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Key Performance Indicators (KPIs) and KPI Dashboards

In this course you will learn how to measure and manage a company's performance with KPIs and KPI dashboards.

Created byRob Stephensworkspace_premiumBest Instructor
BeginnerUpdated Feb 9, 2024

What You'll Learn

  • check_circleDiscover the benefits of KPIs and KPI dashboards
  • check_circleExplore software options for building KPI dashboards
  • check_circleDiscover the characteristics of effective KPIs
  • check_circleExplore the steps in implementing KPIs

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

Course Content

6 activities • 21 videos • duration: 1h 28m

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The Basics and Benefits of KPIs-Part13 videos • 14 min
  • videocamIntroduction
    Duration 4:47
  • videocamThe Basics and Benefits of KPIs
    Duration 6:07
  • videocamThe Role of KPIs
    Duration 3:54
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Building Metrics-Part17 videos • 1 quiz • 35 min
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KPI Dashboards-Part14 videos • 16 min
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Implementing KPIs-Part16 videos • 19 min
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Key Takeaways-Part11 videos • 1 quiz • 2 min
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Key Takeaways-Part21 quiz

Your Instructor

Rob Stephens

Founder of CFO Perspective

menu_book34 courses
star5,082 reviews

Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs and financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. He is also the author of Key Performance Indicators and KPI Dashboards. Rob has a 30-year career that includes serving as a CFO, Director of Operations, and SVP of Finance. 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.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

4.5 out of 5
Student's Choice
1,110 reviews
  • LK
    Lorelei K.
    starstarstarstarstar

    Very informative course - thanks.

  • AV
    Arnold v.
    starstarstarstarstar

    Perhaps not a good match but highly interesting and very clear

  • CR
    Clifford R.
    starstarstarstarstar

    This was very interesting to me as it showed many pros and cons of the process and what to consider at all levels of a company.

  • MK
    Marcia K.
    starstarstarstarstar

    good experience

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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