Organization name: Company XYZ

Year: 2016

Project Notes:

Notes

X KPI Organization
 report
kpi

To create your analysis you have to define

the structure of your KPI's tree.
Level
Level 1
1
You can define 4 levels,
2 of them in a hierarchical relationship
2 of them are simple aggregation levels Level
Level 2
2
Level
Level 3
3
KPI's
KPI's
Level
Level 4
4
Create your tree
 Level 1 PERSPECTIVE

N. Description
1 FINANCIAL
2 MARKET
3 BUSINESS PROCESS
4 HR / INNOVATION
5 RISK
6
7
8
9
10

X KPI Level 1
 Level 2 AREA

N. Description PERSPECTIVE
1 Commercial risk FINANCIAL
2 Profitability FINANCIAL
3 Operating Cycle FINANCIAL
4 Costs FINANCIAL
5 Financial Risk RISK
6 Sales MARKET
7 Ordered MARKET
8 Customer Loyalty MARKET
9 Customer Service BUSINESS PROCESS
10 Quality BUSINESS PROCESS
11 Production cycle BUSINESS PROCESS
12 Human Resource HR / INNOVATION
13 Learning and Growth HR / INNOVATION
14 Financial exposure FINANCIAL
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

X KPI Level 2
 Level 3 PROCESS

N. Description
1 Financial
2 Customer
3 Industrial Production
4 Supply Vendor
5 Human Resource
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

X KPI Level 3
 Level 4 MANAGER

N. Description
1 John Smith
2 Sara Bellet
3 Patricia Asburg
4 Peter Seller
5 Kevin Basey
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

X KPI Level 4
 Cod Description AREA PERSPECTIVE PROCESS

1 Net financial position Financial exposure FINANCIAL Financial

2 Gross Margin % Profitability FINANCIAL Financial
3 ROI Profitability FINANCIAL Industrial Production
4 Total Asset Turnover Financial Risk RISK Supply Vendor
5 ROS Profitability FINANCIAL Human Resource
6 EBITDA Profitability FINANCIAL Financial
7 Number of hours per full time employee Human Resource HR / INNOVATION Human Resource
8 Payables Turnover in Days Operating Cycle FINANCIAL Industrial Production
9
10

X KPI kpi
 Target
MANAGER
Direction
Patricia Asburg +
John Smith +
John Smith +
Peter Seller +
John Smith +
Peter Seller +
Kevin Basey -
John Smith -

X KPI kpi
 Cod Description 2016.01 2016.02 2016.03 2016.04 2016.05 2016.06 2016.07 2016.08 2016.09 2016.10 2016.11 2016.12

1 Net financial position -2,800.00 -2,800.00 -2,800.00 -2,800.00 -2,800.00 -2,800.00 -2,800.00 -2,800.00 -2,800.00 -2,800.00 -2,800.00 -2,800.00
2 Gross Margin % 36.00 36.00 36.00 36.00 36.00 36.00 36.00 36.00 36.00 36.00 36.00 36.00
3 ROI 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00
4 Total Asset Turnover 3.30 3.30 3.30 3.30 3.30 3.30 3.30 3.30 3.30 3.30 3.30 3.30
5 ROS 7.50 7.50 7.50 7.50 7.50 7.50 7.50 7.50 7.50 7.50 7.50 7.50
6 EBITDA 120.00 320.00 520.00 720.00 920.00 1,120.00 1,320.00 1,520.00 1,720.00 1,920.00 2,120.00 2,320.00
7 Number of hours per full time employee 230.00 333.00 436.00 539.00 642.00 745.00 848.00 951.00 1,054.00 1,157.00 1,260.00 1,363.00
8 Payables Turnover in Days 102.10 102.10 102.10 102.10 102.10 102.10 102.10 102.10 102.10 102.10 102.10 102.10
9
10

X KPI TARGET
 Cod Description 2016.01 2016.02 2016.03 2016.04 2016.05 2016.06 2016.07 2016.08 2016.09 2016.10 2016.11 2016.12

1 Net financial position -694.39 -1,029.67 -2,396.04 -1,285.90 -2,025.51 -1,883.43 -352.66 -2,082.26 -716.60 -1,778.17 -1,779.84 -0.28
2 Gross Margin % 28.26 28.35 42.50 16.74 15.63 16.69 56.70 22.84 32.10 17.52 19.83 24.83
3 ROI 4.83 6.13 5.50 10.21 10.47 6.49 7.12 7.76 2.13 8.71 9.38 10.55
4 Total Asset Turnover 0.10 0.09 1.58 4.30 0.31 0.57 1.60 2.25 1.49 2.12 7.60 3.01
5 ROS 10.30 8.23 6.99 7.15 7.56 6.03 3.71 0.86 9.30 5.37 2.86 4.66
6 EBITDA 1.06 275.31 412.57 256.05 104.78 1,060.72 101.32 15.82 236.40 1,613.32 1,964.29 589.96
7 Number of hours per full time employee 19.47 10.52 301.54 490.37 214.54 182.52 3.85 31.39 378.85 15.75 572.37 143.22
8 Payables Turnover in Days 15.81 95.81 81.10 13.62 73.65 94.12 66.60 80.40 100.42 77.64 49.45 53.48
9
10

X KPI ACTUAL
KPI 2 - Gross Margin % PERSPECTIVE FINANCIAL PROCESS Financial
AREA Profitability MANAGER John Smith
PERIOD 2016.11

2016.01 2016.02 2016.03 2016.04 2016.05 2016.06 2016.07 2016.08 2016.09 2016.10
ACTUAL 28.26 28.35 42.50 16.74 15.63 16.69 56.70 22.84 32.10 17.52
TARGET 36.00 36.00 36.00 36.00 36.00 36.00 36.00 36.00 36.00 36.00
Var -7.74 -7.65 6.50 -19.26 -20.37 -19.31 20.70 -13.16 -3.90 -18.48
q q p q q q p q q q

60.00

50.00

40.00

30.00

20.00

10.00

0.00
2016.01 2016.02 2016.03 2016.04 2016.05 2016.06 2016.07 2016.08 2016.09 2016.10 2016.11
ACTUAL TARGET

X KPI Graphic Analysis

Financial TD
John Smith

2016.11
19.83
36.00
-16.17
q

2016.10 2016.11

X KPI Graphic Analysis

 PERSPECTIVE Dati
PERSPECTIVE AREA Description Actual Target Var TG Var TG % Icon TG
AREA FINANCIAL Financial exposure Net financial position ### ### 1,020.16 -36.4% 5
Operating Cycle Payables Turnover in Days 49.45 102.10 -52.65 -51.6% 5
Profitability EBITDA 1,964.29 1,320.00 644.29 48.8% 5
Gross Margin % 19.83 36.00 -16.17 -44.9% 6
ROI 9.38 12.00 -2.62 -21.8% 6
ROS 2.86 7.50 -4.64 -61.9% 6
Actual HR / INNOVATION Human Resource Number of hours per full time employee 572.37 848.00 -275.63 -32.5% 5
2016.11 RISK Financial Risk Total Asset Turnover 7.60 3.30 4.30 130.4% 5
Target
2016.07

Update

X KPI Dashboard
Target Direction DIM Years
+ PERSPECTIVE 2010
- AREA 2011
PROCESS 2012
MANAGER 2013
2014
2015
2016
2017
2018
2019
2020
PERIODS
2016.01 1 1
2016.02 2 2
2016.03 3 3
2016.04 4 4
2016.05 5 5
2016.06 6 6
2016.07 7 7
2016.08 8 8
2016.09 9 9
2016.10 10 10
2016.11 11
2016.12 12
KPI 2
PERIOD 2016.11

0 1
ACTUAL 2016.01
1 - Net financial position -694.39
2 - Gross Margin % 28.26
3 - ROI 4.83
4 - Total Asset Turnover 0.10
5 - ROS 10.30
6 - EBITDA 1.06
7 - Number of hours per full time employee 19.47
8 - Payables Turnover in Days 15.81
0.00
0.00
 2 3 4 5 6
2016.02 2016.03 2016.04 2016.05 2016.06
-1,029.67 -2,396.04 -1,285.90 -2,025.51 -1,883.43
28.35 42.50 16.74 15.63 16.69
6.13 5.50 10.21 10.47 6.49
0.09 1.58 4.30 0.31 0.57
8.23 6.99 7.15 7.56 6.03
275.31 412.57 256.05 104.78 1,060.72
10.52 301.54 490.37 214.54 182.52
95.81 81.10 13.62 73.65 94.12
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
 7 8 9 10 11
2016.07 2016.08 2016.09 2016.10 2016.11
-352.66 -2,082.26 -716.60 -1,778.17 -1,779.84
56.70 22.84 32.10 17.52 19.83
7.12 7.76 2.13 8.71 9.38
1.60 2.25 1.49 2.12 7.60
3.71 0.86 9.30 5.37 2.86
101.32 15.82 236.40 1,613.32 1,964.29
3.85 31.39 378.85 15.75 572.37
66.60 80.40 100.42 77.64 49.45
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
 TARGET
1 1 - Net financial position
2 2 - Gross Margin %
3 3 - ROI
4 4 - Total Asset Turnover
5 5 - ROS
6 6 - EBITDA
7 7 - Number of hours per full time employee
8 8 - Payables Turnover in Days
9
10
0 1 2 3 4
2016.01 2016.02 2016.03 2016.04
-2,800.00 -2,800.00 -2,800.00 -2,800.00
36.00 36.00 36.00 36.00
12.00 12.00 12.00 12.00
3.30 3.30 3.30 3.30
7.50 7.50 7.50 7.50
120.00 320.00 520.00 720.00
230.00 333.00 436.00 539.00
102.10 102.10 102.10 102.10
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
 5 6 7 8 9
2016.05 2016.06 2016.07 2016.08 2016.09
-2,800.00 -2,800.00 -2,800.00 -2,800.00 -2,800.00
36.00 36.00 36.00 36.00 36.00
12.00 12.00 12.00 12.00 12.00
3.30 3.30 3.30 3.30 3.30
7.50 7.50 7.50 7.50 7.50
920.00 1,120.00 1,320.00 1,520.00 1,720.00
642.00 745.00 848.00 951.00 1,054.00
102.10 102.10 102.10 102.10 102.10
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
 10 11
2016.10 2016.11
-2,800.00 -2,800.00 1
36.00 36.00 2
12.00 12.00 3
3.30 3.30 4
7.50 7.50 5
1,920.00 2,120.00 6
1,157.00 1,260.00 7
102.10 102.10 8
0.00 0.00 9
0.00 0.00 10
 0 1
PREVIOUS 12 2015.01
1 - Net financial position 0.00
2 - Gross Margin % 0.00
3 - ROI 0.00
4 - Total Asset Turnover 0.00
5 - ROS 0.00
6 - EBITDA 0.00
7 - Number of hours per full time employee 0.00
8 - Payables Turnover in Days 0.00
0.00
0.00
 2 3 4 5 6
2015.02 2015.03 2015.04 2015.05 2015.06
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
 7 8 9 10 11
2015.07 2015.08 2015.09 2015.10 2015.11
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
Cod Description PERSPECTIVE AREA
1 Net financial position FINANCIAL Financial exposure
2 Gross Margin % FINANCIAL Profitability
3 ROI FINANCIAL Profitability
4 Total Asset Turnover RISK Financial Risk
5 ROS FINANCIAL Profitability
6 EBITDA FINANCIAL Profitability
7 Number of hours per full time employee HR / INNOVATION Human Resource
8 Payables Turnover in Days FINANCIAL Operating Cycle
9
10
 2016.11
PROCESS MANAGER Target Direction Sign Actual
Financial Patricia Asburg + 1 -1,779.84
Financial John Smith + 1 19.83
Industrial Production John Smith + 1 9.38
Supply Vendor Peter Seller + 1 7.60
Human Resource John Smith + 1 2.86
Financial Peter Seller + 1 1,964.29
Human Resource Kevin Basey - -1 572.37
Industrial Production John Smith - -1 49.45
 2016.07
Target
-2,800.00
36.00
12.00
3.30
7.50
1,320.00
848.00
102.10