Essential Financial KPIs
By Bernie Smith
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About this ebook
If you are looking for a clearly defined and explained set of financial KPIs, this is the guide for you. Each KPI entry includes a full description, worked example, formula and typical data sources. Many of the definitions for more complex KPIs also include advice for dealing with common problems and mistakes. The KPIs included are part of the ROKS ExpressTM KPI selection approach, so are designed to integrate perfectly with other KPIs from the series ('Essential KPIs' books, or 'Getting Started with KPIs’ - the full manual for the ROKS ExpressTM approach). The KPIs in this book have been developed by Bernie Smith, founder of Made to Measure KPIs. Bernie has over twenty years experience helping companies grow and succeed through the effective use of performance measurement and practical improvement techniques. His hands-on experience spans aerospace, banking, manufacturing, defence, e-commerce and healthcare. Prominent clients include HSBC, Airbus, Barclays and UBS.
Bernie Smith
Bernie coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision making. Frustrated by the random way in which performance measures are often chosen and implemented, Bernie set up Made to Measure KPIs in 2007. The goal was to develop simple, structured and repeatable ways to create KPIs that normal humans could design and use to improve businesses. Using the experience (and scars) of working with a huge variety of organisations over his consulting career, Bernie has boiled that experience down into simple, sensible and practical advice on performance measurement. His books aim to share that expertise in a down to earth and conversational style. Bernie lives in Sheffield, UK, with his wife and two children and some underused exercise equipment.
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Book preview
Essential Financial KPIs - Bernie Smith
Essential
Financial KPIs
Bernie Smith
Metric Press
Sheffield, England
Copyright
Published by Metric Press
Email: bernie@madetomeasureKPIs.com
Website: https://madetomeasureKPIs.com
First published in Great Britain in 2018
©2018 Bernhard Smith
The right of Bernhard Smith to be identified as the author of this work has been asserted by him in accordance with the Copyright, Designs and Patents Act 1988.
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without either the prior written permission of the Publisher or a licence permitting restricted copying in the United Kingdom issued by the Copyright Licensing Agency Ltd., Saffron House, 6-10 Kirby Street, London EC1N 8TS. This book shall not be lent, resold, hired out or otherwise disposed of by way of trade in any form of binding cover other than that in which it is published, without the prior consent of the Publisher.
ISBN: 978-1-910047-13-2
11052018-EK004-SW
Free Download Templates
This book is intended as a practical guide for selecting financial KPIs for your organisation, so it comes with some useful free implementation templates. It’s a good idea to download the free templates pack right now, so you have the templates when you need them. Here’s the link...
https://goo.gl/8r2cxA
Here’s a quick description of each template...
KPI Shortlisting Template (Excel): A tool to enable you to score and then prioritise your chosen KPIs based on how ‘important’ they are and their ‘ease of measurement’.
ROKS KPI Definitions Canvas (PDF and Excel): A carefully designed one-page definition