We need our leaders to be effective in deploying our resources and guiding our operations to reach our goals in the most effective way. We need everyone to understand our mission and strategy so we can be sure we are all pulling together in the right direction. How well do our dashboard reporting tools support your strategic mission and goals? Are they right timed and properly designed for the users? How many reporting layers do we need? How should our KPIs be delivered? Who should have access? The data is there. Getting it into the right hands when it is most needed is the challenge.
Designing, developing and supporting an effective reporting system of leading and lagging KPIs (Key Performance Indicators) is complicated. Information needed by senior management is different and less granular than that needed by the line manager, and the producers. The technical aspects of pulling the right information from the mountains of data at the right time can be overwhelming. We can help demystify this puzzle and put your team on the track to smooth sailing.
Join us and accelerate your team’s understanding and effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards. Learn how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers, and line and field personnel.
Publication Date: June 2026
Designed For
C-Suite, Strategic Planners, CFOs, IT Managers, Compliance Officers, Information Reporting, Officers, Controllers, Accounting Managers, Risk Managers, and Compliance Officers or Managers.
Topics Covered
- Three applications of KPI Performance Dashboards
- Layers — relating dashboards to the decision makers
- Types — finding the right fit
- Architecture — developing the support structure
- Creating and effective KPI Team
- Plan Overview — ensuring the success of your KPI dashboards
- Establishing your roll-out methodology
- Improve your KPI measures with process analysis
- What to measure: operational v. financial KPIs
- Relate Performance Dashboards to Balanced Scorecards
- Examples/links of effective KPI dashboards
Learning Objectives
- Identify the effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards
- Recognize how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers, and line and field personnel
- Identify a type of financial measure
- Recognize an example of a lagging indicator
- Identify a feature of scorecards vs. dashboards
- Describe a type of performance dashboards includes core processes
- Identify a component of business architecture with respect to dashboards
- Describe a Balanced Scorecard
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Business Management & Organization (2 hours)
Program Prerequisites
None
Advance Preparation
None
Instructor
Miles Hutchinson
Miles Hutchinson is a CGMA and experienced businessman with over 40 years in the field. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a professional speaker and consultant who has presented over 2,500 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act. He is recognized as an expert in payroll and sales & use tax as well as financial modeling & analysis, business strategy and communications. He is the author of several useful accounting and tax tools.
His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army. Please visit his web sites to see how you can further benefit from his expertise.