Dashboard Example: Dashboard Metrics and KPIs. A simple but interesting approach to figuring out your core key performance indicators comes in the form of this kpi development checklist and sample Excel Dashboard Template from Stacey Barr.

It’s even got hints as to whether you should delegate each task or tackle it yourself.

Core KPI Checklist

  1. Choose just one result that’s important to your business. [Don't delegate this.]
  2. Decide the best way for you to measure that result, and how frequently. [Don't delegate this.]
  3. Look for the data for that measure, or get it as easily as you can. Get as much history as you can, too, to have an instant time series. [Delegate this.]
  4. Set up a routine to capture the data in a simple spreadsheet. [Delegate this.]
  5. Set up a graph in the spreadsheet that automatically updates with new data as it’s added. [Delegate this.]
  6. Review your measure for a few weeks, until you find a way to make it improve. [Don't delegate this.]
  7. Go back to step 1, to choose another result.

Here is her Simple Excel Dashboard Template.