KPI dashboards
Every seat owns a number.
Define a metric once and use it everywhere: on dashboards built from tiles, and on a scorecard where each seat carries the numbers it is accountable for.
Cash on hand
$1.28M
Gross margin
61.4%
Days sales outstanding
38days
Net operating income
$443K
Illustrative figures
How it works
KPI dashboards and scorecards, in three steps.
One definition per metric
Define a metric once in the metrics vault. Every dashboard, report and scorecard uses the same definition, so the number means the same thing everywhere.
Dashboards from tiles
Assemble a dashboard from tiles: figures, charts and tables, kept current from your connected systems.
Accountability on the org chart
The chart is the scorecard. Each seat carries its numbers with goals and owners, including the seats nobody is in yet.
Chief Executive
Dana Whitfield
On track
Total Income+0.7%Head of Sales & Marketing
Marcus Okonkwo
Off track
New customers−13.6%Head of Delivery
Tobias Delacroix
Off track
Job margin−3.9 ptsController
Vacant
Accountability
The org chart is the scorecard.
- Each seat carries its numbers
- Goals and owners on every metric
- Including the seats nobody is in yet
Connected to
Fed by the systems you already run.
Live statements
P&L and balance sheet, current
Your metrics
Defined once, kept current
Answers
Ask in plain English
Questions
About kpi dashboards and scorecards
Where do the numbers come from?
From the systems you connect. Metrics are defined once and kept current as those systems sync.
Can each person see only their own numbers?
The scorecard assigns metrics to seats with owners and goals, so each person sees what they are accountable for.
Can I track non-financial metrics?
Yes. Anything from a connected source, such as jobs, orders, deals, reviews or ad spend, can be a metric.
More of Dear CFO
See it against your own numbers.
Create a login and connect your systems in minutes, or book a call and we will walk through it with your business in mind.