Financial KPIs, Scorecards, Metrics

KPI Name: Investment Banking Balanced Scorecard Metrics

Related KPIs: Value Based Management, Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Passive Investments | Property Investment

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Investment Banking Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Performance tracking constitutes a significant responsibility of organizational management. The task becomes all the more important when it is about Investment banking as striking a balance among the large number of services can make it difficult to follow the steps. However, equally true is the fact that no compromise can be made in the direction of performance assessment. The key is to use measurable, specific and actionable parameters to rely on.

The categories, which can help in this tracking task are- Financial perspective, Internal Operations Perspective, Risk Perspective and Growth Perspective.

Financial aspect can be had from KPIs like ‘fraction of investments, which gave ROI equal to or more than the expected value’, ‘Proportion of revenue contributed by each of the services’, ‘average rise in investment’ and ‘maximum drop ever experienced in ROI’. This will ensure maintaining a stable economic stand.

Risk can be evaluated via knowing the values for ‘Tier I capital’, ‘Capital Adequacy ratio’, ‘% of portfolios with fatter tails in their ‘return distribution’ and ‘number of instances when restructuring was done in the organization’.

Internal Operations can be measured through indicators such as ‘number of services offered’, ‘Frequency of revising performance evaluation and reward systems’, ‘Fraction of revenue contributed by the intellectual capital’ and ‘Number of alliances or joint ventures with -Global Top Players’.

The last perspective i.e. Growth can be known by keeping an eye on measures like ‘Rise in competitive position’, ‘rate of Expansion’, ‘% increase in the contribution by each service offered by the organization’ and ‘customer concentration ratio’.

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KPI Name: Profit Focused Accounting Balanced Scorecard Metrics

Related KPIs: Retail Sales, Sales, Credit Risk, Retail Banking, Mortgage, Financial Statement Analysis, Market Risk, Financial Risks, Operational Risk, Active Portfolio Management, Passive Investments, Accounting Firm, Credit Card Processing, Financial Crisis, Budgeting and Forecasting, Investment Banking, Financial Securities, Financial Insurance Company, Leasing Company, Asset Management Firm, Brokerage Firm, Wealth Management, Activity Based Management, Value Based Management, Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Finance Metrics | Banking Metrics

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Profit Focused Accounting Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Profit focused accounting is the latest trend in the area of production and manufacturing. Enhancing the adoption of this trend are the key performance indicators, which focus on the essential dynamics of profit-focused accounting.

In this context, four perspectives can be considered. These are – Cost reduction, Quality improvement, Manufacturing processes, and Education & learning.

Cost reduction considers such critical factors as less rework, reduction in mistakes, increase in productive man-hours and better utilization of machine time. These factors result into cost reductions that finally lead to profits.

Quality improvement teams, quality evaluation time, supervisors training, and quality awareness are the factors, which make the business quality-oriented. These indicators reflect the quality improvement initiatives undertaken by the management

Third perspective, i.e., manufacturing process specifies the improvement required to enhance the productivity and includes reduction in number of processes, and the number of productivity tools employed, percentage reduction in inventories and increase in the number of units produced.

Education & learning perspective involves improving the overall business performance by improving the employees- efficiency. This perspective specifies the number of training supervisors, number of on-the-job training sessions, discussions with senior management, and employee empowerment scheme.

These perspectives culminate into increased profit to the business, which gets reflected in the accounting.

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KPI Name: HR accounting Balanced Scorecard Metrics

Related KPIs: HR, HR Hire, HR Training, Leadership, Motivation, HR Outsourcing, Awards, Retirement

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Customers also viewed: HR Scorecard Pack | Finance Metrics | Banking Metrics

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the HR accounting Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Quality and quantity of assets present in an organization can specify its position in the prevailing market. One such precious asset is human resources. Putting these assets of the organization on the balance sheet is a new trend. But carrying out this process efficiently and effectively is a difficult task which requires a strategy-focused approach. KPIs can be a good way to perform this task.

In this context, four perspectives can be considered. These are: – HR costs; HR investments; HR outcomes; and some other Strategic factors.

HR costs perspective specifies the overall costs incurred on human resources and includes KPIs such as acquisition costs, remuneration, manpower planning and cost of non productive hours.

Next perspective, i.e. HR investments, considers that skills and abilities of the employees are the key to competitive advantage and that they can be enhanced by making planned investments. Specific areas of investments include information systems, education & training, succession planning and insurance.

HR outcomes can be known by looking at revenues, number of on-time deliveries, employee turnover, and yield. Improvements in these parameters can be attributed to a sound HR accounting plan.

Factors such as client satisfaction, market share, product and process quality, and strategic achievements can be grouped together under the strategic perspective in which each factor has its own importance.

These indicators can be arranged in a balanced scorecard and utilized by any organization to effectively and efficiently calculate the cost and benefits associated with their human resources.

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KPI Name: Accounting Firm Balanced Scorecard Metrics

Related KPIs: Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Finance Metrics | Banking Metrics

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Accounting Firm Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Regular analysis of “critical factors in accounting firms can be as effective as it is in any other business sphere. KPIs developed on the basis of firm-s structure, operating goals and strategies provide a purposeful direction to the firm and can guarantee success to a great extent, if implemented properly. Accounting firms, being service based organizations, need to be careful while selecting their KPIs.

In this regard, basically four perspectives can be considered. These are:-Financial perspective; Customer perspective; Internal process perspective; and Workforce plans.

Financial perspective includes fee revenue, margins, professional salaries and reduced receivables.This perspective specifies the firm-s long-term objectives and implements tangible financial outcomes of the firm-s strategy.

Job turnaround time, client complaints, number of client referrals and number of client contacts per week are included in customer perspective which together indicate the value proposition that the firm will apply in an attempt to satisfy its customers.

Internal process perspective, also considered as the administrative tasks consists of utilization rate, bidding estimates, new softwares implemented and percentage of profitable projects as KPIs.

The fourth perspective i.e. workforce plans, acts as an effective tool that help in identifying issues related to human resources in an accounting firm. HR resources are their biggest assets. This perspective consists of number of training hours provided to the employees, reduction in attrition, reduced administration hours and reduced overheads.

Effective monitoring of these perspectives can finally lead to performance improvement of the firm which can make the firm more strategy-focussed.

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KPI Name: Financial Statement Analysis Balanced Scorecard Metrics

Related KPIs: Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Crisis Management Pack | Banking Scorecards

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Financial Statement Analysis Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

The following BSC on Financial Statement Analysis creates a structured way of the performance analysis of the companies through a detailed review of their activities, divided into sections, dealing with their liquidity, asset turnover, financial leverage, and profitability. Each section contains ratios that are widely used by the financial analysis professionals allowing a precise and quick review of the companies activities in easy and comprehensive format. A structure of the BSC ensures the most comfortable way of comparison of ratios across various companies or reporting terms, thus providing a powerful tool for Financial Statement Analysis.

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KPI Name: Active Portfolio Management Balanced Scorecard Metrics

Related KPIs: Retail Sales, Sales, Credit Risk, Retail Banking, Mortgage

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Customers also viewed: Financial Risks Scorecard | Banking Scorecards

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Active Portfolio Management Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

This Balanced Scorecard is designed to measure the performance of funds under the active portfolio management approach. It consists of the quantitative metrics, asset allocation metrics, and risk-adjusted return metrics that allow us to measure the performance of the portfolio with risk adjusted metrics opposite to the absolute return, used in passive management approach. The appropriate choice of the performance measure mostly depends on the role of the portfolio under question that can vary significantly. Thus it can represent the whole investment fund or its fracture, or a sub-portfolio of many portfolios.

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KPI Name: Passive Investments Balanced Scorecard Metrics

Related KPIs: Retail Sales, Sales, Credit Risk, Retail Banking, Mortgage, Financial Statement Analysis, Market Risk, Financial Risks, Operational Risk, Active Portfolio Management, Leasing Company, Asset Management Firm, Brokerage Firm, Wealth Management, Activity Based Management, Value Based Management, Activity Based Costing

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Customers also viewed: Real Estate Metrics | Financial Risks Scorecard | Banking Scorecards

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Passive Investments Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

• Check Overview KPI Report sample.
• Check Full HTML Scorecard Report sample.
• Check Diamond Style Report sample.

Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

The given BSC on Passive Portfolio Management strategy evaluation provides the opportunity to measure the real performance of management investing under a passive investment management approach. Since the allocation strategy is the main factor determining the rate of return for the entire portfolio, this model allows analyzing allocation preferences and gives an opportunity to evaluate the return of the asset classes within the portfolio. Such decomposition of the returns and clear vision of the allocation strategy ensures the objectivity and analytical viability of this BSC that gives more opportunities to measure the performance of the entire portfolio under passive management approach.

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KPI Name: Financial Crisis Balanced Scorecard Metrics

Related KPIs:  Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Accounting Metrics | Banking Metrics

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Financial Crisis Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

• Check Overview KPI Report sample.
• Check Full HTML Scorecard Report sample.
• Check Diamond Style Report sample.

Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

When an organization experiences a financial downturn, it has to take into consideration a variety of factors to effectively deal with the situation. The need of the time is to use a standard framework that can help in getting a holistic view of the business. KPIs arranged in a Balanced Scorecard can help the business in managing its performance during a financial crunch.

KPIs in this regard can be broadly grouped under four perspectives- financial, business development, operational and workforce management.

Financial Management consists of KPIs such as % increase in credit days, % decrease in debtor days, liquidity ratio, accuracy of financial risk forecasts and consistency of cash flows.

Business Development Perspective takes into account KPIs like number of new long-term contracts initiated, client oriented products and services introduced, lead generation effectiveness, response level.

Operational Perspective provides an insight of the operations of the business. It comprises of KPIs like % reduction in decision-making and lead time, % decrease in cycle time to resolve adjustments, simplification of lending conditions and identification of negative patterns.

Workforce Management Perspective provides measures to effectively manage the workforce during financial crunch. It includes KPIs such as % decrease in staff turnover rate, training uptake, % decrease in sickness/absence Level, crisis communication and continuity of information and feedback.

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KPI Name: Financial Securities Balanced Scorecard Metrics

Related KPIs: Value Based Management, Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

• Download Financial Securities KPI trial version
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Customers also viewed: Risk Management Metrics

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Financial Securities Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

• Check Overview KPI Report sample.
• Check Full HTML Scorecard Report sample.
• Check Diamond Style Report sample.

Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Managing Financial Securities is a cumbersome task owing to the dynamic nature of factors, which have a bearing on their performance. However, one can avoid getting boggled by the incredible volume of statistics, rather tilt these in own favour by using an effective tool such as KPIs.

Using parameters categorized under ‘Risk perspective’, ‘Growth Perspective’, ‘Liquidity Perspective’ and ‘History and Past Performance perspective’, maximum can be extracted from these.

Risk Perspective can be takes into account indices like Sharpe ratio, Treynor ratio, Jenson’s ratio and Volatility Comparison Index. Effective gauging of these KPIs would help in managing the risk aspect of the securities.

Growth Perspective would be helpful in knowing the progress of the securities in quantitative terms with KPIs like % rise in turnover, EPS rise index, market ranking and % increase in the volumes of shares traded.

Liquidity can be measured by employing reliable ratios like cash ratio, current ratio, quick ratio and operating cash flow ratio.

Past Performance can be had from ‘% increase in the number of investors who put their money in the concerned security’, ‘fraction of investors who rated the given security as favourable’, ‘% rise in the return of security’ and ‘Portfolio inclusion Index’.

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KPI Name: Financial Insurance Company Balanced Scorecard Metrics

Related KPIs: Retail Sales, Sales, Credit Risk, Retail Banking, Mortgage, Financial Statement Analysis, Market Risk, Financial Risks, Financial Crisis, Budgeting and Forecasting, Investment Banking, Financial Securities, Leasing Company, Asset Management Firm, Brokerage Firm, Wealth Management, Activity Based Management, Value Based Management

• Download Financial Insurance Company KPI trial version
• Buy Financial Insurance Company KPI full version

Customers also viewed: Banking Metrics

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Financial Insurance Company Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

• Check Overview KPI Report sample.
• Check Full HTML Scorecard Report sample.
• Check Diamond Style Report sample.

Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Financial Insurance Company caters to the needs of individuals and organizations which deal with high risk business activities. The aim is to develop such financial products so as to transfer the underlying risk of the customers.
In financial insurance company, KPIs can be configured under four perspectives- Financial, Underwriting Risk, Investment and Credit Risk and, Client Handling and Performance.

Financial Perspective provides an insight of the financial performance of the company. It takes into consideration KPIs such as premium revenue growth, % increase in operating profits, market coverage and % increase in reserves for claims.

Underwriting Risk Perspective deals with management of underwriting risk associated with activities. KPIs in the form of ratio, reserve adequacy level, retention ratio and % of policies for which loss assessment modeling is done are the parts of this perspective.

Investment and Credit Risk Perspective comprises of KPIs like % increase in investment returns, investment leverage, insurance duration and liquidity level.

Client Handling and Performance Perspective judges the company in terms of managing customer relationship. It consists of KPIs like frequency of customer complaints, % of service level agreements monitored, number of insurance programs offered.

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