What's included
KPI Framework Design
We identify the 8–12 metrics that actually matter for your business model and growth stage.
Definition & Calculation Logic
Every KPI defined precisely — so the number means the same thing every time it's calculated.
Monthly KPI Scorecard
All KPIs tracked and trended every period — actual vs. target vs. prior period.
Leading vs. Lagging Indicators
Balance of forward-looking and backward-looking metrics — so you see problems before they hit the P&L.
Department-Level KPIs
KPIs for sales, operations, finance, and any other function that needs accountability.
Dashboard Build
KPI dashboard built in your reporting tool — updated automatically from your accounting data.
KPI Review Cadence
Monthly review session to assess metric performance, flag anomalies, and update targets as the business evolves.
Benchmark Comparison
Your KPIs benchmarked against industry standards so you know whether your performance is strong, average, or lagging.
Why most KPI dashboards don't get used
Too many metrics
A dashboard with 40 KPIs is not a dashboard — it's a data dump. Nobody knows what to focus on and nothing drives action.
Lagging indicators only
Revenue and profit tell you what happened last month. They don't tell you what's going to happen next month. You need leading indicators.
Metrics not connected to decisions
KPIs that aren't tied to specific decisions are decoration. Every metric should answer a question someone in the business is actually asking.
No accountability structure
Metrics without owners don't get improved. A KPI framework without an accountability structure is just a report.
Three steps to clean financials.
Strategic Alignment
We start with your business model and strategic priorities — not a list of standard metrics. Every KPI we design answers a question that matters to your specific business.
Dashboard Build
We build the dashboard in your existing tools — Google Sheets, Looker Studio, or a BI platform — with the right mix of leading and lagging indicators.
Ongoing Reporting & Review
Monthly KPI report with commentary, trend analysis, and recommendations. Your team always knows what's working, what's not, and what to do about it.
Results that speak for themselves.
Frequently asked questions.
How do you decide which KPIs to track?
We start with your business model and what decisions you actually make. A SaaS business needs MRR, churn, and CAC. An agency needs utilization and revenue per head. A product business needs inventory turns and margin by SKU. We design the KPI set around your model — not a generic dashboard template.
How are the KPIs delivered — in a dashboard or a report?
We deliver KPIs as part of your monthly close package — a structured report with actuals vs. targets, trend charts, and commentary on what moved and why. If you want a live dashboard, we can build one in Google Looker Studio or connect to your existing BI tool. The report is always the foundation.
Can you help us set targets, not just track actuals?
Yes — setting meaningful targets is part of the KPI design process. We look at your historical performance, industry benchmarks where relevant, and your growth plan to set targets that are ambitious but grounded. We revisit them quarterly as part of the rolling forecast process.
Track the metrics that actually matter.
Book a discovery call and we'll design your KPI framework.