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What's inside the KPI dashboard template?
Thirteen 16:9 slides. Every chart and table is a native PowerPoint object you can edit, and every slide has speaker notes.
| # | Slide | What it shows |
|---|---|---|
| 1 | Cover | Organisation, department and period |
| 2 | Scorecard | Twelve KPIs with last month, this month, target, change and status |
| 3 | Headline KPIs | Four tiles, each with a twelve month sparkline |
| 4 | Financial KPIs | Revenue against target as columns, gross margin on a second axis |
| 5 | Customer and service KPIs | Satisfaction and turnaround against target, plus volume tiles |
| 6 | People KPIs | Headcount by month, attrition, absence and leavers |
| 7 | Operational KPIs | Availability as a line over a shaded target range |
| 8 | Breakdown by site | One KPI across eight sites, sorted, with those below target highlighted |
| 9 | Target attainment | Progress bars showing each KPI as a percentage of target, year to date |
| 10 | Exceptions | Every KPI off target, with an owner, a fix and a date |
| 11 | Trend appendix | Twelve months of every KPI in one table |
| 12 | Definitions and data sources | How each KPI is calculated, where it comes from and who owns it |
| 13 | Keeping it current | How to refresh it by hand or automatically |
The sample company is Northwind Services, a fictional field service business. Every figure is made up, but the scorecard, the charts, the exceptions and the appendix all read from the same twelve monthly series, so they agree.
How do you use the template by hand?
- Download the file in the colour you like and open it in PowerPoint.
- Change the twelve KPI names, targets and definitions to your own, starting with the definitions slide.
- Update the trend appendix with your monthly figures, then the scorecard values and statuses.
- Update each chart: right click it, choose Edit Data, and add the new month. The sparklines and progress bars work the same way.
- Rewrite the exceptions and every slide title so they state this month's conclusion, then delete the sample labels.
The first month takes a few hours. The catch is that the appendix, the scorecard and eleven charts all need the new month every time, and they have to agree with each other.
How do you wire it to live data with INSYNCR?
If your KPI figures already sit in an Excel workbook or a SQL Server table, you can link the dashboard to them once and refresh it before each meeting instead of retyping. INSYNCR does this from inside PowerPoint.
- Install INSYNCR. It appears as a tab in the PowerPoint ribbon.
- Select a chart, table or number on a slide and link it to the matching cells in Excel or the matching query in SQL Server.
- Before each meeting, refresh. The scorecard, the charts, the sparklines and the progress bars update in place.
The template's charts and tables are native PowerPoint objects, so links attach without rebuilding any slide. INSYNCR runs in PowerPoint on Windows (Office 2016 and later), not on a Mac or in the browser. Excel works on every plan; SQL Server needs the Professional plan.
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Questions about this template
Which KPIs should a dashboard include?
Pick eight to fifteen that the team can act on, spread across money, customers, people and operations, each with a target, an owner and a clear definition. The template uses twelve as an example; the definitions slide is the place to agree yours before the first meeting.
How do the progress bars work?
They're a native PowerPoint bar chart with two series drawn on top of each other: a pale track at 100% of target and a coloured bar for how far each KPI has got. Change the numbers in the chart data and the bars move.
Is the KPI dashboard template really free?
Yes. There's no form, no sign up and no watermark beyond a small "Template by INSYNCR" line in the footer, which you can delete. You can use it for any team or client.
Does the template work in Google Slides or Keynote?
It opens in both, but the native charts may turn into static pictures, so editing the numbers is easiest in PowerPoint. Live data linking with INSYNCR needs PowerPoint on Windows.