Excel KPI Dashboard for Small Business (Part 1) | Targets & RAG Status Step-by-Step

Most small businesses track data — but very few track the right KPIs.

In Part 1 of this Excel KPI Dashboard series, you’ll learn how to build a professional KPI dashboard for a small business, starting from raw data and ending with targets and Red-Amber-Green (RAG) status.

This video is beginner-friendly, interview-relevant, and focused on real business thinking, not just formulas.

🔹 What you’ll learn in Part 1:

How to structure sales, expenses, and inventory data

How to calculate key business KPIs in Excel

How to set KPI targets

How to apply RAG (Red-Amber-Green) logic

How to design a clean, executive-style dashboard layout

📌 Part 2 (Coming Next):
We’ll conclude the course by building Pivot Tables, Pivot Charts, and interactive Slicers to make the dashboard fully dynamic.

⏱ Timestamps

00:00 Intro
01:11 Data setup
03:00 KPI Calculations
04:12 Targets and RAG Status
05:22 RAG Logic
06:53 Dashboard Design

📂 Download the Excel File

👉 https://docs.google.com/spreadsheets/d/14ERDdmAFGZ1WLjumXP3gR6Ivfgf2TP5a/edit?usp=sharing&ouid=115993258064043523831&rtpof=true&sd=true

💡 Who this video is for:

Excel beginners

Data analysts

Small business owners

Job seekers preparing for Excel interviews

Anyone learning dashboards before Power BI

If you found this helpful, like, subscribe, and watch Part 2 to complete the dashboard with Pivot Tables and Slicers.

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Видео Excel KPI Dashboard for Small Business (Part 1) | Targets & RAG Status Step-by-Step канала The Data Doughnut