Planilha de KPI (Key Performance Indicators) em Excel 6.0
KPI Management in Excel 6.0 Tutorial
Introduction to KPI Management
- The video introduces the Excel 6.0 KPI management spreadsheet, designed for measuring performance against strategic goals.
- Users can compare indicators over time and create action plans to achieve their company's objectives.
Setting Up Indicators
- The first step involves registering indicators and targets within the spreadsheet.
- Each indicator must specify whether it aims to increase or decrease, along with its type (percentage, number, or currency).
- Users can also link this tool with another methodology called OKR for enhanced functionality.
Data Entry and Tracking Progress
- After setting up indicators, users enter current results compared to previous years' data.
- For example, a conversion rate target of 5% is tracked against current (3%) and previous year's (2%) performance.
Action Plans Development
- The action plan section allows users to establish steps needed to meet set targets.
- Users assign responsibilities, deadlines, and track the status of each action item (completed, delayed, in progress).
Reporting Features
- Reports are divided into four sections that summarize each KPI's performance over time.
- Users can view metrics such as target vs. actual results month by month for better tracking.
- Individual reports allow deeper analysis of specific KPIs while maintaining an overview of overall performance.
Conclusion on Reporting Capabilities
- The reporting section provides insights into ongoing actions and their effectiveness through visual graphs.
Understanding KPI Comparisons and Dashboard Insights
Key Performance Indicator (KPI) Selection
- The process involves selecting a specific KPI to analyze, which will yield all results related to that indicator.
- Users can compare up to four KPIs simultaneously, allowing for a comprehensive analysis of performance metrics.
- This comparative analysis helps in understanding how different KPIs perform relative to one another.
Dashboard Overview
- The dashboard provides an overview of registered contacts and highlights areas where there has been an increase in registrations.