This document discusses key performance indicators (KPIs) and dashboard reporting. It is presented by Jeff Robson, CEO of Access Analytic Solutions, which provides business modeling, reporting, and analysis services. The document covers why KPIs are important, examples of KPI dashboards, best practices for dashboard design, and limitations of using Excel for dashboard reporting. It promotes the use of specialized dashboard software for improved workflow, data handling, security, and visualization compared to Excel. Contact information is provided at the end for dashboard training courses.

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

7. © Access Analytic Solutions
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

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 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

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 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

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 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