[{"data":1,"prerenderedAt":3557},["ShallowReactive",2],{"en-blog/kpi-dashboards":3,"en-global-content":427,"en-article-global-content":1856,"en-blog-article-more-articles-1ea23fbc-cf76-421e-a8c6-73b89787bb95":2115,"en-blog-article-more-articles-208803028":3552},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":415,"full_slug":416,"sort_by_date":50,"position":417,"tag_list":418,"is_startpage":28,"parent_id":419,"meta_data":50,"group_id":420,"first_published_at":421,"release_id":50,"lang":56,"path":50,"alternates":422,"default_full_slug":416,"translated_slugs":423},"KPI dashboards: what are they and how do you build one?","2022-10-24T17:04:56.950Z","2026-03-12T10:47:18.012Z","2026-03-12T10:47:43.198Z",208803028,"a2e7c1c1-98bd-4b73-a923-f3194755b81b",{"_uid":11,"title":4,"author":12,"topics":66,"content":107,"category":308,"language":333,"_editable":336,"component":321,"heroMedia":337,"publishedAt":345,"readingTime":346,"redirectUrl":22,"componentsAfterTheArticle":347},"308e0ec8-15bc-4d03-9b90-795b56f3114d",{"name":13,"created_at":14,"published_at":6,"updated_at":15,"id":16,"uuid":17,"content":18,"slug":48,"full_slug":49,"sort_by_date":50,"position":51,"tag_list":52,"is_startpage":28,"parent_id":53,"meta_data":50,"group_id":54,"first_published_at":55,"release_id":50,"lang":56,"path":50,"alternates":57,"default_full_slug":49,"translated_slugs":58,"_stopResolving":65},"Spendesk","2022-10-19T17:36:24.519Z","2026-03-12T10:47:20.246Z",206165082,"7b3f51f5-9ac6-400c-82f5-cdb35d1a342f",{"_uid":19,"name":13,"links":20,"picture":35,"lastName":37,"component":38,"firstName":13,"description":39},"89813b57-3ec3-4169-890b-393e41c6d7ea",[21],{"tag":22,"_uid":23,"icon":24,"link":29,"type":22,"label":22,"style":33,"component":34,"onClickEvent":22,"openInANewTab":28,"horizontalFill":28},"","792703e5-f28a-4cbb-882c-a50a48656953",{"id":25,"alt":22,"name":22,"focus":22,"title":22,"filename":26,"copyright":22,"fieldtype":27,"is_external_url":28},4129791,"https://a.storyblok.com/f/146026/x/315bd7d0c7/ic_linkedin.svg","asset",false,{"id":22,"url":30,"linktype":31,"fieldtype":32,"cached_url":30},"https://www.linkedin.com/company/spendesk/","url","multilink","primary","cta",{"alt":36,"name":22,"focus":22,"title":22,"filename":36,"copyright":22,"fieldtype":27,"is_external_url":28},"https://a.storyblok.com/f/146026/433x433/cfd74e99e1/spendesk-logo-square-1.png","Team","author",{"type":40,"content":41},"doc",[42],{"type":43,"content":44},"paragraph",[45],{"text":46,"type":47},"Spendesk has one goal: to remove the hassle of spending at work. 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Here you can track all the relevant metrics and evaluate your business strategy and performance.",{"type":43,"content":118},[119],{"text":120,"type":47},"So, what exactly is a KPI dashboard? And how do you build one?",{"type":43,"content":122},[123],{"text":124,"type":47},"In this article, we’ll share a few ways you can build a KPI dashboard for your team and maximize its potential when it comes to data analysis. Enjoy the read!",{"type":43,"content":126},[127],{"type":128,"attrs":129},"blok",{"body":130},[131],{"_uid":132,"html":133,"_editable":134,"component":135},"ef423c25-72fd-4252-8004-4e88f2b37e98","\u003C!--HubSpot Call-to-Action Code -->\u003Cspan class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-37e146ea-8f72-40ab-87b2-85ab3c5466b2\">\u003Cspan class=\"hs-cta-node hs-cta-37e146ea-8f72-40ab-87b2-85ab3c5466b2\" id=\"hs-cta-37e146ea-8f72-40ab-87b2-85ab3c5466b2\">\u003C!--[if lte IE 8]>\u003Cdiv id=\"hs-cta-ie-element\">\u003C/div>\u003C![endif]-->\u003Ca href=\"https://cta-redirect.hubspot.com/cta/redirect/2694209/37e146ea-8f72-40ab-87b2-85ab3c5466b2\" >\u003Cimg class=\"hs-cta-img\" id=\"hs-cta-img-37e146ea-8f72-40ab-87b2-85ab3c5466b2\" style=\"border-width:0px;\" height=\"244\" width=\"750\" src=\"https://no-cache.hubspot.com/cta/default/2694209/37e146ea-8f72-40ab-87b2-85ab3c5466b2.png\"  alt=\"New call-to-action\"/>\u003C/a>\u003C/span>\u003Cscript charset=\"utf-8\" src=\"https://js.hscta.net/cta/current.js\">\u003C/script>\u003Cscript type=\"text/javascript\"> hbspt.cta.load(2694209, '37e146ea-8f72-40ab-87b2-85ab3c5466b2', {\"useNewLoader\":\"true\",\"region\":\"na1\"}); \u003C/script>\u003C/span>\u003C!-- end HubSpot Call-to-Action Code -->","\u003C!--#storyblok#{\"name\": \"embed\", \"space\": \"146026\", \"uid\": \"ef423c25-72fd-4252-8004-4e88f2b37e98\", \"id\": \"208803028\"}-->","embed",{"type":137,"attrs":138,"content":140},"heading",{"level":139},2,[141],{"text":142,"type":47},"What are KPIs?",{"type":43,"content":144},[145,147,154],{"text":146,"type":47},"KPIs are the ",{"text":148,"type":47,"marks":149},"most important metrics",[150],{"type":151,"attrs":152},"link",{"href":153,"title":50},"https://databox.com/what-is-a-kpi",{"text":155,"type":47}," that quantify the progress you’re making towards your business goals. Not all the metrics you’ll be tracking are KPIs - only the most relevant ones.",{"type":43,"content":157},[158],{"text":159,"type":47},"Businesses typically identify high-level and low-level KPIs.",{"type":43,"content":161},[162],{"text":163,"type":47},"High-level KPIs are determined on the company level, and they are used to measure overall business performance. Low-level KPIs track how each team’s projects and tasks affect the company’s progress towards the set goals.",{"type":137,"attrs":165,"content":166},{"level":139},[167],{"text":168,"type":47},"What is a KPI dashboard?",{"type":43,"content":170},[171],{"text":172,"type":47},"KPI dashboards give a streamlined view of your selected KPIs, to help track and analyze the collected data. Creating a KPI dashboard lets you track the data in (near) real-time, quickly, and accurately. This in turn helps you make assess your performance and make smarter business decisions.",{"type":43,"content":174},[175],{"text":176,"type":47},"Also, the fact that you can view all the vital information in one place lets you understand the overall company health much better.",{"type":137,"attrs":178,"content":179},{"level":139},[180],{"text":181,"type":47},"How to build a KPI dashboard",{"type":43,"content":183},[184,186,192],{"text":185,"type":47},"There are several ways to build a KPI dashboard, including spreadsheets and ",{"text":187,"type":47,"marks":188},"PowerPoint presentations",[189],{"type":151,"attrs":190},{"href":191,"title":50},"https://slidemodel.com/",{"text":193,"type":47},". 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These data visualization tools also typically integrate with various software solutions and analytics tools such as Google Analytics, Salesforce, HubSpot, SEMrush, ",{"text":211,"type":47,"marks":212},"email marketing software",[213],{"type":151,"attrs":214},{"href":215,"title":50},"https://www.wpbeginner.com/showcase/best-email-marketing-services/",{"text":217,"type":47}," like MailChimp, and more.",{"type":43,"content":219},[220],{"text":221,"type":47},"That way, each of your teams can track crucial KPIs in the tools they know best, while you have centralized reporting for the whole business.",{"type":137,"attrs":223,"content":224},{"level":139},[225],{"text":226,"type":47},"Tips for an effective KPI dashboard",{"type":43,"content":228},[229],{"text":230,"type":47},"Here are a few tips to help you build an effective KPI dashboard.",{"type":232,"attrs":233,"content":236},"ordered_list",{"order":234,"tight":28,"key":235},1,"ol-0",[237,249,259,269],{"type":238,"content":239},"list_item",[240],{"type":43,"content":241},[242,247],{"text":243,"type":47,"marks":244},"Only choose the most important KPIs",[245],{"type":246},"bold",{"text":248,"type":47}," to include in your dashboard. The whole point of these is to help you get an at-a-glance visualization of your data, not to confuse you even more with too much information.",{"type":238,"content":250},[251],{"type":43,"content":252},[253,257],{"text":254,"type":47,"marks":255},"Explore KPI templates before you start building a dashboard",[256],{"type":246},{"text":258,"type":47},". There are plenty of free customizable templates available online, and you may save time by downloading one of those rather than creating a new dashboard.",{"type":238,"content":260},[261],{"type":43,"content":262},[263,267],{"text":264,"type":47,"marks":265},"Make sure your KPIs are well-defined and strategically important",[266],{"type":246},{"text":268,"type":47}," for your high-level company goals. That way, tracking them will make sense, and you’ll get data that will enable you to create an actionable plan and improve your performance.",{"type":238,"content":270},[271],{"type":43,"content":272},[273,277],{"text":274,"type":47,"marks":275},"Test different dashboard building tools",[276],{"type":246},{"text":278,"type":47},". After you’ve tried several solutions for data visualization, you’ll find what works best for your business and helps you create more accurate and streamlined reports.",{"type":43,"content":280},[281],{"text":282,"type":47},"There's no real secret to good KPI reporting. You need to choose the right metrics, then find the tools to help measure and display them easily.",{"type":137,"attrs":284,"content":285},{"level":139},[286],{"text":287,"type":47},"Quick and easy KPI tracking",{"type":43,"content":289},[290],{"text":291,"type":47},"It’s easy to be productive when you have a nice and clean desk.",{"type":43,"content":293},[294],{"text":295,"type":47},"In the same sense, monitoring KPIs and analyzing data becomes much simpler and more effective when working with a clear, organized dashboard where you can easily locate and understand the relevant information.",{"type":43,"content":297},[298],{"text":299,"type":47},"That allows you to react promptly and start working on an improvement plan as soon as you identify an issue in your business performance. 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Spendesk’s one-click export and configurable GL mappings reduce manual data entry and ensure that spend data in NetSuite is complete and reconciled each month.",{"_uid":2425,"title":2426,"component":354,"description":2427},"9a7390a2-adf4-40a3-b85e-1a401523905a","How does Spendesk integrate with NetSuite?",{"type":40,"content":2428},[2429],{"type":43,"content":2430},[2431],{"text":2432,"type":47},"Spendesk integrates with NetSuite to automate posting of spend transactions, receipts, and vendor invoices into the general ledger. Integration options include a native connector and one-click exports with configurable GL account and VAT mappings. Spendesk’s automated expense reports and real-time transaction feed accelerate reconciliation and reduce manual coding for finance teams using NetSuite.",{"_uid":2434,"title":2435,"component":354,"description":2436},"3878acba-0e8a-4488-b9af-ef3425d1b276","When should a company use both NetSuite and Spendesk together?",{"type":40,"content":2437},[2438],{"type":43,"content":2439},[2440],{"text":2441,"type":47},"Companies need both NetSuite and Spendesk when they require ERP-level accounting plus real-time spend controls and approvals. Spendesk provides virtual cards, preset approval workflows, and receipt capture to govern day-to-day spending while NetSuite handles ledgers, revenue recognition, payroll, and inventory. 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Discover who should handle payroll, essential process steps, and how integrating the right tools can save time while ensuring compliance and accuracy.",[2580],{"_uid":2581,"items":2582,"heading":2619,"reverse":28,"component":406,"sectionSettings":2637},"75b32176-84a4-4ee5-86ff-4437eea42ce7",[2583,2592,2601,2610],{"_uid":2584,"title":2585,"component":354,"description":2586},"5b1483f5-56df-4794-9f55-5c1f8e5230d1","How does Spendesk help streamline payroll reimbursements?",{"type":40,"content":2587},[2588],{"type":43,"content":2589},[2590],{"text":2591,"type":47},"Spendesk automates payroll reimbursements by centralizing expense submissions, routing approvals with configurable workflows, and generating payroll-ready reimbursement files for finance teams. Spendesk's centralized receipt capture and automated expense reports reduce manual entry and speed reconciliation, enabling faster, auditable processing of employee reimbursements with clear approval trails.",{"_uid":2593,"title":2594,"component":354,"description":2595},"7f3b55c1-f448-4ce8-a6a2-34c9c1f14843","Can Spendesk integrate expense data with payroll software?",{"type":40,"content":2596},[2597],{"type":43,"content":2598},[2599],{"text":2600,"type":47},"Spendesk integrates expense data with payroll systems through direct integrations, API access, and exportable payroll-ready reports that synchronize approved reimbursements and expense codes. 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That is the question that this article will answer. We cover ERP definitions, challenges, and solutions, and whether an ERP is right for your business.",[2698],{"_uid":2699,"items":2700,"heading":2737,"reverse":28,"component":406,"sectionSettings":2755},"4961cb89-6a48-4f7b-9ae0-6a67346c2613",[2701,2710,2719,2728],{"_uid":2702,"title":2703,"component":354,"description":2704},"d9695a82-605d-4cfa-97b0-694f0335d702","What is an ERP and how does it relate to Spendesk?",{"type":40,"content":2705},[2706],{"type":43,"content":2707},[2708],{"text":2709,"type":47},"An ERP (enterprise resource planning) is a system that centralises core business processes like accounting, procurement, and inventory. Spendesk complements an ERP by centralising company spending and providing automated accounting exports and real-time spend visibility, enabling finance teams to push reconciled transactions from Spendesk into the ERP for accurate ledger updates.",{"_uid":2711,"title":2712,"component":354,"description":2713},"d13d3659-9d8e-4bf6-b718-d67443a45aa0","What are common challenges when integrating spending data into an ERP?",{"type":40,"content":2714},[2715],{"type":43,"content":2716},[2717],{"text":2718,"type":47},"Common ERP integration challenges include mismatched data formats, delayed transaction reconciliation, and manual receipt matching. 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