Episode 72

March 17, 2022

Topic: How to Automate Your Critical KPIs

Guest: Dan Gordon & Donnie Shelton

Click here to listen.


In this episode we discuss:

  • Why key performance indicators (KPIs) are a critical concept, but it's important to ensure you're comparing apples to apples when discussing with other business owners

  • How access to data is not the issue — insight is the issue

  • Why it's important to consider which indicators are essential to your company's success

  • Causation vs. correlation

  • Leading indicators (measuring actions) vs. lagging indicators (measuring results)

  • Critical marketing KPIs (lead volume, cost per lead, cost per sale)

  • The finance KPIs Donnie looks at (monthly cash forecast, daily QuickBooks and bank transactions, daily revenue, profit forecast)

  • Why it's also important to look at technician production

  • The importance of accounts receivable (AR)

  • Tools to manage accounts payable (AP)

  • Operational KPIs Donnie tracks (gross margin, production, revenue per stop)

  • Office KPIs Donnie tracks, including time on call

  • HR KPIs Donnie tracks (bench strength, employee net promoter score, turnover)

  • How to monitor KPIs (dashboards and sub-dashboards)

  • Books and resources on KPIs

Resources mentioned:

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