Weighted KPI Dashboard Excel
Budget: $10 – $30 USD
I work with around 80 KPIs that all revolve around one thing—Efficiency. Each KPI is graded on a 1-to-5 scale; every score has its own set of requirements and must be backed up with a supporting documents. In addition, every KPI carries a specific weight that feeds into a single, overall performance score.
What I need is a single, well-structured Excel workbook that brings all of this together so I can monitor results period-by-period without touching formulas each time. As well as a dashboard.
Core elements to build into the file
• A master table storing every KPI, its weight, and the rule set for scores 1-5
• A data-entry sheet (or form) where I pick the rating for the current period and paste a link to the supporting Excel document
• Automatic look-ups that display the exact criteria for the chosen score beside the entry cell for quick validation
• A dashboard page that rolls everything up: weighted totals, heat-map conditional formatting, and trend charts that expand as new periods are added
• Clean architecture so new KPIs or extra periods can be inserted without breaking references; VBA is fine if it keeps the user experience smooth but native formulas alone are also acceptable
Acceptance criteria
1. Weighted overall score updates instantly when any individual KPI score changes.
2. All supporting-document links open the referenced Excel files directly.
3. Adding a fresh period requires nothing more than inserting a new column or selecting “Add Period” if a macro is used.
4. Clear, commented formulas or concise VBA so future maintenance is straightforward.
Please hand over the finished workbook along with a brief user guide (one-pager or in-file notes). That’s all I need to start tracking Efficiency performance with confidence.
What I need is a single, well-structured Excel workbook that brings all of this together so I can monitor results period-by-period without touching formulas each time. As well as a dashboard.
Core elements to build into the file
• A master table storing every KPI, its weight, and the rule set for scores 1-5
• A data-entry sheet (or form) where I pick the rating for the current period and paste a link to the supporting Excel document
• Automatic look-ups that display the exact criteria for the chosen score beside the entry cell for quick validation
• A dashboard page that rolls everything up: weighted totals, heat-map conditional formatting, and trend charts that expand as new periods are added
• Clean architecture so new KPIs or extra periods can be inserted without breaking references; VBA is fine if it keeps the user experience smooth but native formulas alone are also acceptable
Acceptance criteria
1. Weighted overall score updates instantly when any individual KPI score changes.
2. All supporting-document links open the referenced Excel files directly.
3. Adding a fresh period requires nothing more than inserting a new column or selecting “Add Period” if a macro is used.
4. Clear, commented formulas or concise VBA so future maintenance is straightforward.
Please hand over the finished workbook along with a brief user guide (one-pager or in-file notes). That’s all I need to start tracking Efficiency performance with confidence.