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KPI Formulas for Excel, Power BI, and Business Dashboards
Learn how to calculate finance, marketing, sales, HR, SaaS, operations, ecommerce, accounting, and project management KPIs with simple formulas, examples, Excel formulas, DAX measures, and calculators.
Popular formula
CAC = Sales & Marketing Cost ÷ New Customers
Every KPI page gives you the plain formula, Excel formula, DAX measure, SQL pattern, calculator, common mistakes, and related metrics.
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Popular KPI formulas
Customer Acquisition Cost (CAC)Sales and Marketing Cost / New CustomersChurn RateLost Customers / Customers at Start of PeriodEBITDANet Income + Interest + Taxes + Depreciation + AmortizationWACC(E/V × Re) + (D/V × Rd × (1 - Tax Rate))Gross Margin(Revenue - Cost of Goods Sold) / RevenueLTVARPU × Gross Margin / Churn RateROASRevenue from Ads / Advertising CostEmployee Turnover RateEmployees Who Left / Average Number of EmployeesInventory TurnoverCost of Goods Sold / Average InventorySales Velocity(Opportunities × Average Deal Size × Win Rate) / Sales Cycle LengthNet Revenue Retention (NRR)(Starting MRR + Expansion MRR - Contraction MRR - Churned MRR) / Starting MRRAverage Order Value (AOV)Revenue / Number of Orders
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KPI categories
Finance KPIsProfitability, liquidity, valuation, cash flow, capital structure, and growth KPI formulas for finance teams and business reporting.Accounting KPIsAccounting KPI formulas for receivables, payables, working capital, liquidity, financial control, and month-end reporting.Marketing KPIsMarketing KPI formulas for campaigns, acquisition, advertising efficiency, conversion, email, website, and funnel reporting.Sales KPIsSales KPI formulas for pipeline, revenue, win rate, deal size, sales velocity, forecasting, and rep performance.SaaS KPIsSaaS KPI formulas for recurring revenue, churn, retention, expansion, customer lifetime value, and subscription business health.Operations KPIsOperations KPI formulas for efficiency, capacity, quality, inventory, delivery, throughput, and manufacturing performance.HR KPIsHR KPI formulas for hiring, retention, headcount, absenteeism, workforce productivity, and people analytics.Customer Support KPIsCustomer support KPI formulas for response time, resolution, service quality, customer satisfaction, tickets, and support cost.Ecommerce KPIsEcommerce KPI formulas for order value, checkout, conversion, retention, refunds, returns, and marketplace performance.Project Management KPIsProject management KPI formulas for schedule, cost, earned value, budget control, resource utilization, and delivery performance.
Tools
Popular KPI calculators
Customer Acquisition CostUse a simple calculator and copy the formula.Churn RateUse a simple calculator and copy the formula.EbitdaUse a simple calculator and copy the formula.Gross MarginUse a simple calculator and copy the formula.WaccUse a simple calculator and copy the formula.LtvUse a simple calculator and copy the formula.Sales VelocityUse a simple calculator and copy the formula.Employee Turnover RateUse a simple calculator and copy the formula.
Excel formulas
Copy KPI formulas into Excel or Google Sheets, then adapt the cell references to your worksheet.
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