#kpis
KPI Definitions — One Source of Truth for Every Metric
Write clear definitions for your company's KPIs, with the formula, data source, owner, timing and common traps, so every team calculates them the same way.
Finance Explainer — Explain a Number to Non-Finance Colleagues
Explain a financial result, metric or policy to people outside finance in plain language, with an example, what it means for them and what they can do about it.
Working Capital Review — DSO, DPO and Inventory Days With the Math
Calculate days sales outstanding, days payable outstanding, days inventory and the cash conversion cycle, show how much cash each day is worth, and find practical ways to free cash.
SaaS Metrics Review — ARR, Churn, NRR and CAC Payback From Your Numbers
Calculate and explain the core subscription metrics (ARR, growth, gross and net revenue retention, churn, CAC payback, burn multiple) from your own data, with the formulas shown.
Monthly Management Report — The Numbers and the Story
Turn the month's financial results into a short management report: headline results, what drove them, KPIs, cash, risks and the decisions leadership needs to make.
Team OKRs — Outcomes, Not a List of Features
Write objectives and key results for a product team that measure changes in customer behavior and business results, not features shipped, and tie them to company goals.
Post-Launch Review — What Happened Against What We Expected
Review a launch a few weeks later: results against the goals you set, what customers did and said, what went well or badly, and the decisions and follow-ups that come out of it.
North Star Metric — One Number and the Inputs That Move It
Choose a North Star metric that reflects the value customers get, with the input metrics your teams can move and the counter-metrics that keep it honest.
A/B Test Plan — Hypothesis, Sample Size and Stop Rules
Plan an A/B test before you run it: the hypothesis, primary and guardrail metrics, a sample size estimate from your baseline and traffic, duration and the rules for calling it.
Metric Drop Investigation — Find Out Why a Number Moved
Work through a sudden change in a product metric step by step: check the data first, segment the change, list causes, and plan what to check next.
Agent Business Plan — Work Backward From Your Income Goal
Turn your income goal into the numbers that get you there: closings, appointments, conversations and lead sources, with a weekly activity plan.
Lead Source Review — Where Your Deals and Dollars Really Come From
Compare your lead sources by cost, conversion and income so you know where to spend more, where to cut and what to test next.
Monthly Numbers Review — What Your Books Are Telling You
Paste your monthly profit and loss and key figures to get a plain-language read of what changed, what's healthy, what needs attention and questions for your accountant.