SayPro Create a list of essential metrics and KPIs that should be included in a dashboard for a performance report.

Creating a performance report dashboard requires selecting the most critical metrics and Key Performance Indicators (KPIs) to track the success and progress of your business goals. These metrics should provide a comprehensive view of performance across various departments and operations. Here’s a list of essential metrics and KPIs that should be included in a performance report dashboard:

1. Financial Metrics

1. Revenue: Total income generated from sales or services in a given period.
2. Profit Margin: The percentage of profit relative to revenue.
3. Net Profit: Total earnings after all expenses have been deducted.
4. Gross Profit: Profit after the cost of goods sold (COGS) is subtracted from total revenue.
5. Operating Income: Earnings from core business operations excluding non-operating income or expenses.
6. EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization): A measure of a company’s operating performance.
7. Cash Flow: Net amount of cash and cash-equivalents moving into and out of the business.
8. Cost of Goods Sold (COGS): Direct costs attributable to the production of goods sold.
9. Return on Investment (ROI): Measure of the profitability of investments.
10. Burn Rate: The rate at which a company is spending its capital before reaching profitability.

2. Sales & Marketing Metrics

11. Sales Growth: The increase in sales over a specific period.
12. Lead Conversion Rate: The percentage of leads that are converted into paying customers.
13. Customer Acquisition Cost (CAC): The cost associated with acquiring a new customer.
14. Customer Lifetime Value (CLTV): The total revenue expected from a customer throughout their relationship with the company.
15. Sales Conversion Rate: The percentage of leads or opportunities that result in sales.
16. Marketing ROI: The return on investment from marketing activities.
17. Lead-to-Customer Ratio: The ratio of leads generated to the number of customers acquired.
18. Customer Retention Rate: The percentage of customers who stay with the company over a period.
19. Churn Rate: The percentage of customers lost over a certain period.
20. Revenue Per Customer: The average revenue generated per customer.

3. Operational Metrics

21. Production Efficiency: The output relative to the input (e.g., units produced per hour of labor).
22. Inventory Turnover: The rate at which inventory is sold or used up over a period.
23. Cycle Time: The total time taken from the beginning to the end of a process.
24. Order Fulfillment Rate: The percentage of orders delivered on time and in full.
25. Supplier Performance: A measurement of how well suppliers deliver products and services based on timelines, quality, and price.
26. Backlog: The number of orders that have yet to be processed.
27. Cost Per Unit: The cost to produce or acquire each unit of a product or service.
28. Capacity Utilization: The percentage of available capacity being used in production.
29. Productivity Rate: The amount of output produced relative to input (resources used).
30. Defect Rate: The percentage of defective products or services compared to the total produced.

4. Customer Experience Metrics

31. Customer Satisfaction (CSAT): A measure of customer satisfaction with a product or service.
32. Net Promoter Score (NPS): A measure of customer loyalty and likelihood of recommending the company.
33. Customer Support Metrics:

• First Response Time: The average time it takes for customer support to respond to a customer inquiry.
• Resolution Time: The average time it takes to resolve a customer issue.
• Ticket Volume: The number of customer support tickets raised.

34. Customer Feedback Scores: Customer ratings or surveys reflecting their experience with a product or service.
35. Customer Complaints: The number of complaints received and their resolution status.
36. Repeat Purchase Rate: The percentage of customers who make multiple purchases over time.
37. Customer Engagement Rate: The level of interaction a customer has with the brand across different touchpoints.

5. Human Resources Metrics

38. Employee Productivity: The amount of output produced by an employee relative to input (e.g., hours worked).
39. Employee Satisfaction: A measure of how content employees are with their work environment and role.
40. Employee Turnover Rate: The percentage of employees who leave the company over a given period.
41. Absenteeism Rate: The percentage of time employees are absent from work.
42. Employee Engagement Rate: The level of emotional investment employees have in the company and its success.
43. Time to Hire: The average time taken to fill a job opening.
44. Training Hours: The total number of hours employees spend in training programs.
45. Headcount: The total number of employees in the organization.
46. Internal Mobility Rate: The percentage of employees who are promoted or move to a new role within the company.
47. Diversity & Inclusion Metrics: Measurement of diversity in the workforce and efforts to promote inclusivity.

6. Product/Service Metrics

48. Product Usage Rate: The frequency or extent to which customers use a product or service.
49. Product Development Progress: The current stage of product development against the timeline.
50. Bug/Error Rate: The number of software bugs or errors reported per unit of product usage.
51. Feature Adoption Rate: The percentage of users adopting new features after they are released.
52. Customer Feedback on Products/Services: Satisfaction or dissatisfaction scores from customers regarding products.
53. Average Resolution Time for Product Issues: Average time taken to fix product-related issues.
54. Cost of Service Delivery: The total cost involved in delivering a service to customers.

7. Web and Digital Metrics

55. Website Traffic: The total number of visitors to your website.
56. Bounce Rate: The percentage of visitors who leave the site without interacting with it.
57. Conversion Rate: The percentage of website visitors who complete a desired action (e.g., sign up, purchase).
58. Click-Through Rate (CTR): The percentage of users who click on a link or ad.
59. Average Session Duration: The average time users spend on the website.
60. Page Load Speed: The average time it takes for web pages to load.
61. Social Media Engagement: The level of interaction (likes, comments, shares) across social media platforms.
62. Mobile Traffic Percentage: The percentage of website traffic coming from mobile devices.
63. SEO Performance: Rankings, organic search traffic, and keyword performance.
64. Email Open Rate: The percentage of recipients who open an email.
65. Email Click-Through Rate (CTR): The percentage of recipients who click on a link within an email.

8. Risk and Compliance Metrics

66. Regulatory Compliance Rate: The percentage of processes that comply with industry regulations.
67. Audit Findings: The number and severity of audit findings from internal or external audits.
68. Risk Exposure: The degree to which the business is exposed to potential risks (financial, operational, etc.).
69. Incident Response Time: The average time taken to respond to and resolve incidents (e.g., security breaches).
70. Insurance Claims: The number and total cost of insurance claims filed by the company.

9. Project and Initiative Metrics

71. Project Completion Rate: The percentage of projects completed on time and within budget.
72. On-Time Delivery Rate: The percentage of projects or tasks delivered on the agreed deadline.
73. Project Budget Adherence: The percentage of projects delivered within the planned budget.
74. Resource Utilization: The efficiency in utilizing available resources (e.g., human, technical, financial).
75. Milestone Achievement: The percentage of project milestones achieved on time.
76. Task Completion Rate: The percentage of tasks completed out of the total tasks assigned.

10. Customer Acquisition and Retention Metrics

77. New Customer Acquisition Rate: The rate at which new customers are acquired.
78. Customer Segmentation: Breakdown of customers based on demographics, purchase behavior, etc.
79. Customer Renewal Rate: The percentage of customers renewing contracts or subscriptions.
80. Cross-Sell/Upsell Rate: The rate at which customers purchase additional or higher-value products.
81. Customer Referral Rate: The percentage of customers who refer others to the business.

11. Innovation and Growth Metrics

82. Research & Development (R&D) Spend: The total amount spent on innovation and product development.
83. New Product Launches: The number of new products launched within a specific period.
84. Market Share: The percentage of the market controlled by the company.
85. Competitor Benchmarking: Comparative performance analysis against key competitors.
86. Strategic Partnerships: Number of new partnerships or alliances formed.
87. Growth Rate: The rate of growth in key areas (revenue, customers, market share).

12. Environmental and Social Metrics

88. Carbon Footprint: The amount of carbon dioxide emitted by the company’s operations.
89. Sustainability Goals Progress: Progress toward achieving environmental sustainability goals.
90. Community Engagement: Number of initiatives or activities contributing to community well-being.
91. Diversity and Inclusion Metrics: Tracking diversity in hiring, leadership roles, and organizational practices.
92. Employee Well-being: Measurement of employee well-being, including mental health support and work-life balance.

13. Customer Service & Support Metrics

93. First Contact Resolution (FCR): The percentage of customer issues resolved on the first interaction.
94. Customer Effort Score (CES): The ease with which customers can resolve their issues with support.
95. Average Handle Time (AHT): The average time taken to resolve a customer

service issue. 96. Escalation Rate: The percentage of customer issues that need to be escalated to higher support levels. 97. Service Level Agreement (SLA) Compliance: The percentage of customer issues resolved within the agreed-upon timeframe.

14. Quality Assurance Metrics

98. Quality Control Pass Rate: The percentage of products that pass quality control tests.
99. Customer Satisfaction with Quality: Percentage of customers satisfied with the product/service quality.
100. Error Rate: The number of errors or defects found in products or services after delivery.

These metrics and KPIs should provide a comprehensive and actionable view of your company’s performance across financial, operational, and customer dimensions. Tailoring these metrics to your organization’s specific needs will make your dashboard even more effective.