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FI-007 · Finance & Commercial

Financial KPI Dashboard

Focus financial reporting on the few measures that trigger better decisions

IN PREPARATION

Financial KPI Dashboard front cover

About this toolkit

A practical financial management toolkit that helps owners and managers use evidence, improve control and turn financial findings into owned action. Focus financial reporting on the few measures that trigger better decisions.

What this toolkit helps you achieve

  • Choose measures linked to profit, cash and control
  • Set targets and thresholds that prompt action
  • Turn dashboard exceptions into named decisions

What’s included

  • The Four-Part Financial Dashboard Cycle: Choose, Track, Diagnose, Refine
  • The Five Golden Rules of a financial KPI dashboard, on one page
  • A plain-English guide to the four pillars a financial dashboard rests on: Profitability, Cash and Liquidity, Efficiency, Growth
  • A worksheet and checklist for building and running a financial dashboard
  • A coaching question bank for the conversation before, during and after a metric moves

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Best for

Leadership teams needing a clear monthly view of financial performance and early warning indicators.

Expected practical outcome

Choose a small number of metrics drawn from profit, cash, margin and efficiency that genuinely predict, explain or confirm performance. Track them on a cadence proportionate to how quickly each one can move, and ask why before reacting whenever one does.