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You only have until October 20th at 8 p.m. Pacific / 11 p.m. Eastern to get the course for $95 (a $50 discount). The price goes to $145 after that.

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68% of businesses noticed a positive impact on their business from KPIs

KPIs are a critical but often overlooked part of growing a successful business. With well-defined and well-managed KPIs, you can align your company’s vision from the ground up and maintain steady progress toward your goals.

In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. 

KPIs are more than metrics. They’re the foundation of your most important decisions.

  • Define Success

    What is success? Many entrepreneurs and business owners never ask themselves this question because it seems like such an obvious answer. More clients. More revenue. Less work. Better life. But defining success down to the fine details is the only way to map a practical path to get there.

  • Define KPIs

    Once you know what success looks like for your business, you can define your key performance indicators. Pick from hundreds of example metrics with definitions. I’ll teach you how to establish the right KPIs for your business based on your goals.

  • Drive Success

    Defining success and KPIs is just the beginning. From there, you’ll need to monitor, optimize, and adapt to your KPIs regularly. This will require accurate interpretation and reporting. Responding quickly to your KPI data can save you from significant losses and dramatically improve your trajectory.

Join over 3,000 people who have enrolled in CFO Perspective courses

Kinds Words from Students of Other CFO Perspective Courses

  • "Rob Stephens does a fantastic job of explaining key concepts" - Jeffrey Kirsch

  • "Rob has truly made an overwhelming topic very manageable to learn... He is a true PRO!" - Ann Long

  • "Very knowledgeable instructor and lots of great information" - Anonymous

What will you learn in the KPI and KPI Dashboards FAST course?

How to choose metrics and set targets

Detailing your vision and choosing the right KPIs are critical to your success. This course will teach you to define your unique path and align your team.


KPI dashboard tools and tips

Today’s tech makes it easy to view and interpret your most important metrics at a glance. We’ll cover the pros and cons of tracking options.


The process of implementing KPIs

What do you do when you’ve chosen your KPIs? I’ll guide you through the implementation process so you can start tracking ASAP.


Managing and compensating with KPIs

Performance indicators can change how leaders approach employees. Avoid common managerial mistakes and use KPIs to your advantage.


Course curriculum

  1. 1
    • Welcome to the course!

    • The Basics and Benefits of KPIs

    • The Role of KPIs

    • How the Strategic Planning Pieces Fit Together

    • One Page Strategic Plan Worksheet

  2. 2
    • Critical Success Factors

    • Types of Metrics

    • Sample Metrics to Consider

    • Potential Key Metrics

    • Measuring Metrics

    • Picking a Set of Metrics

    • Prioritization Pack

    • Select the key metrics to monitor.

    • Specify How to Measure KPIs

    • Setting Targets

    • Periodic Targets

    • Ways to Project Numbers

    • Should You Set Stretch Targets?

    • Set targets for key metrics

  3. 3
    • Purposes of a Dashboard

    • Dashboard Components

    • Communicating with Symbols

    • KPI Dashboard Software and Samples

    • Sample Dashboard Template

    • How to Present Metrics

  4. 4
    • Picking Metrics

    • Set Targets

    • Who Should See Dashboards and Metrics?

    • Rolling Out the KPI Dashboard

    • Ongoing Monitoring and Management

    • KPIs and Compensation

    • Checklist and Timeline for Implementing KPIs

  5. 5
    • Key Takeaways

    • Please Help Me Improve This Course

Cut out the clutter of your current reports to focus on the most important measures of your success.

You'll also receive these downloadable resources

  • One Page Strategic Plan Worksheet

  • Dashboard template for Microsoft Excel, Google Sheets, Microsoft Word, or Google Docs

  • Link to lists of sample metrics to consider

  • Worksheets to identify and develop your key metrics

  • Guide to how to project numbers

  • Checklist for implementing KPIs

I’ve developed KPIs and KPI dashboards for small entrepreneurs to a $2 billion company

Founder, CFO Perspective

Rob Stephens

Rob Stephens is the Founder of CFO Perspective, where he provides finance and strategy resources to small businesses. He has been quoted in Forbes, U.S. News and World Report, Business Insider, Business News Daily, and many other news sources. Rob has a 20-year career that includes serving as CFO for two banks and a health clinic system. He was also Director of Operations at a $4 Billion bank and SVP of Finance of a $2 Billion credit union, where he was Program Manager of an investment advisory group with $170 Million in assets under management. Rob teaches the entrepreneurial finance class to MBA students at Gonzaga University. Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.

Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. Get a full refund in your first 30 days if it's not everything you wanted.

Want this program and over 100 other resources for one low price?

Get tools and programs to increase cash flow, improve your company strategy, and create more value for you with the Finance And Strategy Toolkit (FAST). You get access to over 100 lessons, 30 downloadable tools, and over a dozen videos and webinars.

Sign up for the KPI and KPI Dashboards course

Drive success at your company