Formulyo

Template · HR

Team KPI dashboard template for Excel & Google Sheets

Monthly KPIs vs target with trend arrows, year-to-date and a traffic light per metric.

Get all 30 templates — $19See all 30 templates

One-time payment · 14-day money-back guarantee · Local taxes added at checkout

Team KPI dashboard: Main tab with example data
Main tab with example data

Why you will like it

What is inside the file

These are the real tabs of the file you download:

Look inside

Team KPI dashboard: The “Start here” tab
The “Start here” tab

How it works in 3 steps

  1. List your KPIs, owner, target and if higher is better.
  2. Each month type the actual value in its column.
  3. Read the trend (vs previous month) and the traffic light.

Works where you work

AI prompt included

Paste your data into ChatGPT, Claude or Gemini with this prompt:

Monthly review
These are my team KPIs for the last months (pasted below with targets). Write a monthly review: what improved, what got worse and the likely cause, 3 decisions for next month and 1 KPI I should stop tracking or add.
[paste rows]

Questions

Does the Team KPI dashboard template work in Google Sheets?

Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets, or use File → Import. It uses classic functions, so it works the same.

Can I use my own data?

Yes. Replace the example data with yours and the formulas, charts and summaries update on their own. The “Start here” tab tells you where to type.

Is Team KPI dashboard sold on its own?

It comes in the Formulyo pack: 30 templates for a one-time $19, with the AI prompts and lifetime updates. 14-day money-back guarantee.

In which languages do the files come?

Every template comes in English, Spanish, Portuguese and German.

Do I need macros or add-ins?

No. They are plain .xlsx files with formulas only.

Get this template and 29 more

The Formulyo pack: 30 Excel + Google Sheets templates, AI prompts for each one, lifetime updates. $19 once.

Get all 30 templates — $19

One-time payment · 14-day money-back guarantee · Local taxes added at checkout


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