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About this course

In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. Further, 43% of respondents noted improvement, defined as being able to 'objectively evaluate the level of results achievement. *

A KPI dashboard cuts through the clutter of numbers so a company can monitor the most important measures of its success. Business leaders can quickly see if they need to make changes or celebrate successes. Each KPI helps assess whether the business is achieving its business strategy.

KPIs improve a company’s performance by increasing:
• Focus
• Clarity
• Alignment
• Speed of Feedback
• Communication
• Motivation
• Performance

This course covers:
• The benefits and roles of KPIs
• How to pick a set of metrics
• Setting targets
• The components of a KPI dashboard
• Pros and cons of using spreadsheets, data visualization software, or dashboard software
• Sample dashboards and metric displays
• The process of implementing KPIs
• Tips for managing with KPIs
• Pros and cons of using KPIs to set compensation

The instructor has developed KPIs and KPI dashboards for small entrepreneurs to a $2 billion company.

* From The State of Performance Improvement and Key Performance Indicator Practice Report by The KPI Institute

Field of Study: Finance

What you will learn?
Discover the benefits of KPIs and KPI dashboards
Explore software options for building KPI dashboards
Discover the characteristics of effective KPIs
Explore the steps in implementing KPIs
Skills Covered
DASHBOARDSBUSINESS FUNDAMENTALSBUSINESS MANAGEMENTMANAGEMENT REPORTINGKEY PERFORMANCE INDICATORS
schedule
2.5 hours on-demand video
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Certificate of completion
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Beginner level
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No prerequisites
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    Preparation required
  • No advance preparation is required.
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1 year access

US$70

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Browse course content
3 Quiz
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21 Video
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schedule
2.5 hours
Guide
Section 1. The Basics and Benefits of KPIs-Part1
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Introduction
4m 47s
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The Basics and Benefits of KPIs
6m 7s
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The Role of KPIs
3m 54s
Section 2. Building Metrics-Part1
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Critical Success Factors
4m 11s
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Types of Metrics
5m 50s
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Measuring Metrics
5m 52s
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Picking a Set of Metrics
5m 56s
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Setting Targets
5m 12s
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Periodic Targets
4m 54s
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Should You Set Stretch Targets?
3m 52s
Review Quiz #1
4 questions
Section 3. KPI Dashboards-Part1
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Purposes of a Dashboard
4m 5s
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Dashboard Components
4m 10s
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Communicating with Symbols
3m 6s
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KPI Dashboard Software and Samples
5m 6s
Section 4. Implementing KPIs-Part1
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Picking Metrics
4m 3s
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Set Targets
2m 47s
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Who Should See Dashboards and Metrics?
2m 43s
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Rolling Out the KPI Dashboard
4m 21s
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Ongoing Monitoring and Management
3m 41s
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KPIs and Compensation
2m 10s
Section 5. Key Takeaways-Part1
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Key Takeaways
2m 8s
Review Quiz #2
4 questions
Section 6. Key Takeaways-Part2
Final Exam
12 questions
Learn from the best

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, Business Insider, Business News Daily, and many other news sources. Rob has a 20-year career that includes serving as CFO for two banks and a health clinic system. He was also Director of Operations at a $4 Billion bank and SVP of Finance of a $2 Billion credit union, where he was Program Manager of an investment advisory group with $170 Million in assets under management. 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.