KPI Template

Keeping track of key performance indicators (KPIs) can be overwhelming, especially when data is scattered across multiple spreadsheets, goals are unclear, and updates get lost in email threads. If you’ve ever struggled to connect your team’s daily work to big-picture business outcomes, this free KPI template was built for you.

Who benefits from KPI templates?

If you're managing KPI reports in disconnected spreadsheets or chasing updates across project management tools, you're not alone. This scattered approach makes it more challenging to uncover insights, respond quickly, or demonstrate genuine progress.

That’s why we created this KPI template. It brings everything together in one place. So, team members can focus on the work that drives results, rather than chasing down metrics.

This KPI scorecard template is ideal for:

• Marketing teams tracking campaign data like conversion rates, net promoter scores (NPS), or customer acquisition cost.

• Sales managers monitoring new customer counts, revenue targets, or sales pipeline progress.

• Saas teams reviewing engagement KPI metrics like feature usage, churn rate, or average time in-app.

• Social media managers tracking platform-specific metrics across LinkedIn, Instagram, Facebook, and YouTube, including engagement rates, audience growth, and content performance.

• Human resource teams measuring employee satisfaction, turnover rate, and onboarding milestones.

• Executive teams aligning around strategic objectives and company-wide objectives and key results (OKRs).

• Finance teams managing KPIs like net profit, cash flow, or profit margin.

• Customer support teams improving resolution time, customer satisfaction scores, and ticket deflection rates.

• Content teams analyzing performance metrics like SEO traffic, engagement, and content ROI.

One digital marketing team used Asana KPI templates to consolidate campaign metrics across six channels. Within a quarter, they transitioned from disjointed reports to a single dashboard that displayed real-time progress, helping them cut reporting time in half and improve performance review meetings across departments.

Why use Asana’s KPI template?

Our teams use KPI tracking templates to filter out distractions and stay focused on what drives success. Instead of jumping between tools or digging through unorganized reports, your team can spend less time finding data and more time acting on it.

With this KPI report template, you can:

• Track real-time progress on key metrics and specific goals with visual dashboards.

• Rally stakeholders around measurable objectives by giving each person a clear KPI to own

• Automate updates using custom fields, forms, and rules.

• Organize KPIs by goal, team, or initiative with sections and filters.

• Spot trends early with charts, timelines, and status updates.

Our free template is already set up with sections for defining KPIs, collecting data, analyzing it, reporting, assigning action items, and reviewing and providing feedback. You can tailor it to fit your workflow, but the foundation is already in place. You can start tracking what matters right away.

How to use this KPI template

1. Duplicate the template. Click “Use template” in Asana and rename the project according to your initiative, such as “Q3 Marketing KPIs” or “Customer Success Metrics.”

2. Define your goals and KPIs. Add sections or tasks for each strategic goal. Under each, list the specific KPI metrics you’ll track, including definitions, owners, and benchmarks.

3. Add custom fields. Use custom fields to track data such as target value, actuals, status (on track or off track), and last updated date. This helps teams see the latest insights at a glance.

4. Set update cadences. Create recurring tasks or use forms to submit weekly or monthly updates. Add comments to share insights, blockers, or wins.

5. Visualize your data. Build a dashboard to track metrics by team, goal, or time period. Use charts, graphs, or scorecards to monitor trends and performance.

Asana features that help define KPIs

Asana features are built-in capabilities that help you manage work more efficiently. When using a KPI template, features like dashboards, custom fields, and automation make it easier to track performance, visualize trends, and stay connected as a team. Browse all Asana features.

Dashboards: Visualize KPI trends and status in one place using bar graphs, pie charts, or time series.

Custom Fields: Track target values, actuals, and status by adding structured fields to tasks.

Project Views: Asana offers multiple ways to visualize KPI-related work. Use list, board, timeline, calendar, and Gantt views to manage metrics from every angle.

Forms: Standardize KPI updates with forms that feed directly into your template board.

Automation: Reduce manual work by setting up rules to trigger reminders or task changes.

Goals: Link KPIs to strategic objectives and track progress toward company OKRs.

Recommended integrations

Integrations let Asana connect with the other tools your team already uses. If you're building dashboards or automating updates, these integrations will streamline your KPI template. See all integrations.

Google Sheets: Export KPI data for custom reports, charts, and advanced analysis.

Power BI: Build dynamic dashboards that pull in live KPI data from Asana and other tools.

Salesforce: Sync sales KPIs with Asana tasks to track deal progress and pipeline updates.

Tableau: Create visual stories from KPI trends using live data visualizations.

Slack: Get notified about KPI updates or changes directly in your Slack channels.

Zapier: Automate tasks between Asana and your KPI tools, like reminders, alerts, or data syncs.

Types of KPIs to track

Key performance indicators vary widely depending on your goals, team, role, and industry. Here are some of the most common categories:

• Financial KPIs: Track revenue, net profit, gross margin, and cash flow to gauge financial health.

• Operational KPIs: Measure productivity, turnaround time, cost per transaction, or process efficiency.

• Marketing KPIs: Monitor conversion rate, website traffic, SEO rankings, and engagement metrics.

• Sales KPIs: Track sales volume, average deal size, lead-to-customer rate, and pipeline coverage.

• Customer KPIs: Focus on NPS, customer retention, churn rate, or average resolution time.

• HR KPIs: Assess employee satisfaction, turnover rate, new hire ramp time, and training completion.

Use the KPI template to build a balanced scorecard that includes both lagging (e.g., revenue) and leading (e.g., site visits) indicators.

How to choose the right key performance indicators

To make the most informed decision, you'll need to select the right KPIs. Begin by pairing each KPI with a strategic business objective or OKR. Ensure your KPIs are SMART (specific, measurable, attainable, relevant, and time-bound). Steer clear of vanity metrics and concentrate on indicators that show real performance.

Bring team leads into the process to keep team members on the same page with clear expectations. Also, avoid tracking too many things at once; focus on just a few key metrics per goal. The right KPIs will motivate your team and help you reach milestones more quickly.

FAQs about KPI templates