Performance Metrics in Excel for Finance and Accounting / Financial planning and Analysis operations

Hi Experts,

Recently i got promoted as Assistant Manager in our company and would be handling around 20 Individuals. I have been given responsibility to build a "Performance Metric Template" in excel to assess the employees.

It would be of great help if anyone out here have a sample template, so that i can look at the same and build one for our department.

The team members would be assessed based on Customer Satisfaction ; Process knowledge ; Additional responsibilities ; etc.

I am not sure if this is the right forum. However, if someone here have the sample of any performance metrics would really help me to build a new one.

I will be awaiting your positive response.

Ganesh VijaykumarAsked:
Who is Participating?

[Product update] Infrastructure Analysis Tool is now available with Business Accounts.Learn More

I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

ProfessorJimJamMicrosoft Excel ExpertCommented:
Not sure, what exactly are you looking for.  but i know one template for performance management plan and monitor.

i do not own the file. it is available in the

a downloaded copy is uploaded for easy reference.
Ganesh VijaykumarAuthor Commented:
@ProfessorJimJam: Hi Thanks for the response! but the attached metrics is for performance of a project. What i am looking is for a simple sample metrics template where i could assess the employees and rate them on below mentioned points on a monthly/quarterly/yearly basis.

1)      CSAT/Customer Feedback
2)      Process Excellence
3)      Additional Responsibility
4)      Compliance with Company's Policies
5)      Developmental goals

ProfessorJimJamMicrosoft Excel ExpertCommented:
i still do not get it.  based on what criterias the employees will be assessed. where is your scoring criteria data?
Fundamentals of JavaScript

Learn the fundamentals of the popular programming language JavaScript so that you can explore the realm of web development.

Ganesh VijaykumarAuthor Commented:
The scoring criteria would as mentioned below; I am looking to build a template based on these CTQ's and rate employee accordingly. Any template similar to this would help me in creating one.

CTQ's      Target
Production      40%
Quality      31%
Attendance      3%
Team Work      4%
Commitment       7%
Creativity/ Innovation/ Value adds/ Initiatives      9%
Trainings      6%
Total      100%

Below is employee rating:

4      Outstanding                           95 - 100
3      Exceed Expectation            85 - 94
2      Met Expectation                    75 - 84
1      Need Improvements            <70
Martin LissOlder than dirtCommented:
I've requested that this question be deleted for the following reason:

The question has either no comments or not enough useful information to be called an "answer".
ProfessorJimJamMicrosoft Excel ExpertCommented:
Please find attached,  I have built a simple table based on your comment.

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Microsoft Excel

From novice to tech pro — start learning today.