Annual KPI Chart Pack
This dashboard gives you a year-by-year visual for every annual metric the workbook can reasonably support. Historical data runs from 2007 through 2025 actual. Where your 2026 full-year estimate supports the metric, it is shown as the final orange bar.
Actual years
2026 estimate
Some `2026` ratios are estimated using the fields available. In particular, `revenue per client`, `profit per client`, `clients per FTE`, `clients per advisor`, and `AUM per client` use your `2026 year-end client count`, because average 2026 clients were not provided. Charts that require a `2026` budgeted-expense figure still stop at `2025 actual`.