How to Create the Perfect KPI Report [+ 4 Examples]

Key Performance Indicators (or KPIs) are the different metrics that you need to track to know more about your business performance and goals. Your KPI data should always be actionable, and in line with your strategic goals. The difference between metrics and KPIs is that KPIs are all the most important metrics you need to track to reach your goals.

in other words, "Key performance indicators are data that show you just how good you are at attaining your business goals. Meanwhile, metrics track the status of your business processes. With KPIs, you will know if you're hitting your overall business targets, while metrics focus on the performance of specific business processes."

To track your business objectives and overall company's performance, there's a large number of KPIs and business metrics you can track depending on your marketing or business goals. Here are some types of KPIs you can look at;

Financial KPIs
Sales team KPIs
Marketing KPIs
Customer satisfaction KPIs
etc.

But how can you track those KPIs efficiently? With an Excel spreadsheet? Of course not! Why use a spreadsheet when you can use a reporting automation tool instead and get beautiful KPI dashboards with multiple data sources automatically updated every single day? Easier, faster, better!

Use this KPI report with your data

To make sure you waste no time and have everything in the same place, you need an automated KPI dashboard (or KPI report). Luckily for you, we've got a ton of KPI report templates you can use to get started depending on your business goals. But let's start with the basics:

What is a KPI report
Examples of KPI monthly reports
1- Social media report template
2- SEO report template
3- Ecommerce report template
4- Digital marketing report template
How to create your KPI report

Let's get into it!

What is a KPI report

A KPI report is a document filled with all the right KPIs for your business, presented with data visualization like graphs and charts. It can be an interactive report, with different data points, comments, and notes. Each KPI report can have a different time period, or different business KPIs. Here's an example that would work for your PPC KPIs and objectives:

See this example live | Use this template with your data

Usually, you would present this KPI report to your company's decision-makers such as your boss, stakeholders, project management teams, clients (if you are a marketing agency for example), etc. All the data presented should be important KPIs for the person or team you present it to.

Examples of KPI monthly reports

Here are some KPI reports examples, these would usually be monthly reports, since this is the perfect time frame for marketers to gather enough data, but still be actionable in almost real-time. These templates include KPI examples and important metrics to track for each of those particular types of reports. Of course, these are just suggestions that we think could give you some ideas for your own KPI reports, but it's of utmost importance to customize these reports with your own business goals in mind.