How to Create a Performance Chart for Employees? 2023 Guide

Most companies conduct the yearly ritual of evaluating, rating, and ranking the performance of employees.

But did you know that managers and staff alike dislike the process?

A recent survey shows that managers and employees view performance appraisal as a ‘waste of time’ and ‘demotivating.’

And in such an environment, the process designed to maximize productivity is likely to fall nose-down. So how can you overcome the challenge above and have a win-win situation for everyone?

It turns out there’re other strategies, such as visualization, you can use to influence the change of attitude towards performance appraisal.

Most of us operate by the mantra “seeing is believing”.

To change the perception of the staff, you’ve got to provide hard evidence of their productivity. And you can achieve the aforementioned by communicating real-time insights into their performance in visual form.

Excel is one of the many tools you can use to visualize performance-related data. More so, it has been there for decades, which makes it familiar to many.

However, it comes with weaknesses that can derail your mission, which is to persuade employees to view performance appraisal as a tool for career development.

In this blog you will learn:

• How to Create a Performance Chart for Employees: Easy-to-follow Steps?
• How to Analyze Productivity Using Performance Chart for Employees?
• Advantages of using Performance Chart for Employees Performance
• The Best Visualization Tool to Use to Generate a Performance Chart for Employees

Video Tutorial: How to Create a Performance Chart for Employees

Let’s learn how you can create a Performance Chart for Employees using your data in the following video.

How to Create a Performance Chart for Employees: Easy-to-follow Steps?

Before we delve right into the how-to guide, let’s define the visualization design of the moment.

What is a Performance Chart for Employees?

Visualization Source: ChartExpo

A Performance Chart uses boxes, legends, and colors to communicate in-depth insights into complex operations, such as human capital productivity.

You can use the chart (also known as Employees Performance Chart) to communicate factual and objective insights into productivity at the micro-level.

In other words, each staff member in your business or workplace can read and understand their productivity level, rating, and ranking.

Nobody will feel like the yearly performance appraisal is a tool for weeding out employees out of favor with the management. Yes, you read that right. To influence change of perception organization-wide, you’ve got to be objective, transparent, and factual.

And the tested and proven tool to take you to the destination (above) is the Performance Chart.

You can also leverage this chart as a tool for visualizing both formal and informal feedback related to the performance appraisal.

How to Analyze Productivity Using Performance Chart for Employees?

You could be more anxious about the annual performance review process than your employees.

Why?

Preparation of the exercise (above) is not easy. It comes with detailed planning, getting everyone on board, and everything. Besides, it generates an environment of tension, fear, and sometimes, anger.

Also, it can knock your sales champions off their game temporarily.

The performance appraisal process doesn’t have to be a stale, awkward, or difficult conversation about productivity.

Use innovation data visualization designs, such as the Performance Chart for Employees, to inspire a change of attitude and promote skill growth and development. Productivity review should be a continuous process that tracks growth and corrects decline.

The best place to start with real-time reporting is leveraging the Employee Performance Chart (also known as the Performance Chart). Data visualization can help you achieve the following results:

• Improved communication and engagement
• Professional skills growth and development

Advantages of using Performance Chart for Employees Performance

• Deal with challenges promptly

Performance Charts can help you discover hidden obstacles affecting the overall productivity level in your business or workplace.

• Tool for Boosting Productivity

If you have a competitive workforce that thrives in cutthroat environments, such as commission-based: the real-time reporting using Performance Chart for Employees can drive sales through the roof.

• Identify Top and Bottom Performers at a Glance

Your go-to chart should be the Employee Performance Chart (Performance Bar Chart): if your goal is to identify the top performers in your business (or workplace) at a glance.

We promise you it will take seconds for the best and worst-performing members of your team.

In the next section, we’ll take you through the best tool to use to generate a Performance Chart for Employees. And you’ll also learn how to use the tool.

The Best Visualization Tool to Use to Generate a Performance Chart for Employees

Excel is one of the go-to data visualization tools for many professionals and business owners.

You can turn Excel into a reliable data visualization tool loaded with advanced graphs, such as Employees Performance Charts, by installing third-party add-ins, such as ChartExpo.

Why ChartExpo?

ChartExpo is an incredibly intuitive add-in you can easily install in your Excel without watching hours of YouTube tutorials.

With 50+ customized visualizations, ChartExpo turns your complex, raw data into compelling, easy-to-digest, visual renderings of real-time performance review insights.

Do you want to know the best part?

In the coming section, you’ll get to see this Employees Performance Chart generator (ChartExpo) in action.

How to Install ChartExpo in Your Excel to Access a Performance Chart for Employees?

You can read this guide on how to install ChartExpo add-in in Excel.

Once it is installed you can go to Insert menu and then click on My Apps.

Once you will click on My Apps, new window will appear in which ChartExpo add-in will show.

Click on it and then click on Insert button. It may ask you for the log in first time. And once you are logged in, it will not ask you again next time.

You will have list of charts available by ChartExpo as shown below.

• Click Search box and type the chart you want to use to visualize data.

Let’s go through examples for you to have a simplified understanding of how to leverage the Performance Chart for Employees 100%.

Example #1

Imagine you want to know the overall productivity of your business. You have a team of 8 sales executives on your roster.

You want to know their contributions relative to the aggregate sales revenue.

Imagine the data below represents your situation.

Employees	Sales
Alexandra	56
Carolyn	76
Kylie	73
Brian	36
Jones	90
Mitchell	90
Miller	66
Paul	29

To visualize the data (above) using the Employees Performance Chart (also known as Performance Bar Chart), follow the steps below:

• Copy the above data in Excel sheet.
• Head to the My Apps section to access ChartExpo add-in.
• Once ChartExpo window is opened, list of charts will appear.

• Type “Performance Bar Chart” at the Search box.

• Once the Performance Bar Chart shows, you can select the data and then click the Create Chart from Selection button, as shown below.

• If you follow the steps above, your final chart should look like this (below).

How to Edit the Performance Chart for Employees in ChartExpo?

To edit your chart, follow the steps below:

• Click the Edit Chart button, as shown above.

• Once the Chart Header Properties window shows, click the Line 1 box to add a title.
• In our example, the designated title is Employees Sales Analysis.
• Check out the Employee Performance Chart, complete with a title below.

Insights

• The best-performing sales executives are Jones (17.4%) and Mitchell (17.4%)
• The worst-performing member of the team is Paul. His sales contribution accounts for 5.7% of the aggregate revenue.

Example #2

Imagine you want to establish the attendance record of the sales team in your business or workplace. In other words, you want to identify the perennial absentees in your business (or workplace).

Which chart would you go for? If your answer is the performance Chart, you guessed right.

Let’s imagine the data below is what you’ve collected already.

Employees	Attendance
Victor	216
Austin	220
Davies	198
Sam	149
Fraser	174
Richard	186
Piers	147

To visualize the data (above) using an Employees Performance Chart (also known as Performance Bar Chart), follow the steps below:

• Copy the above data in Excel sheet.
• Follow the steps we used in Example #1.

• Once the Performance Bar Chart shows, click the Create Chart from Selection button as shown above.
• If you follow the easy steps above, your chart should look like this (below).

How to Edit the Employees Performance Chart (Performance Bar Chart)?

• To edit the color of each box in a Performance Bar Chart, click the pen-like icons, as shown below.

• Once the Bar Color Properties window shows, click the Color box and select your best color.
• Click the Apply button and then the Save Changes button to preserve all your edits.

Insights

• Austin has the best attendance record, followed by Victor.
• Sam and Piers have the jointly-worst attendance record.

FAQs:

What is a Performance Chart?

A Performance Chart is a visualization design you can use to compare the performance of key metrics in your business or workplace.

This chart (also known as Performance Chart for Employees) uses colors and boxes to communicate comparison insights. Furthermore, it’s straightforward to read and interpret the visualization design.

What is the Performance Chart for Employees?

The Performance Chart for Employees (also known as the Performance Bar Chart) is a graph you can use to visualize the performance appraisal process.

The advantage of this chart is that it is incredibly easy to interpret. You can leverage it to gather real-time insights into your staff’s productivity.

How can you create the Performance Chart?

Excel spreadsheet’s library lacks Performance Bar Charts, which you can use to track real-time insights into the performance of your employees.

But, you can supercharge your Excel with third-party add-ins, such as ChartExpo, to access advanced graphs, such as the Performance Bar Visualization.

Wrap Up:

The yearly employee performance appraisal should never be nerve-wracking or stressful.

Yes, you read that right.

Besides, it should never create a fearful, angry, and distrustful environment.

We recommend you install third-party apps, such as ChartExpo, into your spreadsheet application to access the amazing chart.

So what is ChartExpo?

ChartExpo is an add-in you can easily download and install in your Excel app. Besides, this tool comes loaded with insightful and easy-to-interpret Performance Charts, plus over 50 more advanced graphs.

You don’t need programming or coding skills to visualize your data using ChartExpo’s Performance Bar Charts.

Sign up for a 7-day free trial today to access an easy-to-interpret and visually appealing Performance Bar Charts.