KPI ALIGNMENT & INSIGHTS PROGRAM

Define KPIs your whole company trusts.

Turn metrics into decisions. We align on the few that matter, standardize definitions and sources, build a usable dashboard, and set a review cadence—so leaders act faster on the same numbers.

THE PROBLEM

Does this sound familiar?

Different teams report different numbers, definitions shift week to week, and dashboards don’t match. You end up debating the metric instead of deciding what to do.

Performance Blind Spots

Without trustworthy data, issues and opportunities surface late—and course-correcting takes longer.

Misaligned Efforts & Incentives

Teams chase conflicting targets, slowing progress toward company goals.

Weak Reporting & Storytelling

It’s hard to communicate progress, risk, and priorities to your board, investors, and staff.

THE SOLUTION

A unified KPI model & insights cadence

We define the KPIs that matter, lock their formulas, sources, owners, and thresholds, publish a single source-of-truth dashboard, and establish a simple review rhythm your team can run every cycle.

  • A facilitated session that links your top company goals to the few performance areas that matter, then names the metrics that prove progress—so every KPI earns its place.

  • Define & validate each Key Performance Indicator with clear formulas, data sources, ownership, and update cadence - ensuring you’re always measuring the right things in the right way.

  • Audit existing data systems and perform accuracy checks across CRM, finance, and operations - so you can trust that your KPIs are based on solid numbers.

  • Design a KPI dashboard and reports to provide real-time visibility and equip you to make data driven business decisions. Level of build and automation of dashboard will be dependent on tool of choice and can be defined during scoping.

  • Create a KPI Governance Playbook with step-by-step guidelines for adding, updating, and retiring metrics to keep your framework accurate as your business evolves.

  • Lead a hands-on Training & Roll-Out Workshop to teach team members how to read, interpret and maintain dashboards embedding an insights-driven culture.

The Results

  • Faster, smarter decisions

  • Aligned targets and incentives

  • Trusted, consistent numbers

  • Less time spent on reporting

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