The Enterprise Resource Planning KPI Dashboard in Power BI is a monthly ERP scorecard: 14 pre-built KPIs across 7 groups, a month picker, red/amber/green status lights on both MTD and YTD, and a right-click drillthrough that shows the formula behind any metric. The .pbix file holds 6 report pages (4 you navigate plus 2 hidden tooltip pages) and 38 DAX measures driving the visuals. The included Data.xlsx has 4 sheets with 168 target rows, 336 actual rows and 14 KPI definition rows of demo data. Delete the demo numbers, type your own, hit Refresh – every card, light and chart follows. Lifetime access, unlocked visuals, and an email address that answers if something does not behave.
This is the scorecard, not the analytical dashboard. It answers “which of my ERP metrics missed target last month, and by how much” – one row per KPI, one status light per row. If you want slice-and-dice charts over transaction detail, that is a different template. Both exist; this page is the scorecard.
Key Features of the Enterprise Resource Planning KPI Dashboard in Power BI
- 14 ERP KPIs in 7 groups – System Performance (3), Process Efficiency (4), Data Quality (2), Support (2), Adoption, Cost and Integration (1 each).
- Month picker plus 4 more slicers – filter the scorecard by Month, KPI Group, Owner, Priority and Direction.
- Traffic lights on MTD and YTD – every KPI carries two independent status lights, so a metric can be On Target this month and At Risk year-to-date.
- Higher-is-better and lower-is-better handled properly – 4 KPIs are UTB and 10 are LTB in the demo set. An LTB KPI scores above 100% when it comes in under target, so achievement is comparable across the whole table.
- 12-month sparkline in every scorecard row – the trend stays on the full year even when the month picker moves.
- Right-click drillthrough to KPI Definition – a genuine Power BI drillthrough bound on 7 fields (KPI Name, Group, Unit, Type, Direction, Owner, Priority).
- Two hidden 280×360 tooltip pages – KPI Detail and Trend Detail appear on hover and stay out of the page navigation.
- Nothing is hard-coded – add, rename or delete a KPI in the three input sheets and the counts, the scorecard, the KPI list and every chart follow on Refresh.
- One-place recolouring – a custom Power BI theme drives every visual, so a brand palette is a single edit.
- Native visuals only – no custom visual to install, no marketplace approval to chase.
What’s Inside the Enterprise Resource Planning KPI Dashboard in Power BI
The download is a ZIP containing the .pbix report, the Data.xlsx workbook it reads, and a Power BI user manual PDF. Here is every page.
Page 1 – KPI Scorecard
The landing page. Five slicers sit across the top, then five KPI cards with 12-month sparklines: Total KPIs, MTD Target Met, MTD At Risk, MTD Target Missed and Achievement MTD. Below them the scorecard table lists all 14 KPIs with group, unit, sparkline, MTD actual and target, achievement %, status light, a year-on-year arrow, and the same three columns again on a YTD basis. In the demo month (Dec 2025) that reads 14 KPIs, 7 met, 3 at risk, 4 missed and 99.7% achievement – those are sample figures, not benchmarks.
Page 2 – KPI Trend
Pick one KPI from the list on the left and the entire page becomes that KPI. Six context cards restate its group, unit, direction, owner and priority; five value cards show MTD actual, target, achievement %, status and year-on-year change. Two line charts follow: CY MTD vs PY MTD vs Target MTD by Month and CY YTD vs PY YTD vs Target YTD by Month. This is the page for “has this metric been drifting, or was last month a blip”.
Page 3 – KPI Definition
Right-click any scorecard row and choose Drillthrough to land here. The page states the KPI’s calculation formula and a plain-English definition alongside its owner and priority, then gives a 12-row Monthly Detail for the Selected KPI table with a total, an MTD Actual vs Target by Month chart and an Achievement % by Month chart. The back arrow returns you to the scorecard. This page is what stops the “where does this number come from” conversation.
Page 4 – Get More Templates
An in-file help and catalogue page. It lists other NextGenTemplates Power BI reports, a short “Using and Customising This Template” guide covering the month picker, the drillthrough, the UTB/LTB logic and how to swap in your own data, and our contact details. It ships inside the report so the instructions travel with the file.
The Data.xlsx workbook
Four sheets. Read Me explains the model. KPI Definition is one row per KPI with 9 columns (number, group, name, unit, formula, definition, type, owner, priority). Input_ Target and Input_ Actual each hold KPI Name, Month, MTD and YTD – 168 and 336 rows in the demo set, the actuals covering the current and prior year so the YoY comparisons have something to compare against.
Power BI Scorecard vs. a Tableau or Qlik Build vs. Paid KPI Scorecard SaaS – Where This Fits
| This template (Power BI) | Tableau / Qlik build | Paid KPI scorecard SaaS | |
|---|---|---|---|
| Cost | One payment, lifetime file | Licence plus build time | Per user, per month, forever |
| Platform | Power BI Desktop (free) | Paid desktop authoring | Browser only |
| Setup time | Paste your figures into 3 sheets, Refresh | Model and design from scratch | Onboarding and admin config |
| Real-time team collaboration | No – share the file or publish to your own workspace | Via the vendor’s server | Yes, built in |
| Mobile access | Power BI mobile app once published | Vendor app | Yes |
| Customizable fields | Every KPI, target, owner, formula and colour | Fully, with effort | Only what the vendor exposes |
| Share with link | After you publish to your own tenant | Server-dependent | Yes |
| Year-1 cost at 5 users | The purchase price, once | Four figures plus build | Typically several hundred and up |
| KPI definitions travel with the report | Yes – drillthrough page per KPI | Only if you build it | Varies |
| You own the model | Yes – unlocked DAX and visuals | Yes | No |
Who This Template Is For – and Who It’s Not For
It fits an ERP programme manager reporting to a steering committee, an IT operations lead who already pulls these figures out of a service desk and a system monitor each month, a business systems analyst asked for “one page the CFO can read”, and anyone maintaining a monthly ERP scorecard by hand in a spreadsheet.
It does not fit if you want live data. There is no connector, no import and no sync to any ERP product – you type or paste your monthly figures into the workbook. It is not an implementation-methodology tool, a go-live readiness assessment, a data-migration validator or an ROI model, and it does not certify that any figure is accurate. It will not audit your system. If you need transaction-level analysis rather than a monthly scorecard, look at the analytical dashboards in the Power BI catalogue instead.
How to Use the Enterprise Resource Planning KPI Dashboard in Power BI
- Unzip and open the .pbix in Power BI Desktop, free from Microsoft.
- Open Data.xlsx and read the Read Me sheet – it is two minutes and it explains the join key.
- On KPI Definition, replace the 14 demo KPIs with yours. Set Type to UTB where higher is better, LTB where lower is better.
- Fill Input_ Target and Input_ Actual: one row per KPI per month, with MTD and YTD values. Targets are yours to set – the template ships none of its own.
- Back in Power BI, click Home > Refresh. The KPI count, the scorecard, the trend list and every chart rebuild.
- Change the Month slicer to check a different period, right-click a row to drill through to its definition, and recolour the theme once if you want your brand palette.
Real-World Use Cases
Priya, ERP programme manager. Her steering pack used to be eleven slides assembled by hand. She now keeps one scorecard, filters it to Priority = Critical before the meeting, and drills through when someone asks how Month-End Close Duration is calculated.
Daniel, IT operations lead. He owns three of the fourteen metrics. He filters by Owner, sees only his rows, and uses the KPI Trend page to show that a bad month was a single incident rather than a trend.
Amara, business systems analyst. She replaced the demo KPIs with the nine her organisation actually tracks, deleted the rest, and had a working monthly report the same afternoon because nothing in the file was hard-coded to fourteen.
Frequently Asked Questions
Does this connect to my ERP system?
No. There is no connector, import, sync or integration with any ERP product or vendor. You enter your monthly figures into the included Excel workbook and refresh. Any vendor or system name you see in a screenshot is demo data.
Are the targets and thresholds recommended values?
No. Every target in the file is a placeholder you replace. We publish no benchmarks and make no claim about what a good ERP metric looks like in your organisation.
Can I add or remove KPIs?
Yes, freely. Add a row to KPI Definition plus its monthly target and actual rows, or delete all three, then Refresh. The KPI name is the join key across the three sheets.
What is the difference between this and an ERP analytical dashboard?
This is a scorecard – one row per KPI, a status light, a target and a trend, driven by a month picker. An analytical dashboard slices transaction-level data by dimension. Different questions, different templates.
Do I need a Power BI licence?
Power BI Desktop is free and opens the file with everything working. A licence is only needed if you want to publish and share the report inside your own organisation.
Is the sample data real?
No. All 14 KPIs, their owners, targets and monthly figures are invented demo data included so the report renders before you type anything.
Can I rebrand it?
Yes. The visuals are unlocked and a single custom theme drives the colours, so a palette change is one edit rather than a per-visual chore.
About the Author
Built by PK – Microsoft Certified Professional with 15+ years of Excel, Google Sheets, and Power BI experience. Founder of NextGenTemplates, reaching 300K+ subscribers across YouTube channels. Every template is hand-built and tested before release.
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Buy once, keep it forever. Download the ZIP, open the .pbix, swap in your own figures and you have a monthly ERP scorecard you fully control – no subscription, no seat count, no locked visuals. Read the full walkthrough on the Enterprise Resource Planning KPI Dashboard in Power BI blog post.
Last updated: 17 August 2026.
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