Real Time Performace Dashboards
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Financial services industry. Using KPI Dashboards to drive performance and compliance.


The financial services sector is strictly controlled by regulatory guidelines. Exposure to risk and the demand for innovative customer service may be more prominent in this sector than in any other. All levels of management benefit from accurate, up-to-date, graphic, data-driven information that can help them quickly detect potential problems or opportunities.


 

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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

KPI Dashboards make it easy to monitor KPIs with elegant, graphic presentations that are available as a sidebar on employee desktops, the trading floor, the boardroom, or on your mobile tablet or smartphone. Real-time metrics are available at all times.





KPI Examples. Financial Metrics and KPIs.


The metrics for financial service companies are, in a sense, the standard measurements your stakeholders, investors, and customers use when assessing the performance of your business. Your performance indicators are an integral part of your executive dashboard. Having he right data in real time can help you make better day-to-day and minute-to-minute decisions.

Check out some of the KPI Dashboards that we've created for financial data your business might want to monitor.



 

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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


This graphic is designed to display your net pre-tax profit for a specified period of time and allows you to compare your past and current performance.

Audience: Executives, Managers.
Calculation: Net Income / Sales
 

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



 

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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


This KPI Dashboard template helps you and your equity partners readily see how much profit you are generating versus average shareholder equity.  You can make this information available to all of your equity partners at any time of day or night.

Audience: Executives, Managers.
Calculation: Net Income (After Taxes) / Average Shareholder 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



 

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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


Most businesses acquire debt as a means of growth. Debt is a liability.  Being able to monitor your debt to equity at any time and on any device, in the office or on the road, was unthinkable just a few years ago.  With this graphic you can view it any time you like.

Audience: Executives, Managers, Bank and Lenders.
Calculation: Total Liabilities / Shareholders Equity
 

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


 

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