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    KPIs For FP

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    jmbaezf
    This document outlines key performance indicators (KPIs) that financial planning and analysis (FP&A) roles should monitor, including forecast accuracy within 5-10%, flagging budget vs. actual variances of over 10%, analyzing cash flow through the cash conversion cycle and operating cash flow to net income ratio, understanding revenue growth drivers and year-over-year changes, tracking customer metrics like net promoter score and churn rate, comparing margins to industry benchmarks, and optimizing sales with data on cycle time, win rate, and deal size.

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    KPIs For FP

    Uploaded by

    jmbaezf
    7 views2 pages
    This document outlines key performance indicators (KPIs) that financial planning and analysis (FP&A) roles should monitor, including forecast accuracy within 5-10%, flagging budget vs. actual variances of over 10%, analyzing cash flow through the cash conversion cycle and operating cash flow to net income ratio, understanding revenue growth drivers and year-over-year changes, tracking customer metrics like net promoter score and churn rate, comparing margins to industry benchmarks, and optimizing sales with data on cycle time, win rate, and deal size.

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    KPIs for FP

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    This document outlines key performance indicators (KPIs) that financial planning and analysis (FP&A) roles should monitor, including forecast accuracy within 5-10%, flagging budget vs. actual variances of over 10%, analyzing cash flow through the cash conversion cycle and operating cash flow to net income ratio, understanding revenue growth drivers and year-over-year changes, tracking customer metrics like net promoter score and churn rate, comparing margins to industry benchmarks, and optimizing sales with data on cycle time, win rate, and deal size.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    7 views2 pages

    KPIs For FP

    Uploaded by

    jmbaezf
    This document outlines key performance indicators (KPIs) that financial planning and analysis (FP&A) roles should monitor, including forecast accuracy within 5-10%, flagging budget vs. actual variances of over 10%, analyzing cash flow through the cash conversion cycle and operating cash flow to net income ratio, understanding revenue growth drivers and year-over-year changes, tracking customer metrics like net promoter score and churn rate, comparing margins to industry benchmarks, and optimizing sales with data on cycle time, win rate, and deal size.

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    KPIs for FP&A:

    1. Forecast Accuracy

    Aim for 5–10% accuracy.


    Be the expert at predicting performance.
    Measure how close forecasts are to actuals.

    2. Budget vs. Actuals

    Spot issues with 10%+ variances.


    Track budget vs. actual spending closely.
    FP&A roles require proficiency in budgeting.

    3. Cash Flow

    Cash is the lifeblood of business.

    Cash conversion cycle time, operating CF to net income ratio.

    4. Revenue Growth

    While not everything, revenue trajectory matters.

    Understand what's driving momentum.


    Keep a sharp eye on year-over-year growth.

    5. Customer Metrics

    Leading indicators predict future revenue.

    Track the NPS and churn rate.

    6. Margin Analysis

    Gross, operating, and net margins reveal a lot


    Compare to industry benchmarks.

    7. Sales Efficiency

    Optimize sales with key data points.


    Sales cycle time, win rate, and deal size.
    Improve forecasting and quota setting.

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