Around-the-clock visibility

The world's most profitable financial companies operate a performance-driven culture. On a KPI Dasboard executives can effectively consolidate and display sales, risk, debt, and equity metrics. Managers can monitor their sales, receivables, client risk profiles, new customers, and churn.  KPI Dashboards are available to for every department and at every level.

Real time operational KPIs

Gross margin

This KPI Dashboard shows you how much you make on each dollar of sales before expenses. You know what gross margin you need overall.  This graphic shows you if you are on target.

Audience: Executives, Managers
Calculation: (Revenue – Cost of goods sold) / Revenue

Net profit

Current debt ratio

This graphic displays the standard measurement of your current assets and liabilities - something that you are used to seeing on your balance sheet.  It's now available on your KPI Dashboard 24/7.

Audience: Executives, Banks and Lenders.
Calculation:Current Assets / Current Liabilities

Inventory turnover

Inventory turnover is one of the important, yet one of the most neglected performance metrics.  With a KPI Dashboard you can raise awareness at all levels of the company, especially in Purchasing and in Sales.

Audience: Managers, Executives.
Calculation: (Total Sales - Cost of Sales) / (Inventory remaining at end of year) = Times inventory turns over per year

Return on equity

Accounts receivable aging

Credit managers love to remind the sales staff that he sale is not complete until the payment is in hand.  Your KPI Dashboard can keep everyone in the process abreast of the current status of your receivables.

Audience: Executives, Managers.
Calculation: Dollars Outstanding by Number of Days Outstanding

Accounts payable aging

Keeping a close eye on your payables' aging will help to ensure that your suppliers are happy.  Having this graphic KPI Dashboard available can alert you to potential problems and allow you avert them before they happen.

Audience: Executives, Managers.
Calculation: Net Credit Sales / Average Account Receivable

Debt-to-equity ratio

Short term assets

Liquidity is often overlooked on a day to day basis, simply because it looks like things are going well.  This template on your KPI Dashboard gives you a real-time picture of where your company stands.

Calculation: Current Assets – Current liabilities
Example: $4.5M – $3.0M = $1.5M