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30-Day Money-Back Guarantee

This course includes:

  • 3 hours on-demand video
  • 2 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
Finance & Accounting Financial Modeling & Analysis Key Performance Indicators (KPIs)

Learn KPIs & Financial Metrics

Learn KPIs (Key Performance Indicators) with real life examples: GutBuddy Yogurt Inc. and SpaBooker Inc.
Highest Rated
Rating: 4.5 out of 54.5 (136 ratings)
14,196 students
Created by Bill Hanna
Last updated 9/2020
English
English [Auto]
30-Day Money-Back Guarantee

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

9 sections • 45 lectures • 3h 8m total length

  • Preview02:20
  • Preview02:10
  • KPI Revenue Growth YoY
    03:14
  • KPI - Same Store Sales
    03:31
  • KPI - Gross Margin
    03:34
  • Gross Margin
    1 question
  • Preview04:08

  • Intro to Balance Sheet KPIs
    02:06
  • KPI - DSO Days Sales Outstanding
    03:25
  • DSO
    1 question
  • KPI - DPO Days Payable Outstanding
    02:47
  • DPO quiz
    1 question
  • Solvency Ratios
    06:41
  • Liquidity Ratios
    10:45
  • Financial Leverage Ratios
    08:25

  • Preview02:59
  • 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
  • AVG Spend Per User
    1 question
  • KPI - Take Rate
    03:16
  • Take Rate
    1 question
  • KPI - CAC Customer Acquisition Cost
    02:41
  • SpaBooker KPI ScoreCard
    01:34

  • GutBuddy Yogurt KPI Recap - Part A
    05:43
  • GutBuddy Yogurt KPI Recap - Part B
    05:39
  • GutBuddy Yogurt KPI Recap - Part C
    06:08

  • SpaBooker KPI Recap - Part A
    07:40
  • SpaBooker KPI Recap - Part B
    05:36

  • How to deliver KPIs with impact
    04:02

  • Structure
    02:40
  • Formulas
    06:28
  • Targets
    01:58

  • Preview02:07
  • Preview02:22
  • Debits & Credits Explained
    06:51
  • Trial Balance Explained
    06:58
  • Introduction to the Financial Statements
    01:52
  • The Income Statement
    03:13
  • The Balance Sheet
    02:31
  • The Cash Flow Statement
    02:41
  • Accounts Receivable
    05:27
  • Accounts Payable
    02:52

  • 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

Instructor

Bill Hanna
CPA & Controller
Bill Hanna
  • 4.5 Instructor Rating
  • 136 Reviews
  • 14,197 Students
  • 1 Course

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.

I started out in public accounting at PricewaterhouseCoopers and later branched out into private industry. I've worked in manufacturing, online advertising, and technology sectors in the span of 12 years.

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