Understanding the dashboard
The Team Member KPIs Detailed Dashboard is a supplementary tool designed to enhance your main Team Member KPIs dashboard. This dashboard allows accountants to select and analyse individual KPIs, revealing the factors behind strong or weak performance and helping to identify actionable insights for achieving targets.
Why is it important?
The Team Member KPIs Detailed Dashboard allows you to:
Investigate the impact of specific jobs on your KPI metrics by drilling down from client groups to detailed job-level data, providing a clear understanding of performance drivers.
Evaluate individual KPI performance with greater precision, enabling you to identify why certain KPIs are performing well or falling short, and adjust strategies accordingly.
Gain insights into the underlying factors affecting KPI outcomes, facilitating targeted improvements and more effective decision-making for enhanced team performance.
Explore theTeam Member KPIs Detailed Dashboard by clicking through the interactive demo below!
Interactive demo
(Click the top-right play button to start the voiceover)
How to Validate
Note: KPIs such as targets, budgets, staff, and team allocations are not extracted from XPM. Instead, they are sourced from a separate file referred to as Additional Data Sources. This template is provided by Dashboard Insights and must be completed by the client.
In Google Sheets: Open the Additional Sources
In DI: Open KPIs Dashboard or KPIs Detailed Dashboard
Validation Steps: Missing Staff, Missing or Wrong Team Allocation
To ensure accurate data in the dashboard, follow these validation steps:
Verify the Source File: Ensure the Additional Data Sources file is fully and correctly completed.
Check for Formatting Errors:
Avoid trailing spaces in names.
Ensure correct spelling of staff names.
Names must exactly match those in both XPM and Google Sheets.
⚠️ Any mismatch or formatting issue will prevent the data from appearing correctly in the dashboard.
Validation Steps: Wrong KPI figures
There are two options for setting billing targets:
Annual Billing Target
You can find this column in the Main KPIs Tab. Use this if your billing target is distributed evenly across all months and evaluated on an annual basis.
Monthly Billing Target
Use this tab if your billing target varies from month to month.
⚠️ Do not fill out both the Annual and Monthly Billing Target sections. The dashboard will return an error if both are populated. You must choose only one method of target entry.
Note: For entries using Annual Billing Target, the dashboard automatically prorates the target based on the current date range. This means the dashboard may not display the full annual target, which can be misleading if you're expecting to see the total figure.
Example:
If the Annual Billing Target for FY July 1, 2024 – June 30, 2025 is 100,000, and the dashboard is filtered to FY To Date (e.g., July 1, 2024 – May 5, 2025), the dashboard will not show 100,000. Instead, it will display the prorated amount up to May 5, 2025, based on the time elapsed within the fiscal year.
Dashboard FAQs
How can the Team Member KPIs Detailed Dashboard help me improve team performance?
By providing detailed insights into KPI metrics, the dashboard helps you identify which jobs are influencing KPI results and why certain KPIs are meeting or missing targets. This allows you to make informed decisions and implement targeted improvements to enhance overall team performance.
Can I customise the data I view on the Team Member KPIs Detailed Dashboard?
Yes, you can customise the dashboard to focus on specific KPIs, jobs, or client groups. This flexibility enables you to tailor the analysis to your needs and obtain detailed information relevant to your performance metrics and strategic goals.
For additional details on KPI metrics, please visit the FAQs here.