68 Essential Financial KPIs [FREE]
Discover key metrics to enhance financial decisions and performance. Download now for clear descriptions and an easy-to-use Excel format.
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!
Learn From The Leaders 🏆 in Strategy Execution
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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.
join us for a Featured Webinar
Baldrige Excellence in Action: Strategic vs. Operational Planning with Fort Collins
January 16, 2025
Join us for an exclusive conversation with Lawrence Pollack, Budget Director for the City of Fort Collins, CO, one of only four local governments to ever receive the prestigious Baldrige Excellence Award (2017). In this engaging interview, Ted Jackson, Co-Founder of ClearPoint Strategy, will explore the difference between operational planning and strategic planning, and Fort Collins’ remarkable journey toward achieving organizational alignment.
Discover how Fort Collins:
🌉 Bridges the gap between strategy and operations to empower employees at every level.
📊 Leverages metrics to align citywide goals with departmental performance and budget allocation.
💡 Implements innovative training and reporting structures to foster a culture of accountability and continuous improvement.
🌐 Fosters transparency and engages residents with clear, accessible information through a public-facing dashboard.
This session will provide actionable insights for local governments striving to streamline their planning and reporting processes, improve efficiency, and create lasting impacts in their communities. Don’t miss this opportunity to learn from one of the leading voices in government strategy and planning, and an acclaimed Baldrige Excellence Award winner. Register today to save your seat!
