Data Visualization
KPI Cards & Metrics
KPI cards give executives and analysts an instant view of the most important numbers in your Excel data — totals, averages, growth rates, and custom business metrics.
What Are KPI Cards?
KPI (Key Performance Indicator) cards are prominent metric displays placed at the top of every ExcelDashboard AI dashboard. They surface your most critical business numbers at a glance, with optional trend indicators and period-over-period comparisons.
Total Revenue
$2.4M
↑ +18.3% vs last period
Avg Order Value
$186
↑ +4.2% vs last period
Conversion Rate
3.24%
↓ -0.1% vs last period
Active Customers
12,849
↑ +26.5% vs last period
Example: Auto-generated KPI cards from a sales Excel file
Types of KPI Metrics Generated
Sum / Total
Total revenue, total units sold, total expenses — sum of any numerical column
Total Sales: $2,400,000
Average
Mean value of a numerical column
Avg Deal Size: $4,280
Count
Number of records, unique customers, transactions
Total Orders: 12,849
Growth Rate
Period-over-period change (requires a date column)
Revenue Growth: +18.3% MoM
Min / Max
Highest or lowest value in a column
Largest Order: $48,200
Ratio / Percentage
Derived metrics like conversion rate, margin %
Gross Margin: 64.2%
KPI Cards by Industry
Finance
- Total Revenue
- Net Profit Margin
- Operating Expenses
- YoY Growth
Sales
- Total Deals Closed
- Avg Deal Size
- Win Rate
- Pipeline Value
HR
- Headcount
- Attrition Rate
- Avg Tenure
- Open Positions
Marketing
- Total Leads
- Conversion Rate
- Cost per Lead
- Campaign ROI
Operations
- Inventory Value
- Order Fulfillment Rate
- Avg Lead Time
- Defect Rate
Project Mgmt
- Tasks Completed
- On-Time Rate
- Budget Variance
- Team Velocity
Requesting Custom KPI Cards
Use natural language to add or modify KPI cards in your dashboard:
💬 "Add a KPI card showing total revenue for Q2 2024"
💬 "Show me the conversion rate as a percentage KPI card"
💬 "Add a KPI for average customer lifetime value"
💬 "Create a KPI card comparing this month vs last month for total orders"