KPI Dashboard Google Sheets Template 2027 — Track Business Performance

Choosing the Right KPIs

Limit to 5-10 KPIs per department. More metrics = less focus. Each KPI should be:

• Specific: Clearly defined, no ambiguity
• Measurable: Quantifiable with a number
• Actionable: Your team can influence it
• Relevant: Directly tied to business goals
• Time-bound: Measured over a specific period

Sales KPIs to Track

• Monthly Revenue vs Target (%)
• New Customers Acquired
• Customer Acquisition Cost (CAC)
• Average Order Value
• Lead-to-Customer Conversion Rate (%)
• Sales Cycle Length (days)
• Revenue per Sales Rep

HR KPIs to Track

• Employee Turnover Rate (%)
• Attendance Rate (%)
• Training Hours per Employee
• Recruitment Time-to-Fill (days)
• Employee Satisfaction Score

Financial KPIs to Track

• Gross Profit Margin (%)
• Net Profit Margin (%)
• Current Ratio (liquidity)
• Days Sales Outstanding (DSO)
• Operating Expense Ratio (%)

Building the Dashboard in Google Sheets

Revenue Achievement %:
=ActualRevenue/TargetRevenue*100

Status indicator (RAG):
=IFS(Achievement>=100,"GREEN",Achievement>=85,"YELLOW",TRUE,"RED")

Trend vs last month:
=IF(ThisMonth>LastMonth,"UP","DOWN")

RAG Status (Red/Amber/Green) Formatting

Apply conditional formatting to KPI cells:

• Green: at or above target (100%+)
• Yellow: 85-99% of target
• Red: below 85% of target

This creates an instant visual health check at a glance.

OKR Integration

Combine KPI tracking with OKR (Objectives and Key Results) methodology:

• Objective: a qualitative goal ("Become the top Google Sheets provider in Vietnam")
• Key Results: 3-5 measurable metrics that define success ("Reach 10,000 templates sold by Q4")
• Track KRs weekly in your dashboard to see if you are on track to hit the Objective

Get a complete KPI dashboard template at SheetStore Marketplace.

FAQ