Setting up a management dashboard
Verified 16 November 2023 - Directorate for Legal and Administrative Information (Prime Minister)
When a company wishes to monitor and control its financial situation, it is possible to set up a specific tool: the management dashboard.
When a company is created, a financial balance of which has been estimated. However, in the course of its existence, this balance is sometimes upset.
Setting up a management dashboard can be useful in anticipating developments in the financial situation of the company, control it and correct it if necessary.
A management dashboard must have a number key indicators which must be determined by reference to the activity of the company. They will then be used to highlight a number of objectives for the company.
The choice of indicators is free. It will vary according to the type of company and the planned development.
It exists 4 main categories of indicators which may be used:
- Economic indicators —to measure results and costs.
- Physical Indicators : to measure product quality, order processing, logistics, etc.
- Human Indicators : to measure employee performance
- Project Tracking Indicators : to measure project progress
Of the possible indicators, a number are: common most companies include
- Monthly or quarterly turnover by product family (economic indicator)
- Monthly or quarterly turnover per customer (economic indicator)
- Trade margin (economic indicator)
- Commercial, structural, personnel, subcontracting costs (economic indicator)
- Delivery times (physical indicator)
- Level of customer satisfaction (physical indicator)
FYI
The Bpifrance website offers a sample management dashboard.
To set up a management dashboard, it is possible to get help from a chartered accountant or an approved management organization.
Who can help me?
The public service accompanying companies
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