KPI Dashboard Template: Build One in a Spreadsheet

A dashboard is one screen, five numbers, and a fixed update day. This guide covers picking the metrics, a text sketch of the layout, and a vanity-versus-action test. The examples track a web3 project because that is what our own spreadsheet pack tracks. Opinions are labeled, and the note at the end says what this page is not.

Pick the metric by the question it answers

A KPI earns its cell by answering a question you would otherwise guess at. Write the question first, then find the number that settles it. Five examples, one per template in our pack:

Cadence is a promise about when the number gets typed in. Weekly metrics survive a weekly check; a daily metric dies the first busy week. If the number has not changed since the last update, type the same value anyway, so the history stays comparable.

The layout: three zones on one screen

Keep the whole dashboard visible without scrolling. Three zones do the work:

+--------------------------------------------------------------+
| HEADER |
| Month · date last updated · one line of context |
+------------------------+------------------------+------------+
| METRICS | METRICS | METRICS |
| 1 Net P/L per asset | 2 Airdrop statuses | 3 Net ROI |
| value + change | claimed / progress | percent |
+------------------------+------------------------+------------+
| 4 Bounty income MTD | 5 Win rate / PF | NOTES |
| value + change | percent + ratio | 3 lines max|
+------------------------+------------------------+------------+

• Header. Month, the date you last typed numbers, one line about what changed. When a number looks wrong three weeks later, this line is the witness.
• Metrics zone. The five rows from the table above, each as a value plus the change since the last update. The change carries more information than the raw number.
• Notes zone. Three lines max, dated. What moved and the one-line why. Six months in, these lines explain spikes better than the numbers do.

Vanity versus action (opinions)

Every metric has an action version, the one that moves when you do something. Three comparisons from tracking our own numbers. These are opinions, not rules:

Four opinions

1. (Opinion.) Five KPIs max. One screen holds five numbers plus notes. Past that you are reading a report instead of tracking one, and the update day slips.
2. (Opinion.) Same day, every update. Comparability beats precision. A rough number typed every Monday beats a careful number typed twice a month.
3. (Opinion.) Enter the raw value, let formulas do the math. P/L, ROI, and win rate are computed columns. Hand-edited results make the history wrong quietly.
4. (Opinion.) Keep the notes line alive. Every update gets one dated line in the notes zone. "Yield position dropped 40%, protocol changed reward rate" is worth more at review time than any chart.

What the pack adds: five ready-made KPI tracking spreadsheets

The five example metrics above are the five templates in the Web3 KPI Spreadsheet Pack. From the README:

Five spreadsheet templates for people who juggle wallets, airdrops, DeFi positions, bounties, and trades. Works in Google Sheets and Excel. No add-ons, no API keys, no scripts. You type the numbers, the formulas do the math.

The XLSX bundles all five into one workbook, one sheet each, plus a READ ME sheet. In Google Sheets, import a CSV via File → Import → Upload and the formulas arrive as live formulas; Excel opens the XLSX directly. One mechanic worth quoting, on adding rows:

To add rows: insert them above the last data row, not below the TOTAL row, so the SUM ranges stretch automatically.

Instant download after checkout. 5 CSVs + 1 XLSX with a READ ME sheet. No add-ons, no API keys, no scripts.

What this page is

Related pages: track the farming itself with the airdrop tracking spreadsheet, set up the desk it lives on with the trading desk setup guide, or browse the full catalog.