Financial Profit Loss KPI Dashboard Gross Profit Margin

Financial Profit & Loss KPI Dashboard Gross Profit Margin Open Index Income Statement 100 80% Revenue $567, 307 COGS $119, 129 50 Open Index 35% Gross Profit $448, 170 OPEX $326, 519 0 Jan Feb Mar Apr Sales Operating Profit May Jun Marketing Jul Aug Sep Oct Nov Dec Sales $193, 760 General & Admin Earning before Interest & Taxes Marketing $66, 382 General & Admin $66, 358 Other Expenses $1, 448 40 67% Other Income 6. 823 $ 20 Operating Profit (EBIT) Net Profit Margin Interest & Tax $116, 257 $25, 015 0 91% Jan Feb Mar Apr May Jun EBIT Actual Jul Aug EBIT Target Sep Oct Nov Dec Net Profit $91, 264

Customer Retail Sales KPI Dashboard 1100 Revenue Segmentation Industry Revenue Generation Customer Count $ 30 $ 25 $55. 6 K Segment B Segment C Segment D $ 20 Actual Revenue $ 15 $956. 70 K $ 10 Series 1 Potential Revenue Banking $ 20. 00 Healthcare $ 15. 00 Manufacturing $ 29. 00 Consumer Food $ 22. 00 Technology $ 18. 00 Revenue Generated by Market $10 K - $20 K Segment A $25 K - $45 K $50 K - $100 K Segment Opportunity Details $110 K - $200 K Segment Close Date Company Name Opportunity name Actual Value A 2020 -03 -03 ABC Global Construction Loan $10, 000. 00 A 2020 -06 -03 The ABC Company Construction Loan $10, 000. 00 B 2019 -11 -30 The Global Corp Commercial Loan $5, 000. 00 B 2020 -06 -30 The ABC LLC Line of Credit $2, 500. 00 C 2019 -12 -30 Global Studios Credit Facility $7, 600. 00 C 2020 -08 -03 The Global Company Credit Facility $6, 000. 00

Sales Individual Performance KPI Dashboard 73 $13. 920 K $35. 750 K Amount of Contracts Revenues the Next 12 Months Cost the Next 12 Months Contract by Status 39 Contract by Organization Unit Contract by Category Draft 9% Market Research 5% HR 19% Archived 13% Financial 17% Sales 25% 11 Terminated 17% Consulting 33% Pending Status 28% 17 IT Software 25% Others 31% Energy & Fuel 28% s Sum of Costs & Revenues Contracts to Review Previous year Current year Cost Projected -100 -80 -60 -40 -20 Revenue 0 20 40 60 80 4 2 Contracts without milestones Contracts with milestones

Sales Growth & Profit Margin KPI Dashboard Monthly Sales Growth Net Profit Margin | 2016 vs 2017 600 250 Target Sales Growth Series one 13% Series two 200 400 150 100 200 50 0 0 Jan Accumulated revenue |12 months Feb Mar Apr Average Revenue Per Unit Customer Lifetime Value $110 May Jun Jul Aug Sep Oct Nov Dec Sales Per Rep (6 Months) Rep A 100 Rep B Rep C Target 75 Customer Acquisition Cost $200 50 25 Total Generated Cost $250 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Project Development Task KPI Dashboard System Activity Build 23% Interface Activity Build 65% Quality Standards Prep Activity Interface Testing 81% 12% Burndown Chart 5 Completed 4 Planned 3 2 Actual 1 0 Category 1 Category 2 # Activities Status 1 Act-15 1 2 Act-15 1 3 Act-23 4 4 Act-23 4 5 Act-23 4 6 Act-34 9 1 Category 3 2 3 4 5 Category 4 6 7 8 9 10 11 12

Project Manager Task KPI Dashboard Sample website 09 Nov 2019 – 02 Jan 2020 17. 5 hrs Jan 1 st Jan 2 nd Jan 3 rd Jan 4 th 8 am 08: 30 – 11: 15 9 am Monitor equipment 30 Dec 2019 – 03 Feb 2020 7. 5 hrs 10 am Demo task for resource management 10: 00 – 02: 00 11 am Ask client for reference 10 Nov 2019 – 15 Jan 2020 1 hrs Meeting about onboarding 12 am 1 pm Testing new features 08 Dec 2019 – 08 Feb 2020 4. 5 hrs 12: 00 - 03: 00 01: 00 – 04: 00 Scrum with team members Weekly meet-up planning 2 pm 3 pm Team member trainings and seminar 03: 00 – 06: 30 Demos and revisions 10 Nov 2019 – 30 Jan 2020 8. 5 hrs 4 pm 5 pm Launch and debugging 10 Nov 2019 – 30 Jan 2020 10. 5 hrs 6 pm 7 pm Review development work with testing team

Triaged Tasks KPI Dashboard Task # Assigned to Priority Status 87 James Smith High Done Complete 75% 10 Vivian White High Done 22 Daniel Wright High In Progress 50% 34 Anthony Smith Normal In Progress 20% 47 Raymond James Normal In Progress 40% 0 100 Completed Tasks 0 93 James Corey Normal In Progress 80% 88 Brittney Lee Low Not Started 0% 2 Holly Miller Low In Progress 10% 25 Marie Jones Low Canceled 0% 100 Task in Progress 0 84 Daniel Ford Low Not Started 80% 100 Not Started Yet

Customer Satisfaction KPI Dashboard Net Promoter Score -100 Customer Retention +100 Customer Effort Score -100 +100 +48. 00 92% 1. 7 Promoter Increment Target >= 90% Detractors Efforts Detractors Passives 162 (17%) 90 80 90 84 68 171 (18%) 90 85 80 75 63 9. 2 8. 2 65 8. 2 7. 6 7 47 Promoters 618 (65%) 6 5. 9 4. 3 % Promoter - % Detractors = 48 4 3. 5 Jan Feb Mar Apr May Jun Jul Aug Sep 8. 8 9. 2 Oct Nov Dec

Customer Service Call KPI Dashboard Resolutions Phase First Call resolution 61% Calls Per Month Unresolved Call 60 50 40 30 Unresolved Calls 9% 20 10 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Response Time (in second) by Weekdays Average Response Time First Call 37 sec 75 69 55 55 45 45 30 Best Day to Call Tuesday Mon Tue Wed Thu Fri Sat Sun

Helpdesk Support Ticket KPI Dashboard Total Calls Average Duration Answered Calls Unanswered Calls 12 18 m: 33 s 83% 17% Average Ticket Per Day 100 90 84 68 50 90 85 80 75 63 65 47 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Average Call Duration (Last 500 Calls) Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 4 m: 10 s

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