KPI Scorecard Builder

Total cash in all bank accounts

Target: 2+ months of fixed costs

Average days to collect payment

Target: Under 30 days

Current assets / current liabilities

Target: Above 1.5

Net cash used per month

Target: Positive (cash generating)

% of AR over 30/60/90 days

Target: Under 10% past 60 days

Total revenue this month

Target: Above break-even

Month-over-month or YoY growth

Target: 10-20% YoY

Total value of open quotes/proposals

Target: 3x monthly revenue

% of proposals that become jobs

Target: 30%+

Revenue per closed deal

Target: Trending up

% of revenue from top 3 customers

Target: Under 30%

Gross profit / revenue

Target: 30-50% (industry dependent)

Net income / revenue

Target: 10-15%

Gross margin per product/service type

Target: Above company average

Total revenue / headcount

Target: $150K+ (services)

Overhead costs / revenue

Target: Under 25%

Total contracted but unstarted work

Target: 3-6 months of revenue

Average days from start to finish

Target: Trending down

Billable hours / total hours

Target: 75-85%

% of jobs requiring callbacks

Target: Under 5%

% of employees leaving per year

Target: Under 15%

Post-job or post-sale rating

Target: 4.5/5 or 90%+

% of revenue from returning customers

Target: 40%+

% of new customers from referrals

Target: 30%+

Marketing spend / new customers

Target: Under 10% of first job value