You Exec - KPI Board Free
You Exec - KPI Board Free
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SYNOPSIS
How do you analyze and report your top KPI metrics? Use the KPI Board to
input up to a million rows of raw data. Then filter a subset to view and the
board automatically generate premade charts to visualize the data for reports
and analysis. This could be sales data, bug or issues data, a project do list,
features to implement, or even stock market analysis. Rename and
customize up to two date ranges, two numeric values, and five drop-down
values to filter and compare against each other. Then create beautiful KPI
charts for analysis and reports.
EXPLAINER
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Errors and omissions liability (E&O): You Exec LLC makes no guarantee that the formulas, models, analysis, financial projections,
estimates, graphs, reports, numbers, and any derivatives sourcing from this model are free of errors and omissions. Our financial
modelers have audited this model to the best of their capabilities, yet You Exec LLC assumes no liability for erroneous outcomes derived
from this financial model.
Sheet 1 Cover
Sheet 3 Inputs
Sheet 4 Dropdowns
Sheet 6 Filter
Sheet 7 Dashboard
Sheet 8 Analysis (Hidden)
Sheet 9 Benefits
COLOR KEY
Types Example Description
User inputs $3,400 Inputs to the model
Calculations $3,400 When a formula is used
Results
Good results $3,400 Favorable outcomes
Bad results $3,400 Unfavorable outcomes
INPUTS
Corporate Overview
DATE FIELDS
"Date 1" name Date Sold Enter the first range of dates you want to ass
✘
NUMERIC FIELDS
"Numeric 1" name Total Sales Enter the first numeric field you want to asse
From range from
To range to
From range from Enter the second numeric field you want to a
To range to
DROPDOWN FIELDS
Dropdown 1 Website Enter the three miscellaneous dropdown field
Dropdown 2 Platform
Dropdown 3 Products
NOTES
The noun to help explain what data you will assess. For example: "sales" or "births" or "deliveries"
Enter the first range of dates you want to assess. For example: "Puchase date" or "issue date" or "order placed"
Enter the second range of dates you want to assess. For example: "Close date" or "issue resolved" or "order received"
Enter the first numeric field you want to assess. For example: "Buying price" or "estimated labor" or "order price"
Enter the second numeric field you want to assess. For example: "Sale price" or "labor costs" or "delivery costs"
Enter the three miscellaneous dropdown fields you want to assess. For example: "Continent" or "Region" or "Salesperson"
DROPDOWNS
Corporate Overview
Website Platform Products The five dropdown fields and their values to be used in the
All Website All Platform All Products
Google Ads Google Grocery
FB Ads DuckDuckGO Beverages
LinkedIn Ads Yahoo Wines
Bags
Fruits
their values to be used in the "Raw Data" and "Filter" tabs
Marketing (start year)
DATES from to
Date Sold between 01/01/2020 and 01/02/2025
and
from to
Date Closed between 01/01/2020 and 01/02/2025
NUMERICS from to
Total Sales between $1.00 and $50,000,000.00
and
from to
Total Profit between $1.00 and $500,000,000.00
SLICER FIELDS
This shape represents a slicer. This shape represents a slicer. This shape represents a slicer.
Slicers are supported in Excel Slicers are supported in Excel Slicers are supported in Excel
2010 or later. 2010 or later. 2010 or later.
If the shape was modified in If the shape was modified in If the shape was modified in
an earlier version of Excel, or an earlier version of Excel, or an earlier version of Excel, or
if the workbook was saved in if the workbook was saved in if the workbook was saved in
Excel 2003 or earlier, the Excel 2003 or earlier, the Excel 2003 or earlier, the
slicer cannot be used. slicer cannot be used. slicer cannot be used.
This shape represents a slicer. This shape represents a slicer. This shape represents a slicer.
Slicers are supported in Excel Slicers are supported in Excel Slicers are supported in Excel
2010 or later. 2010 or later. 2010 or later.
If the shape was modified in If the shape was modified in If the shape was modified in
an earlier version of Excel, or an earlier version of Excel, or an earlier version of Excel, or
if the workbook was saved in if the workbook was saved in if the workbook was saved in
Excel 2003 or earlier, the Excel 2003 or earlier, the Excel 2003 or earlier, the
slicer cannot be used. slicer cannot be used. slicer cannot be used.
FILTER RESULTS
Enter the range you want to filter and alayze for the two date fields
Enter the range you want to filter and analyze from the first numeric field
Enter the range you want to fileter and analyze from the second numeric field
DATE SOLD
12
10
0
Total Result
DATE CLOSED
12
10
0
Total Result
DROPDOWN FIELDS
Total Result
50%
TOTAL SALES
$12
$10
$8
$6
$4
$2
$0
(empty) #NAME? Total Result
Sum of "Total Sales" per "Website" Sum of "Total Sales" per "Pl
From "1" to "50,000,000" From "1" to "50,000,000"
$12 $12
$10 $10
$8 $8
$6 $6
$4 $4
$2 $2
$0 $0
(empty) #NAME? (empty)
TOTAL PROFIT
$12
$10
$8
$6
$4
$8
$6
$4
$2
$0
(empty) #NAME? Total Result
Sum of "Total Profit" per "Website" Sum of "Total Profit" per "Pla
From "1" to "500,000,000" From "1" to "500,000,000"
$12 $12
$10 $10
$8 $8
$6 $6
$4 $4
$2 $2
$0 $0
(empty) #NAME? (empty)
NOTES
Total Result
50%
#NAME?
50%
This section sums the total of n
10
$8
$6
$4
$2
$0
(empty) #NAME? Total Result
$10
$8
$6
$4
$2
$0
(empty) #NAME? Total Result
nts the data that appears in your filter per the first date range field
nts the data that appears in your filter per the second date range field
Gain all these benefits when you join today... Get spreadsheet
Errors and omissions liability (E&O): You Exec LLC makes no guarantee that the formulas, models, analysis, financial projections,
estimates, graphs, reports, numbers, and any derivatives sourcing from this model are free of errors and omissions. Our financial
modelers have audited this model to the best of their capabilities, yet You Exec LLC assumes no liability for erroneous outcomes derived
from this financial model.