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68 Essential Financial KPIs [FREE]
Discover key metrics to enhance financial decisions and performance. Download now for clear descriptions and an easy-to-use Excel format.
Unlock smarter financial decisions with our free guide to 68 essential financial KPIs. Discover key metrics, organized into six categories, with clear descriptions in an easy-to-use Excel format. Built on ClearPoint Strategy's expertise, this resource helps you benchmark performance and stay ahead of competitors. Download now and optimize your financial strategy!
At ClearPoint Strategy, we know that financial KPIs are the bread and butter of any savvy business strategy. They’re not just numbers; they’re your roadmap to success, helping you see how you stack up against your goals, past performance, and even your fiercest competitors.
But let’s be real—if you’re not tracking the right KPIs, you’re flying blind. That’s why we’ve put together this killer eBook with 68 must-have financial KPIs. We’ve organized them into six categories, so you can easily find what you need.
Each KPI comes with a clear, no-nonsense description, so you’ll know exactly what you’re measuring and why it matters. Plus, we’ve made it super easy to use with a simple Excel format. You can tweak it, add your own data, and make it work for you.
So, why wait? Dive into our eBook and start making smarter financial decisions today. Trust us, your bottom line will thank you!
Learn From The Leaders 🏆 in Strategy Execution
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This comprehensive list of financial KPIs has transformed our benchmarking process. The clear descriptions and Excel format make it incredibly user-friendly.
A must-have toolkit for any finance team! The organized categories and detailed explanations have streamlined our performance tracking.
The 68 financial KPIs provided invaluable insights for our strategic planning. It's a hands-on tool for making informed financial decisions.
join us for a Featured Webinar
Strategic Alignment at Scale: How JEA Is Powering Enterprise Success
April 24, 2025
Join us for an exclusive conversation with Kendra Cash, EdD, Enterprise Strategy Specialist at JEA, the largest municipal utility in Florida—and one of the largest in the country—providing energy and water services to over one million residents and businesses in Northeast Florida.
With a workforce of more than 2,200 employees, aligning strategy across such a large and essential organization is no small feat. Kendra will offer insights into how JEA has created organization-wide alignment by tying Strategic Focus Areas to department-level goals, enabling every team to contribute meaningfully to enterprise objectives. In this session, you’ll learn how JEA:
🎯 Aligns Strategic Focus Areas with department-level goals to drive enterprise-wide success
🧠 Leverages change management to create buy-in and shared ownership of strategy
⚙️ Implements systems that keep strategy actionable and outcomes measurable
💡 Supports execution with ClearPoint Strategy as a central hub for visibility and scalable results
Whether you're in utilities, local government, or any large organization navigating complexity, you’ll walk away with tangible takeaways to improve alignment, accountability, and strategic clarity.
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