Professional Documents
Culture Documents
Business KPI S PDF
Business KPI S PDF
Contents
Table of Key Performance Indicators_________________________________________2
Customers_______________________________________________________________2
Sales____________________________________________________________________4
Innovation & Growth_______________________________________________________5
Marketing________________________________________________________________5
Employees_______________________________________________________________6
Financial_________________________________________________________________8
Turnover________________________________________________________________10
Revenue________________________________________________________________10
Expense________________________________________________________________10
Productivity and Efficiency ________________________________________________13
Quality _________________________________________________________________15
New Product Development_________________________________________________17
Brand value
Customer intent to repurchase
Customer perception of aesthetics
Customer perception of availability
Customer perception of ease to work with
Customer perception of financing
Customer perception of hidden or indirect costs
Customer perception of quality of outputs
Customer perception of reliability
Customer perception of serviceability
Customer perception of warranties
Customer rating
Price
Product quality
Satisfied customer index#
Service attributes such as timeliness, responsiveness, understanding of needs of
customer/customers business, quality of relationship, knowledgeable staff, customer focus, and
proactivity
Service quality
Market perceived value
Partnering index-Rating by customer relationship with organization, including such things as involvement in
planning, involvement in projects, investment in product and services (e.g., information technology)
Percent of survey respondents giving each grade (for example, on a 1-5 scale)
Referral customers
Separate analysis of the survey scores of the most important, valuable, or profitable customers
Profitability of each customer (sales and cost of sales for each customer)
Percent of unprofitable customers
Customers satisfaction with products/services as compared to satisfaction with those of competitors
Share of purchases made by customers (that is, the portion of the customers purchases that go to the
organization versus their purchases from competitors, sometimes called share of wallet)
Quality
Claims
Customer complaints
Errors in order fulfilment, such as wrong items shipped, shipments not made, incorrect billings (total
number or as a percent of orders taken)
Returns
Warranty claims
Service
Percent of delivery deadlines met (compared to either the date requested or promised)
Percentage of customer problems solved within stated time frame (say, 48 hours)
Price
Direct Price
Customer Retention
Customers lost (# or %)
Number of dormant customers (for example, those who have not purchased anything in six months)
Ratio of customers with no sales activity in last six months to total customers
Repeat customers
Sales
Sales Volume
Order backlog
Sales per other relevant unit, such as sales per square foot
Sales per relevant unit, broken down by geographic area or product line
Sales Mix
Percent of sales from products whose patents will expire within a year
Percent of sales of one product from customers who also bought a companion product
Revenue generated from customer segments (e.g., new affluent; large versus small; industry; region)
Existing Customer
Share of purchases made by customers (that is, the portion of the customers purchase that go to the
organization versus their purchases from competitors, sometimes called share of wallet)
New customers
Number of prospects
New Products
Ratio of new products (less than 2 years old) to full company catalog (%)
Marketing
General
Customers/employee (#)
Number of people who are exposed to the ads (available from the newspaper, magazine or other
medium that carries the advertisement)
Number of times the organization or its products are mentioned in periodicals or broadcast media
Percent of public aware of, or favourably disposed toward, the product/service (based on surveys)
Responses to marketing efforts (calls to the companys 800 number for information, postage-paid
cards returned, website hits, average user time spent at website)
Market Penetration
Brand recognition (percentage of potential customers who recognize company brand based on
surveys)
Brand recognition (that is, the percent of potential customers who know of the organisations product
or service or who think highly of it), which is generally done through surveys
Market share (that is, the companys share of total sales in the geographic areas in which it
competes) done on a product or product line basis
Number of customers
Employees
Competencies
Per capita annual cost of training and support programs for full-time temporary employees
Per capita annual cost of training, communication and support programs ($)
Per capita annual cost of training, communication and support programs for full-time permanent
employees
Training investment/customer
Skills
Company managers with advanced degrees: business (%), science and engineering (%), liberal arts
(%)
Level of information sharing, for example, number of items contributed to a company-wide databank,
amount of consultation on others projects provided by internal experts
Number of employees who are trained in multiple functions within the organization
Number of management personnel trained on company personnel policies and labor laws
Patents issued
Employee Satisfaction
Employee satisfaction ratings, which might include questions on some or all of the following matters:
Goal clarity
Productivity
Absentee rate
Output per employee (e.g., sales per employee, delivery per employee)
Production per employee (for eg., chargeable hours per staff in a professional service firm, contacts
per salesperson)
Value added per employee (that is, production costs net of those paid to outside suppliers)
Financial
Income
Net Income
Profits/employee
Revenue/expense ratio
Yields
Return on assets
Return on equity
Value Added
Breakeven time
Value added/IT-employees
Shareholder
Dividends
Market value
Credit rating
Debt ($)
Debt to assets
Debt to equity
Liabilities to equity
Number of approved financial credit sources Ratio of used to total credit lines
Total assets
Total assets/employee
Liquidity
Current ratio
Liquid assets
Quick ratio
Turnover
Accounts Payable
Days in payables
Accounts Receivable
Inventory
Days in inventory
Other
Capital efficiency
Revenue
Revenues/employee ($)
Expense
Accounting
Average accounting function costs per aggregated transactions processed (such as:
inventory items, vendor invoices, customer invoices, payroll checks, vendor checks, and
manual checks)
10
Administrative
Administrative costs
Administrative expense/employee
Credit Department
Customer Service
Distribution
Functional
Activity costs
Fixed expense such as depreciation, real estate and personal property taxes
11
HR Department
Interest
Information Technology
IT expense/administrative expense
IT expense/employee ($)
Maintenance
Marketing
Overhead
Wages/Benefits
12
Other
Cost of product
Inventory labor and overhead per SKU (stock keeping unit) number
Non-product-related expense/customer/year
Purchases
Cycle Time
Time span from order taking to delivery, measured in days or as a percent of standard
Output
13
Orders shipped
Efficiencies
Batch size
Common parts
Cycle time
Incoming inspection
Inspection time
Measures of timeliness
14
Setup time
Surpluses
Waste/Scrap
In-process scrap
Scrap/waste
Scrap-quantity or cost
Quality
Product
Number of defects
Number of discrepancies with product handling and storage policies and procedures
15
Reissues
Reject rates
Rework
Rework time
Warranty costs
Warranty expense
Service
Invoice accuracy
16
Number of stockouts
Planning accuracy
Rate of customers returns or billing disputes due to products shipped but not ordered
Ratio of orders hipped accurately according to customer orders to total orders shipped
Service expense/customer/contact
Service expense/customer/year
Percent of sales or profit from products in various stages of the product life cycle
Variety of products
17
Investment in R & D
Investments in IT ($)
IT capacity/employee
IT investment/salesperson
18
IT performance/employee
Laptops/employee
PCs/employee (#)
Cash Management
Length of cash cycle (time from payment for raw materials to ultimate collection of
receivables from sales)
Risk Management
19
Capital Investments
Environmental and safety behaviours (e.g., safety training and awareness activities, safety
monitoring, near-misses)
Environmental and safety results (e.g., number of days with no safety violations or
environmental incidents)
Credit/Collections
20
Instances of invoices presented when goods were accepted without a valid purchase order
Percentage of vendors with both 100% on-time delivery and less than 0.5% rejects
Sales Operations
Number of sales (or response rate) necessary to cover costs of marketing campaigns
21
Accounting
Frequency of other management reports (weekly sales reports, cash reports, etc.)
Management (user) satisfaction rate (annual survey) Number of adjusting journal entries
per period Number of missed due dates Number of year-end audit entries
Information Technology
Suppliers
Quality of features of the suppliers product or service that are critical to the organisations
processes or needs
22
Satisfaction with suppliers (can be measured through an internal survey like that used for
customers)
Total cost of products (including freight, set-up, unfavourable payment terms, cost of
excessive lead times or purchase quantities) compared to competitors of the supplier
Community
23