Performance Dashboard

A dashboard in Excel to show Employees/Process Performance

Performance dashboard is very useful and beautiful dashboard for Employee/Process performance. Below the dashboard title, there is a navigation bar with 5 buttons  – Summary, Monthly Performance, Weekly Performance, Agent wise Performance and Supervisor wise Performance. I have put my picture on the  top-left side, you can replace this with your company logo. On the top-right side there is picture for Subscribe Now, you can change it with your client logo or you can remove it.

Worksheets in Performance dashboard:

1. Summary
2. Monthly Performance
3. Weekly Performance
4. Agent Wise Performance
5. Supervisor wise Performance
6. Raw Data (hidden sheet)
7. Support sheet (hidden sheet)

1. Summary:

In Summary sheet tab there are 3 cards have been displayed for Call Handled, Sales and AHT (Average Handle Time). Average Login Hours have been displayed in a beautiful speedometer chart. Login Efficiency (formula is Actual Login Hours / Target Login Hours) has been displayed in a battery chart. Sales conversion(formula is Sales/Calls Handled) has been displayed by a beautiful Moving Man Chart.

For filtering the data, slicers have been given for EMP Name, Supervisor Name, Month and Week.

Summary button is in red color with a shape preset in the Navigation bar. To move to the another sheet tab click on any button which have been given in navigation bar.

2. Monthly Performance:

In this worksheet Month wise pivot table has been displayed for below metrics.

• Calls Handled
• Sales
• Login Efficiency (formula is Actual Login Hours / Target Login Hours)
• Sales conversion(formula is Sales/Calls Handled)
• Average Login Hours
•  AHT (Average Handle Time)

For filtering the data, slicers have been given for EMP Name, Supervisor Name, Month and Week.

Monthly Performance button is in red color with a shape preset in the Navigation bar. To move to the another sheet tab click on any button which have been given in navigation bar.

3. Weekly Performance:

In this worksheet Week wise pivot table has been displayed for below metrics.

• Calls Handled
• Sales
• Login Efficiency (formula is Actual Login Hours / Target Login Hours)
• Sales conversion(formula is Sales/Calls Handled)
• Average Login Hours
•  AHT (Average Handle Time)

For filtering the data, slicers have been given for EMP Name, Supervisor Name, Month and Week.

Weekly Performance button is in red color with a shape preset in the Navigation bar. To move to the another sheet tab click on any button which have been given in navigation bar.

 

4. Agent Wise Performance:

In this worksheet Employee Name (Agent Name) wise pivot table has been displayed for below metrics.

• Calls Handled
• Sales
• Login Efficiency (formula is Actual Login Hours / Target Login Hours)
• Sales conversion(formula is Sales/Calls Handled)
• Average Login Hours
•  AHT (Average Handle Time)

For filtering the data, slicers have been given for EMP Name, Supervisor Name, Month and Week.

Agent Wise Performance button is in red color with a shape preset in the Navigation bar. To move to the another sheet tab click on any button which have been given in navigation bar.

 

5. Supervisor Wise Performance:

In this worksheet Supervisor wise pivot table has been displayed for below metrics.

• Calls Handled
• Sales
• Login Efficiency (formula is Actual Login Hours / Target Login Hours)
• Sales conversion(formula is Sales/Calls Handled)
• Average Login Hours
•  AHT (Average Handle Time)

For filtering the data, slicers have been given for EMP Name, Supervisor Name, Month and Week.

Supervisor Wise Performance button is in red color with a shape preset in the Navigation bar. To move to the another sheet tab click on any button which have been given in navigation bar.

 

6. Raw Data:

This is a hidden worksheet and can be visible by pressing “Alt + O+H+U” . In this worksheet raw data is available which is used to create this dashboard. A support column “Total Handle Time” (formula is Average Handle time * Calls Handled) has been taken to calculate the AHT in pivot table.

Below is the snapshot for raw data of Performance dashboard

 

7. Support Sheet:

This is also a hidden worksheet and can be visible by pressing “Alt + O+H+U” . In this worksheet a pivot table and few other calculations are available which is used to create this dashboard. A man picture is also available which is used to create The Moving Man Chart in summary sheet.

Below is the snapshot for Support Sheet of Performance dashboard.

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Learn how to create Performance Dashboard – Step by Step video tutorials