KPI Toolkit, Step by Step for 2027

A reference library of 60 KPIs for small and medium-sized organisations, with exact formulas, guidance on reading each number and a one-page dashboard for your meetings.

Who it's for

Owners and managers in small and medium-sized organisations who need a number they can trust: which KPI answers their question, exactly how to calculate it and how to read the result. There is no need to read it cover to cover: go straight to an area from the contents, or find a KPI by name in the A–Z index.

What you'll learn

• Pick a shortlist of eight to 12 KPIs by running each candidate through five questions, from “does it inform a decision?” to “what behaviour will it drive?”
• Turn each formula into an exact definition for your own data with the KPI Calculation Sheet: numerator, denominator, period, inclusions and exclusions
• Read KPIs without fooling yourself: compare with the equivalent period, read rates with the right base and never average percentages from different groups
• Calculate finance and sales KPIs such as gross profit margin, cash runway, debtor days, pipeline coverage and sales velocity
• Measure marketing, operations and people KPIs such as customer acquisition cost, return on ad spend, overall equipment effectiveness and staff turnover
• Track customers and projects with Net Promoter Score (created by Fred Reichheld), CSAT, churn, customer lifetime value and the earned value KPIs SPI, CPI and EAC
• Build a one-page KPI dashboard with headline KPIs, status bands agreed in advance, a watch list and the decisions needed

What's inside

• 42 pages, 60 KPI cards in 7 areas
• A short four-part guide to choosing, defining, reading and presenting KPIs, with tools, checklists and illustrative examples
• Every KPI card gives the formula in a shaded box, what the KPI tells you, how to read it and how often to review it, a mini example with illustrative £ figures and the trap people fall into most often
• An introduction to each of the seven areas, with examples from fictional UK organisations, and boxed notes on KPIs to read together
• One-Page KPI Dashboard: guidance, a worked example and a blank page to print
• KPI index A–Z: every KPI with its number and page
• PDF in A4 format — read on screen or print
• Instant download after purchase

Contents

The Guide

1. Pick Your Shortlist
2. Get the Formula Right for Your Data
3. Read KPIs Without Fooling Yourself
4. Build Your One-Page Dashboard

The KPI Library

1. Finance
2. Sales
3. Marketing
4. Operations
5. People and HR
6. Customer
7. Projects

At the back

• One-Page KPI Dashboard
• KPI index A–Z

Part of The Ultimate Business Bundle

This toolkit is one of the 73 products in The Ultimate Business Bundle — 55 ebooks, 8 checklists and toolkits and 10 workbooks for £147 (worth £2,047 if bought separately: the total of the individual prices of the included titles in our store).