The CFOs Guide to Driving the Business

The CFOs Business KPI Fact Sheet Ten KPIs for CFOs to drive Ten KPIs for CFOs to Ten KPIs for CFOs to Ten KPIs for CFOs to Ten KPIs for CFOs to drive
100 KPIs to keep the company on track strategy and execution drive sales drive marketing drive operations procurement
Revenue growth rate Sales revenue Marketing Qualified Leads On-time delivery Cost savings
Measures the percentage increase in revenue over a specific period. It Measures the total monetary value of sales generated within a specific Measures the number of leads that meet specific criteria and are deemed Measures the percentage of orders delivered to customers on time as Quantifies the cost savings achieved through effective procurement
Strategy reflects the company's ability to generate sustained growth and indicates
overall business performance. Measure by comparing revenue from a
period. It reflects the company's ability to generate revenue and drive
growth. Measure by summing up the individual sales transactions or
more likely to become customers. It helps assess the quality of leads
generated by marketing efforts. Measure by tracking the number of leads
promised. It reflects the company's ability to meet customer expectations
and keep them satisfied. Measure by dividing the number of on-time
strategies. It helps optimize procurement processes and contributes to
overall cost reduction. Measure by calculating the difference between
current period to a previous period. contracts. that meet predefined qualification criteria. deliveries by the total number of deliveries and multiplying by 100. the actual purchase costs and the negotiated or benchmarked costs.
Gross
Revenue Customer Brand Return on
Profit
growth rate churn equity investment Brand equity Win rate Cost Per Lead
Margin Quality control Purchase order cycle time
Measures the perceived value and strength of your company's brand. It Measures the percentage of sales opportunities that result in a successful Calculates the average cost incurred to generate a single lead. It helps Evaluates the effectiveness of quality control processes and procedures Measures the time to complete the procurement process from initiating
indicates customer trust, loyalty, and differentiation from competitors. sale. It indicates the effectiveness of the sales team in closing deals. evaluate the efficiency and cost-effectiveness of marketing campaigns to ensure products or services meet specified standards.. Measure by a purchase order to receiving the goods or services. It helps assess the
Market Innovation Free cash Measure through brand perception surveys, brand recognition, and Measure by dividing the number of won opportunities by the total number and lead generation activities. Measure by dividing the total marketing monitoring the number of quality checks, inspections, or tests efficiency of procurement operations. Measure by calculating the time
EBITDA EVA customer feedback. of opportunities and multiplying by 100. campaign costs by the number of leads generated. conducted, and analyzing the percentage of compliant units. duration for each purchase order and averaging across all orders.
share rate flow

Return on investment Sales pipeline value Website traffic Inventory accuracy Supplier diversity
Assesses the return generated on investments, projects, or initiatives. It Represents the total value of potential sales opportunities in the sales Measures the number of visitors to your website. It reflects the reach and Measures the accuracy of recorded inventory levels compared to actual Measures the extent of diversity among suppliers in terms of ownership,
indicates the profitability and efficiency of strategic investments. Measure pipeline. It provides visibility into future revenue potential and helps sales visibility of your online presence and indicates the effectiveness of inventory on hand. It helps optimize inventory management, minimize ethnicity, gender, or other characteristics. It promotes inclusivity, fosters
by dividing the net profit or gain from the investment by the cost of the forecasting. Measure by summing up the value of all active sales marketing efforts in driving website engagement. Measure using website stock outs, or excess inventory. Measure by conducting regular physical competition, and helps meet diversity objectives. Measure by tracking the

Sales investment and multiplying by 100. opportunities. analytics tools that track visitor numbers and sources. inventory counts and comparing them to the recorded inventory levels. percentage of diverse suppliers in the procurement portfolio.

Sales Sales Innovation rate Sales activity metrics Email open rate Order fulfillment efficiency Procurement cost %
Sales Average Tracks the percentage of revenue derived from new or significantly Track and measure sales activities, like calls made, emails sent, and Measures the percentage of recipients who open marketing emails. It Tracks the average time taken to process and fulfill customer orders from Calculates the percentage of total costs attributed to procurement
growth Win rate pipeline
revenue deal size improved products or services. It indicates the company's ability to meetings scheduled. These metrics provide insights into the sales team's indicates the effectiveness of email subject lines, sender reputation, and the moment they are received until they are shipped. It helps assess activities. It helps assess the efficiency of procurement processes and cost
rate value innovate and meet evolving customer needs. Measure by dividing revenue productivity. Measure by recording and analyzing the number of overall email engagement. Measure by dividing the number of email operational efficiency and the speed of order fulfillment. Measure by control efforts. Measure by dividing the total procurement costs by the
from new/improved products by total revenue and multiplying by 100. activities performed by each salesperson or the team. opens by the number of delivered emails and multiplying by 100. calculating the time duration for each individual order and averaging total company costs, multiplied by 100.
Sales across all orders.
Sales cycle Sales-to-
activity CAC CLTV Customer Lifetime Value Customer Acquisition Cost Supplier evaluation
length Quota ratio EBITDA
metrics Estimated revenue a customer generates throughout their relationship Calculates the average cost incurred to acquire a new customer. It helps
Safety incidents Assesses the performance of suppliers based on predefined criteria. It
Measures the company's operating profitability before accounting for
with the company. Considers repeat purchases, average value, and assess the efficiency of marketing and sales efforts. Measure by dividing Tracks the number of safety incidents, accidents, or near-misses that helps identify high-performing suppliers and provides insights for
interest, taxes, and non-cash expenses. It provides insights into core
engagement duration. Helps optimize customer strategies and assess long- total sales and marketing expenses by the number of new customers occur within the operations. It helps evaluate workplace safety. supplier improvements. Measure by conducting supplier performance
operational performance. Measure by adding back interest, taxes,
term value. Calculate by analyzing purchase value, frequency, and lifespan. acquired. Measure by recording and analyzing the number of safety incidents assessments using scoring systems or evaluations.
depreciation, and amortization to net income.
and implementing incident reporting systems.

Customer churn Conversion rate Supplier performance

Marketing Measures the percentage of customers who stop using your products or
Sales growth rate
Tracks the percentage of leads that take the desired action, such as Cycle time Assesses the performance of suppliers in terms of quality, on-time
Calculates the percentage increase in sales revenue over a specific period. Measures the time taken to complete a specific process or operation. It
services over a specific period. It reflects customer satisfaction and loyalty. making a purchase or signing up for a newsletter. It indicates the delivery, and cost. It helps maintain a reliable supply chain. Measure by
It indicates the company's sales performance and trajectory. Measure by helps assess process efficiency, identify bottlenecks, and improve overall
effectiveness of marketing in driving desired outcomes. Measure by monitoring supplier performance metrics, conducting supplier evaluations,
Conversion Website Measure by dividing the number of lost customers by the total number of comparing sales revenue from a current period to a previous period. operational productivity. Measure by calculating the time duration from
MQL CPL ROAS customers and multiplying by 100. dividing the number of conversions by the number of leads and and analyzing feedback or performance indicators.
rate traffic multiplying by 100. the start to the completion of a process or operation.

Gross profit margin Average deal size Contract compliance

Return on Ad Spend Cost per unit
Calculates the average value of each sales deal or transaction. It helps Tracks the adherence to contractual terms and conditions by both the
SoMe Email open Brand Marketing Calculates the percentage of revenue retained after deducting the cost
CAC of goods sold. It indicates profitability and efficiency in managing assess the value of customer acquisitions and provides insights into Calculates the revenue generated for every dollar spent on advertising. Calculates the average cost incurred to produce a single unit of product company and the suppliers. It ensures compliance with pricing, quality
engagement rate awareness ROI production costs. Measure by subtracting the cost of goods sold from pricing and product mix. Measure by dividing the total sales revenue by It helps assess the profitability and effectiveness of advertising or service. It helps assess operational efficiency and cost-effectiveness. standards, and delivery schedules. Measure by monitoring the extent of
the number of deals closed. campaigns. Measure by dividing the revenue generated from Measure by dividing the total cost of production (including direct and compliance with contract terms and conducting periodic contract audits.
revenue, dividing the result by revenue, and multiplying by 100.
advertising by the cost of advertising. indirect costs) by the number of units produced.

Market share Sales cycle length Purchase order accuracy

Social media engagement Asset utilization and productivity
Measures the percentage of market share the company holds within its Tracks the average time it takes for a sales opportunity to move from Evaluates the accuracy of purchase orders in terms of information,
initial contact to closing the deal. It helps identify bottlenecks and Tracks the level of audience interaction and engagement on social media Evaluates the efficiency of utilizing assets (such as machinery, equipment, specifications, quantities, and pricing. It ensures seamless transactions
industry or target market. It reflects competitiveness and market position.
Operations Measure by dividing the company's sales or revenue by the total market optimize the sales process. Measure by calculating the time duration for
each individual sales opportunity.
platforms, such as likes, shares, comments, and mentions. It indicates the
effectiveness of social media marketing efforts and brand engagement.
or facilities) to generate output or deliver services. It helps optimize
resource allocation and maximize operational productivity. Measure by
and reduces errors or discrepancies. Measure by assessing the
percentage of purchase orders with accurate and complete information.
sales or revenue and multiplying by 100.
Measure through social media analytics tools and platform-specific analyzing the utilization rates, downtime, or output per asset.
On-time Quality Cost per Inventory metrics.
Cycle time
delivery control unit accuracy Free cash flow Customer Acquisition Cost Contract renewal rate
Calculates the average cost incurred to acquire a new customer. It helps Brand awareness Supplier performance Tracks the percentage of contracts renewed with existing suppliers. It
Represents the cash generated from operations after deducting capital
assess the efficiency of marketing and sales efforts. Measure by dividing Assesses the performance of suppliers in terms of quality, on-time indicates supplier satisfaction, contract performance, and the
Order expenditures. It reflects the company's ability to generate cash for growth, Measures the level of awareness and recognition of the company's brand
Supplier Safety Complaint debt reduction, and shareholder returns. Measure by subtracting capital total sales and marketing expenses by the number of new customers among the target audience. It indicates the effectiveness of marketing delivery, and cost. It helps maintain a reliable supply chain. Measure by effectiveness of supplier relationships. Measure by dividing the number
Utilization fulfillment acquired. monitoring supplier performance metrics, conducting supplier of contract renewals by the total number of expiring contracts,
performance incidents resolution expenditures from operating cash flow. and brand-building efforts. Measure through brand perception surveys,
evaluations, and analyzing feedback or performance indicators.
time social media mentions, or website traffic. multiplied by 100.

Economic Value Added Sales-to-Quota ratio

Calculates the net value created by the company after considering the
cost of capital. It measures the effectiveness of capital allocation and
value generation. Measure by subtracting the cost of capital (weighted
average cost of capital) from net operating profit after tax.
Procurement
Compares the sales performance of an individual or a team to their
assigned sales quota or target. It indicates whether the sales goals are
being met or exceeded. Measure by dividing the actual sales achieved by
the assigned quota and multiplying by 100 to get the ratio or percentage.
Marketing Return on Investment
Assesses the return generated on marketing investments. It helps
evaluate the profitability of marketing campaigns and activities. Measure
by subtracting the marketing expenses from the revenue generated and
dividing the result by the marketing expenses, multiplied by 100.
Complaint resolution time
Measures the average time taken to resolve customer complaints or
issues. It reflects the effectiveness of customer service and support.
Measure by tracking the time duration from the initial customer
complaint to its resolution and averaging across all complaints.
Requisition to order rate
Measures the efficiency of the procurement process from requisition
submission to order placement. It helps assess the speed and
effectiveness of procurement operations. Measure by dividing the
number of purchase orders placed by the number of requisitions
submitted, multiplied by 100.

Cost Supplier PO cycle Contract Supplier

savings performance time compliance diversity

Contract Requisition
PO Procurement Supplier
renewal to order
accuracy cost % evaluation
rate rate
Ten KPIs for CFOs to drive Ten KPIs for CFOs to Ten KPIs for CFOs to drive Ten KPIs for CFOs to
Ten KPIs for CFOs to drive IT
customer service drive Finance human resources drive legal
Customer Service Customer Satisfaction Reporting accuracy Employee turnover rate System uptime Contract cycle time
Measures the satisfaction level of customers based on their feedback. Measures the accuracy of financial reporting processes and statements. It Assess the organization's progress in achieving its strategic goals and Measures the percentage of time that IT systems or infrastructure are Measures the average time taken to complete the contract lifecycle, from
AVG It helps assess service quality and customer experience. Measure by ensures reliable financial information for decision-making. Measure by objectives. Measure the completion of key milestones, targets, or operational. It reflects system reliability and availability. Measure by initiation to execution. It reflects efficiency in contract management and
Escalation
CSAT FCR response NPS conducting customer satisfaction surveys and calculating the evaluating the percentage of error-free reports or financial statements. initiatives that were defined during the strategic planning process. This calculating the total uptime divided by the total time, multiplied by 100. helps ensure timely business operations. Measure by calculating the
rate percentage of satisfied customers. KPI provides an overall indication of the success of strategic execution. duration from contract initiation to final execution.
time

AVG Customer AVG Average response time Cash flow management Employee engagement First call resolution Litigation success rate
Cost per Quality
handling retention resolution
interaction metrics Calculates the average time taken to respond to customer inquiries or Evaluates the ability to effectively manage cash inflows and outflows. It Measure the organization's market share or market position in relevant Tracks the percentage of IT support requests resolved on the first Measures the success rate of legal cases or disputes handled by the
time rate time requests. It reflects the speed of customer service and responsiveness. ensures liquidity, financial stability, and proper allocation of funds. markets or segments. Monitor changes in market share to evaluate the contact. It reflects the effectiveness and efficiency of IT support. legal team. It reflects the effectiveness of legal strategies and risk
Measure by summing the response times and dividing by the total Measure by monitoring cash flow statements, projecting cash flows, and success of strategic efforts in capturing market opportunities, Measure by dividing the number of support requests resolved on the mitigation efforts. Measure by calculating the percentage of cases won
number of responses. analyzing actual versus projected cash flows. outperforming competitors, or expanding into new markets. first contact by the total number of requests, multiplied by 100. or resolved favorably.

Net Promoter Score Accounts receivables and payables turnover Diversity, Equity, and Inclusion metrics Incident response time Risk management
Finance Evaluates the likelihood of customers recommending the company to
others. It reflects customer loyalty and satisfaction. Measure by
Measures the efficiency of managing receivables and payables. It
reflects cash flow management and the effectiveness of credit and
Assess the organization's progress and commitment to diversity,
equity, and inclusion initiatives. It reflects the representation and
Measures the time taken to respond to IT incidents or support requests. It
indicates the speed of incident acknowledgment and initiation of
Evaluates the organization's ability to identify, assess, and manage legal
risks. It helps prevent potential legal issues and protects the company's
conducting NPS surveys and calculating the difference between the payment terms. Measure by calculating the ratio of net credit sales to inclusivity within the workforce. Measure by tracking diversity resolution. Measure by calculating the duration from incident reporting to interests. Measure by assessing the effectiveness of risk assessment
Reporting Close cycle Cash flow AR & AP percentage of promoters and detractors. average accounts receivables or average accounts payable. metrics, representation ratios, or employee feedback on inclusion. response initiation. processes, risk mitigation strategies, and monitoring legal risk incidents.
BVA
accuracy time management turnover
Customer retention rate Return on Investment Employee performance IT budget variance Intellectual property management
Compliance Cash Tracks the percentage of customers retained over a specific period. Calculates the profitability and financial returns generated from Evaluates employee performance and productivity based on defined Assesses the variance between actual IT expenses and the budgeted Tracks the management and protection of intellectual property assets.
Stakeholder
Cost control ROI to conversion It reflects customer loyalty and the effectiveness of customer service investments. It assesses the efficiency of capital allocation and investment goals and objectives. It helps assess individual contributions and amounts. It helps manage IT costs and ensures effective resource It ensures compliance with IP laws, safeguards valuable IP, and
satisfaction efforts. Measure by dividing the number of retained customers by decisions. Measure by dividing the net profit or gain from an investment aligns performance with organizational objectives. Measure through allocation. Measure by comparing actual IT expenses to the budgeted supports innovation. Measure by monitoring the number of IP
regulations cycle the total number of customers, multiplied by 100. by the initial investment amount, multiplied by 100. performance reviews, goal attainment assessments, or performance amounts and analyzing the variances. registrations, patent applications, or successful IP infringement cases.
rating systems.

Quality metrics Compliance to regulations Absenteeism Service Level Agreement performance External counsel management
Evaluates the quality of customer service interactions based on Tracks adherence to financial regulations and legal requirements. It Measures the rate of employee absences or unplanned time off. It Evaluates the adherence to Service Level Agreements (SLAs) for IT Assesses the effectiveness of managing relationships with external legal
HR predefined criteria. It helps maintain service standards and identify
areas for improvement. Measure by conducting quality assessments
ensures ethical practices, mitigates risks, and maintains the company's
reputation. Measure by conducting compliance audits and monitoring
indicates employee engagement, health, and work-life balance. Measure
by calculating the percentage of scheduled work hours missed due to
services. It reflects the level of service quality and meets customer
expectations. Measure by tracking SLA performance metrics such as
counsel. It ensures cost-effective and high-quality legal services. Measure
by evaluating external counsel performance, cost-effectiveness, and
Employee using scoring systems or evaluations. regulatory compliance metrics. unplanned absences. response time, resolution time, or uptime. client satisfaction with their services.
Time to fill Employee L&D
turnover DEI metrics
vacancies engagement participation
rate First Contact Resolution Close cycle time Time to fill vacancies Mean time to repair Compliance adherence
Tracks the percentage of customer issues or inquiries resolved on the Tracks the time taken to complete the financial closing process. It Tracks the average time taken to fill open positions. It indicates Tracks the average time taken to resolve IT incidents or outages. It Tracks the organization's adherence to legal and regulatory requirements.
HR Service first contact. It indicates efficiency and effectiveness in addressing indicates efficiency in financial operations and timely reporting. recruitment efficiency and helps minimize productivity gaps. Measure by indicates the efficiency of incident resolution and minimizes disruptions. It ensures legal compliance, mitigates risks, and maintains the company's
Time to Employee HR budget Absenteeism delivery customer needs. Measure by dividing the number of cases resolved on Measure by calculating the time duration from the beginning to the calculating the duration from the job opening announcement to the Measure by summing the time taken to repair incidents and dividing by reputation. Measure by conducting compliance audits, monitoring
onboarding performance variance rate metrics the first contact by the total number of cases, multiplied by 100. completion of the closing process. candidate's acceptance of an offer. the total number of incidents. compliance metrics, or tracking regulatory violations.

Escalation rate
Measures the percentage of customer cases escalated to higher levels
of support or management. It indicates the complexity or difficulty in
resolving customer issues. Measure by dividing the number of
IT escalated cases by the total number of cases, multiplied by 100.
Budget Variance Analysis
Assesses the variance between actual financial performance and
budgeted expectations. It helps identify deviations, manage expenses,
and optimize resource allocation. Measure by comparing actual expenses
or revenues to the budgeted amounts and analyzing the variances.
Training and development participation
Measures the extent of employee participation in training and
development programs. It reflects the investment in employee growth
and development. Measure by tracking the percentage of employees
who participate in training activities.
IT project delivery time
Measures the time taken to deliver IT projects from initiation to
completion. It reflects project management efficiency and timeliness.
Measure by calculating the duration from project start to project
completion.
Legal cost control
Assesses the effectiveness of managing and controlling legal costs. It
helps optimize expenses, improve cost efficiency, and align with
budgetary constraints. Measure by monitoring actual legal expenses,
analyzing cost variances, and implementing cost control measures.

Incident Average handling time Cost control

System IT project Time to onboarding Stakeholder satisfaction Legal research analysis
MTTR FCR response
uptime delivery time Calculates the average time taken to handle a customer inquiry or Evaluates the effectiveness of managing and controlling costs. It helps Measures the time taken to onboard and integrate new employees into Assesses the satisfaction level of stakeholders, such as users, Measures the quality and efficiency of legal research conducted by the
time issue. It helps assess operational efficiency and productivity. optimize expenses, improve profitability, and achieve financial targets. the organization. It helps ensure a smooth transition and accelerates departments, or business units, with IT services and support. legal team. It ensures accurate and reliable legal advice and supports
Measure by summing the handling times and dividing by the total Measure by monitoring actual costs, analyzing cost variances, and productivity. Measure by calculating the duration from the employee's Measure by conducting stakeholder satisfaction surveys or informed decision-making. Measure through feedback from internal
App Employee number of interactions. implementing cost control measures. start date to their full integration into their role. assessments. stakeholders or by evaluating the quality of legal research outputs.
Stakeholder IT budget SLA
performance tech
satisfaction variance performance
metrics adoption Cost per interaction Stakeholder satisfaction HR budget variance Application performance metrics Regulatory reporting
Calculates the average cost incurred to handle a customer Measures the satisfaction level of stakeholders, such as investors, Assesses the variance between actual HR expenses and the budgeted Measures the performance and responsiveness of IT applications. It helps Evaluates the accuracy and timeliness of regulatory reporting conducted
interaction. It helps assess the cost-effectiveness of customer service shareholders, or financial partners. It reflects confidence and trust in amounts. It helps manage HR costs and ensures effective resource ensure optimal user experience and system efficiency. Measure through by the legal team. It ensures compliance with reporting obligations and
operations. Measure by dividing the total cost of customer service by the company's financial performance. Measure by conducting allocation. Measure by comparing actual HR expenses to the metrics like application response time, page load time, or system latency. regulatory transparency. Measure by monitoring the timeliness of
the number of interactions. stakeholder satisfaction surveys or assessments. budgeted amounts and analyzing the variances. submissions and the absence of compliance violations.

Legal Average resolution time Cash conversion cycle HR service delivery metrics Employee technology adoption Client satisfaction
Measures the average time taken to resolve customer issues or Measures the time taken to convert investments in inventory and Evaluates the effectiveness and efficiency of HR service delivery. It Measures the adoption and utilization of IT tools or systems by Measures the satisfaction level of internal clients or business units with
Contract Compliance Litigation Legal cost Risk inquiries. It reflects the efficiency of issue resolution and customer accounts receivable into cash inflows. It reflects operational efficiency and reflects HR processes, response times, and service quality. Measure employees. It reflects the effectiveness of technology training and user the legal services provided. It reflects the quality, responsiveness, and
cycle time adherence success rate control management service effectiveness. Measure by summing the resolution times and liquidity management. Measure by calculating the average collection through metrics such as response time to employee inquiries, satisfaction acceptance. Measure by conducting technology adoption surveys or value-add of the legal team. Measure by conducting client satisfaction
dividing by the total number of resolved cases. period plus the average inventory holding period minus the average surveys, or HR process efficiency. monitoring user activity levels. surveys or gathering feedback from internal stakeholders.
payment period.
Legal External
IP Regulatory Client
research counsel satisfaction
management compliance management
analysis

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