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Author: |
Rob Stephens, Founder of CFO Perspective, Adjunct Instructor Gonzaga University |
Course Length: |
Pages: 24 ||| Word Count: 15,735 ||| Review Questions: 8 ||| Final Exam Questions: 13 |
CPE Credits: |
2.5 |
IRS Credits: |
0 |
Price: |
$22.45 |
Passing Score: |
70% |
Course Type: |
Text |
Technical Designation: |
Technical |
Field Of Study: |
Management Services |
Approved Audience: |
NASBA QAS - NASBA Registry |
Key Takeaways: |
This course explains how KPIs and KPI dashboards support business development by enabling focused performance tracking and better decision making across teams.
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Frequently Asked Questions: |
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Description: |
In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. Further, 43% of respondents noted improvement, defined as being able to 'objectively evaluate the level of results achievement. * A KPI dashboard cuts through the clutter of numbers so a company can monitor the most important measures of its success. Business leaders can quickly see if they need to make changes or celebrate successes. Each KPI helps assess whether the business is achieving its business strategy. KPIs improve a company’s performance by increasing:
This course covers:
The instructor has developed KPIs and KPI dashboards for small entrepreneurs to a $2 billion company. * From The State of Performance Improvement and Key Performance Indicator Practice Report by The KPI Institute |
Usage Rank: |
19286 |
Release: |
2022 |
Version: |
1.0 |
Prerequisites: |
None. |
Experience Level: |
Overview |
Additional Contents: |
Complete, no additional material needed. |
Additional Links: |
External: Key Performance Indicators (KPIs)
Internal: Key Performance Indicators (KPIs) and KPI Dashboards
Internal: Key Performance Indicators (KPIs)
External: KPIs: What Are Key Performance Indicators? Types and Examples
External: What is a KPI Dashboard? 4 Key Examples and Best Practices
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Advance Preparation: |
None. |
Delivery Method: |
QAS Self Study |
Intended Participants: |
Anyone needing Continuing Professional Education (CPE). |
Revision Date: |
25-Oct-2025 |
NASBA Course Declaration: |
Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Keywords: |
Key Performance Indicators (KPIs) and KPI Dashboards - CPE course for CPAs |
Learning Objectives: |
Course Learning Objectives
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Course Contents: |
Chapter 1 - Key Performance Indicators (KPIs) and KPI Dashboards Section 1: The Basics and Benefits of KPIs 1.1 Welcome to the Course 1.2 The Basics and Benefits of KPIs 1.3 The Role of KPIs Section 2. Building Metrics 2.1 Critical Success Factors 2.2 Types of Metrics 2.3 Measuring Metrics 2.4 Picking a Set of Metrics 2.5 Setting Targets Review Questions #1 2.7 Periodic Targets 2.8 Should You Set Stretch Targets? Section 3. KPI Dashboards 3.1 Purposes of a dashboard 3.2 Dashboard Components 3.3 Communicating with Symbols 3.4 KPI Dashboard Software and Samples Section 4. Implementing KPIs 4.1 Picking Metrics 4.2 Set Targets 4.3 Who Should See Dashboards and Metrics? 4.4 Rolling Out the KPI Dashboard 4.5 Ongoing Monitoring and Management 4.6 KPIs and Compensation Section 5. Key Takeaways 5.1 Key Takeaways Review Questions #2 Glossary/Index |
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