KPI Setting
Identify the handful of numbers that actually predict how your business is doing, and put real tracking behind them.
Best for
Businesses wanting focus
Typical frequency
Set once, reviewed ongoing
Delivered via
KPI dashboard
Fewer numbers, more signal.
A short list of metrics that actually tell you something, tracked consistently.
01
Identification of the metrics that matter most to your business
02
A simple, consistent tracking structure
03
Benchmarks and targets to measure against
04
Regular review of whether the KPIs still fit
A straightforward process, start to finish.
01
Understand the goals
What does success actually look like for this business?
02
Select the KPI’s
Usually a handful, not dozens.
03
Set up tracking
A simple, repeatable structure, often inside Xero.
04
Review and refine
KPIs are revisited as the business and goals evolve.
Businesses drowning in numbers that don’t help.
If reporting feels like a wall of data with no clear signal, KPI setting cuts that down to the handful of numbers that genuinely move the needle.
Founders | Multi-site businesses | Businesses post-investment
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See all nine advisory services in one place, including kpi setting.
Performance management
KPIs only help if they’re reviewed regularly, performance management is where that review happens.
