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Vote for Your Favorite KPI!! It's Finance & Fun Friday!

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Momentum to $1 Million Host

Vote for Your Favorite KPI!! It's Finance & Fun Friday!

Which is your favorite way to track your success? REPLY with your vote below!  

 

A) Sales - Ka-ching!

B) New Clients - No clients, no sales!

C) New Leads - No leads, no client, no sales!

D) Other __________________________ (write it in)

 

Accounts, in the community, let your voices be heard!  @QcFinancial,  @susie-harmonix@AngelaR@kschreiber, start us off! 

 

P.S. Don't forget to track your own numbers before you head out for fun! (thought I was going to forget didn't you? NOT!)!

 

CHEATSHEET

  1. # of NEW LEADS THIS WEEK
  2. # of SALES CONVERSATIONS THIS WEEK
  3. $ REVENUE BOOKED THIS WEEK
  4. $ REVENUE YEAR-TO-DATE

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5 Comments
Frequent Contributor

Re: Vote for Your Favorite KPI!! It's Finance & Fun Friday!

My vote: Revenue year to date. I review my books frequently to asses my financial health. Checking in to see how I am doing as a whole, where I can save, or what I can do differently is imperative. I think its hard to measure success via leads, I can only measure it through the cash, checks, and credit cards that come in for payment.

Momentum to $1 Million Host

Re: Vote for Your Favorite KPI!! It's Finance & Fun Friday!

Revenue YTD is always a great measurement @QcFinancial. Cash, checks, and credit cards really do tell a great story! I love leads as well because it's hard to get to revenue if you don't have a steady stream of leads coming in. What do you think?

Frequent Contributor

Re: Vote for Your Favorite KPI!! It's Finance & Fun Friday!

I enjoy leads as well. However, I find it a challenge to turn cold leads into revenue. I am still trying to find an elevator pitch. I often find myself speaking accounting to non-accountants. Most of my leads have come from word of mouth. Although, I have gained three really AWESOME clients from the proadvisor directory. 

 

Leads are an essential part of business. However, I do see and believe that I am not capturing and transitioning those leads into revenue. 

Momentum to $1 Million Host

Re: Vote for Your Favorite KPI!! It's Finance & Fun Friday!

@QcFinancial, thanks for the clarification. It's not that you don't think leads are a valuable KPI, they're just not the easiest to manage! That's great info! 

 

Want to work on your elevator pitch? If so, I will start a new thread because I think a lot of people would benefit from this. Say the word and I'm in! Smiley Happy

Frequent Contributor

Re: Vote for Your Favorite KPI!! It's Finance & Fun Friday!

Yes, that is exactly it, managing the leads. I think they are absolutely valuable, in fact I am working a few events to generate leads so that I can scale my business forward. 

 

That would be GREAT - a thread for an elevator pitch would be phenomenal.