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How To Create a KPI Dashboard in 10 Minutes! 

The Financial Controller
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24 авг 2024

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Комментарии : 115   
@TheFinancialController
@TheFinancialController 2 месяца назад
Level up your Accounting Career by enrolling in our 6-weeks program here controller-academy.com/courses/controller-academy
@FlagshipScience
@FlagshipScience 3 месяца назад
I need 1 hour to translate, 1 hour to think about functions used and ratios, 1 hour to write data. For me is KPI Dashboard in 180 minutes ! Thanks man! 😀
@patrickhannum6859
@patrickhannum6859 3 года назад
Thank you for such an informative video that everyone else makes you pay for. You’re truly an amazing human to be able to give such valuable lessons that you have to pay a school to learn. God bless and thank you again.
@TheFinancialController
@TheFinancialController 3 года назад
Thanks Patrick. Haha I also have a website with paid content. But I guess I like to give free value here before I even offer any paid stuff.
@RS_Rational
@RS_Rational 3 года назад
Hi Bill, I am doing CMA currently, I found your videos are very helpful in understanding how F&A works in real world... huge thank you for all of your wonderful videos you produced.
@TheFinancialController
@TheFinancialController 3 года назад
Good luck. CMA is an awesome certification
@dianpramono4896
@dianpramono4896 3 года назад
Mr.Bill...thank you very much for your lesson, never seen this before. May God give you & family best health and keep share your valuable knowledge with us 🙏
@TheFinancialController
@TheFinancialController 3 года назад
Thanks!
@brittanyallgood8477
@brittanyallgood8477 2 года назад
This video is very informative. I haven't dealt with KPIs in a long time. I decided it was time for me to retrain myself on how to build one and you made the process painless for me. Thank you!
@kemal6039
@kemal6039 2 года назад
Such a great teacher. 1 minute into the video and I'm already hooked. No unnecessary subscribe plugs or anything, straight to content. Btw I love what you did with the submit form 😂 "I promise _not to never_ share your email address,"
@TheFinancialController
@TheFinancialController 2 года назад
Thank you Kamal!
@joydaniels6474
@joydaniels6474 Год назад
Your tutorials are the best. Always straight to the point, pratical and never boring.
@I_Follow_Jesus
@I_Follow_Jesus 3 года назад
Glad to have found your channel. I’m making a career change from an electronic technician to a business analyst. Same employer, just a different role. I’ll be more involved with R&D business metrics that finance. However, there’s a lot of great content on your channel.
@TheFinancialController
@TheFinancialController 3 года назад
I am happy to see you re-invent yourself. Best of luck phil
@whoberryj100
@whoberryj100 3 года назад
I am not in finance but still found this useful and easy to follow. A great start to building out an Excel KPI for my sales needs.
@TheFinancialController
@TheFinancialController 3 года назад
Thanks for watching Jill
@agroasesor1
@agroasesor1 3 года назад
Receive a big HELLO from COLOMBIA !!!!.... is good to find a compact video related to KPIs and the FILE attached !!!! Even more, the video opens the door to new Excel formulas like Index and Match. Gracias mil
@TheFinancialController
@TheFinancialController 3 года назад
Mucho gusto hector!
@agroasesor1
@agroasesor1 3 года назад
@@TheFinancialController Hey.... where did you learn Spanish ?
@TheFinancialController
@TheFinancialController 3 года назад
@@agroasesor1 in the streets of Ecuador 🇪🇨 where I visited a couple of times
@sunilholani7242
@sunilholani7242 2 года назад
Mr.Bill, thank you very much for this knowledgeable video, your lessons are amazing and helpful in real-world,
@strawberryfarm-w6l
@strawberryfarm-w6l Месяц назад
Thanks for the tutorial, it was great could you please let me know where is the link to download?
@azitahemmati6204
@azitahemmati6204 3 месяца назад
Thanks for the tutorial, it was great 👏 could you please let me know where is the link to download?
@SimonWanyoike-jg9ud
@SimonWanyoike-jg9ud Год назад
Hey Bill the videos are awesome and indeed very helpful
@ferashammoudeh9359
@ferashammoudeh9359 3 года назад
Hi I found it useful for now since I am pushing my organization (newly established 1 year back) to use the dashboard when communicating any KPI which is not limited to financial once, but also include many KPIs that monitor the business e.g. SFE dashboard,.. BR
@TheFinancialController
@TheFinancialController 3 года назад
Great!
@tafamandi
@tafamandi 2 месяца назад
Thank you
@oa-level-mathematics
@oa-level-mathematics Год назад
Very much informative !!!! August !!! Respected sir
@viviannatanasi7715
@viviannatanasi7715 2 года назад
Thank you so much for making this video is helping me in my learning process during my masters!
@TheFinancialController
@TheFinancialController 2 года назад
Thank you for following the channel
@verysuccessfulmom
@verysuccessfulmom Год назад
Thank you so much for this video. Super informative. I will be using it.
@alecmkov9124
@alecmkov9124 2 года назад
good explanation for a powerful tool that we habitually underutilize. wow, thank you
@anttonyyoutube
@anttonyyoutube 4 месяца назад
thank you for this content!
@evansjuma3831
@evansjuma3831 3 года назад
This is super cool Bill!, many thanks for your valuable insight on this. It's very helpful 👍👍👍
@TheFinancialController
@TheFinancialController 3 года назад
Glad it was helpful!
@mahathin5280
@mahathin5280 8 месяцев назад
Insightful.Thanks!!!!
@1281dee
@1281dee Год назад
Thank you for this video! Amazing detailing
@TheFinancialController
@TheFinancialController Год назад
Thank you devika!
@gladnessshibambo2515
@gladnessshibambo2515 Месяц назад
HOW TO SET A DATE TO CHANGE A COLOR WHEN ITS DUE DATE IS APPROACHING
@mathewdsouza3397
@mathewdsouza3397 2 года назад
Liked your video as well as presentation style. Well done. It was very interesting.
@TheFinancialController
@TheFinancialController 2 года назад
Thank you
@danielcruz5501
@danielcruz5501 Год назад
I've just discovered your channel Bill, it's great. I was wondering if you have some videos about FP&A, how to budget and forecast properly.
@TheFinancialController
@TheFinancialController Год назад
Great suggestion!
@rinata36
@rinata36 3 года назад
Thank you Bill. Very good and easy to follow.
@TheFinancialController
@TheFinancialController 3 года назад
Glad you liked it
@datispanahi3973
@datispanahi3973 Год назад
That was awesome👏👏👏
@claudiamendieta4937
@claudiamendieta4937 Год назад
Helpful videos thank you very much 🤗
@TheFinancialController
@TheFinancialController Год назад
You're welcome 😊
@somaansa939
@somaansa939 2 года назад
Thanks so much for sharing!
@SarahLagnayo
@SarahLagnayo 26 дней назад
How to get the overall total percent
@onyinyesemilore214
@onyinyesemilore214 Год назад
Hi Bill, welldone.... I love your videos! Amazing!!! Please I can't get the link to download the files. Thanks
@kimmelthomas-campbell9075
@kimmelthomas-campbell9075 2 года назад
awesome, thanks!!! soooo imformative
@TheFinancialController
@TheFinancialController 2 года назад
Thanks so much!
@yitingteng558
@yitingteng558 3 года назад
very help .thanks you for sharing
@TheFinancialController
@TheFinancialController 3 года назад
Glad you liked it;)
@bea_rspectator9467
@bea_rspectator9467 2 года назад
Hi this is very helpful❤️
@babajideamure108
@babajideamure108 Год назад
I hope I get the help I need. I work with a team with multiple targets (Phone sales, data device sale and sim activation). I want to design an interactive dashboard where all the individuals along their performances in all of the 3 KPIs appear
@canalplusaccademy9278
@canalplusaccademy9278 Год назад
Thank you so much,
@bairdy78
@bairdy78 3 года назад
Nice video mate!
@TheFinancialController
@TheFinancialController 3 года назад
Thanks stu
@falta99
@falta99 3 года назад
Thank you. This video is so useful 👌
@TheFinancialController
@TheFinancialController 3 года назад
Thanks!
@lifetalks4969
@lifetalks4969 2 года назад
Thank you❤️ one question how did you create ' for the month of' raw selection?
@listerdumukwa7732
@listerdumukwa7732 Год назад
Good video Do you use credit sale (vat incl or vat excl ) to calculate Days Sales outstanding
@gabsbbarbosa
@gabsbbarbosa 2 года назад
👏🏼 Thank you
@sofiafernandez8198
@sofiafernandez8198 2 года назад
so helpful
@stc.asif1
@stc.asif1 2 года назад
Hello Sir, I'm learning many things from you thanks for your great teaching skills. I would like to know which software do you use for recording your videos ? Which software do you use to edit your videos ? Thank you again 🌸
@christopherbaby3842
@christopherbaby3842 3 года назад
This is great!
@TheFinancialController
@TheFinancialController 3 года назад
Thanks 🙏
@emilywang7407
@emilywang7407 2 года назад
Hi Bill, I’m wondering how do we decide the target number?
@maryclanton58
@maryclanton58 11 месяцев назад
You mentioned downloading your KPI format - I can seam to find it
@subhashpatelpatelsubhash4990
@subhashpatelpatelsubhash4990 2 года назад
Is there any dashboard for pnl cost items for variance analysis with forcast, budget, and actual
@edwardkui3623
@edwardkui3623 Год назад
Why is not downloading the sheet directly ...why should you to send it by email...tell now i did not receive anything ...could you please put it on website .so it can be downloaded quickly ...thanks
@felixfrost1564
@felixfrost1564 3 года назад
Good channel, there’s a lack of RU-vid videos out there that explains fraud, that said there’s also a lot of people not understanding the importance of understanding financial statements, most people jump the gun for stocks, think you’d do awesome if you mix in a bit of stock analysis and just say you’re not a financial advisor or something down the line
@TheFinancialController
@TheFinancialController 3 года назад
Thanks Felix, I will consider mixing in stock analysis.
@mariaellenyuriaan444
@mariaellenyuriaan444 3 года назад
Hi Bill thank you so much, this is very usefull, as mention in your KPI Dasboard Template the Premium Version will be coming on June 30, 2021. Can I get the the new one? Thank you so much Bill !!!
@TheFinancialController
@TheFinancialController 3 года назад
Coming to my website very soon Maria! Probably around July 10 2021
@mariaellenyuriaan444
@mariaellenyuriaan444 3 года назад
@@TheFinancialController Thank you so much Bill!!!
@otienopatrick508
@otienopatrick508 7 месяцев назад
Hi Bill, how can i get this on excel?
@rockys383
@rockys383 3 года назад
Nice content!
@TheFinancialController
@TheFinancialController 3 года назад
Thanks rocky
@savvaskefalas5635
@savvaskefalas5635 3 года назад
i am really into kpis and i think i have a jewel for your analysis.have you heard of percentage distance calculation? with proper weighting you can homogenously group indices into category metrics whether they are percentages or currency.ideally the groups should be meaningfull companywise ie in functional departments or project-based according to org-chart.plz share your thoughts, criticisism or brainstorming on that
@TheFinancialController
@TheFinancialController 3 года назад
Hey I will look into it, seems interesting
@lemonforever
@lemonforever 2 года назад
I learned from your video to make my first KPI dashboard. The only confusing part is the year-month dropdown, my icon disappears every time losing focus, I tried with fake arrow(wingdings 3) does not look nice, also tried hyperlink method, both requires another column. From your video, your dropdown arrow shows right inside of the cell, can you please share how you did it so nicely? p.s. subsribed
@amiramir-bh5dk
@amiramir-bh5dk 3 года назад
Hi, thanks a lot for the nice video. what does OPEX mean on the dashboard? " operating expenses before interest and tax?"
@TheFinancialController
@TheFinancialController 3 года назад
Yes
@amiramir-bh5dk
@amiramir-bh5dk 3 года назад
@@TheFinancialController If I have any question regarding financial metrics and KPIs course, can I ask here or thru your email?
@gbengasegun7071
@gbengasegun7071 2 года назад
Hi, thank you for this video. i couldnt see the link for the template. kindly provide me with it. Thank you.
@TheFinancialController
@TheFinancialController 2 года назад
It’s in the video description
@rajuchunchu2338
@rajuchunchu2338 5 месяцев назад
@gladysmwita9234
@gladysmwita9234 2 года назад
This is very helpful. Where can I get the link
@TheFinancialController
@TheFinancialController 2 года назад
Link is in the description
@kokitormmrj2320
@kokitormmrj2320 Год назад
Hi there! New subscriber. I need to make a KPI for Vendor Master data.
@applejack7114
@applejack7114 3 года назад
hi bill, thank you for your explanation! how can I download the template please ?
@TheFinancialController
@TheFinancialController 3 года назад
There should be a link in the description.
@applejack7114
@applejack7114 3 года назад
@@TheFinancialController thank you get it !!!
@is1dre
@is1dre 3 года назад
The dashboard is very good but I think charts showing trends for each KPI would be much more informative.
@TheFinancialController
@TheFinancialController 3 года назад
That’s a great idea yes
@patrickhannum6859
@patrickhannum6859 3 года назад
Subscribed
@TheFinancialController
@TheFinancialController 3 года назад
Thanks!
@shivpujekarthick3352
@shivpujekarthick3352 3 года назад
50/50
@andymushibwe3463
@andymushibwe3463 2 года назад
Where is the link
@cocodroppingdeucesroux2050
@cocodroppingdeucesroux2050 3 года назад
How do I get an excel version
@fun-travel-world
@fun-travel-world 3 года назад
The video is very informative and it will help in my daily work surely. Thank you so much bill. I have one doubt how did you insert drop down menu for month in dashboard? Is it macros?
@TheFinancialController
@TheFinancialController 3 года назад
Hi thanks. I used “data validation” features for this. You can search videos on “data validation drop down list”
@khalilhamid8227
@khalilhamid8227 2 года назад
WHERE IS THE LINK TO DOWNLOAD?
@shabeercp5235
@shabeercp5235 3 года назад
Hi Sir, Very nice to introduce your task. Can you share this template.
@TheFinancialController
@TheFinancialController 3 года назад
Yes, sure it's in the video description.
@prferreiramf
@prferreiramf 3 года назад
how to convert the template to track nonconformance cost?
@TheFinancialController
@TheFinancialController 3 года назад
Not sure I know how, sorry
@saeidborghei9992
@saeidborghei9992 3 года назад
Hi, thanks for the video, that is interesting, how can I learn more about KPIs and get a related certificate? subscribed :)
@saeidborghei9992
@saeidborghei9992 3 года назад
please make a video about Supply chain KPIs thank you!
@TheFinancialController
@TheFinancialController 3 года назад
Thanks 🙏 I also offer an online course on KPIs
@reemsunshine6559
@reemsunshine6559 Год назад
Uselessness
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