Financial KPIs & Dashboard
A decision session focused on clarity, not complexity. 90 to 120 minutes. You are not building a full finance system. You are defining the minimum numbers required to run the business. Be precise rather than approximate, and do not defer ownership.
Your entries save automatically in this browser. They are not stored on your Kajabi account, so use the same browser and device each time, and download the PDF when you finish.
Steps 1 and 2 — Define the KPIs, their definitions and owners
The five KPIs are fixed. Go KPI by KPI, agree the definition as a group, and assign one owner to each. If definitions are unclear the data will be unreliable. If ownership is unclear it will not be tracked.
Prompts worth settling out loud. For the staff cost ratio: what counts as staff costs, and how is gross profit defined? For UxR: how do we define billable time, and how do we track recovery?
| KPI | What is included, and how it is calculated | Target | Owner |
|---|---|---|---|
| Staff cost to gross profit ratio | |||
| Utilisation × recovery (efficiency) | |||
| Net profit % | |||
| Debtor days | |||
| Cash reserves |
Step 3 — Build the dashboard
One page, updated monthly. If the dashboard is too complex, it will not be used.
| KPI | Target | Current | Previous | Trend | Action required |
|---|---|---|---|---|---|
| Staff cost to gross profit ratio | |||||
| Utilisation × recovery (efficiency) | |||||
| Net profit % | |||||
| Debtor days | |||||
| Cash reserves |
Step 4 — Gaps and implementation
For each KPI: what data is missing, what system is required, what behaviour must change? Typical gaps are no timesheet discipline, unclear cost allocation, inconsistent invoicing, and no credit control process.
| Gap | Action | Owner | Deadline |
|---|
