KPI Report Template

This kpi report template has 11 pages and is a MS Word file type listed under our sales & marketing documents.

Sample of our kpi report template:

KPI Report Your business slogan here. Prepared By: [YOUR NAME] [YOUR JOB TITLE] Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Statement of Confidentiality & Non-Disclosure This document contains proprietary and confidential information. All data submitted to [RECEIVING PARTY] is provided in reliance upon its consent not to use or disclose any information contained herein except in the context of its business dealings with [YOUR COMPANY NAME]. The recipient of this document agrees to inform its present and future employees and partners who view or have access to the document's content of its confidential nature. The recipient agrees to instruct each employee that they must not disclose any information concerning this document to others except to the extent that such matters are generally known to, and are available for use by, the public. The recipient also agrees not to duplicate or distribute or permit others to duplicate or distribute any material contained herein without [YOUR COMPANY NAME]'s express written consent. [YOUR COMPANY NAME] retains all title, ownership and intellectual property rights to the material and trademarks contained herein, including all supporting documentation, files, marketing material, and multimedia. BY ACCEPTANCE OF THIS DOCUMENT, THE RECIPIENT AGREES TO BE BOUND BY THE AFOREMENTIONED STATEMENT. Table of Contents 1. Executive Summary 4 2. KPI Report 5 3. Data Entry, Revision and Validation 9 Executive Summary The executive summary should provide a brief, but significantly detailed breakdown of the entire KPI report. A first-time-reader should be able to read and understand the summary without reviewing the entire report. Executives typically make the decision on whether or not they will read further based on this summary. Business Description Provide a brief, but dynamic description of your business and its target audience. Product/Service Describe the product/service you are selling, for which you are also examining KPI. Objectives Briefly describe the objectives that you want to assess using KPIs. N.B: KPIs are important for business performance and help provide a clear and accurate picture of organizational performance, well-being, and potential for growth. KPI Goals Be specific about the business goals you wish this KPI report to help achieve. Ensure each of these objectives is measurable. Goal/Objective Description Due Date KPI Report 2.1 Implemented KPIs After identification of the business's most vital goals, select the key performance indicators to work with, based on the ongoing initiatives and strategies. Here are [COMPANY NAME]'s implemented KPIs/KPI Dashboard: Revenue per growth Revenue per client Profit margin Client retention rate Customer satisfaction N.B: The key performance indicator depends on the industry. For instance, here are some of the KPIs for financial profit and loss: Gross profit margin Operating profit margin Net profit margin Revenue Per Growth Calculate the revenue per growth and fill in other table fields below. Add more rows if necessary. By Month: S/N Year Month Previous Month Revenue (PMR) Current Month Revenue (CMR) Revenue Per Growth [Ex: 2022] [Ex: January] [Revenue for December 2021] [Revenue for January 2022] CMR - PMR x 100 PMR By Year: S/N Year Previous Year Revenue (PYR) Current Year Revenue (CYR) Revenue Per Growth [Ex: 2022] [Revenue for 2021] [Revenue for 2022] CYR - PYR x 100 PYR