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KPIs - Coggle Diagram
KPIs
Marketing
Overall Conversion (Sales / Leads)
% of revenue
COA/ACV
Qualified Lead / Lead
Webpage views/mo
Reviews/mo
SEO queries/mo
Website clicks/mo (e.g. newsletter subscribes)
Referral #/mo
People
% of positions with incentive comp
ROI for every employee
Utilization %
% payroll load
% of revenue
Employee happiness (turnover % or internal NPS)
Money & Metrics
AR Aging
Transferred vs billed %
Change in AR & Aged AR
CFO Risk assessment
Bank & Trust Reconciliation
Insurance
Capacity/Revenue Sensitivity
Tax filing > Effective/Marginal Tax %
Internal Controls
Cash Flow Forecast
Liquidity Ratio
Budget vs P&L
Expense/Revenue variance
M&A
ROI & Payback period
Balance Sheet
Equity change/mo
Trust Balance change/mo
You
TOB $
Hr/Wk
% of time in production
% of revenue towards professional development
Production
% of positions with Job Description & Time Map & KPIs
SKUs
Atty/Paralegal Hrs required
ACV
Client NPS
COO Risk Assessment
Business & Bar License Status
Engagement PSP (e.g. Conflict Checks)
Production deadlines
Personnel PSP
Data Security & Owner Emergency Authority
Sales
Sales / Consultations
Origination Value/mo
Matters Opened vs Closed/mo
Physical Plant
$/sq ft
% of revenue