Best Practices for Using Microsoft Outlook from a Sales Perspective

Using SharePoint to Communicate KPI Dashboards

There is a reason that although I first promised a blog post on using SharePoint to display your company KPI dashboard back in late June, I’m just now getting started on it.  Turns out, its a much more complicated and multi-step process than I first expected.  So in attempt not to overwhelm both you in reading a ridiculously long post and me in creating one, I’ll be posting the following Arrow-Tips and How Tos throughout November:

Arrow-Tip #53 Establishing Key Performance Indicators (KPIs) – in this post I will described the process we used for determining what KPIs to use for my client Gulf Coast Welding (GCW) Corp as well as some good guidelines and ideas for choosing KPIs for other organizations.

Arrow-Tip #56 Creating Metrics to Illustrate KPIs Part I & II – Once we picked out GCW Corp’s KPIs, we had to determine not only the best metrics to track them, but processes for gathering that data.  In this post I’ll tell you how we picked metrics based on data that we could realistically gather and track in a controlled and consistent way.

Arrow-Tip #61 Publishing KPI Metrics in Microsoft Excel – Next we created a workbook in Excel with a summary table housing KPI metrics and a chart graphically illustrating those metrics.  For each metric we created a worksheet with backup data much of which is pulled from other spreadsheets on SharePoint.  This post will supply some quick tips for organizing your data in Excel.

How to Create a Web Page from an Excel Worksheet – In order to display our Dashboard on SharePoint, we needed to convert it to a web page.  This How to will illustrate how we did it.

How to Reference a Web Page in a SharePoint Web Part – We wanted to display our KPI dashboard on our SharePoint Home Page which required creating a web part to reference the page we created in the aforementioned How to.

Arrow-Tip #64 Housing Your SharePoint KPI Dashboard Data – I agonized for quite a while over the best way to store KPI data so that it could both easily pull data from other sources as well as push to Dashboard table and chart easily to other locations on SharePoint.  This post will share some of the solutions we found for housing referenced data on SharePoint including the ones we didn’t go with.

Arrow-Tip #66 Internal Marketing for KPI Goals – “what gets measured gets managed” – no idea who said that, but it makes a lot of sense!  Over and over again during this exercise I got the question “why are we doing this again?”  It was not only an obvious question, but a darn good one and one that best be answered if you don’t want your whole KPI project to be a complete waste of time.  In this post I’ll discuss the benefits of tracking KPIs and communicating them with your employees, partners, vendors and customers in a productive manner.

I’ve got some calls and shouts out to a few folks that I’m hoping to interview to enhance the aforementioned posts which I will announce as responses are received.  In the mean time, look for Arrow-Tip #50 next week.

This post was written by MistyKhan and published on November 6, 2009 in the following categories: Arrow Tips, Excel, Front Page, How-To's, SharePoint. You can leave trackbacks on this post at this address. To follow the comments on this post subscribe to the RSS feed.


Have you considered the “HTML calculated column” in your research?
Some examples here:

No, I’ll take a look at your link – thanks! Misty


I’ve been looking forward to these KPI arrow tips. Did I miss them? Thank you,

So glad you are intersted and, no, you did not miss them! I’ve just been taking a little extra time so that I can include some commentary from operational process expert Tim Smith. Should have the first one soon and thanks again for your interest! Misty

  • Dexter
  • 03:28
  • December 1, 2009
  • 2.

I did a search on the topic and can say:Beautifull Story. Will today tell friends yoursite is realy great. Found most people will agree with your blog.Great work and much success in your business enterprise.

wow – thank you so much for your very kind comment! Misty


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