Dashboard design

KPI Dashboard

Also called: KPI scorecard, Performance dashboard, Metrics dashboard

A KPI dashboard is a report page that tracks a team's key performance indicators against their targets, so readers can see at a glance which metrics are on track and which aren't.

Sales KPI dashboard for Q3 with six tiles, each with a value, target and a small bar against the target: revenue $2.8M (93%), win rate 31% (103%), pipeline coverage 3.2× (107%), average deal size $18.4K (92%), sales cycle 41 days (4 days under target) and new customers 48 (80%).

What a KPI dashboard shows

A KPI dashboard is organised around targets, not data sources. Each tile answers the same three questions: what’s the number, what should it be, and how far off are we?

In the example, a sales team’s Q3 page shows six KPIs. Win rate and pipeline coverage are ahead of target. Revenue and average deal size are slightly behind, at 93% and 92%. New customers is the clear problem, at 48 against a target of 60 (80%). Sales cycle is a “lower is better” metric, so 41 days against a 45-day ceiling is good news, and it’s coloured green.

Each tile uses a small bar with a target tick, a mini bullet chart, so the gap to target is visible without reading the percentage.

Common KPI dashboards

Most teams build one. The most common, and the KPIs they usually track:

TeamTypical KPIs
SalesRevenue vs. target, win rate, pipeline coverage, average deal size, sales cycle length
SaaS / subscriptionMRR or ARR, net revenue retention, churn, customer acquisition cost, CAC payback
MarketingLeads, cost per lead, conversion rate by stage, marketing-sourced pipeline
OperationsOn-time delivery, capacity utilisation, backlog, defect or error rate
Customer supportFirst response time, resolution time, CSAT, ticket backlog

Leadership’s version, covering the whole business, is the executive dashboard.

Anatomy of a KPI tile

Whatever the visual, each KPI needs:

  • A clear label with a time frame. “Revenue (Q3)”, not “Revenue”.
  • The current value, large and rounded.
  • The target, stated as a number, so nobody has to remember it.
  • A status. Percent of target, a variance, or a colour. Make sure the colour logic handles “lower is better” metrics like cost, churn and cycle time.
  • Optionally, a trend. A sparkline shows whether a metric that’s on target today is heading the wrong way.

The simplest version is a row of KPI cards. Dashboards with more metrics often switch to a table of KPIs with a bullet chart or sparkline column.

Best practices

  • Every KPI needs an owner and a target. If nobody can say what “good” looks like, it’s a metric, not a KPI, and it belongs on a detail page.
  • Order by importance. The KPI the team is judged on first goes top left.
  • Use the same tile layout throughout. When every tile puts value, target and status in the same place, readers scan instead of read.
  • Colour sparingly. Reserve red for what needs action. If half the page is red, nothing is.

Mocking up a KPI dashboard

Choosing the KPIs and agreeing their targets is most of the work, and it’s a conversation rather than a build task, so sketch the tiles on a mockup first. Our dashboard wireframe best practices show how to lay them out.

See it in a real layout

These free Mockko templates use it. Open one and edit it in your browser.

Related terms

Common questions

What's the difference between a KPI and a metric?
Every KPI is a metric, but not every metric is a KPI. A KPI is one of the few metrics a team has agreed to be judged on, and it has a target. Page views are a metric. Qualified leads against a monthly goal can be a KPI.
How many KPIs should a dashboard show?
Usually five to eight. Fewer and you're missing part of the picture, more and nothing stands out. If a team insists on twenty, group them onto separate pages by theme.
What's the difference between a KPI dashboard and an executive dashboard?
An executive dashboard is a KPI dashboard built for leadership, covering the whole business. A KPI dashboard can be for any team, such as sales, support or operations, and tracks that team's own targets.

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