SERVICES OPERATIONS FIX 3 OF 8
Reporting & KPI Goal Setting
The few numbers that matter, on one screen.
When everything is a metric, nothing is. I help you pick the few numbers that actually move your business, set a target for each, and put them on one dashboard you can read in a minute.
“No idea which numbers matter.”
Reporting & KPI Goal Setting
SOLVED 1/8
THE FIX, WORKED OUT
How Reporting & KPI Goal Setting works
- GIVEN
- “No idea which numbers matter.”
- FIND
- A handful of numbers you check every week, and know what to do about.
Start from the goal
Revenue, profit, growth or runway. The goal decides which numbers matter, not the other way round.
Pick the KPIs
A KPI (key performance indicator) is a number that tells you whether you’re on track. We pick three to seven, no more.
Set the targets
A target and a deadline for each one, based on where you are now, with one owner for each number.
Build the KPI dashboard
One screen that updates from your tools on its own, and a short weekly check-in to go with it.
FIXED.
PROOF
Where I’ve done this
The work on Conscious Body Recovery included this. Here’s what the project delivered.
MEI plan it and lead it.Start with a 1-on-1 strategy session: $150 per hour.BOOK A CALL MY AGENCYBrandRamp builds it.Sites, automations, apps and AI agents, when the fix needs building.TAKE THE SCORECARD RELATED OFFER🤑 Financial Planning & ModelingLet’s chat first! ONGOING🪑 Fractional CMO: I lead it every month, part-timeLet’s chat first! QUESTIONS
Reporting & KPI Goal Setting: what people ask
What is a KPI?
A key performance indicator: a number that shows whether you’re on track for a goal. Revenue, the cost to win a customer and how many customers stay are common ones.
How many KPIs should a startup track?
Fewer than you think. Three to seven is plenty. If a number never changes a decision, drop it.
What do you build the dashboard in?
Whatever fits your stack. A spreadsheet is fine to start; my agency BrandRamp can build something custom when you outgrow it.
What does it cost?
You can start with a 1-on-1 strategy session ($150 an hour). If you also need a financial model, see Financial Planning & Modeling on my services page.
FROM THE BLOG
Read before you call
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SOLVED 1/8
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