Back to your search

Key Performance Indicators: Grow your practice through advisory services

Video series

Free

Learning objectives

Key Performance Indicators (KPIs) are commonly-used quantifiable metrics that evaluate overall business performance. Adding KPIs to your advisory services is a great way to build trust and strengthen client relationships. By the end of this course, you’ll determine how to use KPIs to establish a baseline for where your clients are today, set business goals, and create an action plan and measure progress.

Take a look at the following resources discussed in this video series:
KPI examples
KPIs you need to be tracking
10 metrics for guiding and measuring store success.
Agriculture KPIs
KPIs you must know before pitching your startup

Course outline

    • Use KPIs to monitor the health of your clients business and identify specific areas for - improvement
    • Select and evaluate KPIs that apply to any type of business
    • Select and evaluate KPIs that measure the unique aspects of a vertical market including retail, ecommerce, agriculture, construction and professional services
    • Determine strengths and areas for improvement
    • Use a dashboard to monitor KPIs
    • Communicate key insights to clients
Watch videos in series

More courses you might be interested in

New

Managing security in Xero

Protect your business with a strong defence View course

Web Link - 1 HOUR

5 Payroll CREDITS - 1 CPE CREDIT

The Payroll Quarter for all things Xero payroll - April 2018

Your quarterly one spot stop to stay up-to-date on the latest happenings with Xero Payroll in the US. View course

Self-paced learning - 45 MINUTES

40 Migration CREDITS - 3 CPE CREDITS

Xero Migration Certification (Self-Paced)

Successfully moving your new and current clients onto Xero can sometimes become stalled. We've come up with a certification course to prepare you and your practice for accurate and efficient migration of your clients onto Xero. View course

Self-paced learning - 2 HOURS 30 MINUTES

Still not what you're looking for?