Financial services, 20 metrics & KPI

by / Tuesday, 18 August 2015 / Published in KPI & Metrics
Financial services

Before dashboard creation, it’s important to define metrics and key performance indicators (KPI). Which of them will you use into your dashboard? This choice depends on your function, your strategy and your market. Difference between metric and KPI is objective. A KPI is a metric with an objective, a status and one or more trend(s).

You can use these metrics and KPI for strategical, tactical or operational dashboard. Context and filter will define the level. Be sure to develop your dashboard according on your organizational strategy and with business team, finance analysts and managers.

There are others metrics and KPIs for financial services. I’m listing some KPIs that I often implement for my clients.

Financial services Metrics and KPI list

I propose to present 20 metrics and KPI for the financial services (warning: average have to be analyzed with standard deviation. Average can be replaced by median):

  • Accounts payable

  • Average sum deposited in new deposit accounts

  • Cash conversion cycle (CCC)

  • Common stock equity

  • Creditor days

  • Debt-to-asset ratio

  • Debtor days

  • Fixed costs

  • Indirect costs

  • Interest expense

  • Long term debt

  • Marginal costs

  • Number of past due loans

  • Preferred stock equity

  • Return to equity

  • Short term debt

  • Total assets

  • Total current liabilities

  • Total equity

  • Variable costs

To calculate these metrics and KPI you need to have access to your data: management system, payroll and HR system, accounting system, finance transaction system.

Read others articles about KPIs and dashboarding in or in our french page



20′ lists of Metrics & Kpis

 IT kpi HR kpi accounting kpi sales kpi marketing kpi management kpi

food service kpi construction kpi call Centers kpi transport kpi financial retail kpi mediakpi manufacturing kpi Health care kpi

finances kpi assurances finances indic kpi

Get Free Email Updates!

Signup now and receive an email once We publish new content.

We will never give away, trade or sell your email address. You can unsubscribe at any time.

Please follow and like us:
David-Marc Petit

David-Marc Petit

Président at DWBI Expert
David-Marc PETIT est le président de DWBI Expert Inc. Il cumule plus de 20 ans d’expérience dans des entreprises de toutes tailles et tous secteurs, sur trois continents, en tant qu’expert en intelligence d’affaires. Il a fait de sa mission la démocratisation de l’intelligence d’affaires (Business Intelligence) pour optimiser les revenus et la performance de ses clients.
David-Marc Petit
David-Marc Petit

Latest posts by David-Marc Petit (see all)

Tagged under: , , ,

Leave a Reply


Enjoy this website? Please spread the word :)