1. Jeff Robson
CEO, Access Analytic

2. © Access Analytic Solutions
 Part 1: Introduction
◦ What are KPIs & why do I care?
◦ More than just financial
◦ KPI measurement, reporting,
best practices
 Break
 Part 2: Show me!
◦ Examples
◦ How to’s, what not to do
◦ Reporting & analysis systems
 Questions

3. © Access Analytic Solutions
 We provide modelling, reporting and
analysis for medium and large
organisations to enable them to improve
their financial and operational performance.

4. © Access Analytic Solutions
 Key Performance Indicators
◦ Key: focus on important stuff ONLY
◦ Performance: measure how things are going  goal
◦ Indicators: not always precise, not guaranteed
 What’s important?
 Aim: align individuals
with organisation  bonus
 Often roll-up
 Presented in dashboard
◦ Distributed throughout the organisation

5. © Access Analytic Solutions

6. © Access Analytic Solutions
 No longer “just get it done”
 Focus: costs, productivity, profitability,
optimisation
 “What gets measured, gets done”
 Can’t achieve meaningful focus without
measurement & reporting
 Competitive advantage

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Budgeting, & ForecastingAnalysis & Reporting
What will happen?
What do I want to happen?
Why?
What is happening?
What happened?
Report
Dashboard/Scorecard
Analyse
Budget
Forecast
What could happen?
Forecast

8. © Access Analytic Solutions
 Balanced Scorecard Approach
•Learning
& Growth
•Internal
Processes
•Customer•Financial

9. © Access Analytic Solutions

10. © Access Analytic Solutions
 One screen of about 5-6 relevant measures
 Basics: data is accurate, timely, reliable, clean
 Easy to update, ideally automatically
 Define what KPIs are & what they mean
 Objective is communication
 Summarised with drill to detail available
 Highlight exceptions & important information
 Careful use of colours that go together
 Choose most appropriate charts, data  clear
& uncluttered, logical grouping & linking
 Support taking action

11. © Access Analytic Solutions

12. © Access Analytic Solutions
 Limitations of Excel
# of Users Hard to involve more than 1-2 people in
inputs, hard to distribute
Workflow
Managing multiple versions, getting many
people to provide input, splitting/consolidating
 nightmare!
Data
Difficult to get historical data in, or send
information to ERP/accounting package. Basic
drilldown only, simple visualisations
Security
Excel’s security is very weak: no audit trail,
sensitive data is easily exposed and
unauthorised changes can occur

13. © Access Analytic Solutions

14. © Access Analytic Solutions
 Principles in Excel
 Sample Excel dashboards
 BOARD dashboards

15. © Access Analytic Solutions
 Dashboard Training: Jul 18-19, Oct 10-11
 Contact:
Jeff Robson
CEO, Access Analytic
143/580 Hay St, Perth
P 08 6210 8500
E jrobson@accessanalytic.com.au
W www.acessanalytic.com.au