Unlock smarter financial decisions with our free guide to 68 essential financial KPIs. Discover key metrics, organized into six categories, with clear descriptions in an easy-to-use Excel format. Built on ClearPoint Strategy's expertise, this resource helps you benchmark performance and stay ahead of competitors. Download now and optimize your financial strategy!
At ClearPoint Strategy, we know that financial KPIs are the bread and butter of any savvy business strategy. They’re not just numbers; they’re your roadmap to success, helping you see how you stack up against your goals, past performance, and even your fiercest competitors.
But let’s be real—if you’re not tracking the right KPIs, you’re flying blind. That’s why we’ve put together this killer eBook with 68 must-have financial KPIs. We’ve organized them into six categories, so you can easily find what you need.
Each KPI comes with a clear, no-nonsense description, so you’ll know exactly what you’re measuring and why it matters. Plus, we’ve made it super easy to use with a simple Excel format. You can tweak it, add your own data, and make it work for you.
So, why wait? Dive into our eBook and start making smarter financial decisions today. Trust us, your bottom line will thank you!
This comprehensive list of financial KPIs has transformed our benchmarking process. The clear descriptions and Excel format make it incredibly user-friendly.
A must-have toolkit for any finance team! The organized categories and detailed explanations have streamlined our performance tracking.
The 68 financial KPIs provided invaluable insights for our strategic planning. It's a hands-on tool for making informed financial decisions.
Most organizations struggle with strategy review meetings—they either become unfocused status updates, or they get bogged down in endless data with no clear action. That’s why leading organization like New York Power Authority, the city of St. Albert, and Casey Family Programs have transformed their approach, ensuring that strategy actually drives decisions.
In this session, we’ll challenge the way you think about strategy meetings, departmental alignment, and annual reporting. You’ll learn:
📊 Reporting that Drives Performance – How to leverage the strategic frameworks (like the Balanced Scorecard) and initiative management to move beyond data dumping and into meaningful insights.
🔗 Linking strategy to operations – The key to aligning strategic priorities to daily operations so that your departments to ensure everyone at the organization is rowing in the same direction.
🚀 Meetings that Lead to Action – How to structure strategy review meetings that drive accountability, focus, and real decision-making (not just another round of updates).
If your strategy meetings feel like a waste of time, this is your wake-up call. Let’s build a strategy management process that actually works.