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Build Your Own KPI Dashboard: A Step-by-Step Guide

kpi dashboard

I want to share with you one of my favorite tools: the KPI Dashboard. It's not just popular—it's incredibly useful for tracking key metrics and presenting data in a clear, engaging way. Let's dive into how you can create your own KPI Dashboard using simple steps and easy-to-understand tips.

youtube video kpi dashboard

What We're Going to Talk About

📊 Outline Your Data

First things first, you need to plan out what your dashboard will look like. Start by outlining the key metrics (or Key Performance Indicators, KPIs) you want to showcase. This initial blueprint will guide the layout and structure of your dashboard. Think of it as setting the foundation before adding the finishing touches.

📊 Populate With Dummy Data

Now, let's fill in your dashboard with dummy data. This step helps you visualize how your data will be presented and organized. Use placeholders to represent actual data points—this will give you a clearer idea of what information goes where.

📊 Make It Pretty

Design matters! Take your dashboard design to the next level by incorporating a cohesive color scheme and intuitive layout. A visually appealing dashboard is easier to understand and more engaging for your audience. Don't underestimate the power of good design.

📊 Link Your KPI Dashboard

Connect your dashboard to your actual data sources. Utilize structured formats and formulas (like XLOOKUP in Excel) to dynamically update your dashboard based on real-time data. This ensures that your dashboard is not only pretty but also functional and accurate.

📊 Add Custom Formatting

Customize your dashboard to highlight important information. Use custom formatting to differentiate between different types of data—like using bold text for headers and number formats for values. This makes your dashboard more user-friendly and professional.

📊 Data Validation

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📊 Finalize With a Pretty Title and Header

Give your dashboard a polished finish by adding a catchy title and clear headers. Merge cells and use text boxes to create a professional-looking layout. This step adds the final touch of elegance to your dashboard.

Print Your Dashboard and Send It

📊 Show Off Your Work

Once your KPI dashboard is ready, it's time to showcase your hard work! Did you know you can easily share your dashboard as an image? Copy your dashboard (CTRL + C), then paste it as a picture (Paste Special > Paste as Picture). Voila! Now you can impress your audience with your beautifully crafted dashboard.

Way to Go! 🙌

Congratulations, you've successfully created your own KPI dashboard. Now, I'd love to hear from you—how do you build your dashboards? Share your tips and tricks in the comments below. Let's continue learning and improving together!

Building effective dashboards is not just about displaying data—it's about telling a story and empowering informed decision-making. I hope this guide inspires you to create impactful and visually compelling dashboards for your own projects. Happy dashboarding! 📊



Josh is a CPA, with a passion for helping startups scale with incredible finance and accounting support. His unique background as a CPA and running his own outsourced finance and accounting company for nearly 4 years has perfectly positioned him to solve complex finance and accounting issues for startups. You can follow Josh on LinkedIn where he posts Finance & Accounting tips everyday.


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