Key Performance Indicators and KPI Dashboards Selfstudy CPE Course

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Key Performance Indicators and KPI Dashboards

Reviewed

November, 2023

Rob Stephens

Learning Objectives

To discover the benefits of KPIs and KPI dashboards.
To analyze the software options for building KPI dashboards.
To discover the characteristics of effective KPIs.
To discuss the steps in implementing KPIs.

Course Description

Why you can’t afford to ignore KPIs…

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.

Key performance indicators (KPIs) are important metrics that track a company’s progress toward achieving its strategic and operational goals. Monitoring KPIs over time helps organizations make better, data-driven decisions. Rewarding employees and teams for progress on KPIs that are aligned with company objectives can create a virtuous cycle that sets a company up for success

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 CPE course answers the following major questions:

What are the benefits and roles of KPIs?
How to pick a set of metrics?
How to set targets?
What are the components of a KPI dashboard?
What are the Pros and cons of using spreadsheets, data visualization software, or dashboard software?
What are the sample dashboards and metric displays?
What is the process of implementing KPIs?
What are the tips for managing KPIs?
What are the Pros and cons of using KPIs to set compensation?

Overview

What is a KPI?

6 mins
How the parts of your strategies plan fit together

12 mins
Picking a set of metrics

31 mins
Enhance Accountability

53 mins
Who should see dashboards and metrics?

75 mins

Webinar Qualifies For

2.5 CPE Credit of Management Services for Certified Public Accountants (CPA-US)
2.5 General Credit of Management Services for Accountant/Bookkeeper/Tax Professionals
2.5 CPD Credit of Practice Management (Management Advisory Services) for CPA in Canada
2.5 CPE Credit of Business Mgmnt and Org for Certified Fraud Examiner (CFE)
2.5 CPE Credit of Macro-economic and environmental analysis for Certified Valuation Analyst (CVA)
2.5 PL Credit of Investment Decision Making for Chartered Financial Analyst (CFA)
2.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2.5 CPD Credit for Chartered Accountant - ICAEW
2.5 CPD Credit for Chartered Accountants - Scotland
2.5 CPE Credit of Management Services for Iowa Licensed Public Accountant (IA-LPA)
2.5 CPD Credit for Chartered Accountants - Ireland (CAI)
2.5 CPD Credit for CPA - Ireland
2.5 CPE Credit of Management Services for Maine Licensed Public Accountant (ME-LPA)
2.5 CPE Credit of Management Services for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Rob Stephens

Founder, CFO Perspective

I provide financial consulting, coaching, and education for small businesses. My company helps small businesses and their owners:

Improve cash flow
Gain clarity on long-term business strategy and shorter-term plans
Cut through the clutter of numbers to identify and measure the key measures of success
Determine the most profitable opportunities
Maximize pricing strategy
Overcome thinking errors that hamper success
Forge a common strategy with a business partner
Gain confidence in a significant financial decision
Optimize business cash flows for personal cash flow needs

Additional Information

Duration

2.5 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.5

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Rita Reed, CPA (US)

Course was a great intro to how to structure your KPI and Dashboard framework.

2.5 Credits

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Management Services

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Key Performance Indicators and KPI Dashboards

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Rob Stephens

Other Details

Additional Information

2.5 Hours

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Rita Reed, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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