KPIs are easy but highly effective instruments to measure the well being of any enterprise
In this class, I present you one of the best practices on setting KPIs and a step-by-step design of a KPI Dashboard. I will educate you easy methods to interpret and discuss generally used KPIs which might be utilized by essentially the most profitable monetary monetary analysts.
We will undergo two completely different companies:
1) GutBuddy Yogurt Inc.
A producer of yogurt. We will study KPIs round gross sales in addition to value optimization.
2) SpaBooker Inc.
An on-line market. We will study KPIs round Take Rate, Customer Acquisition Cost, and lots of extra.
I’ll cowl Days Sales Outstanding (DSO)
This KPI provides a snapshot of the well being of buyer relations. How quick are you invoicing & accumulating from prospects? How favorable are your buyer fee phrases? These are all components we’ll speak about within the course.
I will stroll you thru Days Payables Outstanding (DPO)
This KPI helps a enterprise hold observe of it’s Working Capital optimization. I’ll educate you all of the components that might impression this KPI and easy methods to enhance it.
I will educate you easy methods to construction your worksheet in Excel.
I will present you the mannequin utilized by essentially the most profitable analysts. You will learn to segregate your uncooked information out of your formulation and eventually create a separate nice wanting dashboard.
How to put in writing your Excel system like you might be telling a narrative in your head!
If you aren’t aware of the Index/Match system, I’ll present you easy methods to all the time keep in mind easy methods to write it like you might be telling a narrative. This approach you’ll always remember!
Bonus lectures – We will cowl the Accounting fundamentals
We will go over the circulate of information in Accounting from enterprise actions all the best way to the Financial Statements.
I’m a CPA and controller of a tech startup in New York City and have a variety of experiences starting from public/company accounting to monetary planning & evaluation over the previous 12 years.
This class is supposed for:
Accounting/Finance main college students and those that are eager about majoring within the subject.
Accountants, monetary analysts, controllers and CFOs
Accounting and/or Finance main school college students.