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Market Research KPI Scorecard in Excel

MS Excel - instant download

Original price was: ₹1,999.00.Current price is: ₹1,499.00.
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Market Research KPI Scorecard in Excel
Market Research KPI Scorecard in Excel - Image 2
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Market Research KPI Scorecard in Excel

Original price was: ₹1,999.00.Current price is: ₹1,499.00.

  • 📊 Ready-to-Use Template: Instant access to a comprehensive Market Research KPI Scorecard.
  • 🗓️ Dynamic Dropdowns: Easily select month, MTD, or YTD for flexible performance analysis.
  • 🎯 Actual vs Target: Quickly compare real results against goals with clear visuals.
  • 📈 KPI Trend Charts: Visualize trends over time for smarter decision-making.
  • ✍️ Simple Data Entry: Update KPI data effortlessly to keep insights fresh.
  • 📚 Clear KPI Definitions: Understand every metric with detailed descriptions and formulas.
  • 💡 Color-Coded Indicators: Instantly spot performance issues or successes.
  • 👥 Ideal for Teams: Perfect for market researchers, analysts, and managers alike.
  • 🖥️ Excel Compatible: Easy to customize and integrate into your workflow.
  • 🚀 Boost Productivity: Save time and enhance reporting accuracy with this powerful tool.
Customize this template for your business (optional)

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Excel Pivot Tables & Dashboards: Basic to Advanced courseLaunch offer
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Excel Pivot Tables & Dashboards: Basic to Advanced

From your first Pivot Table to the Data Model, DAX, Power Query and a one-page KPI dashboard. 11h 51m of video by PK, with practice files, quizzes and a capstone.

$79 $59 one-timeEnroll now →See all courses

Key Features of Market Research KPI Scorecard

Introducing the Market Research KPI Scorecard, your ultimate ready-to-use digital template designed to help you effortlessly track, analyze, and optimize your market research performance. This comprehensive scorecard empowers you to monitor critical KPIs with precision, enabling data-driven decisions that can elevate your marketing strategies and business outcomes.

With four meticulously designed worksheets, this template covers every aspect of KPI management, making it an indispensable tool for market researchers, analysts, and business professionals alike.

  • 📊 Scorecard Sheet: The main dashboard lets you select the month, Month-to-Date (MTD), or Year-to-Date (YTD) performance through intuitive dropdown menus. It displays actual values versus targets, enhanced with color-coded visual indicators for instant performance insights.
  • 📈 KPI Trend Sheet: Track individual KPI trends over time. Select KPIs from a dropdown menu to view their groups, units, formulas, and definitions. Visual charts compare MTD, YTD, actual, target, and previous year data for effective trend analysis.
  • ✍️ Input Data Sheet: Easily input and update KPI metrics such as actuals and targets. This sheet ensures your scorecard stays current and accurate with flexible data entry options.
  • 📚 KPI Definition Sheet: Define each KPI clearly by entering its name, group, unit, formula, and detailed explanation, providing complete clarity and context for your analysis.

What’s Inside the Market Research KPI Scorecard

This digital product includes a fully functional Excel-based KPI scorecard template featuring four integrated worksheets designed for seamless performance tracking and analysis:

Market Research KPI Scorecard

Market Research KPI Scorecard

KPI Trend Sheet

KPI Trend Sheet

Input Data Sheet

Input Data Sheet

KPI Definition sheet tab

KPI Definition sheet tab

How to Use the Market Research KPI Scorecard

  • 🛠️ Select Your Time Frame: Use the dropdown menus on the Scorecard Sheet to choose the month, MTD, or YTD data for performance evaluation.
  • 📥 Enter Your Data: Fill in the Input Data Sheet with actual KPI values and targets to keep the dashboard updated.
  • 🔍 Analyze Trends: Navigate to the KPI Trend Sheet to view visual charts and detailed KPI definitions, helping you understand performance patterns and areas for improvement.
  • 📑 Define KPIs Clearly: Use the KPI Definition sheet to input KPI names, groups, units, formulas, and definitions, ensuring everyone understands the metrics.
  • 📊 Make Data-Driven Decisions: Leverage the visual indicators and comparisons to quickly identify gaps between actual and target metrics and adjust strategies accordingly.

Who Can Benefit from This Market Research KPI Scorecard

  • 👩‍💼 Market Researchers: Streamline performance tracking and reporting to boost research effectiveness.
  • 📈 Marketing Analysts: Analyze KPI trends and optimize campaigns with precise data visualization.
  • 👨‍💻 Business Managers: Monitor team and project performance to ensure targets are met on time.
  • 📊 Data Analysts: Simplify complex KPI data into actionable insights using built-in charts and definitions.
  • 🏢 Consultants & Agencies: Deliver professional-grade KPI reports to clients quickly and efficiently.
  • 🎯 Product Managers: Track product performance metrics and market research outcomes in one place.
  • 👥 Teams & Departments: Foster transparency and accountability by centralizing KPI tracking across teams.

Click here to read the Detailed blog post.

Visit our YouTube channel to learn step-by-step video tutorials.

Compatibility and Requirements

  • Works in Microsoft Excel desktop (Excel 2016 or later, or Microsoft 365).
  • The period and KPI selectors are drop-down lists. Microsoft’s guide to creating a drop-down list explains how they work.

Frequently Asked Questions

Which sheets are in the Market Research KPI Scorecard?

Four: Scorecard, KPI Trend, Input Data and KPI Definition. Numbers you enter on the Input Data sheet flow to the Scorecard and KPI Trend sheets.

How do I switch between Month, MTD and YTD?

Use the dropdown menus on the Scorecard sheet. The actual and target values and the color-coded indicators update for the period you pick.

Can I add my own market research KPIs?

Yes. Enter the KPI name, group, unit, formula and definition on the KPI Definition sheet, then add its actuals and targets on the Input Data sheet.

What does the KPI Trend sheet show?

Pick a KPI from the dropdown to see its group, unit, type (lower or upper is better), formula and definition, with MTD and YTD charts for actual, target and previous year values.

Related Market Research Templates

Browse all Excel KPI dashboards or the Excel sales and marketing templates.

Frequently asked questions

Which Excel version do I need?
Microsoft Excel 2016 or later on desktop (Microsoft 365 recommended). Many of our formula templates also open in Excel 2013 and Excel for the web - the exact requirement is listed in this product's description.
Does it work on Mac?
Yes. Formula-based Excel templates (no macros) work in Excel for Mac 2016 or later.
Does it work on mobile or Excel Online?
You can view it in the Excel mobile app and Excel for the web, but for entering data, using slicers and refreshing pivots we recommend desktop Excel.
How do I add my own data?
Replace the sample rows on the data sheet with your own (keep the column headers), then click Data > Refresh All so every chart and pivot updates.
Some sheets are protected - how do I edit them or change the logo?
A few of our trackers, data entry systems and dashboards protect sheets so formulas are not overwritten by mistake. Go to Review > Unprotect Sheet - most have no password. If Excel asks for one, message us with your order number and we will share it straight away.
How many records can it handle?
It has been tested with several thousand rows and suits normal small-business volumes. Excel itself handles over 1 million rows.
Is it a one-time payment or a subscription?
One-time payment. No subscription, no per-user fees and nothing to renew - the file is yours to keep.
How do I get the file after payment?
Instantly. The download link appears on screen after checkout, is emailed to you, and stays under My Account > Downloads on our website. If the email does not arrive within a few minutes, check your spam or promotions folder.
Is a user manual included?
Most of our newer products include a PDF user manual in the download. If yours does not have one, message us with your order number and we will send it.
Do I get free updates?
Bug fixes are always free - if something does not work as described, we fix it and send you the corrected file. New versions with new features are not included in the price, unless this product's description says otherwise.
Can you customise it for me?
Yes. Small changes to this template (your columns, categories, logo, colours, minor layout) cost the template price plus $40-80 (Rs 3,000-6,000 + GST), quoted once you send your list. A fully custom build is usually $100-200 (Rs 8,000-18,000 + GST) with two revision rounds. Email your requirements to [email protected] or message us on WhatsApp.
Can I use it for my business or my clients?
Yes, for your own personal or internal business use, for as long as you like. Reselling or redistributing the template is not allowed.
What is your refund policy?
Because these are digital downloads, they are non-refundable once delivered - except when the product does not match its description (report it within 48 hours of purchase) or there is a technical problem our team cannot fix within 72 hours. Email [email protected] with your order number.
How do I get help?
Email [email protected] (Mon-Fri, 10 AM-7 PM IST) or message us on WhatsApp +91 80770 90260 (chat only, no calls). Please include your order number.

Still have a question? Click Need help? at the bottom-left to ask our assistant, or message us on WhatsApp.

Application

MS Excel

Template Type

KPI Scorecard

Price

Paid

Business Or Department

Marketing and Advertising

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Original price was: ₹1,999.00.Current price is: ₹1,499.00.
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Have your own data? Build a dashboard from your Excel, CSV or Google Sheets file free in Dashboard Studio →
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