An Angel Investors KPI Dashboard in Excel that turns the numbers you already track into a monthly scorecard – 14 KPIs across five reporting groups, seven summary cards, a per-KPI trend page and an automatic top-five / bottom-five ranking. Pick a month from one dropdown and the whole workbook re-reads: MTD and YTD actual, target, achievement percentage, traffic-light status and prior-year comparison, for every KPI at once. It ships with a full year of fictional demo data so you can see the layout working before you type a single figure of your own. Built and hand-tested by PK, a Microsoft Certified Professional with 15+ years in Excel, Google Sheets and Power BI. Every number is a plain worksheet formula – no macros, no Power Query, no Power Pivot, no add-ins. If the workbook does not open on your machine, reply to your order email and we will make it right.
Important: this is a reporting template for figures you already hold. It is not investment advice and not a valuation, fund-accounting or LP-reporting system. Metrics such as Portfolio Net IRR, TVPI and DPI are values you enter – the workbook charts and compares them, it does not calculate them from cash flows. Every figure in the screenshots is demo data and describes no real fund, syndicate or companyAngel Investors KPI Dashboard in Excel
Which product is this? This is the KPI scorecard line – a month picker, traffic lights, a KPI Trend page and a KPI Analysis page. It is a different template from our analytical dashboards, which are pivot-and-slicer reports built over a flat transaction table. If you want charts that slice a deal-level dataset rather than a monthly scorecard, see the related templates at the end. Angel Investors KPI Dashboard in Excel
Key Features of the Angel Investors KPI Dashboard in Excel
- 14 KPIs in five groups. Sourcing & Pipeline (Deal Flow, Screening-to-Term-Sheet Conversion), Deployment (Average Check Size, Capital Deployed, Time to Close, Ownership at Entry), Fund Returns (Portfolio Net IRR, TVPI, DPI), Portfolio Management (Follow-On Participation Rate, Portfolio Company Survival Rate, Portfolio MRR Growth, Board-Seat Coverage) and Risk & Losses (Written-Off Investments). Angel Investors KPI Dashboard in Excel
- One dropdown drives the whole scorecard. Cell D6 on KPI Dashboard lists the twelve months of your reporting year. Change it and the scorecard, the summary cards and the entire KPI Analysis page follow.
- Direction-aware scoring. Each KPI is flagged UTB (Upper The Better) or LTB (Lower The Better) on the KPI Definition sheet. Achievement is Actual ÷ Target for a UTB KPI and Target ÷ Actual for an LTB one – so beating a Time to Close target scores above 100% rather than reading as a shortfall.
- Traffic lights you control. On Target from 100%, At Risk 95-99%, Missed below 95%. The thresholds live in the formulas in columns L and U on KPI Dashboard – edit them to match your own governance.
- Seven summary cards. Total KPIs Tracked, On Target (YTD), At Risk (YTD), Missed (YTD), Improving vs PY (MTD), Avg Achievement (MTD) and Avg Achievement (YTD), all recounted from the selected month.
- A trend page per KPI. Pick any KPI on KPI Trend and its attribute strip, formula, definition, twelve-month table and both combo charts redraw – actual and prior-year columns with a target line, for MTD and for YTD.
- Automatic ranking. KPI Analysis rolls achievement up by group and ranks the top five and bottom five performers for the year to date without any sorting on your part.
- Add or rename KPIs without touching a formula. The sheets are wired for 22 KPIs and 14 are filled in; the remaining rows are live and empty. Type a new KPI on KPI Definition and the three input sheets, the scorecard, the trend page and the analysis page all pick it up.
- Nothing to install or refresh. Plain worksheet formulas – VLOOKUP, MATCH, INDEX, COUNTIF. Opens in Excel 2013 and later, and in Excel for the web. There is no Refresh step because there is no query. Angel Investors KPI Dashboard in Excel
What’s Inside the Angel Investors KPI Dashboard in Excel
Workbook Overview (home page)
The landing page. Three columns of buttons – Dashboard Pages, Input Sheets and Reference & Help – jump straight to any sheet, and a “What This Template Does” panel underneath summarises the five behaviours the workbook is built around. Every other sheet carries a HOME link back here. Angel Investors KPI Dashboard in Excel
KPI Dashboard
The scorecard, and the page you will live on. The seven summary cards run across the top; below them the month selector sits beside a MONTH TO DATE block and a YEAR TO DATE block, each carrying Actual, Target, Achievement %, Status, Prior Yr and vs PY for all 14 KPIs. Coloured arrows show raw direction while the colour shows whether that direction is good for that particular KPI. In the demo file, September 2025 reads 8 On Target, 4 At Risk and 2 Missed, with 8 of 14 KPIs improving on prior year.
KPI Trend
One KPI at a time, across twelve months. Cell B4 is a dropdown of every KPI name on KPI Definition; choosing one redraws the attribute strip (group, unit, type, owner, priority, frequency), the formula and definition text, the twelve-month table of MTD and YTD actual, target, prior year, achievement and status, and both charts. The demo screenshot shows MTD Trend for Deal Flow (New Opportunities Screened) and YTD Trend for Deal Flow (New Opportunities Screened) – actual and prior-year columns with the target as a line.
KPI Analysis
The roll-up. A Performance by KPI Group table counts how many KPIs in each group are On Target, At Risk or Missed and averages their MTD and YTD achievement; an Average YTD Achievement by KPI Group bar chart plots the same figures; and Top 5 and Bottom 5 Performing KPIs (YTD) rank every KPI automatically. A “How to read this page” panel explains that the ranking is on YTD achievement, so a lower-is-better KPI that beats its target rises to the top. Everything here follows the month picked on KPI Dashboard.
KPI Input – Actual
The first of three input sheets, and the only place the reporting year is set. Each KPI has an MTD and a YTD column for every month of the year. Cell E3 is the first month of the reporting year – change it and the Target sheet, the Prior Year sheet, the month dropdown and every sheet title re-base automatically.
KPI Input – Target
The same grid for targets. The month headers follow the Actual sheet, so you never re-type them, and the KPI rows are driven by KPI Definition, so all three input sheets always line up. Angel Investors KPI Dashboard in Excel
KPI Input – PY
Last year’s result for every KPI, on the same grid shifted back twelve months. This is what feeds the Prior Yr and vs PY columns on the scorecard and the prior-year series on both trend charts.
KPI Definition
The master list, and the sheet that makes the workbook yours. One row per KPI carrying number, group, name, unit, formula, definition, type (UTB or LTB), owner, priority and frequency. Every other sheet reads from here: rename a KPI on this sheet and it changes everywhere; clear a row and the dashboard row goes blank and the summary cards recount themselves.
Read Me
A built-in manual: a five-minute quick start, the rules the numbers follow (MTD vs YTD, cumulative vs average YTD, UTB and LTB, achievement, status, arrows), how to add, rename or remove KPIs, how to go beyond 22, and a sheet-by-sheet map.
Get More Templates
A links page pointing at the wider NextGenTemplates catalogue and custom-build enquiries.
Support
The one sheet with no screenshot, because you never edit it. It holds the helper calculations – the selected month, the arrow glyphs, the month dropdown list, the trend series behind the charts, the distinct group list and the ranking helpers.
Angel Investors KPI Dashboard in Excel vs. Google Sheets vs. Portfolio-Management SaaS – Where This Fits Angel Investors KPI Dashboard in Excel
| This template (Excel) | Google Sheets equivalent | Portfolio-management SaaS | |
|---|---|---|---|
| Cost | One payment, 12.99 | One payment, ~9.99 | Typically 100-500 per user / month |
| Platform | Excel 2013+ / Microsoft 365, offline | Browser, Google account | Browser, vendor cloud |
| Setup time | Type your KPIs and figures – about 30 minutes | Copy the file, enter figures – about 30 minutes | Weeks (data migration, onboarding, training) |
| Calculates IRR / TVPI from cash flows | No – you enter the values | No | Yes |
| Direction-aware KPI scoring | Yes, UTB / LTB per KPI | Yes | Varies by vendor |
| Add your own KPIs | Full – type a row, no formula work | Full | Only what the vendor exposes |
| Real-time team collaboration | Via OneDrive / SharePoint co-authoring | Yes, native | Yes, native |
| Macros or add-ins required | None | None | n/a |
| Year-1 cost at 5 users | 12.99 total | ~9.99 total | 6,000-30,000 |
| You own the file forever | Yes | Yes | No – access ends with the subscription |
Who This Template Is For – and Who It’s Not For
A good fit if you run an angel syndicate, a micro-fund or a small venture team and already produce these numbers monthly or quarterly; if your partners or LPs want a consistent one-page scorecard rather than a fresh spreadsheet each quarter; if you want to see MTD and YTD, target and prior year side by side without rebuilding the comparison every time; or if you are a fund operations or portfolio lead who needs a presentable starting layout instead of a blank workbook.
Not a good fit if you want the workbook to compute returns for you. It does not take cash flows and derive IRR, TVPI or DPI – you enter those figures and it charts them. It is not a fund accounting or capital-account system, not a cap table, not a deal CRM, and not an LP reporting pack. It makes no claim of conformity with any valuation or reporting framework, and nothing in it is investment advice. It also has no live connection to any data source: there are no connectors and it never calls an API.
How to Use the Angel Investors KPI Dashboard in Excel
- Unzip and open. One .xlsx file plus a user manual PDF. Excel 2013 or later. Click Enable Editing.
- Look around first. Click through KPI Dashboard, KPI Trend and KPI Analysis with the demo data still in place, and read the Read Me sheet – it is a complete manual in one page.
- Set your reporting year. Change cell E3 on KPI Input – Actual to your first month. The Target sheet, the PY sheet, the month dropdown and every sheet title re-base automatically.
- Make the KPI list yours. On KPI Definition, rename, clear or add KPIs – number, group, name, unit, formula, definition, type, owner, priority, frequency. Set UTB or LTB carefully; it decides how achievement is scored.
- Type your figures. Fill the MTD and YTD columns on KPI Input – Actual, KPI Input – Target and KPI Input – PY. You keep full control of how YTD is defined, because you enter it rather than having it summed for you.
- Pick a month. Cell D6 on KPI Dashboard. The scorecard and KPI Analysis follow it. There is no refresh step.
- Tune the thresholds. If your governance is not 100 / 95, edit the formulas in columns L and U on KPI Dashboard.
- Share it. Save to OneDrive or SharePoint for co-authoring, or export the dashboard pages to PDF for a monthly partner pack.
Real-World Use Cases
Ravi, operations lead at a 40-member angel syndicate. On the first Monday of the month he types last month’s screening count, term sheets, capital deployed and average check size into the Actual sheet, picks the month, and exports KPI Dashboard to PDF for the members’ update. The Screening-to-Term-Sheet Conversion row is the one that always draws questions.
Elena, a micro-fund managing partner. She only cares about four KPIs, so she cleared the rows she does not use and added two of her own on KPI Definition – no formula work, and the summary cards recounted themselves. She reads Fund Returns off the scorecard and uses KPI Trend to show a single metric’s twelve-month path in partner meetings.
Tom, a portfolio director. He uses KPI Analysis rather than the scorecard: the group roll-up tells him which of his five areas is dragging, and the Bottom 5 list gives him his agenda for the portfolio review without sorting anything by hand. Angel Investors KPI Dashboard in Excel
Frequently Asked Questions
Is this investment advice, or a valuation tool?
No – to both. It is a reporting layout for figures you already produce. It does not value a portfolio, does not recommend or evaluate any investment, and makes no claim about what any metric should be. Nothing in the workbook or the sample data is a recommendation.
Does it calculate IRR, TVPI or DPI for me?
No. Portfolio Net IRR, TVPI and DPI are KPI rows like any other – you enter the value for each month and the workbook compares it to target and prior year, charts it and scores it. If you need returns derived from cash flows, calculate them in your fund accounting system and enter the result here.
Are the numbers in the screenshots real?
No. Every figure, owner name and month in the shipped workbook is fictional demo data generated to fill the layout. It describes no real fund, syndicate, portfolio or company.
Can I change the KPIs to my own?
Yes, and that is the point of the design. Type on the KPI Definition sheet and every other sheet follows – the input sheets, the scorecard, the trend dropdown and the analysis groups. The sheets are wired for 22 KPIs with 14 filled in, and the Read Me explains how to go beyond 22.
Why does a Lower-The-Better KPI show more than 100%?
Because achievement for an LTB KPI is Target ÷ Actual. Coming in at 53.7 days against a 64.3-day target is a good result, so it scores 119.6% rather than looking like a miss. Set UTB or LTB per KPI in column G of KPI Definition.
Do I need macros, Power Query or any add-in?
No. It is a plain .xlsx workbook of worksheet formulas – VLOOKUP, MATCH, INDEX and COUNTIF. There is no VBA, no data model and no connector, so there is nothing to enable or whitelist.
Will it work in Excel for Mac or Excel for the web?
Yes. Because there are no macros, no Power Query and no data model, it opens and recalculates in Excel for Mac and in Excel for the web as well as on Windows. Excel 2013 is the oldest desktop version supported.
How is this different from your Angel / VC dashboards?
This is a KPI scorecard: a month picker, traffic lights, a trend page and a group analysis page, driven by monthly figures you type. Our analytical dashboards are pivot-and-slicer reports built over a flat deal-level table. Many customers use both – the scorecard for the monthly pack, the dashboard for slicing the underlying data.
What exactly do I get in the download?
A single zip containing the .xlsx workbook – all ten sheets, with the demo data in place – plus an Excel KPI Dashboard user manual PDF. Unlimited re-downloads and free minor updates.
Two things to know before you buy
We would rather tell you than have you find out:
- The USD figures use Indian digit grouping. In the shipped file, Average Check Size and Capital Deployed display as
1,33,585.00and68,05,527.00rather than133,585.00and6,805,527.00. The values and all the arithmetic are correct – only the thousands separator placement follows the Indian numbering system. It is a cell number format, so select the affected columns on KPI Dashboard, the three input sheets and KPI Trend and apply your own format to change it. - One line of the Read Me carries example text from another industry. The “Cumulative or average YTD” row illustrates its point with “aircraft deliveries, non-conformance reports”. The explanation is correct and applies to any KPI set; only the two examples are left over from a different build.
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.
Explore Related Templates
- Business Angel Networks KPI Dashboard in Excel – the closest sibling: the same scorecard design aimed at a network rather than an individual investor.
- Business Angel Networks KPI Dashboard in Power BI – the same scorecard idea for Power BI users.
- Business Angel Networks Dashboard in Excel – the analytical cousin: pivots and slicers over a deal-level table rather than a monthly scorecard.
- VC Portfolio Dashboard in Google Sheets – portfolio reporting for teams that live in Google Sheets.
- Investor Relations Dashboard in Power BI – the LP-communication side of the same workflow.
Browse more in Excel KPI Dashboards or the full MS Excel catalogue. Angel Investors KPI Dashboard in Excel
Download the Angel Investors KPI Dashboard in Excel now – one payment, lifetime access, unlimited re-downloads, and free minor updates. Read the full walkthrough on the Angel Investors KPI Dashboard in Excel blog post. Angel Investors KPI Dashboard in Excel
Last updated: 17 August 2026.
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