KPIs define success and measure your progress toward achieving that success.

Key Performance Indicators (KPIs) and KPI Dashboards

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Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

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68% of businesses noticed a positive impact on their business from KPIs

KPIs are a critical but often overlooked part of growing a successful business. With well-defined and well-managed KPIs, you can align your company’s vision from the ground up and maintain steady progress toward your goals.

In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework.

KPIs are more than metrics. They’re the foundation of your most important decisions.

Define Success

What is success? Many entrepreneurs and business owners never ask themselves this question because it seems like such an obvious answer. More clients. More revenue. Less work. Better life. But defining success down to the fine details is the only way to map a practical path to get there.

Define KPIs

Once you know what success looks like for your business, you can define your key performance indicators. Pick from hundreds of example metrics with definitions. I’ll teach you how to establish the right KPIs for your business based on your goals.

Drive Success

Defining success and KPIs is just the beginning. From there, you’ll need to monitor, optimize, and adapt to your KPIs regularly. This will require accurate interpretation and reporting. Responding quickly to your KPI data can save you from significant losses and dramatically improve your trajectory.

Are you a CPA? Get CPE Credit for this course.

Here's What People are Saying About CFO Perspective Courses

"This course provides a thorough theoretical overview of KPIs accessible to users from executives to individual contributors of companies of all sizes."

"Course was thought invoking and I was able to apply the topics to my business throughout the presentation. Our next management meeting is going to be meaningful and productive."

"This course covers reasons for KPIs, a clear pathway for implementation, and thoughtful consideration of their best presentation."

"Wonderful source of information when putting together a new KPI program. Very informative and excellent points to consider."

"I really liked this course. It provides a great way to step back and think about your KPIs and how to drive interest and adoption among staff. Highly recommend."

"Excellent breakdown of the purpose of dashboards, pros and cons of targets,  compensation impacts, and the steps to create KPIs."

What will you learn in the KPI and KPI Dashboards FAST course?

How to choose metrics and set targets

Detailing your vision and choosing the right KPIs are critical to your success. This course will teach you to define your unique path and align your team.

KPI dashboard tools and tips

Today’s tech makes it easy to view and interpret your most important metrics at a glance. We’ll cover the pros and cons of tracking options.

The process of implementing KPIs

What do you do when you’ve chosen your KPIs? I’ll guide you through the implementation process so you can start tracking ASAP.

Managing and compensating with KPIs

Performance indicators can change how leaders approach employees. Avoid common managerial mistakes and use KPIs to your advantage.

Cut out the clutter of your current reports to focus on the most important measures of your success.

You'll also receive these downloadable resources

  • One Page Strategic Plan Worksheet
  • Dashboard template for Microsoft Excel, Google Sheets, Microsoft Word, or Google Docs
  • Link to lists of sample metrics to consider
  • Worksheets to identify and develop your key metrics
  • Guide to how to project numbers
  • Checklist for implementing KPIs

More Kind Reviews for the KPI Course

"Really enjoyed the course... Recommend for anyone who needs to get involved with implementing KPIs or performance dashboards."

"This was a very informative presentation on KPI's and the role they can play in companies regarding understanding and activating corporate tactical and strategic plans."

"Rob is extremely knowledgeable and very clear. This is a course I will recommend to my colleagues"

Course Outline

Section 1: The Basics and Benefits of KPIs

  • Welcome and Overview
  • The Basics and Benefits of KPIs
  • The Role of KPIs

Section 2: Building Metrics

  • Critical Success Factors
  • Types of Metrics
  • Measuring Metrics
  • Picking a Set of Metrics
  • Setting Targets
  • Periodic Targets
  • Should You Set Stretch Goals?

Section 3: KPI Dashboards

  • Purposes of a Dashboard
  • Dashboard Components
  • Communicating with Symbols
  • KPI Dashboard Software and Samples

Section 4: Implementing KPIs

  • Picking Metrics
  • Setting Targets
  • Who Should See Dashboards and Metrics?
  • Rolling Out the KPI Dashboard
  • Ongoing Monitoring and Management
  • KPIs and Compensation

Section 5: Key Takeaways

  • Key Takeaways

I’ve developed KPIs and KPI dashboards for small entrepreneurs to a $2 billion company

Rob Stephens

Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs as well as financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. He is also the author of Conquering Cash Flow: The Complete Guide to Small Business Cash Flow Management.

Rob has a 25-year career that includes serving as CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University.

Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.

Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. Get a full refund in your first 30 days if it's not everything you wanted.

Do you want the focus, clarity, and increased performance that KPIs can provide?

- OR -


Get this course and all the the other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

The KPI course is one of the courses you get with a FAST membership.

FAST (Finance and Strategy Toolkit) is a membership program that gives you resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance.
The right tools can save you time, reduce your stress, and improve your effectiveness.

FAST Member? Click here for instant access.

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