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What you’ll learn

Do you have the financial data you need to make good business decisions? Discover how to use financial ratios and set KPIs for your business to track and analyze data and take the guesswork out of business planning.

Topics covered

  • What to include in a financial dashboard

    How to present a rapid snapshot of your company’s financial and operational health.

  • Using financial ratios to set KPIs for your business

    Measuring liquidity, business operations, profitability and financing capacity to better analyze performance.

  • Creating effective management reports

    Forecasting and monitoring performance to improve planning across all lines of business.




14 pages

Read time

10-minute read


Money and finance

View an excerpt

Who is it for?


Identify which financial data indicators are most relevant to your business.

Financial managers

Learn how to set up processes and dashboards to communicate key financial information across business lines.


Understand how your business line fits into your company’s financial performance and metrics.

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