Finance & Money · Self-paced course
Financial Dashboards & KPIs
Choose the financial KPIs that matter for your business and build a simple monthly dashboard that turns your bookkeeping into decisions.
$350
One-time payment · Self-paced course · 6 modules · 18 lessons
Enroll now — $350Read a free preview lesson
What this is
Most small businesses have the numbers they need sitting in their accounting software, but few look at them in a way that supports decisions. This course helps you select a short list of financial KPIs, understand what each one tells you, pull the data reliably, and build a clear monthly dashboard. You will also set up a monthly review meeting, even if it is just you, so the numbers lead to action. You finish with a working financial dashboard and a monthly review template.
You work through it at your own pace, lesson by lesson, applying each exercise to your own situation. It is educational content only, not financial, tax, legal or investment advice, and it does not promise any financial result. For decisions about your own situation, speak to a qualified professional.
What you will be able to do
- Pick a short list of KPIs that fit your business model
- Understand margin, cash runway, receivables and other core measures
- Pull data from your accounting software reliably each month
- Build a one-page dashboard in a spreadsheet or reporting tool
- Set targets and warning thresholds for each KPI
The curriculum
Why Dashboards Help
- What a Dashboard Is For
- Too Many Numbers
- Leading and Lagging Indicators
Choosing Your KPIs
- Core Financial KPIs
- Operating KPIs
- Clear Definitions
Getting Reliable Data
- Data Sources
- Clean Books First
- Refreshing Data
Building the Dashboard
- Layout
- Charts and Tables
- Spreadsheet or Tool
Targets and Thresholds
- Setting Targets
- Warning Thresholds
- Owners for Each KPI
The Monthly Review
- The Monthly Review Agenda
- Explaining Changes
- Turning Reviews Into Actions
This is for you if…
- You want a clear view of your business numbers
- You want to choose the few KPIs that matter
- You want a dashboard that updates without hours of work
- You want a monthly review habit
What you get
- 6 modules and 18 lessons, self-paced
- A short practical exercise at the end of every lesson
- A free preview lesson so you can check the format before you buy
- Access in your CourseVu account after a one-time payment
- A clear, ordered path from the fundamentals to applying the skill in your own work
Questions
Do I need any experience to start?
Business owners, managers and operators who receive financial reports but are not sure what to watch. Basic familiarity with your profit and loss statement is helpful but not required.
How long does it take?
It is self-paced. There are 6 modules and 18 lessons, and you can move through them as quickly or slowly as suits you.
Can I see a lesson before I buy?
Yes. Use the "Read a free preview lesson" button to open a full lesson from the course before you enroll.
Does this promise income or business results?
No. It is educational content only, not financial, tax, legal or investment advice, and it does not promise any financial result. For decisions about your own situation, speak to a qualified professional.
Does this include a certification or credential?
No. This is a practical skills course for your own learning. It does not award a certification, licence or professional credential.
Educational content only. No income, revenue or earnings results are promised or implied. What you get out of this depends entirely on your own effort, circumstances and market. Earnings disclaimer.