Systems › Stoplight Reports · 3 of 4
Key Performance Indicators
By RISE Business Framework · Created by Gary Harper and Brandon McCurdy · Reviewed
Key Performance Indicators are measures of business results. In RISE they are tracked weekly by function, with owners in Marketing, Sales and Finance. The report runs weeks 1 through 12 in three four-week blocks, each ending with an ADJUST row. They are reviewed in the weekly Organizational Meeting.
How RISE does it
- Result measures, owned by Marketing, Sales and Finance.
- Seven sample indicators, from Customer Lifetime Value to Over Budget (Op. Ex.).
- Reported W1 through W12 in three four-week blocks.
- Binary Y/N indicators are allowed.
Key Performance Indicators is one of four tools in Stoplight Reports, part of the Systems quadrant of the RISE Business Framework.
The RISE tool
Key Performance Indicator report (W1 to W4 sample)
| Owner | Performance Indicator | Target | W1 | W2 | W3 | W4 |
|---|---|---|---|---|---|---|
| Marketing | Customer Lifetime Value | $58k | $60k | $57k | $57k | $60k |
| Marketing | Customer Acquisition Cost | $3k | $2700 | $3k | $3k | $2700 |
| Marketing | Leads | 20 | 18 | 25 | 22 | 19 |
| Sales | Appointment | 10 | 4 | 10 | 10 | 3 |
| Sales | Transactions | 2 | 2 | 3 | 2 | 0 |
| Finance | Profit Per Transaction | $29k | $30k | $28k | $29k | $27k |
| Finance | Over Budget (Op. Ex.) | Y/N | N | Y | N | Y |
Each four-week block closes with ADJUST.
“Key Performance Indicators are the weekly check-ups of a business's vitality. They tell you whether you're sprinting towards your goals or stumbling in the dark.”Gary Harper
AI RISE Coach
Work through Key Performance Indicators with the AI RISE Coach
“Walk me through Key Performance Indicators in the RISE Business Framework and help me apply it to my business.”
Quick self-check
“We have key numbers that each team member knows and tracks on a daily, weekly and monthly basis.”
Frequently asked questions
What is the difference between a KPI and a metric?
A metric is any number you measure. A KPI is a metric tied to a target and an owner that shows whether a key goal is on track.
How often should KPIs be reviewed?
In RISE, Key Performance Indicators are reviewed weekly. Purpose is quarterly, Profit is monthly and Process is daily.
The other tools in Stoplight Reports
- Key Purpose IndicatorsOne clear measure that shows the business is accomplishing the purpose it was born to accomplish, reviewed quarterly.
- Key Profit IndicatorsFour monthly financial measures: Revenue, Profit Margin, Cash on Hand and Cash Conversion Cycle.
- Key Process IndicatorsDaily activity and defect measures for Marketing, Sales, Operations and Finance, many with a target of zero.
Related in another quadrant: Long-Term Vision
