Financial KPIs Template

A collection of the most common financial KPIs for any organisation.

About this template

# of KPIs:

A carefully selected set of financially focused KPIs for companies of all shapes and sizes. This template is designed to track financial KPIs such as Disputed Invoices, EBIT, Revenue, working capital and departmental budgets. Each KPI within the template has been selected by a financial expert, offering a base set of financial KPIs in which to provide a standard approach to financial KPI tracking. These KPIs offer a best practice approach to financial performance tracking. Feel free to select and use these KPIs and metrics for your own performance tracking initiative.

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KPIs in this Template:

Cost of goods / Services

Inventory costs of goods or services sold

Disputed Invoices

The percentage of disputed invoices


Earnings before interest and taxes.

Gross Profit Margin

Difference between revenue and cost before accounting for other costs.

Net Profit

The meassure of profitability after accounting for all costs

Net Profit Margin

Percentage comparing net profit after taxes to revenue

Number of Employees

The number of employees

Overdue Invoices

The number of invoices that are overdue


Income received from business activities

Revenue per employee

Revenue by the total number of work force

Working Capital

Current assets minus current liabilities