Key Performance Indicators (KPI) Reporting Services

What is the Key Performance Indicator (KPI)?


A Key Performance Indicator is a measurable value that demonstrates how effectively a company is achieving key business objectives. Organizations use KPIs at multiple levels to evaluate their success at reaching targets. High-level KPIs may focus on the overall performance of the business, while low-level KPIs may focus on processes in departments such as sales, marketing, HR, support and others.

Objectives of KPI Report:-


Check Company Health
Monitor Progress
Analyse Patterns Over Time
Solve the issues or Tackle Opportunities
Make Alterations & Stay on Track

Process of Establishing your KPI Metrics for your business


  • Define your business vision and goals
  • Break down these goals into Key Performance Questions
  • Select KPIs that answers these Key Performance Questions
  • For each KPI, set the target for evaluating each KPI performance
  • Select date sources for KPIs
  • Produce KPI report measuring actual performance Vs targeted goals
  • Identify the reason for variance between the actual and targeted results

KPI reports which are crucial in understanding your business performance


Financial Performance Review Report:

Financial performance review report comprises of following financial metrics
  • Gross Profit Margin Percentage
  • Operating Profit Margin Percentage
  • Operating Expenses Ratios
  • Net Profit Margin Percentage

Financial Business Operational Efficiency:

This report comprises of following operational efficiency metrics-
  • Inventory Holding period
  • Debtors Collection Period
  • Vendors Payable Period
  • Cash Conversion Cycle
  • Working Capital Turnover

Sales Performance Review:

Sales Performance review report comprises of following sales metrics
  • Sales Growth
  • Sales Target
  • Average Revenue Per Unit
  • Customer Acquisition cost
  • Customer Lifetime Value

Sales conversion review Report:

Sales conversion review report comprises of following sales metrics-
  • Lead-to-Opportunity Ratio
  • Opportunity-to-Win Ratio
  • Lead Conversion Rate

Benefits of KPI Report:


Measures Estimated sales

KPI reports assist in providing the analysis on budgeted sales over the achieved sales during the specified period of time that eventually helps in analyzing all the deviation.

Consumer Satisfaction

KPI helps to obtain how the ultimate consumer is satisfied with the product and provides the retention ratio of consumer.

Employee Satisfaction

KPI provides the checks on satisfaction level of workers helping the organisation to retain the worker for a long period for smooth working of the organization.

Savings in Overhead Costs

Small business benefits from KPI reports as it helps to reduce the cost by measuring the unnecessary expenditure over the necessary.

Improved Efficiency

KPIs help to identify strengths and weaknesses of a company thus enabling the company to improving the overall quality of operation.

Some of the industries where we are consulting on developing KPIs reports:


Whiz Consulting develops industry specific KPIs for Indian businesses which provide in depth understanding of their business operations and their comparison to the organisation goals which leads them in identifying their business strengths and weaknesses and helping them to bring more synergies and efficiencies to business processes.

KPIs for a Retail Store
KPIs for Health Care Business
KPIs for Home Care Business
KPIs for an E-commerce Operator
KPIs for a Real estate Business
KPIs for a Software Company
KPIs for Call Centre Business
KPIs for Consulting Business
KPIs for Media & Marketing

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