Learn KPIs & Financial Metrics

Master Key Performance Indicators (KPIs) & Build Powerful Dashboards

Unlock the secrets to business success with KPIs, simple yet incredibly powerful tools for measuring company health. This course provides best practices for setting KPIs and a step-by-step design for a compelling KPI Dashboard. Learn to interpret and confidently discuss commonly used KPIs favored by top financial analysts.

We'll dive into real-world examples across two diverse businesses:

1. GutBuddy Yogurt Inc.: A yogurt manufacturer. Explore sales KPIs and strategies for cost optimization.
2. SpaBooker Inc.: An online marketplace. Focus on Take Rate, Customer Acquisition Cost (CAC), and other critical metrics.

Key KPI Concepts Covered:

• Days Sales Outstanding (DSO): Gain a clear understanding of your customer relations. We'll analyze invoicing and collection speed, and the impact of your customer payment terms.
• Days Payables Outstanding (DPO): Optimize your working capital with this essential KPI. Learn the factors influencing DPO and practical strategies for improvement.

Practical Excel Skills:

• Excel Worksheet Structure: Learn how to organize your data effectively.
• Analyst-Proven Model: Discover the structure used by successful financial analysts to build insightful dashboards.
• Formula Mastery: Develop a storytelling approach to writing Excel formulas, ensuring clarity and long-term understanding.
• Index/Match Formula: Master the Index/Match formula with a memorable, story-based technique – never forget how to use it again!

Bonus Content:

• Accounting Basics: A foundational overview of accounting principles, tracing the flow of data from business activities to financial statements.

Who Should Take This Course?

This course is ideal for:

• Accounting/Finance students (both current and prospective majors)
• Accountants seeking to enhance their analytical skills.
• Financial Analysts looking to improve their dashboard creation and KPI interpretation.
• Controllers aiming for better financial oversight.
• CFOs wanting to drive data-informed decision-making.
• Business owners who want to understand and track their business performance.

About the Instructor:

I am a CPA and Controller of a tech startup in New York City, bringing 12 years of experience in public accounting, corporate accounting, and financial planning & analysis.