
Interactive KPI Dashboard in Google (Monthly & Yearly View)
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Description
I need a professional, interactive KPI dashboard built in Google Sheets, using data from existing tabs. The dashboard must show monthly performance with an option to switch to yearly summaries, and pull data from:
KPI tab – for actual KPI values
Sales by month tab – for monthly client sales data
Benchmark tab – to compare actuals against target benchmarks
Requirements:
Must be built in Google Sheets only
Dashboard should automatically pull data from KPI, Sales by month, and Benchmark tabs
Visuals to include monthly trends, yearly summaries, and benchmark comparisons
Easy to navigate, clean layout, and informative
Use dynamic elements like charts, conditional formatting, and slicers where suitable
Should clearly show where performance is strong or underperforming
Needs to be completed tomorrow or by Tuesday at the latest
Please share examples of similar Google Sheets dashboards you’ve built
This dashboard will be used for client reporting – it must be visually polished and very clear to read.

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Hi,
Just confirming—should the deliverable be ready today or is Tuesday still acceptable? -
Hi,
Thank you for the detailed brief, this sounds like a valuable tool for client reporting. To ensure I tailor the dashboard exactly to your needs, could you please clarify the following:
-KPI Structure: Could you specify which KPIs are tracked (e.g., revenue, conversion rate, retention)? Are they already categorized monthly/yearly, or do they need to be calculated?
-Sales by Month Tab: Is the data client-specific, and should the dashboard include client-level filters or comparisons?
-Benchmark Tab: Are benchmarks set monthly, yearly, or both? Should the dashboard highlight performance gaps visually when actuals fall below benchmarks?
-Date Ranges: Will the dashboard cover a fixed time frame (e.g., current fiscal year), or should it be dynamic based on user selection?
-Preferred Visual Style: Do you have any reference dashboards you like in terms of layout, colors, or interactivity?
This will help me ensure the dashboard meets your expectations both functionally and visually. Looking forward to your input!