Learn KPIs & Financial Metrics
4.1 (98 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
11,884 students enrolled

Learn KPIs & Financial Metrics

Learn KPIs (Key Performance Indicators) with real life examples: GutBuddy Yogurt Inc. and SpaBooker Inc.
4.1 (98 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
11,884 students enrolled
Created by Bill Hanna
Last updated 4/2020
English
English [Auto]
Current price: $20.99 Original price: $29.99 Discount: 30% off
23 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 2.5 hours on-demand video
  • 2 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Learn KPIs by diving deep into two different businesses: A Yogurt Manufacturer, and an Online Marketplace
  • The thought process, and why we choose the KPIs
  • The factors that drive each KPI and business recommendations to improve them
  • How to create a KPI Dashboard to measure company's success
  • How to tell KPIs like a story, and not just a ratio
Requirements
  • None, this course is meant for all levels
Description

KPIs are simple yet powerful tools to measure the health of any business

In this class, I show you the best practices on setting KPIs and a step-by-step design of a KPI Dashboard. I will teach you how to interpret and speak about commonly used KPIs that are used by the most successful financial financial analysts.


We will go through two different businesses:

1) GutBuddy Yogurt Inc.

A manufacturer of yogurt. We will learn KPIs around sales as well as cost optimization.

2) SpaBooker Inc.

An online marketplace. We will learn KPIs around Take Rate, Customer Acquisition Cost, and many more.


I will cover Days Sales Outstanding (DSO)

This KPI gives a snapshot of the health of customer relations. How fast are you invoicing & collecting from customers? How favorable are your customer payment terms? These are all factors we will talk about in the course.


I will walk you through Days Payables Outstanding (DPO)

This KPI helps a business keep track of it's Working Capital optimization. I will teach you all the factors that could impact this KPI and how to improve it.


I will teach you how to structure your worksheet in Excel.

I will show you the model used by the most successful analysts. You will learn how to segregate your raw data from your formulas and finally create a separate great looking dashboard.


How to write your Excel formula like you are telling a story in your head!

If you are not familiar with the Index/Match formula, I will show you how to always remember how to write it like you are telling a story. This way you will never forget!


Bonus lectures - We will cover the Accounting basics

We will go over the flow of data in Accounting from business activities all the way to the Financial Statements.


I am a CPA and controller of a tech startup in New York City and have a wide range of experiences ranging from public/corporate accounting to financial planning & analysis over the past 12 years.

This class is meant for:

  • Accounting/Finance major students and those who are thinking about majoring in the field.

  • Accountants, financial analysts, controllers and CFOs

  • Accounting and/or Finance major college students.

  • Business owners

Who this course is for:
  • Accounting/Finance students
  • FP&A analysts
  • Finance Professionals
  • Accountants
  • Business owners
Course content
Expand all 43 lectures 02:44:02
+ Gutbuddy Inc - KPIs for a food manufacturing business
6 lectures 18:57

Let's walk through and understand the business model before we start designing KPIs

Preview 02:20

Now let's look at the factors driving profits so we can design KPIs

Preview 02:10
KPI Revenue Growth YoY
03:14
KPI - Same Store Sales
03:31
KPI - Gross Margin
03:34
+ Balance Sheet KPIs
4 lectures 09:40
Intro to Balance Sheet KPIs
02:06
KPI - DSO Days Sales Outstanding
03:25
KPI - DPO Days Payable Outstanding
02:47
GutBuddy Yogurt KPI ScoreCard
01:22
+ Meet SpaBooker - Online Marketplace KPIs
8 lectures 22:38
SpaBooker Financial Drivers
03:22
KPI - Growth in Spa Inventory YoY
04:20
KPI - Gross Booking Value
02:06
KPI - Average Spend Per User
02:20
KPI - Take Rate
03:16
KPI - CAC Customer Acquisition Cost
02:41
SpaBooker KPI ScoreCard
01:34
+ Recap - Summary of GutBuddy KPIs
3 lectures 17:30
GutBuddy Yogurt KPI Recap - Part A
05:43
GutBuddy Yogurt KPI Recap - Part B
05:39
GutBuddy Yogurt KPI Recap - Part C
06:08
+ Recap - Summary of SpaBooker KPIs
2 lectures 13:16
SpaBooker KPI Recap - Part A
07:40
SpaBooker KPI Recap - Part B
05:36
+ Tips on delivering KPIs to stakeholders!
1 lecture 04:02

Please, please..deliver KPIs as insight and not just data. Please watch my 3 key bits of advice when it comes to how you should deliver KPIs to stakeholders.

How to deliver KPIs with impact
04:02
+ Structure, formulas & targets
3 lectures 11:06

In this video, we go over the optimal way to structure your Excel file

Structure
02:40

In this lecture I teach you how to create a drop-down menu for your months along with the Index/Match formula, which I show you how to build as telling-a-story so you don't forget how to use it.

Formulas
06:28

Let's go over best practices with setting your KPI targets.

Targets
01:58
+ Bonus Section A - Quick Introduction to Accounting
10 lectures 36:54

Let's define Accounting!

Preview 02:07

Let's discuss how data flows from the day-to-day business activities all the way to the financial statements.

Preview 02:22
Debits & Credits Explained
06:51
Trial Balance Explained
06:58

A quick overview of the 3 main financial statements.

Introduction to the Financial Statements
01:52

Let's understand the Income Statement via a real life example!

The Income Statement
03:13

Let's understand the Balance Sheet via a real life example!

The Balance Sheet
02:31

Let's understand the Cash Flow Statement via a real life example!

The Cash Flow Statement
02:41

Let's understand the Accounts Receivable via a real life example!

Accounts Receivable
05:27

Let's understand the Accounts Payable via a real life example!

Accounts Payable
02:52
+ Bonus Section B
6 lectures 29:59
Matching Principle
04:31
Revenue Recognition
04:31
Accrual Principle
05:57
Historical Cost Principle
04:06
Historical Cost Case - Enron Fraud
06:59
Objectivity Principle
03:55