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The Investor Presentation Formula

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Title: The Investor Presentation Formula

1
KPIs Sustained Business Growth
growthink
Session 4
2
3 core topics to discuss to help you achieve your
financial metric goals

What KPIs Are
Why You Need KPIs
Building Your Financial Dashboard

3
What KPIs Are

KPIs Key Performance Indicators
The metrics that judge your business performance
based on the success you would like to achieve

4
Sample KPIs

Sales/Revenues
of customer leads
Customer conversion rates
of new customers
of subscribers
of PR mentions
of website visitors
of products manufactured
Cost of Goods Sold
Marketing costs

Inventory levels
Accounts receivable
Net income
Cash
Employee turnover
New employee hires
Payroll
Product defects
Customer satisfaction
Key financial/operating ratios

5
5 Reasons You Need KPIs

Allow you to set goals and judge your performance
against them
Example today is 15th of month
How are sales vs. this months projections
How are sales vs. first half of last month

6
5 Reasons You Need KPIs

Allow you to manage and improve performance on
key underlying issues
Example getting PR/media mentions. Underlying
issues/factors include
Media Contacts Emailed
Media Contacts Phoned
Productive Media Conversations

7
5 Reasons You Need KPIs

Alert you to problems before its too late
When monitored on a periodic basis (e.g., weekly
or monthly)
You know exactly whats going on in your business

8
5 Reasons You Need KPIs

Makes managing your business easier since
performance numerically measured throughout your
business
Example, business should be good if
Sales team made 500 outbound calls already
of customer complaints is low
widgets manufactured is 4,000

9
5 Reasons You Need KPIs

Serve as a great management tool
Employees know precisely how they are being
judged and can better control their (and the
companys) success

10
Building Your Financial Dashboard

Your Financial Dashboard is a listing of all of
your KPIs and their results

11
Building Your Financial Dashboard

Which KPIs should you include in your dashboard.
Samples

Sales/Revenues
of customer leads
Customer conversion rates
of new customers
of subscribers
of PR mentions
of website visitors
of products manufactured
Cost of Goods Sold
Marketing costs

Inventory levels
Accounts receivable
Net income
Cash
Employee turnover
New employee hires
Payroll
Product defects
Customer satisfaction
Key financial/operating ratios

12
Building Your Financial Dashboard

Which KPIs should you include in your dashboard
ask this question
Imagine there are 5 direct competitors in your
business, and that you were given a blank check
and the ability to buy any of these companies.
And, as a result, each of these companies opened
up their books to you and/or answered any
questions you asked them. What key metrics would
you look at for each company in determining which
to buy/which would offer the greatest value?

13
Building Your Financial Dashboard