AccountingWeb

Management Packs and KPI's

John Stokdyk's summary of May 2007 collected together many articles, and appended a useful starter list of KPI's from Richard Murphy. AccountingWEB's guide to key performance indicators (KPI's) By John Stokdyk

Nigel Harris's blog records his attempts to implement KPI's in his own accounting practice.
Practitioner's Diary: KPIs for an accountancy practice. By Nigel Harris

We had some contributions from big-hitter managers on what they wanted to see in a management pack. Jon Moulton of Academy Partners and Graham Wylie, founder of Sage, told us what they needed.
The secrets of Alchemy: Jon Moulton's turnaround tips
My ideal monthly management pack: Jon Moulton
My ideal monthly management pack: Graham Wylie
My ideal monthly management pack: Richard Murphy

The ideal monthly management pack: CIMA's view
What is the ideal monthly management pack?
Monthly management report pack - what should it include?

AccountingWEB's own guru and blogger Richad Murphy contributed this series.
Management reporting tip - KPIs and 'MILO BLAIN' By Richard Murphy
How to devise KPIs that work. By Richard Murphy
How to use KPIs to manage your sales team. By Richard Murphy

Further contributions from Adrian Ryan and John Murphy.
Putting the “Key” into KPIs – Part One. By Adrian Ryan
Six steps to customer profitability analysis. By John Murphy

Robin Tidd's series on business analysis and KPI's has now reached article no 9.
Watching out for efficiencies - Analysing the market. By Robin Tidd
Using product information to inform business strategy. By Robin Tidd
Measuring profitability by customer group and spotting opportunities for improvement. By Robin Tidd
Transforming business processes the quick and easy way. By Robin Tidd
Improving performance management - The beauty of short interval controls. By Robin Tidd
Performance management blind spots...and their cost to the business. By Robin Tidd
Key performance indicators: Getting them right. By Robin Tidd
Key performance indicators: Picking the right ones. By Robin Tidd
Key Performance Indicators: Getting the information out. By Robin Tidd

Consultant IT Editor David Carter argued that for most businesses, their key management information comes not from the accounting ledgers but from the front office systems. Accountants need to be familiar with order processing and invoicing, not just accounting.
Management pack : Are you a player or a spectator? By David Carter
Why sales reports have to be produced by an accountant. By David Carter

And he provided this series of Excel tutorials on how to produce reports on product margins and sales mix from the invoicing modules of an accounts package.
How to report on KPIs #1: Product Mix
How to report on KPIs #2 Product mix and margins
How to report on KPIs #3: Adding data that isn't there

Other materials
Are there any free online KPI or Business Review style resources?
Successful management reporting for smaller companies