Services · Sustainability

Financial KPI Monitoring and Dashboarding

KPI

Designs the KPI framework and the operating mechanism for finance performance monitoring, including KPI definitions, data owners, reporting calendar, dashboard templates, validation workflow and follow-up routines.

What changes

Finance management can track agreed indicators regularly; variances, reporting delays, reconciliation issues and audit-finding closures are visible; corrective actions are triggered earlier.

What you get

Financial KPI catalogue and data dictionary with definitions, formulas, baselines, targets, owners and reporting cadence KPI003
KPI suitability assessment and data-readiness checklist KPI005
KPI monitoring mechanism: data-collection templates, validation controls and consolidation workbook with SOP KPI004
Financial performance dashboard configured on the agreed data sources KPI001
KPI governance, review and action-tracking procedure KPI006

What has to come first

NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment findings supply the baseline weaknesses and priority areas the monitoring should cover
PMKDevelop smart KPIs on performance management of the finance department Recommended

The SMART KPI design discipline and finance department performance KPIs this mechanism can draw on
FSCCompilation of Financial statements in accordance with GAAP Recommended

A reliable period-end close and financial statements feed the variance, liquidity and reconciliation KPIs

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Secretary General	Approves the KPI framework and monitoring mechanism
HNS Finance Director / CFO	Owns the KPI system and sponsors performance reviews
Finance unit heads (Accounting, Budgeting, Treasury)	Own unit KPIs and supply data
Programme and operations managers (budget holders)	Supply data and act on variances
Planning / PMER / M&E unit	Aligns KPI monitoring with results reporting
IT / ERP administrator / data focal point	Sets up extraction and scheduled refresh
Internal Audit, Risk and Finance and Audit Committee	Use monitoring outputs and track finding closure
GFDC delivery team	Designs and facilitates

How it is measured

Indicator	Target	Evidence
KPI framework and monitoring mechanism approved by senior management	Within 12 weeks of kick-off	Approval minutes; signed framework (KPI003)
Catalogue KPIs with a defined formula, data source, owner and a passed suitability screen	100% of catalogue KPIs	KPI catalogue (KPI003); suitability checklist (KPI005)
Reporting cycles produced on the agreed calendar with variance commentary and logged actions	First full cycle within a quarter of approval; on time thereafter	Dashboard extract (KPI001); review minutes
Data owners and budget holders trained on data submission and dashboard use	At least 80% of identified owners	Training attendance records

Tools

10 of 10 ready to download.

KPI001 KPI Tracking / Dashboard tool Tool XLSX
KPI002 TORs for external consultant to develop KPI Tracking / Dashboard ToR XLSX
MON001 KPI Dashboard Tool XLSX
MON002 Budget-variance analysis Tool PPTX
MON003 Finance Statements Tool DOCX
MON004 Ratio Analysis calculations Tool DOCX
KPI003 Financial KPI catalogue and data dictionary template Template XLSX
KPI004 KPI monitoring mechanism and validation workflow workbook with SOP Template XLSX
KPI005 KPI suitability assessment and data-readiness checklist Template DOCX
KPI006 KPI governance, review and action-tracking procedure Template DOCX

Standards

COSO Internal Control - Integrated Framework
SMART criteria for objective and KPI setting
Balanced Scorecard (Kaplan and Norton)
IFRC financial reporting and accountability framework for National Societies
Results-Based Management (RBM) and performance monitoring approach

Describe the problem, not the service

You do not need to know which of the 124 to ask for.

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