Oana Labes, MBA, CPA
Transformative Finance Strategist, Coach & Speaker | Empowering CEOs & CFOs to Win with Decision-Ready Dashboards, Finance-Ready Strategies and Boardroom-Ready Reports | Founder & President, Financiario
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The 125 KPI Mega Checklist.+BONUS 25 Analysis Tools and Techniques. This is the only Ratio Checklist you need.Choose the best ones for your organization.Link them with strategic objectives and turn them into KPIs.Calculate, Analyze, Forecast, Monitor and Manage them regularly. Use the suggested Tools and Techniques to maximize your effectiveness.--------Here’s what the 125 KPIs list in 5 categories aims to achieve:☑️ Showcase the 5 Core Financial Dimensions and Their Objectives1. How to Ensure Your Solvencyin 22 RatiosQuestion: Can your business meet its long-term obligations?2. How to Gauge Your Profitability in 25 RatiosQuestion: Is your business effective in generating profit?3&4. How to Assess Your Liquidity & Cash Flow in 55 RatiosQuestion: Is your company able to pay off short-term obligations, and generate surplus cash to finance growth and other strategic objectives?5. How to Measure Efficiency in 24 RatiosQuestion: Is your business efficient in using resources to achieve strategic goals?☑️ Showcase Essential Analysis Tools and their utilization:Common Size Analysis (Vertical Analysis)Trend Analysis (Horizontal Analysis)Cash Flow AnalysisVariance AnalysisSensitivity AnalysisScenario AnalysisBreak-even AnalysisCost-Benefit AnalysisMarginal and Cost-Volume-Profit AnalysisSWOT AnalysisPESTLE Analysisand many others..Help others see this post in their feeds so our entire community can benefit and thrive as a result. 🎯 If you want to download a full resolution PDF copy >>> 𝐋𝐢𝐤𝐞, 𝐒𝐡𝐚𝐫𝐞 𝐚𝐧𝐝 𝐂𝐨𝐦𝐦𝐞𝐧𝐭 𝐬𝐨 𝐭𝐡𝐢𝐬 𝐩𝐨𝐬𝐭 𝐜𝐚𝐧 𝐫𝐞𝐚𝐜𝐡 𝐞𝐯𝐞𝐫𝐲𝐨𝐧𝐞 𝐰𝐡𝐨 𝐧𝐞𝐞𝐝𝐬 it!🎯 Follow me to get your download link after you comment and share.🔔 Don’t forget to ring the bell at the top right of my profile so you don't miss out on new posts. #business #finance #entrepreneur 🎯 𝐋𝐢𝐤𝐞, 𝐂𝐨𝐦𝐦𝐞𝐧𝐭, 𝐑𝐞𝐩𝐨𝐬𝐭 to get the link to download the full resolution PDF.
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130 Comments
gary S.
Master of Business Administration (MBA) at University of Strathclyde
5mo
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Must be a menu I guess. No work would get done if you’re working on collecting data and processing 125 KPIs. You’d need KPI #126 to find out why the work isn’t getting done. However I say this tongue in cheek of course.
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Abhishek Singh
Service Delivery Advisor at NTT DATA || IIM Indore Alumni || MBA(Gold Medallist) || M.Tech || PMP® || ITIL® 4 || SAFe® 6 Agilist || SAFe® 6 Scrum Master || CSM® || CSPO® || PSM-I || ICP-ACC || LSSBB
5mo
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Thanks for sharing
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Cezary Zieba
Managing Director | General Manager | EMEA | CEE | f. CIS | - turnarounds and transformations. Batteries, micro-electronics, specialty and fine chemicals, TIC, PPE. Academic lecturer | Ile-de-France, 🇫🇷 | Warsaw, 🇵🇱
5mo
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Oana Labes, MBA, CPA Need to appologize for repeating myself: excellent work both for checklist content quality and review processes, Oana. Not to forget to mention the clarity of the lay-out.Would a full resoltution PDF be available as well?
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Fırat Gezgin
SGD Bağımsız Denetim Hizmetleri A.Ş. şirketinde Kurumsal Finans Uzmanı
5mo
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Thanks for sharing
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Aart Bijkerk
Co-Founder
5mo
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My northstar KPI is nr. of KPI's
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Jette Lykke Møller
CFO RMIG A/S
5mo
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Dear Oana, many thanks for a great overview. Can I get it as PDF?
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Joe McElvaney, PE
Fire Protection Engineer at The Hiller Companies
5mo
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Thanks for posting
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Khalid Noor
Consultant, Advisor, Coach, Mentor, Chief Finance Officer; Strategy, People & Organization Development and Digital Transformation
5mo
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Dear OanaThank you. If you were to pick 10 KPIs for CEO Dashboard. Which KPIs will you choose?
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Vasile Miloaie
|📈 Financial Management |⚡ AR&AP | 📊Cash Flow Analysis | 🔶Controlling | 💥Credit Risk | 🌟Treasury | 🎯Reporting | Budgeting | Business Acumen✌️ | 🚀Collections | Payments |
5mo
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Thanks for sharing
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Dr.Eileen Byrne-Halczyn, Ph.D.
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Very comprehensive list. Just sharing
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Kristina B.
MBA | Product Owner | Senior Business Analyst @ EPAM Systems
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The list looks great. But these are OKRs on a department level that barely answer question what is the desired behavior that leads that department to success? My approach would be decomposition this further using any of the available methods like fishbone and observation and design value-adding KPIs. Keep in mind that KPI is a statement that encourages employee to produce value-adding action. Based on KPI you can calculate the renumeration of an individual, and based on OKR you can provide a quarterly or a yearly bonus.
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Financial analysis - To help you make sense of the past, manage your present and plan your future.
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Saurabh Deep Shrivastava
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Every financial analyst must have these information
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James Bernice
Accountancy Undergraduate at NUS | Aspiring Chartered Accountant
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An incredibly valuable cheat sheet on Financial Analysis!#accounting #finance #financialanalysis #financialratios
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jimmy yu
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Very helpful in evaluating projects and investment opportunities
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BOOKSPERT
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📈📊 Valuable Financial Business Indicators Report 📊📈👉 Are you staying up-to-date with the latest financial trends and indicators that could shape your business's success? Don't miss out on these critical insights:
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Business acumen and Financial acumen are two sides of one coin.Financial analysis tools to understand business performance requires one key thing … understanding the business itself!Digesting the business model drives directly what tools you need to use to measure the business performance.I believe all the financial statements will fit to assess performance, the P&L, cash flow, balance sheet, breakeven analysis, financial ratios that illustrates the KPIs - all could be used, it all depends when, how frequent and the purpose of this tool.📈Break even analysis is definitely required at the beginnings of a business to assess when your project will break even and give you the required returns.📄Income statement will test the margins of your business (some measured on a direct margin levels while others go down to ebitda and ebit) this needs to be benchmarked on the industry norms to test how healthy your margins are.💵Cash flow and balance sheet is essential to assess how and when your margins are translated to free cash flow; hence the shareholders returns and dividends.🟰Financial ratios and business KPIs are another mandatory tool to understand how your business is performing at the performance drivers (financial and non-financial drivers).Finally, it’s all about the what and when .. to understand the how 💡#businessacumen #financialacumen #UnstoppableKnowledge #NeverDoneLearning #AHthoughts
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Ash Karia (ACMA)
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Mulcahy Consulting Group Pty Ltd
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🌟 TOP FIVE! 🌟 Key Performance Indicators (KPIs) serve as vital tools in evaluating and monitoring the financial performance and health of a business. These indicators provide valuable insights into various aspects of a company's operations, efficiency, and profitability. Among the essential KPIs in financial analysis are accounts receivable turnover, accounts payable turnover, working capital ratio, debt-to-equity ratio, gross profit margin, and net profit margin. Which ones do your company value the most?-MCG#business #ratio #KPI #entrepreneurship #finance #financejobs #financecareers #financialanalyst #consultants
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