Performance Management Dashboard
Performance management dashboards help leaders identify employee successes and areas for improvement.
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What is a Performance Management Dashboard?
A performance management dashboard helps track and improve employee achievements by providing real-time data on key metrics. Executives use this dashboard to monitor productivity, teamwork, and other performance indicators.
For example, metrics such as resolution times and customer feedback can reveal where improvements are needed.
By addressing these areas, the dashboard helps teams meet their goals and aligns their efforts with larger objectives.
Examples of Performance Management Dashboards
Team Leader Dashboard
A team leader dashboard shows project progress and team performance by displaying real-time revenue targets, individual rep performance, and pipeline health. It helps team leads quickly identify underperforming products, coach struggling reps, and forecast more accurately.
Who’s it for | Team leaders, operations managers |
How often it's needed | Daily, weekly, monthly |
Covered KPIs | Sales targets, individual rep performance metrics, pipeline health indicators, product performance metrics, sales forecast accuracy, team productivity measures, customer satisfaction scores (CSAT), lead conversion rates, average deal size, sales cycle length |
Executive Summary Dashboard
An executive summary dashboard brings together key financial, operational, and market data. It gives CEOs a clear view of the company’s overall health, enabling them to address challenges, make informed decisions, and guide the company toward growth and profitability.
Who’s it for | Chief executive officers (CEOs), chief finance officers (CFOs), chief operations officers (COOs), board members, department heads, senior managers, investors, stakeholders |
How often it's needed | Daily, weekly, monthly, quarterly |
Covered KPIs | Revenue growth rate, profit margins, market share, customer acquisition costs (CAC), customer lifetime value (CLV), employee turnover rate, operational efficiency, return on investment (ROI), cash flow, key project status updates |
Employee Time Tracking Dashboard
An employee time tracking dashboard lets companies monitor and analyze their workforce’s productivity and efficiency by gathering relevant data from the feartured software. It can shed light on several project progresses and overall labor costs.
Who’s it for | HR managers, project managers, team leaders, department heads, payroll administrators, operations managers, business analysts |
How often it's needed | Daily, weekly, bi-weekly, monthly |
Covered KPIs | Hours worked per employee, overtime hours, project time allocation, billable vs. non-billable hours, time off and leave balances, productivity rates, labor costs per project, attendance patterns, timesheet accuracy, project completion percentages |
Employee Engagement Dashboard
An employee engagement dashboard recasts workforce sentiment into actionable visuals - combining survey results, performance metrics, and other inputs to show how staff feel. You can use this dashboard to monitor the health of the company's culture and propose improvements that can boost employee satisfaction.
Who’s it for | HR directors, people operations managers, CEOs, department heads, team leaders, employee experience specialists, internal communications managers |
How often it's needed | Weekly, monthly, quarterly, annually |
Covered KPIs | Employee satisfaction score, customer retention rate, absenteeism rate, productivity metrics, net promoter score (NPS), participation in company initiatives, work-life balance indicators, recognition frequency, career development progress, internal communication effectiveness |
Training Dashboard
A training dashboard converts key learning and development data like training progress, completion rates, and skill assessments into visual performance metrics, giving a clear picture of how well your workforce development efforts are going.
Who’s it for | HR managers, learning and development specialists, department heads, team leaders, trainers, instructional designers, corporate educators |
How often it's needed | Daily, weekly, monthly, quarterly |
Covered KPIs | Course completion rates, average test scores, skill gap analysis, training ROI, learner satisfaction, time spent on training, certification progress, compliance rates, knowledge retention, trainer effectiveness |
Sales Performance Dashboard
A sales performance dashboard enables sales leaders to identify top performers, spot bottlenecks in the sales process, and forecast future results. This makes it easier to allocate resources effectively and achieve or surpass forecasted sales targets.
Who’s it for | Sales managers, sales directors, chief revenue officers (CROs), account executives, sales operations teams |
How often it's needed | Daily, weekly, monthly, quarterly |
Covered KPIs | Revenue, sales pipeline value, average deal size, win rate, sales cycle length, CAC, CLV, sales activity metrics, sales quota attainment |
Call Tracking Dashboard
A call tracking dashboard helps companies monitor call performance and service quality. Sales leaders use it to analyze call data and agent productivity, which helps improve response times, identify issues, and increase customer satisfaction.
Who’s it for | Call center managers, customer service directors, sales managers, marketing executives, quality assurance specialists, operations managers, business intelligence analysts |
How often it's needed | Real-time, hourly, daily, weekly, monthly |
Covered KPIs | Calls handled per agent, average handle time, call resolution rate, call abandonment rate, CSAT scores, agent occupancy rate, cost per call, peak hour traffic, call quality scores, sales conversion rates |
Customer Service Dashboard
A customer service dashboard turns support ticket data and call logs into clear performance metrics for team managers. It also uses response times, customer ratings, and agent productivity stats to show how well the support team is meeting customer needs and company goals.
Who’s it for | Customer service managers, support team leaders, quality assurance specialists, operations directors, customer experience executives, contact center supervisors, chief customer officers (CCOs) |
How often it's needed | Real-time, hourly, daily, weekly, monthly |
Covered KPIs | First response time, average handle time, CSAT score, NPS, ticket volume, resolution rate, service level agreement (SLA) compliance, agent utilization, customer effort score (CES), ticket backlog |
SLA Dashboard
A service level agreement (SLA) dashboard helps customer service teams track whether their support is meeting pre-established standards. This dashboard surveys key KPIs like response times, ticket resolution rates, and potential risks of breaching SLA terms, enabling teams to quickly identify and prioritize urgent cases.
Who’s it for | Support team members, team leaders, customer support managers |
How often it's needed | Daily, weekly, bi-weekly, monthly |
Covered KPIs | Time from inquiry to response, SLA violations, percentage of SLA targets achieved, tickets nearing SLA breach, recently breached tickets, performance by agent, daily and weekly averages |
Employee Absenteeism Rate Dashboard
An employee absenteeism rate dashboard helps HR teams and managers monitor attendance and absence patterns within the company. It provides insights into the total number of absences, the different types of absences, and how these affect productivity. This allows for a focused approach to addressing and reducing absenteeism-related issues.
Who’s it for | Human resources professionals, team leaders, department managers |
How often it's needed | Daily, weekly, bi-weekly, monthly |
Covered KPIs | Overall absenteeism rate, frequent short-term absence, long-term absence, absence by department, individual absence records, unplanned vs. planned absence, cost of absenteeism, absence trends over time |
Ratio of Internal Promotions to External Hires Dashboard
A ratio of internal promotions to external hires dashboard can allow management to see how often they promote from within compared to the number of external hires. This dashboard offers insights into the effectiveness of internal development programs, succession planning, and the organization's overall growth and talent retention strategy.
Who’s it for | HR professionals, hiring managers, senior executives |
How often it's needed | Quarterly, semi-annually, yearly |
Covered KPIs | Number of internal promotions, number of external hires, ratio of internal promotions to external hires, department-wise breakdown, time-to-fill for external hires, employee retention rates, growth opportunities within the company, diversity of hires and promotions |
Customer Satisfaction Index Dashboard
A customer satisfaction index dashboard collects feedback to help teams improve satisfaction scores enhance overall customer satisfaction, and build stronger loyalty. It highlights achievements and pinpoints areas for improvement, such as service quality, product features, and staff training.
Who’s it for | Customer service representatives, customer experience managers, product managers |
How often it's needed | Weekly, monthly, quarterly |
Covered KPIs | Overall customer satisfaction score, NPS, customer effort score (CES), satisfaction by product or service category, trend analysis over time, response rates to surveys, breakdown of satisfaction by customer demographic, action items based on feedback |
Employee Development Dashboard
An employee development dashboard helps managers track and assess staff training, skill development, and career goals. It identifies areas for improvement, showcases employee achievements, and outlines growth plans. This makes it easier to guide and support effective workforce development on all levels.
Who’s it for | HR professionals, department managers, team leaders |
How often it's needed | Monthly, quarterly, yearly |
Covered KPIs | Training completion rates, skills acquired per department, individual development plans (IDPs) progress, employee satisfaction with development opportunities, percentage of employees promoted, mentorship program participation, performance improvements post-training |
Employee Turnover Dashboard
An employee turnover dashboard records employee departures over time, distinguishing between voluntary and involuntary exits. It can illustrate your former employee’s top concerns (such as salary and advancement prospects), which can allow the company to implement better workplace conditions to bolster stability and engagement.
Who’s it for | HR professionals, senior management, department heads |
How often it's needed | Monthly, quarterly, annually |
Covered KPIs | Overall turnover rate, voluntary vs. involuntary turnover, turnover rate by department, length of service before leaving, reasons for leaving, cost of turnover, retention rates post-initiatives, comparison with industry benchmarks |
Recruitment Dashboard
A recruitment dashboard provides a clear view of essential metrics and data throughout your hiring process, such as the number of applicants for each position, their sources, and their current status in the recruitment funnel. This lets you fine-tune your hiring strategy and make the candidate experience better.
Who’s it for | HR professionals, hiring managers, recruitment teams |
How often it's needed | Weekly, monthly, quarterly |
Covered KPIs | Number of open positions, time to fill, cost per hire, application sources, interview-to-hire ratio, candidate satisfaction, diversity of candidates, job offer acceptance rate, quality of hire, time to hire |
Individual Performance Dashboard
Individual performance dashboards are tools that leaders use to track and evaluate each team member’s performance. They offer various metrics to provide feedback on effectiveness and productivity, like sales figures, customer satisfaction scores, attendance records, and quality of work.
Who’s it for | Team leaders, HR professionals, HR managers, individual employees |
How often it's needed | Weekly, monthly, quarterly |
Covered KPIs | Task completion rate, quality of work, adherence to deadlines, individual goals progress, customer feedback/ratings, engagement and initiative, skills improvement, absenteeism rate, comparison with team averages |
Manager Performance Dashboard
A manager performance dashboard enables company leadership to monitor and assess their managers' performances within the organization. This dashboard provides a deeper look into KPIs that reflect managerial efficiency, decision-making impact, and management skills—which are all crucial for meeting organizational goals.
Who’s it for | Senior executives, board members, company leadership, HR directors |
How often it's needed | Monthly, quarterly, semi-annually, yearly |
Covered KPIs | Team performance metrics, project completion rates, manager-led initiatives success rate, budget management, employee satisfaction scores under management, leadership effectiveness, training and development compliance, decision-making efficiency, department-specific KPIs |
Peer-to-Peer Feedback Dashboard
A peer-to-peer feedback dashboard collects and shows feedback from team members about each other’s work performance, teamwork, and skills. It provides a clear summary of how colleagues perceive each other’s contributions, encouraging continuous development and open communication within the team.
Who’s it for | Individual team members, team leaders, HR professionals |
How often it's needed | Monthly, quarterly, yearly |
Covered KPIs | Quantity of feedback given and received, sentiment analysis of feedback, specific skill ratings, improvement areas highlighted by peers, recognition and accolades from peers, feedback trends over time, action items based on peer feedback, engagement level in the feedback process |
Employee Competencies Performance Dashboard
An employee competencies performance dashboard monitors and assesses how well employees meet the organization’s core competencies. It shows where employees excel, such as in leadership, communication, or problem-solving, and helps identify skill gaps. This focused approach allows for more targeted individual development, which can bolster the company’s overall productivity and workforce quality.
Who’s it for | Managers, team leaders, HR professionals, training coordinators, department heads, performance analysts, talent development specialists, organizational development consultants |
How often it's needed | Quarterly, semi-annually, yearly |
Covered KPIs | Skills assessment results, competency improvement tracking, training progress and completion, task performance linked to competencies, feedback scores from supervisors and peers, growth in key competency areas, compatibility of competencies with job roles, contributions to team and company objectives |
Improve your company’s overall performance efficiency with Klipfolio
Performance management dashboards display productivity rates and goal completion to reveal opportunities for improvement. They help managers swiftly reallocate resources and keep teams focused on accomplishing greater company objectives.
Klipfolio's dashboards provide a clear, detailed view of key metrics through an easy-to-use interface. Try our dashboards for free and see how they can help enhance your company’s performance.
