Tracking key metrics and monitoring them in automated dashboards is essential for chief financial officers to improve business results. The document recommends tracking 11 specific metrics including net income, total sales, contribution margin, current ratio, cash balance, advertising costs vs. revenue, sales team conversion funnel, client retention, top revenue generating emails, number of leads/customers, and lifetime customer value. It promotes the Guiding Metrics dashboard platform that automatically syncs with a company's systems and APIs to provide real-time customized metric tracking and reporting.

1. FOR CHIEF FINANCIAL OFFICERS
THE! !MOST!

2. LET’S START WITH...
WHY
YOU NEED METRICS

3. BUSINESS
TRACKING YOUR METRICS
YOUR
DRAMATICALLY
RESULTS
IMPROVE
WILL!

4. have to say about
EXPERTS
What do the
metrics&
dashboards?

5. Goodmarketers
MEASURE.
Metrics are critical to ensuring
that your marketing is aligned
with your business objectives.
SETH GODIN
“
”

6. PETER DRUCKER
IF YOU CAN’T!
MEASURE IT,!
YOU CAN’T!
IMPROVE IT.!
“
”!

7. COMPANIES TRACKING THEIR METRICS IN DASHBOARDS REALIZE:
YEAR-OVER-YEAR
THAN THOSE WHO DON’T.
YEAR-OVER-YEAR
&

8. MEASURE
EVERYTHING
OF SIGNIFICANCE.
ANYTHING
THAT IS
IMPROVES.
MEASURED AND
WATCHED,
Bob Parsons
“
”!

9. THEBOTTOMLINE
you
REFUSEACCESS
SUCCESS
TRACK YOUR METRICS,
WHEN YOU CHOOSE NOT TO
TO THE INFORMATION
THAT BREEDS YOUR

10. SO WHICH METRICS
SHOULD YOU TRACK?

11. FOR CHIEF FINANCIAL OFFICERS
THE! !MOST!

12. 1. NET INCOME
NEED A PROFIT & LOSS UPDATE IMMEDIATELY?
TRACK YOUR NET INCOME

13. SECONDARILY, ASSESS SALES BY:
• AFFILIATE
• REGION
• PRODUCT, ETC.
2. TOTAL SALES

14. SALES MINUS
VARIABLE COSTS
CONTRIBUTION
MARGIN
=
*VARIABLE COSTS INCLUDE COGS, ADVERTISING, REFUNDS, COMMISSIONS, ETC.
*
3. CONTRIBUTION MARGIN

15. CONTRIBUTION MARGIN IS A GREAT INDICATOR
OF THE
OVERALL HEALTH OF YOUR BUSINESS
3. CONTRIBUTION MARGIN

16. CURRENT RATIO =
CURRENT LIABILITIES
CURRENT ASSETS
4. CURRENT RATIO

17. CURRENT RATIO INDICATES YOUR LIQUIDITY,
ASSESSES YOUR ABILITY TO MEET OBLIGATIONS,
AND MEASURES YOUR FINANCIAL STRENGTH
4. CURRENT RATIO

18. SELF-EXPLANATORY.
MONITOR YOUR CASH 24/7
IF YOU RUN OUT, YOU’RE DEAD
5. CASH BALANCE

19. THE RELATIONSHIP BETWEEN MEASURE THIS
IS WHAT’S CRITICAL SPOT TRENDS AND FIX PROBLEMS
AD COSTS AND SALES DAILY, WEEKLY & MONTHLY TO
6. ADVERTISING COST VS. REVENUE PER SALE

20. ASSESS EACH INDIVIDUAL SALES REP
TO IDENTIFY WHERE HIS OR HER
PERFORMANCE CAN BE IMPROVED
7. SALES TEAM CONVERSION FUNNEL

21. KEEPING CLIENTS LONGER
DRAMATICALLY IMPROVES PROFITABILITY
8. CLIENT RETENTION

22. THEN SEND THEM AGAIN AND CRAFT MORE LIKE THEM
ALWAYS HAVE A RUNNING LIST OF YOUR TOP PRODUCING EMAILS.
THEN, ANALYZE YOUR WINNING EMAILS TO UNDERSTAND WHY THEY WORKED.
9. TOP REVENUE GENERATING EMAILS

23. LEADS AND CUSTOMERS ARE
THE LIFEBLOOD
OF YOUR BUSINESS
10. NUMBER OF LEADS/CUSTOMERS

24. BOOSTING LIFETIME CUSTOMER VALUE MAXIMIZES PROFITS,
AND UNDERSTANDING LCV ALLOWS YOU TO OPTIMIZE YOUR ADVERTISING,
AS YOU KNOW PRECISELY HOW MUCH YOU CAN SPEND TO ACQUIRE A CUSTOMER
11. LIFETIME CUSTOMER VALUE

25. Nowthatyouknow
WHICH
metricstotrack,
Thenextstepis
HOW
tofigureout
totrackthem

26. GUESS WHAT
AUTOMATICALLY TRACK YOUR KEY METRICS
TODAY THERE ARE DASHBOARDS THAT

27. THE GUIDING METRICS DASHBOARD
TO ALL THE SYSTEMS YOU ALREADY USE
AUTOMATICALLY CONNECTS
PLUS HUNDREDS MORE

28. ONE HUNDRED PERCENT
And is
and
CUSTOMIZED
FULLY-TAILORED
to YOUR BUSINESS

29. OUR DASHBOARD
EACH of your APIS
API = APPLICATION PROGRAM INTERFACE
SYNCS WITH

30. TO MAKE SURE THAT YOUR DATA IS
AND THERE’S
ZERO!
PULLED IN REAL TIME
ALWAYS UP-TO-DATE
MANUAL
DATA ENTRY

31. SO.
DID YOU KNOW THAT…

32. 15 MINUTES
COULD SAVE YOU 15%
OR MORE ON
CAR INSURANCE
MAKE
TWO HUNDRED
PERCENT
IN
REVENUE?

33. THE GUIDING METRICS DASHBOARD TEAM CAN
SCHEDULE YOUR FREE
SPECIFICALLY FOR YOUR BUSINESS
CUSTOM-BUILD
AN AUTOMATED DASHBOARD
ONE-ON-ONE CONSULTATION

34. WELCOME TO
OUR WORLD
OF METRICS

35. GUIDINGMETRICS.COM
LET’S STAY IN TOUCH
DAVEL@GUIDINGMETRICS.COM (800) 476-0423
DAVE LAVINSKY
WATCH OUR FREE DEMO VIDEO
SCHEDULE YOUR FREE ONE-ON-ONE CONSULTATION

36. that needs to
TRACK THEIR METRICS?
CLICK TO SHARE
WHO DO YOU KNOW

37. SCHEDULE YOUR FREE
PERSONAL CONSULTATION
GUIDINGMETRICS.COM
DAVEL@GUIDINGMETRICS.COM (800) 476-0423
DAVE LAVINSKY