KPI design

Yes. One written definition per metric applies regardless of whether the entity behind it runs Xero, QuickBooks Online or Exact, before rolling up to one dashboard.

We aim for 6 to 10 core metrics. Past that point, a dashboard tends to get skimmed rather than genuinely used.

Usually not. A shared core set covers most decisions, with a market-specific metric added only where a local factor, such as a VAT difference, actually changes what you do.

We retire it during a periodic review rather than let it sit on the dashboard collecting attention it no longer earns.

You do, with our recommendation based on what the data supports and what a lender, investor or board actually asks about; we narrow the options down, but the final call always stays with you. We would rather cut a metric than let the list grow past what is useful.

Fewer than most businesses start with. We typically land on 6 to 10 metrics that map directly to a decision you make regularly.

Where your accounting and operating systems support it, yes. Where they do not, we build a simple manual update into the monthly routine.

Yes. A restaurant group tracks different numbers than a SaaS company. We start from what drives your specific business, not a generic template.

Pricing for kPI design depends on your transaction volume, the software you use, and how much cleanup is needed before ongoing work starts. Current ranges are published on the pricing page, and your exact fee is confirmed in writing before anything begins.