Target vs. Achievement Chart with Under-performance Auto Highlighted

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You can also use this template to create any other report, where you need to

use conditionally formatted advanced column and line combination chart to present target vs. actual performance data with columns corresponding to below target values automatically highlighted in a different color, to draw attention at a glance.

Key Features

  • Columns corresponding to below target values are automatically highlighted in a different color, to draw attention at a glance.
  • Use this template when targets are same across categories.
  • Pre-built data setup with comments, so that you don’t have to spend time figuring out how to setup data correctly.
  • Uncluttered charts with professional formatting and styles that automatically adopt to your data, so that you don’t have to find, learn and fine tune tens of hidden settings.
  • Out-of-box single/dual axis report templates for numeric, percentage and currency values, with pre-placed data labels, legends and offbeat markers for engaging presentations.
  • Fully functional report template with real world data.

Example

In the example above, actual monthly sales volume achieved is compared against specified target for each month. When the actual achievement is below target, corresponding categories/columns are auto-highlighted in red color.

At a glance, your audience would be able to spot the underachievers.

This is a great chart for your monthly report and dashboard.

Formula:

Target Overachieved or Underachieved = Target value – Actual Achievement value

Report Data

To edit this chart template, execute following steps.

  1. Right click on the chart to open chart menu. Click Edit Data. This will open the linked Excel sheet (see video below).
  2. Enter categories in column A. They are plotted on X-axis.
  3. Enter actual achievement data in column B. They are plotted on Y-axis using columns.
  4. Enter budget / target data value in cell C3. This is plotted on Y-axis using a dotted line.
  5. You can add your data manually or copy data from Excel or any other data source.
  6. Close the Excel sheet.
  7. Restyle and customize to change text, fonts, colors etc. to match your brand guidelines, corporate identity / corporate design and preferences.
  8. Use this chart template when target is same for all categories / months (easily replace months with products, employees, branches, locations etc.).  See chart for different targets.
  9. Below target (under-achieved) categories/columns are auto identified using formulas.
  10. Below target categories/columns are auto highlighted in red color using conditional formatting (you can easily change color).
  11. Easily change Y-axis values from currency to absolute numbers or percentages.
  12. Easily change currency symbol from USD to any other currency symbol.
  13. Modify the template for your own use case, industry or job function. Easily change, add or delete categories and corresponding data series, if you have more/less data than provided in this ready-to-use template.

Video Demo

The following video shows how you can easily edit data and customize this report template in minutes for your presentations, irrespective of industry or job function.

Specifications

Dimensions:
Modern 16:9 aspect ratio. You can easily change to 4:3 aspect ratio, or resize to any dimension.
Customizable:
100% editable and fully customizable. You can edit data, change text and fonts, apply your custom brand colors. Basically, you can edit and  customize every single chart element.
File Format:

PPTX. Compatible with PowerPoint 2010 and above.

Instant access and download. Can be saved as PDF, PNG, JPG to insert in MS Word or in other documents or to use on websites and blogs.
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