KPIs & Scorecard

Your KPIs, your scorecards, and asking Lou about them.

1. Your KPIsAsk Lou calculates your key ratios from your trial balance every month, with a plain-English definition and the numbers behind each one.
2. Charts, overlays and year over yearChart a KPI the way that tells its story, lay two KPIs over each other, compare years, and see where the next period is heading.
3. ScorecardsPick the KPIs that matter for one audience, like your bank or your board, and see them for the last three years on one page.
4. Asking Lou about your KPIsHave Lou walk through a scorecard, explain why a ratio moved, or show you how one is calculated.
5. Exporting your KPIsSend your KPIs as a PDF or Excel file, or email them, with the charts, forecast and underlying numbers you choose.