1. Foundations of KPI Dashboards
Definition & Purpose

    What is a KPI?

    Why use a dashboard?

    Use Cases

    Sales performance

    Marketing analytics

    Financial health

    Operational efficiency

    2. Planning Your Dashboard
    Identify Key Metrics

    SMART KPIs: Specific, Measurable, Achievable, Relevant, Time-bound

    Align KPIs with business objectives

    Data Sources

    Manual entry vs. automated feeds

    Internal databases, CRM, Google Analytics

    3. Design Principles
    Layout & Structure

    Grid-based design

    Logical grouping of metrics

    Visual Hierarchy

    Use of color, size, and placement

    Highlighting critical metrics

    User Experience

    Interactivity (slicers, filters)

    Accessibility and readability

    4. Building in Excel
    Data Preparation

    Tables, named ranges

    Data validation

    Visualization Tools

    Charts: bar, line, pie, combo

    Conditional formatting

    Interactivity

    Slicers, pivot tables

    Form controls

    5. Building in Google Sheets
    Data Structuring

    Sheets as modules (raw data, calculations, visuals)

    Named ranges and queries

    Visualization Tools

    Built-in charts

    Google Data Studio integration

    Automation & Sharing

    Google Apps Script

    Real-time collaboration

    6. Testing & Validation
    Accuracy Checks

    Formula audits

    Data consistency

    Performance Testing

    Load time

    Responsiveness

    Feedback Loops

    Stakeholder review

    Iterative improvements

    7. Deployment & Maintenance
    Version Control

    Backup strategies

    Change logs

    User Training

    Documentation

    Tutorials

    Ongoing Updates

    KPI evolution

    8. Mind Mqp

    KPI Dashboard
    ├── 1. Foundations
    │ ├── What is a KPI?
    │ ├── Dashboard Purpose
    │ └── Use Cases (Sales, Marketing, Finance, Ops)
    │
    ├── 2. Planning
    │ ├── Define Business Goals
    │ ├── Select SMART KPIs
    │ └── Identify Data Sources
    │
    ├── 3. Design Principles
    │ ├── Layout & Structure
    │ ├── Visual Hierarchy
    │ └── User Experience
    │
    ├── 4. Excel Implementation
    │ ├── Data Tables & Validation
    │ ├── Charts & Conditional Formatting
    │ └── Pivot Tables & Slicers
    │
    ├── 5. Google Sheets Implementation
    │ ├── Sheet Organization
    │ ├── Charts & Data Studio
    │ └── Automation (Apps Script)
    │
    ├── 6. Testing & Validation
    │ ├── Formula Accuracy
    │ ├── Performance Checks
    │ └── Stakeholder Feedback
    │
    └── 7. Deployment & Maintenance
    ├── Version Control
    ├── Documentation & Training
    └── Continuous Updates

    Excel template