Define Success to Drive 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.

Join over 3,000 people who have enrolled in CFO Perspective courses

Kinds Words About the KPI Course

"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."

 - Geoffrey Hill, CFO at

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

 - Jeff Spillane, Anslow Bryant Construction

"Good starter/refresher course on the key aspects of KPIs. Great presentation style!"

- Joanna K

"Liked the course and will recommend it to others"

- Helena K

"Well discussed and provided a lot of useful information. Good Job."

- Todd H

"Very complete course. Thanks!"

- Brett C

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

"Really good content. Will help me create an effective scorecard and KPI's for my organization." - Don L.

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

Founder, CFO Perspective

Rob Stephens

Rob Stephens is the Founder of CFO Perspective, where he provides finance and strategy resources for small businesses. 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 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 the membership program that gives you the resources for better strategic financial management. Get direct access to me as well as courses and tools for improved decisions that lead to superior business performance. The right tools save you time, reduce your stress, and improve your effectiveness.

FAST Member? Click here for instant access.

FAST Members: Click here to get instant access.

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