A short list of numbers that shows how the business is doing

We define key performance indicators (KPIs) — measures used to track business results — for owners and teams reviewing performance. • Choose a focused set of financial and operating measures. • Define each calculation and its source records. • Agree on targets and comparison periods. • Assign responsibility for reviewing each measure. You receive a written measure list with definitions, sources, targets and review owners.

We prepare dashboards — shared summaries of the agreed measures — for teams working with records from different systems. • Connect supported accounting and operating systems within the agreed scope. • Check imported figures against their source records. • Present trends and comparisons in the agreed report format. • Set role-based access so people see the reports assigned to them. • Include mobile access and alerts where supported and agreed. You receive the agreed dashboard, access setup and notes explaining its data sources and limits.

We maintain a reporting schedule for managers who need to review results and assign follow-up work. • Prepare monthly reports and the agreed leadership summary. • Set any more frequent updates around the source data available. • Mark the reporting period and flag missing or delayed records. • Review measures that fall outside agreed thresholds. • Deliver reports by email or through the agreed dashboard access. You receive updated reports on the agreed schedule and a list of data issues and follow-up actions.

Included with CFO Essentials: dashboard and reporting work defined in your engagement. • Agree on the number of measures, report users and source systems. • Define standard reporting and any custom calculations. • Confirm the update schedule, alerts and review support. • Quote additional connections or analysis with the monthly plan: Quoted with your plan. You receive a written scope covering the dashboard, data responsibilities and any quoted additions.