The use of Key Performance Indicators is the best way to distill performance to a useful metric. Regardless of the size and complexity of the business operation, there are standard KPIs that when tracked and measured, easily reflect to all stakeholders the performance of the business. Join us as we review the most useful KPIs for small business planning, and demonstrate the LivePlan feature set for KPI usage.
Develop a general understanding of KPI tracking, and how to get started quickly
Learn to use Industry Ratios and aggregate data
Overview of the LivePlan feature set for KPIs and Scoreboard reporting
Effective ways to monitor and improve cash flow
Mitigating financial risk to improve your Gross Profit Margin
Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.