revfactory KPI Dashboard Patterns — KPI dashboard design pattern
analyst / executive-summarizer agent indicator analysis and dashboard composition tablelevel pattern.
KPI framework (SMART-R)
| element | description | examplewhen |
|---|---|---|
| Specific | specific target | "monthbetween specialist number" |
| Measurable | quality possible | peopleKorean figure (case, KRW, %) |
| Achievable | nature possibleKorean goal | beforeyear versus +20% |
| Relevant | goal and annual | sales → client secure → specialist |
| Time-bound | duration specify | monthbetween, minutebasis, annualbetween |
| Responsible | responsibilityspecialist/departmentfrom degree | team team |
dashboard pattern
pattern 1: management dashboard (Executive)
┌─────────────────────────────────────────┐
│ scorecard (core KPI 4~6items) │
│ [sales] [profit] [clientnumber] [NPS] │
├──────────────────┬──────────────────────┤
│ sales chart │ departmentdocumentby results chart │
│ │ (quality versus) │
├──────────────────┼──────────────────────┤
│ cost structure │ risk/issue │
│ │ │
└──────────────────┴──────────────────────┘
principle:
- →: summary→detailed (un-)
- scorecard: current + beforebasis + goal versus naturerate
- 1degree core, detailed
pattern 2: operations dashboard (Operational)
┌─────────────────────────────────────────┐
│ actualtime status (, error, time) │
├──────────┬──────────┬───────────────────┤
│ timeby │ dayby │ weekbetween trend │
│ │ comparison │ │
├──────────┴──────────┴───────────────────┤
│ /or more degree │
└─────────────────────────────────────────┘
KPI analysis method
minute analysis (Variance Analysis)
results vs goal minute:
minute = results - goal
minute = (results - goal) / goal × 100
minute etc.grade:
🟢 ±5% within:
🟡 ±5~15%: week
🔴 15% exceeding: → cause analysis required
trend analysis
| analysis type | official | also |
|---|---|---|
| MoM (beforemonth) | (month - beforemonth) / beforemonth × 100 | basis tax |
| YoY (beforeyear) | (month - beforeyear month) / beforeyear month × 100 | totalnature |
| CAGR | (final/initial)^(1/n) - 1 | basis naturerate |
| pyeongbalanced | Nduration pyeongbalanced | nature mitigation |
analysis (Bridge Analysis)
beforebasis sales: 10000M
(+) price person effect: +500M
(+) increase: +1200M
(-) exchange impact: -300M
(-) to doperson increase: -200M
(=) basis sales: 11200M
degree chart personby basis also visualization.
scorecard design
day KPI scorecard composition
┌──────────────────────┐
│ sales │ ← indicatorpeople
│ ₩145.200M │ ← current
│ ▲ 12.3% vs beforemonth │ ←
│ goal versus 96.8% │ ← naturerate
│ ████████░░ 96.8% │ ←
└──────────────────────┘
during KPI comparison
| KPI | results | goal | naturerate | tax |
|---|---|---|---|---|
| sales | 145.200M | 15000M | 96.8% | ↗ |
| profitrate | 12.3% | 15% | 82.0% | → |
| client | 1,234people | 1,000people | 123.4% | ↗ |
| NPS | 72 | 75 | 96.0% | ↘ |
report typeby KPI tax
monthbetween reporting
| category | core KPI | report KPI |
|---|---|---|
| financial | sales, profit | salesKRW, EBITDA |
| client | client, rate | CAC, LTV, NPS |
| operations | nature, quality | rate, rate |
| personcompany | rate, hiring | trainingtime, also |
quality checklist
| item | standard |
|---|---|
| KPI | SMART-R 6element |
| comparison standard | goal/beforebasis/competitor during 1items or more |
| direction | table/as i.e.when identify |
| day | chart within dayvalue |
| data standardday | data date specify |
| source | data whensystem specify |