancialController 21 күн бұрын
Level up your Accounting Career by enrolling in our 6-weeks program here controller-academy.com/courses/controller-academy
@FlagshipScience
@FlagshipScience Ай 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
@brittanyallgood8477 2 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_Rational 3 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
@patrickhannum6859 3 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
@dianpramono4896 2 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!
@sunilholani7242
@sunilholani7242 2 жыл бұрын
Mr.Bill, thank you very much for this knowledgeable video, your lessons are amazing and helpful in real-world,
@kemal6039
@kemal6039 2 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 2 жыл бұрын
Thank you Kamal!
@whoberryj100
@whoberryj100 3 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
@verysuccessfulmom
@verysuccessfulmom Жыл бұрын
Thank you so much for this video. Super informative. I will be using it.
@mahathin5280
@mahathin5280 6 ай бұрын
Insightful.Thanks!!!!
@alecmkov9124
@alecmkov9124 2 жыл бұрын
good explanation for a powerful tool that we habitually underutilize. wow, thank you
@oa-level-mathematics
@oa-level-mathematics Жыл бұрын
Very much informative !!!! August !!! Respected sir
@anttonyyoutube
@anttonyyoutube 3 ай бұрын
thank you for this content!
@datispanahi3973
@datispanahi3973 Жыл бұрын
That was awesome👏👏👏
@evansjuma3831
@evansjuma3831 3 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!
@SimonWanyoike-jg9ud
@SimonWanyoike-jg9ud Жыл бұрын
Hey Bill the videos are awesome and indeed very helpful
@rinata36
@rinata36 3 жыл бұрын
Thank you Bill. Very good and easy to follow.
@TheFinancialController
@TheFinancialController 3 жыл бұрын
Glad you liked it
@somaansa939
@somaansa939 2 жыл бұрын
Thanks so much for sharing!
@I_Follow_Jesus
@I_Follow_Jesus 3 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
@1281dee
@1281dee Жыл бұрын
Thank you for this video! Amazing detailing
@TheFinancialController
@TheFinancialController Жыл бұрын
Thank you devika!
@viviannatanasi7715
@viviannatanasi7715 2 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
@tafamandi
@tafamandi 14 күн бұрын
Thank you
@ferashammoudeh9359
@ferashammoudeh9359 3 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 3 жыл бұрын
Great!
@christopherbaby3842
@christopherbaby3842 3 жыл бұрын
This is great!
@TheFinancialController
@TheFinancialController 3 жыл бұрын
Thanks 🙏
@kimmelthomas-campbell9075
@kimmelthomas-campbell9075 Жыл бұрын
awesome, thanks!!! soooo imformative
@TheFinancialController
@TheFinancialController Жыл бұрын
Thanks so much!
@claudiamendieta4937
@claudiamendieta4937 Жыл бұрын
Helpful videos thank you very much 🤗
@TheFinancialController
@TheFinancialController Жыл бұрын
You're welcome 😊
@gabsbbarbosa
@gabsbbarbosa 2 жыл бұрын
👏🏼 Thank you
@agroasesor1
@agroasesor1 3 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
@yitingteng558
@yitingteng558 3 жыл бұрын
very help .thanks you for sharing
@TheFinancialController
@TheFinancialController 3 жыл бұрын
Glad you liked it;)
@falta99
@falta99 3 жыл бұрын
Thank you. This video is so useful 👌
@TheFinancialController
@TheFinancialController 3 жыл бұрын
Thanks!
@bea_rspectator9467
@bea_rspectator9467 2 жыл бұрын
Hi this is very helpful❤️
@mathewdsouza3397
@mathewdsouza3397 2 жыл бұрын
Liked your video as well as presentation style. Well done. It was very interesting.
@TheFinancialController
@TheFinancialController 2 жыл бұрын
Thank you
@sofiafernandez8198
@sofiafernandez8198 2 жыл бұрын
so helpful
@canalplusaccademy9278
@canalplusaccademy9278 Жыл бұрын
Thank you so much,
@bairdy78
@bairdy78 2 жыл бұрын
Nice video mate!
@TheFinancialController
@TheFinancialController 2 жыл бұрын
Thanks stu
@rockys383
@rockys383 3 жыл бұрын
Nice content!
@TheFinancialController
@TheFinancialController 3 жыл бұрын
Thanks rocky
@azitahemmati6204
@azitahemmati6204 Ай бұрын
Thanks for the tutorial, it was great 👏 could you please let me know where is the link to download?
@strawberryfarm-w6l
@strawberryfarm-w6l 13 сағат бұрын
Thanks for the tutorial, it was great could you please let me know where is the link to download?
@patrickhannum6859
@patrickhannum6859 3 жыл бұрын
Subscribed
@TheFinancialController
@TheFinancialController 3 жыл бұрын
Thanks!
@shivpujekarthick3352
@shivpujekarthick3352 2 жыл бұрын
50/50
@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!
@stc.asif1
@stc.asif1 2 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 🌸
@lifetalks4969
@lifetalks4969 2 жыл бұрын
Thank you❤️ one question how did you create ' for the month of' raw selection?
@savvaskefalas5635
@savvaskefalas5635 3 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
@rajuchunchu2338
@rajuchunchu2338 3 ай бұрын
@listerdumukwa7732
@listerdumukwa7732 Жыл бұрын
Good video Do you use credit sale (vat incl or vat excl ) to calculate Days Sales outstanding
@onyinyesemilore214
@onyinyesemilore214 Жыл бұрын
Hi Bill, welldone.... I love your videos! Amazing!!! Please I can't get the link to download the files. Thanks
@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
@emilywang7407
@emilywang7407 Жыл бұрын
Hi Bill, I’m wondering how do we decide the target number?
@subhashpatelpatelsubhash4990
@subhashpatelpatelsubhash4990 2 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
@otienopatrick508
@otienopatrick508 5 ай бұрын
Hi Bill, how can i get this on excel?
@maryclanton58
@maryclanton58 9 ай бұрын
You mentioned downloading your KPI format - I can seam to find it
@cocodroppingdeucesroux2050
@cocodroppingdeucesroux2050 3 жыл бұрын
How do I get an excel version
@amiramir-bh5dk
@amiramir-bh5dk 3 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 3 жыл бұрын
Yes
@amiramir-bh5dk
@amiramir-bh5dk 3 жыл бұрын
@@TheFinancialController If I have any question regarding financial metrics and KPIs course, can I ask here or thru your email?
@andymushibwe3463
@andymushibwe3463 2 жыл бұрын
Where is the link
@mariaellenyuriaan444
@mariaellenyuriaan444 3 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 3 жыл бұрын
Coming to my website very soon Maria! Probably around July 10 2021
@mariaellenyuriaan444
@mariaellenyuriaan444 3 жыл бұрын
@@TheFinancialController Thank you so much Bill!!!
@gavande-fun-travel
@gavande-fun-travel 3 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”
@kokitormmrj2320
@kokitormmrj2320 Жыл бұрын
Hi there! New subscriber. I need to make a KPI for Vendor Master data.
@gbengasegun7071
@gbengasegun7071 2 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
@gladysmwita9234
@gladysmwita9234 2 жыл бұрын
This is very helpful. Where can I get the link
@TheFinancialController
@TheFinancialController 2 жыл бұрын
Link is in the description
@felixfrost1564
@felixfrost1564 3 жыл бұрын
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
@TheFinancialController 3 жыл бұрын
Thanks Felix, I will consider mixing in stock analysis.
@khalilhamid8227
@khalilhamid8227 2 жыл бұрын
WHERE IS THE LINK TO DOWNLOAD?
@applejack7114
@applejack7114 3 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 !!!
@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
@is1dre
@is1dre 2 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
@prferreiramf
@prferreiramf 3 жыл бұрын
how to convert the template to track nonconformance cost?
@TheFinancialController
@TheFinancialController 3 жыл бұрын
Not sure I know how, sorry
@saeidborghei9992
@saeidborghei9992 2 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
@shabeercp5235
@shabeercp5235 3 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.
@reemsunshine6559
@reemsunshine6559 Жыл бұрын
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