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Key Performance Indicators and KPI Dashboards

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Before starting this self study program, please go through the instructional document.


  • 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

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?

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.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Assistant Controllers
  • Business Owner
  • CEO
  • Certified Management Accountant
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Directors of Finance
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Management Consultant
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Finance
  • Young CPA