Thread by @LiuLindberg

How do you track if your FP&A department is delivering well?

Here are 100 KPIs that'll help CFOs get their FP&A department on the right track 🧵

1 Budget variance
2 Forecast accuracy
3 Budget compliance
4 Rolling forecast horizon
5 Capital allocation effectiveness
6 Budget completion time
7 Resource utilization efficiency
8 Forecast bias
9 Variance analysis turnaround
10 Stakeholder satisfaction

11 Profit margin
12 ROI
13 Gross margin
14 Working capital ratio
15 EBIT
16 Debt-to-Equity ratio
17 Cash conversion cycle
18 Financial health score
19 ROA
20 Financial stability index

21 Strategic plan execution rate
22 Strategic initiative ROI
23 Market share growth
24 Strategic alignment index
25 Innovation success rate
26 Market expansion success
27 Strategic project completion
28 CAC
29 Employee engagement index
30. Customer satisfaction

31 Resource utilization rate
32 Project ROI
33 Allocation alignment
34 Allocation satisfaction
35 Project portfolio balance
36 Allocation flexibility
37 Allocation transparency
38 Allocation turn-around
39 Allocation timeliness
40 Project success rate

41 Decision accuracy rate
42 Impact analysis
43 Decision support turnaround
44 Decision support satisfaction
45 Sensitivity analysis coverage
46 Decision risk assessment
47 Decision cost-benefit ratio
48 Decision alignment index
49 Decision consistency
50 Outcome tracking

51 Timeliness of reporting
52 Report accuracy
53 Report relevance
54 Actionability of reports
55 Visualization effectiveness
56 Narrative quality
57 Reporting consistency
58 Stakeholder satisfaction
59 Report accessibility
60 Report continual improvement

61 Cost reduction rate
62 Cost-to-Revenue ration
63 Operational efficiencies
64 Cost Mngt. success rate
65 Cost avoidance impact
66 Cost Mngt. ROI
67 Expense reduction contribution
68 Expense-to-Budget ratio
69 Supplier negotiation success
70 Employee cost ratio

71 Scenario diversity
72 Scenario alignment with reality
73 Scenario sensitivity
74 Scenario planning turnaround
75 Scenario decision impact
76 Scenario probability analysis
77 Scenario communication success
78 Scenario adaptability
79 Scenario preparedness
80 Scenario learning

81 Data accuracy rate
82 Model reliability
83 Tech adoption rate
84 Data integration efficiency
85 Data security compliance
86 Automated process efficiency
87 Tool usability
88 Data accessibility
89 Tool performance
90 Model accuracy enhancement

91 Meeting frequency
92 Alignment index
93 Collaboration effective-ness
94 Communication clarity
95 Interdepartmental project success
96 Stakeholder engagement
97 Satisfaction
98 Collaborative problem solving
99 Financial insights sharing
100 Cross-functional initiative impact

How do you measure success in your FP&A team?

Any KPIs or other aspects we missed?

That's a wrap!

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