{"id":39972,"date":"2025-05-20T12:29:33","date_gmt":"2025-05-20T19:29:33","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=39972"},"modified":"2025-05-20T12:29:35","modified_gmt":"2025-05-20T19:29:35","slug":"excel-kpi-dashboard","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/excel-kpi-dashboard\/","title":{"rendered":"How to Create a KPI Dashboard in Excel (Free Templates and Examples)"},"content":{"rendered":"\n<p>A <a href=\"\/blog?cat_ID=207\">KPI<\/a> dashboard is one of the most <a href=\"\/blog?p=58061\">powerful data visualization tools<\/a> to show progress toward business objectives and opportunities for strategic growth. But creating a dashboard in <a href=\"\/blog?cat_ID=50\">Excel<\/a> comes with a set of productivity and usage challenges. It&#8217;s a time-consuming task! <\/p>\n\n\n\n<p>In our step-by-step <a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/\">Excel Dashboard guide<\/a>, we learned how to build a standard dashboard from the ground up. We\u2019re back with practical steps to take it to the next level! This guide will cover:  <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How to manage your time better throughout the Excel dashboard build process<\/li>\n\n\n\n<li>Which high-level metrics to include in your Excel dashboards for specific audiences<\/li>\n\n\n\n<li>Free Excel dashboard templates to get started<\/li>\n\n\n\n<li>An alternative to Excel for mobile data visualization<\/li>\n<\/ul>\n\n\n\n<p>Ready when you are! \ud83c\udfc1<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-78c9685c-1a2f-4cce-b1a7-fca900db5185\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">How to Create a KPI Dashboard in Excel (Free Templates &amp; Examples) <\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/excel-kpi-dashboard\/#0-%E2%8F%B0-60-second-summary\" style=\"\">\u23f0 60-Second Summary<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/excel-kpi-dashboard\/#1-4-steps-to-building-an-excel-kpi-dashboard\" style=\"\">4 Steps to Building an Excel KPI Dashboard<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/excel-kpi-dashboard\/#2-%E2%AD%90-featured-template-\" style=\"\">\u2b50 Featured Template<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/excel-kpi-dashboard\/#3-step-1-ask-the-right-questions-to-define-the-right-type-of-kpi-dashboard\" style=\"\">Step 1: Ask the right questions to define the right type of KPI dashboard<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/excel-kpi-dashboard\/#9-step-2-break-down-expectations-for-data-collection-\" style=\"\">Step 2: Break down expectations for data collection\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/excel-kpi-dashboard\/#10-step-3-audit-and-organize-the-raw-data\" style=\"\">Step 3: Audit and organize the raw data<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/excel-kpi-dashboard\/#11-step-4-choose-the-graphs-to-best-represent-your-key-performance-indicators\" style=\"\">Step 4: Choose the graphs to best represent your key performance indicators<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/excel-kpi-dashboard\/#12-free-excel-kpi-dashboard-templates-amp-examples\" style=\"\">Free Excel KPI Dashboard Templates &amp; Examples<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/excel-kpi-dashboard\/#17-limitations-of-building-kpi-dashboards-in-excel-\" style=\"\">Limitations of Building KPI Dashboards in Excel<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/excel-kpi-dashboard\/#27-case-study-how-clickup-dashboards-help-teams-\" style=\"\">Case Study: How ClickUp Dashboards Help Teams<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-fc3b80d1-e438-4e31-8a64-cfb7ae445839\">\n<h2 class=\"wp-block-heading\" id=\"0-%E2%8F%B0-60-second-summary\">\u23f0 60-Second Summary<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Excel KPI dashboards<\/strong>: A powerful tool for visualizing key metrics, but building and maintaining them can be time-consuming and complex<\/li>\n\n\n\n<li><strong>Define purpose &amp; audience<\/strong>: Clarify the dashboard\u2019s goal and determine who will use it to ensure it aligns with their needs<\/li>\n\n\n\n<li><strong>Collect &amp; organize data<\/strong>: Gather relevant data and separate it into tabs (raw data, calculations, and final dashboard) for better structure and clarity<\/li>\n\n\n\n<li><strong>Clean up data<\/strong>: Fix errors, remove duplicates, and clean up non-printable characters to ensure data accuracy and consistency<\/li>\n\n\n\n<li><strong>Choose the right chart types<\/strong>: Select appropriate charts (e.g., column, pie, line) to best represent each KPI and make the data easily understandable<\/li>\n\n\n\n<li><strong>Test with team feedback<\/strong>: Share the dashboard with team members for feedback to ensure clarity and identify any missing or confusing information<\/li>\n\n\n\n<li><strong>Excel limitations<\/strong>: Excel dashboards require manual updates, have static data, and lack strong collaboration or integration features, making them less efficient for team use<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/clickup.com\/events\/vision-to-victory-summit?utm_source=iterable&amp;utm_medium=banner&amp;utm_campaign=bl-13-03-24-gl-v2v-on-demand-blog-banner&amp;utm_term=not-provided&amp;utm_content=v2voperationalvisibilityblogcta\"><img loading=\"lazy\" decoding=\"async\" width=\"744\" height=\"300\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/V2V-Operational-Visibility-Blog-CTA.png\" alt=\"V2V Operational Visibility Blog CTA\" class=\"wp-image-147903\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/V2V-Operational-Visibility-Blog-CTA.png 744w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/V2V-Operational-Visibility-Blog-CTA-300x121.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/V2V-Operational-Visibility-Blog-CTA-700x282.png 700w\" sizes=\"auto, (max-width: 744px) 100vw, 744px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-4-steps-to-building-an-excel-kpi-dashboard\">4 Steps to Building an Excel KPI Dashboard<\/h2>\n\n\n\n<p>An Excel KPI dashboard is a collection of various graphs and charts <a href=\"\/blog?p=69646\">organized in a spreadsheet<\/a>.<strong> It represents the<\/strong> <strong>most critical key performance indicators to a specific audience<\/strong>.&nbsp;<\/p>\n\n\n<div style=\"border: 3px solid #3c763d; border-radius: 0%; background-color: #dff0d8; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-c59fae1d-ab5d-4285-92a3-a32b252e996f\">\n<h2 class=\"wp-block-heading\" id=\"2-%E2%AD%90-featured-template-\">\u2b50 <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#3c763d\" class=\"has-inline-color\">Featured Template<\/mark><\/strong><\/h2>\n\n\n\n<p><mark style=\"background-color:rgba(0, 0, 0, 0);color:#3c763d\" class=\"has-inline-color\">Ditch static Excel dashboards! <strong><a href=\"https:\/\/clickup.com\/templates\/kpi-t-182201584\">ClickUp\u2019s KPI Template<\/a><\/strong> tracks, visualizes, and analyzes performance in real-time. <strong>Make smarter decisions\u2014faster!<\/strong>  \ud83d\udcca<\/mark><\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-941.png\" alt=\"ClickUp KPI template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-182201584&amp;_gl=1*q8evbn*_gcl_aw*R0NMLjE3NDA2NDA5MDMuQ2p3S0NBaUFsUHU5QmhBakVpd0E1TkRTQTJFa2k1ajNtMkVTMkNWSjJtamJycERKa2p4bDFRMF9YRjZWYmllVlZGVld4Uzhqd0VqMWJ4b0Nnb1FRQXZEX0J3RQ..*_gcl_au*Nzc2OTkwMTQ3LjE3NDAzNzAyNzU.\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props='{\"location\":\"body\",\"sectionModelName\":\"imageCTA\",\"buttonClicked\":\"Get Free Template\"}'>Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp&#8217;s KPI Template is designed to help you track progress towards key performance indicators (KPIs) and objectives.<\/figcaption><\/figure><\/div><\/div>\n\n\n<\/div>\n\n\n<p>Busy teams are looking for powerful <a href=\"\/blog?p=13238\">project dashboards<\/a> to accurately measure projects, trends, and financial metrics in one place. This high-level visibility into the operations and growth of the business is critical to driving immediate actions.&nbsp;<\/p>\n\n\n\n<p>Let\u2019s put on our strategic thinking caps and dive into best practices to 10X your Excel dashboard preparation and build! \ud83d\udcca<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-step-1-ask-the-right-questions-to-define-the-right-type-of-kpi-dashboard\">Step 1: Ask the right questions to define the right type of KPI dashboard<\/h3>\n\n\n\n<p>You will save so much time during the process by making the proper preparations. So before you start any work in Excel, ask these critical questions to your dashboard audience:&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"4-what-is-the-purpose-of-the-kpi-dashboard-\"><strong>What is the purpose of the KPI dashboard?<\/strong> <\/h4>\n\n\n\n<p id=\"3-will-this-be-used-to-share-insights-or-drive-action%C2%A0\">Will this be used to share insights or drive action?&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-what-version-of-excel-do-they-use-\"><strong>What version of Excel do they use? <\/strong><\/h4>\n\n\n\n<p id=\"3-excel-has-improved-its-interface-over-the-years-but-some-features-are-not-carried-over-or-they-might-be-moved-to-different-places-on-the-menu-bar-this-will-affect-the-accessibility%E2%80%94and-more-importantly-the-functionality%E2%80%94of-the-excel-dashboard\">Excel has improved its interface over the years, but some features are not carried over, or they might be moved to different places on the menu bar. This will affect the accessibility\u2014and more importantly, the functionality\u2014of the Excel dashboard.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-what-specific-key-metrics-linked-to-business-goals-must-be-included-\"><strong>What specific key metrics linked to <a href=\"https:\/\/clickup.com\/blog\/short-term-vs-long-term-goals\/\">business goals<\/a> must be included? <\/strong><\/h4>\n\n\n\n<p>KPIs will be different depending on your audience and their business function. Remember, too much information will cause clutter and confusion! For a list of KPIs broken down by teams, check out ClickUp&#8217;s <a href=\"\/blog?p=9325\">KPI Examples guide<\/a>!<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-where-will-the-kpi-dashboard-be-displayed-\"><strong>Where will the KPI dashboard be displayed? <\/strong><\/h4>\n\n\n\n<p>The design and composition of the Excel dashboard will be highly influenced by where it lives. For example, if it\u2019s presented on a mounted TV screen in the office, you\u2019ll have to resize the charts accordingly, so it\u2019s readable from afar. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"8-will-this-be-monitored-dailyweeklymonthlyquarterlyyearly-\"><strong>Will this be monitored daily\/weekly\/monthly\/quarterly\/yearly? <\/strong><\/h4>\n\n\n\n<p>If the Excel dashboard needs to be updated frequently, you might want to consider an intuitive tool that will update in real-time. The likelihood of human error increases when you have to go back in and rework data on your Excel dashboard. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"646\" height=\"431\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image12-2.png\" alt=\"Kpi dashboard examples for sales data in clickup \" class=\"wp-image-39973\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image12-2.png 646w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image12-2-300x200.png 300w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><figcaption class=\"wp-element-caption\">Set an automatic refresh interval for every five minutes on a ClickUp Dashboard<\/figcaption><\/figure><\/div>\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-9e578311-aab5-4a9a-bd7a-4f9fcc5aa504\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/clickup.com\/features\/dashboards\" target=\"_self\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #7b68ee; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Learn More About Dashboards<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"9-step-2-break-down-expectations-for-data-collection-\">Step 2: Break down expectations for data collection&nbsp;<\/h3>\n\n\n\n<p>We often don\u2019t consider how time-consuming collecting information becomes until we open a broken file format. And just like that, an extra two hours are dedicated to correcting this <em>one <\/em>file. Share with your sources how the data should be formatted and saved, so you\u2019re not making any guesses!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"10-step-3-audit-and-organize-the-raw-data\">Step 3: Audit and organize the raw data<\/h3>\n\n\n\n<p>Now it\u2019s time to get your data into Excel! Open a new Excel workbook and create three separate tabs:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Raw data tab<\/strong> to host the information you\u2019ve collected from your sources<\/li>\n\n\n\n<li><strong>Calculations tab<\/strong> to build and organize your Pivot charts<\/li>\n\n\n\n<li><strong>Dashboard tab <\/strong>to share and present the final KPI dashboard&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>Next, roll up your sleeves and go through the raw data to fix errors, eliminate duplicates, remove non-printable characters, fix text columns, and clean extra spaces.<\/p>\n\n\n\n<p><strong>Tip<\/strong>: Avoid a looming tech headache by sorting the data from the highest to the lowest range so you can work through this process efficiently.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"11-step-4-choose-the-graphs-to-best-represent-your-key-performance-indicators\">Step 4: Choose the graphs to best represent your key performance indicators<\/h3>\n\n\n\n<p>Here is a breakdown of the most common charts used in KPI dashboards:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-table\"><table class=\"cu-block-table cu-block-table_row-headings cu-block-table_col-headings\"><caption class=\"visually-hidden\">chart describing the most common charts used in excel kpi dashboards<\/caption><colgroup><col style=\"width:33%\"\/><col style=\"width:33%\"\/><col style=\"width:33%\"\/><\/colgroup><thead class=\"cu-block-table__header\"><tr class=\"cu-block-table__row cu-block-table__row_header\"><th scope=\"col\" data-align=\"center\" data-valign=\"center\">Chart Type<\/th><th scope=\"col\" data-align=\"center\" data-valign=\"center\">Chart Description<\/th><th scope=\"col\" data-align=\"center\" data-valign=\"center\">Use This Chart When&#8230;<\/th><\/tr><\/thead><tbody class=\"cu-block-table__body\"><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"0D1ZPHXgH4\" data-row-header=\"Chart Type\" data-align=\"center\" data-valign=\"center\">Column chart<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"36ZJKLpm-X\" data-row-header=\"Chart Description\" data-align=\"center\" data-valign=\"center\">Displays the horizontal (category) axis and values along the vertical (value axis)<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"EJPnP_Pi-f\" data-row-header=\"Use This Chart When...\" data-align=\"center\" data-valign=\"center\">You want to <a href=\"https:\/\/clickup.com\/blog\/comparison-chart-templates\/\">illustrate comparisons between items<\/a><\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"BIsKSkn-gs\" data-row-header=\"Chart Type\" data-align=\"center\" data-valign=\"center\">Pie chart<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"DddM4LtQsm\" data-row-header=\"Chart Description\" data-align=\"center\" data-valign=\"center\">Shows the item sizes in one data series. The data points in a pie chart are shown as a percentage of the whole pie<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"bAZKepW-16\" data-row-header=\"Use This Chart When...\" data-align=\"center\" data-valign=\"center\">There is only one set of data series with more than two categories, and no values are negative.<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"xS0KiPeNgS\" data-row-header=\"Chart Type\" data-align=\"center\" data-valign=\"center\">Line chart<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"3veM0c6pwS\" data-row-header=\"Chart Description\" data-align=\"center\" data-valign=\"center\">Organizes the categories along the vertical axis and values along the horizontal axis<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"ReLR6-f80z\" data-row-header=\"Use This Chart When...\" data-align=\"center\" data-valign=\"center\">You want to show how the data developed over a short period of time<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"7vt5Vy5CRT\" data-row-header=\"Chart Type\" data-align=\"center\" data-valign=\"center\">Bar chart<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"CjXhE4W7Nd\" data-row-header=\"Chart Description\" data-align=\"center\" data-valign=\"center\">Illustrates comparisons among individual items <\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"pwdl_DCt6L\" data-row-header=\"Use This Chart When...\" data-align=\"center\" data-valign=\"center\">Values are durations <br>(estimates vs actual)<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"8Vv_EeQQbS\" data-row-header=\"Chart Type\" data-align=\"center\" data-valign=\"center\">Area chart<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"n7fpHogDZq\" data-row-header=\"Chart Description\" data-align=\"center\" data-valign=\"center\">Plots change over time and draws attention to the total value across a trend<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"k73SE5B2_o\" data-row-header=\"Use This Chart When...\" data-align=\"center\" data-valign=\"center\">You want to show how the data developed over a long period of time<\/td><\/tr><\/tbody><\/table><\/div>\n\n\n\n<p>If you want a preview of what the data will look like in chart form, use the <strong>Recommended charts <\/strong>tool from the <strong>Insert<\/strong> tab. Excel will analyze the data and display different charts with your plotted data.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"775\" height=\"460\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image3-1.png\" alt=\"Power pivot Excel charting dashboard examples\" class=\"wp-image-39977\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image3-1.png 775w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image3-1-300x178.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image3-1-768x456.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image3-1-700x415.png 700w\" sizes=\"auto, (max-width: 775px) 100vw, 775px\" \/><figcaption class=\"wp-element-caption\">Preview a plotted chart table in Excel <\/figcaption><\/figure><\/div>\n\n\n<p><strong>Tip<\/strong>: Before you roll out the Excel dashboard to the entire group, ask a few team members to give you actionable feedback for improvements. The two primary goals of this step are to confirm if the KPI dashboard clearly summarizes the KPIs and if there are any follow-up questions to take into consideration for the next iteration.&nbsp;<\/p>\n\n\n\n<p>Related Resources: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"\/blog?p=14169\">How to Create a Project Timeline in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=53362\">Project Management KPIs<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=14604\">How to Make a Calendar in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=14349\">How to create Gantt charts in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=14368\">How to create a Kanban board in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=14604\">How to create a burndown chart in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=38328\">How to create a flowchart in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=40299\">How to Create an Org Chart in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=27664\">How to Make a Graph in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=41840\">How to Make a database in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=53912\">How to Show a Work Breakdown Structure in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=55229\">How to Calculate Time in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=69352\">How to Make a Waterfall Chart in Excel<\/a><\/li>\n\n\n\n<li><a href=\"\/blog?p=69336\">How to Use Excel for Capacity Planning<\/a><\/li>\n<\/ul>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"12-free-excel-kpi-dashboard-templates-amp-examples\">Free Excel KPI Dashboard Templates &amp; Examples<\/h2>\n\n\n\n<p>If you\u2019re looking for dashboard templates to jumpstart your process, download these from Geek Dashboard or use them as inspiration!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-1-marketing-dashboard-template-\">1. <a href=\"https:\/\/d2myx53yhj7u4b.cloudfront.net\/sites\/default\/files\/IC-Marketing-Dashboard1.xlsx\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Marketing Dashboard Template<\/a><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"762\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image13.jpg\" alt=\"Marketing excel dashboard template by geek dashboard\" class=\"wp-image-39978\" style=\"width:600px;height:572px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image13.jpg 800w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image13-300x286.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image13-768x732.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image13-700x667.jpg 700w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.geekdashboard.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Geek Dashboard<\/a> <\/figcaption><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"14-2-executive-dashboard-template-\">2. <a href=\"https:\/\/d2myx53yhj7u4b.cloudfront.net\/sites\/default\/files\/IC-Executive-Dashboard1.xlsx\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Executive Dashboard Template<\/a><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"804\" height=\"520\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image5-4.png\" alt=\"executive excel dashboard template by geek dashboard\" class=\"wp-image-39979\" style=\"width:603px;height:390px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image5-4.png 804w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image5-4-300x194.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image5-4-768x497.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image5-4-700x453.png 700w\" sizes=\"auto, (max-width: 804px) 100vw, 804px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.geekdashboard.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Geek Dashboard<\/a><\/figcaption><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"15-3-sales-management-dashboard-template-\">3. <a href=\"https:\/\/d2myx53yhj7u4b.cloudfront.net\/sites\/default\/files\/IC-Sales-Management-Dashboard1.xlsx\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Sales Management Dashboard Template<\/a><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"767\" height=\"498\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image8-3.png\" alt=\"Sales dashboard templates by geek dashboard\" class=\"wp-image-39980\" style=\"width:575px;height:374px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image8-3.png 767w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image8-3-300x195.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image8-3-700x454.png 700w\" sizes=\"auto, (max-width: 767px) 100vw, 767px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.geekdashboard.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Geek Dashboard<\/a><\/figcaption><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"16-4-hr-dashboard-kpi-template-\">4. <a href=\"https:\/\/d2myx53yhj7u4b.cloudfront.net\/sites\/default\/files\/IC-HR-Dashboard1.xlsx\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HR Dashboard KPI Template<\/a> <\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"779\" height=\"534\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image11-1.png\" alt=\"Human resources department kpi dashboard excel template by geek dashboard\" class=\"wp-image-39981\" style=\"width:584px;height:401px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image11-1.png 779w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image11-1-300x206.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image11-1-768x526.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image11-1-700x480.png 700w\" sizes=\"auto, (max-width: 779px) 100vw, 779px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.geekdashboard.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Geek Dashboard<\/a><\/figcaption><\/figure><\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"17-limitations-of-building-kpi-dashboards-in-excel-\"><strong>Limitations of Building KPI Dashboards in Excel<\/strong><\/h2>\n\n\n\n<p>The reality is, not everyone uses Excel. It\u2019s a blocker in the collaboration process, and manually building individual Excel charts is a daunting task that should have the opposite effect. Data becomes outdated quickly in <a href=\"\/blog?p=10471\">static spreadsheets<\/a>, and the lack of integrations makes Excel a standalone app. This is a huge sign Excel dashboards are not the most effective solution for business intelligence.&nbsp;And others feel the same way. <\/p>\n\n\n\n<p>In a <a href=\"https:\/\/www.mckinsey.com\/business-functions\/quantumblack\/our-insights\/catch-them-if-you-can-how-leaders-in-data-and-analytics-have-pulled-ahead\" target=\"_blank\" rel=\"noreferrer noopener\">McKinsey Global Survey<\/a>, results showed high-performing companies are much more likely than their peers to have deployed a <a href=\"\/blog?p=21324\">modern data architecture<\/a>. So what should companies do to outperform their competitors? McKinsey says this:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Make data available<\/li>\n\n\n\n<li>Treat data as a product with real return on investment<\/li>\n\n\n\n<li>Take an agile approach to data transformation&nbsp;<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"498\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image10-2.gif\" alt=\"clickup is the best excel dashboard alternative to build dynamic charts for KPIs\" class=\"wp-image-39982\" style=\"width:720px;height:374px\"\/><figcaption class=\"wp-element-caption\">Create a visual representation of key metrics for your entire team in ClickUp<\/figcaption><\/figure><\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"18-build-a-new-standard-of-reporting-with-clickup\">Build a New Standard of Reporting With ClickUp<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"ClickUp Dashboards Tutorial\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Lx16ZLP29bU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>If you think about it, KPI dashboards in Excel have more to do with translating data from multiple sources than actually taking action from those insights. This is where we need to be cautious because busy work can be mistaken for productivity.<\/p>\n\n\n\n<p>Making the attention shift is easy to do\u2014with <a href=\"\/blog?p=65830\">the right KPI software<\/a>. A productivity platform like ClickUp includes all the tools and integrations you\u2019ll need to use data and charts for different audiences.<\/p>\n\n\n\n<p>Try it for yourself! Import your work from almost anywhere with ClickUp\u2019s flexible and powerful Excel &amp; CSV import feature.&nbsp;<\/p>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-a28c0040-4f74-4f87-8d24-4f788a0959fb\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udceeClickUp Insight:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/team-communication-survey\/\">37% of workers send follow-up notes or meeting minutes<\/a> to track action items, but 36% still rely on other, fragmented methods. <\/p>\n\n\n\n<p>Without a unified system for capturing decisions, key insights you need may get buried in chats, emails, or spreadsheets. With ClickUp, you can instantly turn conversations into actionable tasks across all your tasks, chats, and docs\u2014ensuring nothing falls through the cracks.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp For Free<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"19-how-to-import-a-data-file-into-clickup-\">How to Import a Data File Into ClickUp&nbsp;<\/h3>\n\n\n\n<p>We have an on-hand file for you to download if you want to follow along! \ud83d\udcc1<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-3ef6c628-62a2-4cc9-b2ea-2213fafba9ae\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/t333.s.clickup-attachments.com\/t333\/f8a7f7c5-cc09-4cbb-a4c6-de3f415e3e30\/example-import.csv\" target=\"_self\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #7b68ee; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download Example File<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"20-step-1-choose-the-excel-amp-csv-option-from-your-workspace-settings-to-upload-a-file-or-manually-enter-your-data\">Step 1: Choose the Excel &amp; CSV option from your Workspace settings to upload a file or manually enter your data<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"904\" height=\"462\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image6-3.png\" alt=\"import data from an excel file into clickup to create a kpi dashboard\" class=\"wp-image-39983\" style=\"width:678px;height:347px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image6-3.png 904w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image6-3-300x153.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image6-3-768x392.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image6-3-700x358.png 700w\" sizes=\"auto, (max-width: 904px) 100vw, 904px\" \/><figcaption class=\"wp-element-caption\">via ClickUp<\/figcaption><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"21-step-2-double-check-your-data-looks-good-in-the-preview-window-and-map-your-data-to-clickup-fields\">Step 2: Double-check your data looks good in the preview window and map your data to ClickUp fields<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"480\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image16.gif\" alt=\"Mapping the data to a custom field in clickup\" class=\"wp-image-39984\" style=\"width:720px;height:360px\"\/><figcaption class=\"wp-element-caption\">via ClickUp<\/figcaption><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"22-step-3-submit-the-reviewed-file-for-importing\">Step 3: Submit the reviewed file for importing<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"967\" height=\"660\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image4-2.png\" alt=\"review the data set before importing the excel file into clickup\" class=\"wp-image-39985\" style=\"width:725px;height:495px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image4-2.png 967w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image4-2-300x205.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image4-2-768x524.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image4-2-700x478.png 700w\" sizes=\"auto, (max-width: 967px) 100vw, 967px\" \/><figcaption class=\"wp-element-caption\">via ClickUp<\/figcaption><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"23-step-4-select-the-workspace-location-to-import-into-and-finalize-the-last-details-\">Step 4: Select the Workspace location to import into and finalize the last details&nbsp;<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"642\" height=\"546\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image15.png\" alt=\"use the drop down list to finalize import details into clickup\" class=\"wp-image-39986\" style=\"width:482px;height:410px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image15.png 642w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image15-300x255.png 300w\" sizes=\"auto, (max-width: 642px) 100vw, 642px\" \/><figcaption class=\"wp-element-caption\">via ClickUp<\/figcaption><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"24-step-5-customize-your-columns-by-choosing-a-custom-field-to-map-your-data-in-the-best-view\">Step 5: Customize your columns by choosing a Custom field to map your data in the best view<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"480\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image2.gif\" alt=\"update the actual values into custom fields in clickup \" class=\"wp-image-39987\"\/><figcaption class=\"wp-element-caption\">via ClickUp<\/figcaption><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"25-step-6-check-the-progress-of-your-excel-file-importing-into-clickup\">Step 6: Check the progress of your Excel file importing into ClickUp<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1018\" height=\"480\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image9-1.png\" alt=\"clickup will automatically update your workspace with the imported excel file\" class=\"wp-image-39988\" style=\"width:764px;height:360px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image9-1.png 1018w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image9-1-300x141.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image9-1-768x362.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image9-1-700x330.png 700w\" sizes=\"auto, (max-width: 1018px) 100vw, 1018px\" \/><figcaption class=\"wp-element-caption\">via ClickUp<\/figcaption><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"26-step-7-open-the-location-you-selected-during-the-import-process-in-the-navigation-sidebar\">Step 7: Open the location you selected during the import process in the navigation sidebar<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"735\" height=\"486\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image1-3.png\" alt=\"open the imported excel file from your clickup workspace\" class=\"wp-image-39989\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image1-3.png 735w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image1-3-300x198.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image1-3-700x463.png 700w\" sizes=\"auto, (max-width: 735px) 100vw, 735px\" \/><figcaption class=\"wp-element-caption\">via ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p>There you go! Your data is sharable, safe, and <a href=\"https:\/\/clickup.com\/security\">secure with ClickUp<\/a>.&nbsp;\ud83d\udd12<\/p>\n\n\n\n<p>Creating KPI Dashboards is just as fast and efficient\u2014without the tech headache! You have the option to use a Dashboard template in ClickUp or start from scratch.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"524\" height=\"622\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image14-3.png\" alt=\"create your own kpi dashboard template in clickup\" class=\"wp-image-39990\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image14-3.png 524w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image14-3-253x300.png 253w\" sizes=\"auto, (max-width: 524px) 100vw, 524px\" \/><figcaption class=\"wp-element-caption\">via ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"\/blog?p=30206#15-remote-team-\">Dashboards in ClickUp<\/a> are collaboration-friendly, so you can connect with your teams, stakeholders, and external partners directly from the Dashboard using <strong>customizable widgets<\/strong>\u2014the building blocks of Dashboards. Beyond the common charts, <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6312211188759-Dashboard-widgets-overview\">ClickUp offers specialized widgets<\/a> for time tracking, rich text blocks, conversations, and embedding options.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1032\" height=\"710\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image7-2.png\" alt=\"save a kpi dashboard template in clickup and share with others\" class=\"wp-image-39991\" style=\"width:774px;height:533px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image7-2.png 1032w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image7-2-300x206.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image7-2-768x528.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image7-2-700x482.png 700w\" sizes=\"auto, (max-width: 1032px) 100vw, 1032px\" \/><figcaption class=\"wp-element-caption\">Build high-level views of everything going on in your Workspace<\/figcaption><\/figure><\/div>\n\n\n<p>We hope this guide has taken some weight off of your shoulders about <a href=\"\/blog?p=30206#0-what-are-dashboards-in-clickup\">KPI dashboards<\/a>! Still have questions? We are here for you 24\/7 with live support, on-demand webinars, and online learning to help you take charge of your data! \ud83d\udcc8<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/Screenshot-2025-01-22-at-11.02.46\u202fPM.png\" alt=\"ClickUp Brain inventory KPIs\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/clickup.com\/ai\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Try ClickUp Brain\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Try ClickUp Brain&quot;}\">Try ClickUp Brain<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Ask ClickUp brain to help you generate custom KPIs that are specific to your operations and workflows<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"27-case-study-how-clickup-dashboards-help-teams-\">Case Study: How ClickUp Dashboards Help Teams <\/h2>\n\n\n\n<p>ClickUp Dashboards are designed to bring all of your most important metrics into one place. Check out this <a href=\"https:\/\/clickup.com\/customers\/wake-forest-university\">case study from Wake Forest University<\/a> to see how they improved reporting and alignment with ClickUp Dashboards: <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"870\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/Wake-Forest.png\" alt=\"Wake Forest ClickUp Case Study\" class=\"wp-image-53324\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/Wake-Forest.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/Wake-Forest-300x186.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/Wake-Forest-768x477.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/Wake-Forest-700x435.png 700w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Wake Forest uses ClickUp Dashboards to work together as a cohesive team<\/figcaption><\/figure>\n\n\n\n<p>Whatever you need to measure, ClickUp Dashboards are the perfect way to get a real-time overview of your team&#8217;s performance.<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-effeb6fe-40b6-40e3-9276-fd38a71e5f45\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/clickup.com\/signup\" target=\"_self\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #7b68ee; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Try ClickUp Dashboards Today!<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>A KPI dashboard is one of the most powerful data visualization tools to show progress toward business objectives and opportunities for strategic growth. 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Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[760,975,312,223],"tags":[],"class_list":["post-39972","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-goals","category-excel","category-project-management","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/excel-kpi-dashboard-feature-image-in-clickup-blog.png","author_info":{"display_name":"Praburam","author_link":"https:\/\/clickup.com\/blog\/author\/psrinivasanclickup-com\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create a KPI Dashboard in Excel (Free Templates &amp; Examples)<\/title>\n<meta name=\"description\" content=\"Learn how to create a KPI dashboard in Excel and why ClickUp is the best dashboard software to track your KPIs and other business 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