KPI Starter Lite is free, and we don't ask for your email

A real Excel file, built the way all our templates are. Open it, read the Read me, paste your own numbers over ours. If you like how it works, the full KPI Starter does more of the same.

Download KPI Starter Lite (.xlsx)

.xlsx, about 14 KB, no macros. Downloads straight away. We don't ask who you are.

Free to use in your own work, and to share the charts it makes. Please don't resell or re-upload the file; point people to this page instead.

kpi-starter-lite.xlsx

Dashboard

Revenue per month, EUR k
May: 66.9, best month
KPIOctSepChange
Revenue44,10046,200−4.5%
Costs29,90031,600−5.4%
New customers247258−4.3%
Orders759801−5.2%
ReadyLindenfeld Garden SupplySample data, fictional

An invented garden-supply shop. Its numbers are in the file so you can see it working.

Three tabs

SheetWhat it does
DashboardPick a month from the drop-down. Six KPIs (revenue, costs, gross margin, new customers, orders and average order value), each with that month, the change on the month before, the change against the year-to-date average, your target and a status word. A year-to-date strip, and two charts: revenue against costs, and new customers by month.
DataOne Excel table, twelve months down, seven columns across. Revenue, costs, new customers and orders are yours to type; average order value and gross margin work themselves out. Our fictional numbers are in there; paste yours over them.
Read meThree steps to plug in your data, what the full version adds, which Excel versions it suits, and the licence.
Format.xlsx, about 14 KB, no links to other files.

Your numbers in, four steps

  1. 1

    Download and open the file. If Excel shows a yellow Protected View bar, click Enable Editing; Excel does that to any downloaded file.

  2. 2

    On Data, paste your twelve months over the mint-shaded columns: Month, Revenue, Costs, New customers, Orders. Dates are the first of each month, oldest at the top. The grey columns are formulas; leave them.

  3. 3

    On Dashboard, type your own targets into the mint Target column. Costs count as a ceiling, everything else as a floor.

  4. 4

    Pick a month next to the word Month. The six readouts, the changes and the year-to-date strip all follow. The charts always show the full year.

Lite or the full KPI Starter?

Lite or the full KPI Starter?
What you getLiteKPI Starter
KPIs6: revenue, costs, gross margin, new customers, orders, average order value10, with names you can change
HistoryExactly 12 months24 months of sample data; reads up to 120
Month pickerYes, the 12 monthsYes, any month
Compared withPrevious month and year-to-date averagePrevious month, same month last year and target
TargetsOne per KPI, typed on the DashboardMonthly, per KPI, on Settings
Settings tab (currency, financial-year start, higher or lower is better)NoYes
Quarterly viewNoYes
Charts23
Updates and email supportNoYes
PriceFree€29 single · €69 team

  • KPI Starter Dashboard

    Ten monthly KPIs against target, last month and last year.

    Excel · .xlsx, no macros5 sheets
    Win YesMac YesWeb Partly
    €29team €69

Look inside the full KPI Starter

Will it open?

Will it open?
App and versionWorks?Notes
Windows
Excel for Microsoft 365Yes
Excel 2021Yes
Excel 2019Excel 2019: fine. The formulas stick to SUMIFS, INDEX and MATCH, nothing that needs dynamic arrays.YesExcel 2019: fine. The formulas stick to SUMIFS, INDEX and MATCH, nothing that needs dynamic arrays.
Excel 2016Excel 2016: should open and calculate. Some chart formatting may look different.PartlyExcel 2016: should open and calculate. Some chart formatting may look different.
Mac
Excel for Mac (Microsoft 365)Excel for Mac (Microsoft 365): fine. Nothing in the file uses Power Pivot or macros, which is what usually breaks on a Mac.YesExcel for Mac (Microsoft 365): fine. Nothing in the file uses Power Pivot or macros, which is what usually breaks on a Mac.
Browser
Excel for the webExcel for the web: opens, calculates, slicers and drop-downs work. Editing gets slower in the bigger tabs.PartlyExcel for the web: opens, calculates, slicers and drop-downs work. Editing gets slower in the bigger tabs.
  • Excel for the web and Google Sheets open it too. The table and the charts may look a little different there.

Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.

No macros in any file. Nothing asks you to enable content.

Tried it?

If something didn't work on your machine, tell us which Excel you have: office@primedigitallabs.com. It's how we improve the compatibility tables.

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