Dashboards and performance indicators
Context and rationale
A dashboard is a steering tool that summarises the company's activities and results by process, in the form of indicators that make it possible to check the achievement of set objectives and to take the necessary decisions, at an appropriate frequency and within a limited time.
As a management controller, accounting manager or operational manager, you have to set up many dashboards for steering your activity and performance indicators in order to measure the economic and financial performance of your department or company and steer your staff's activity.
This course will enable you to build your own dashboards and determine the performance indicators suited to your company's strategy and your department's objectives.
Training objectives
- Building dashboards suited to the organisation, its business model and the company's strategy.
- Understanding the value of dashboards and their place in the management and information system.
- Identifying significant indicators according to your objectives.
- Developing and adapting your dashboard system.
- Developing and communicating performance indicators.
- Designing a dashboard with Excel.
Training content
Management dashboards and company performance
- The company's objectives
- The concept of economic and financial performance
- The place of dashboards in the company's performance steering system.
Determining management and performance steering indicators
- What is an indicator?
- Choosing the company's objectives.
- Regularly monitoring activity with indicators.
- Defining standards and alert thresholds.
- The 10 key performance indicators:
- Efficiency indicators.
- Effectiveness indicators.
- Capacity indicators.
- Productivity indicators.
- Quality indicators.
- Margin indicators.
- Profitability indicators.
- Competitiveness indicators.
- Actual delivery indicators.
- Value indicators.
Designing and setting up a dashboard
- Identifying the needs of dashboard users.
- Adapting the dashboard system to the organisation.
- Defining the objectives of the company and the different responsibility centres.
- Organising the collection of information, listing it and using it.
- Identifying the levers and action variables to bring under control.
- Structuring and formalising the approach: defining and distributing the rules for building the dashboard.
- Pitfalls to avoid when setting up dashboards.
- Generating the routines linked to the dashboard.
Designing dashboards in Excel (practical work)
Using the dashboard results proactively
- Being able to recommend measures following the results.
- Monitoring and controlling the actions taken effectively.
- Communicating about results and performance.
Let's discuss your training needs
Free, no-obligation offer. An adviser will call you back within 48 hours.