KPI Framework & Performance Management Audit
KPI Framework & Performance Management Audit is a diagnostic engagement that examines what your company measures, whether those numbers can be trusted, and whether anyone manages by them. It is built for B2B companies where reports do not match finance and dashboards exist mostly for decoration.
The problem this solves
The tell-tale signs: revenue reports that disagree with the accounting system, metrics defined differently in every deck, dashboards built once and never opened again, and leadership meetings that run on anecdote because pulling the real number takes a week. When measurement is untrustworthy, teams learn to ignore it, and performance management degrades into whoever tells the most convincing story.
How we work
We inventory every KPI your revenue teams claim to manage by, then trace each one to its source: where the data originates, how the metric is calculated, and whether two people asking the same question get the same answer. Metrics that cannot survive that trace get flagged, along with the specific reason they break: definition drift, dirty source data, or calculation that lives in someone's head.
We also examine the management layer: which metrics actually appear in leadership and team cadences, which drive decisions, and which are reported out of ritual. A KPI nobody acts on is cost, not insight.
The deliverable is a KPI inventory with a trust rating per metric, a gap analysis against what your operating model actually needs measured, and a concrete recommendation for a leaner framework your team will actually use. It is the groundwork for any serious dashboard or reporting build.
Deliverables
- Full KPI inventory across marketing, sales, and service with source tracing
- Trust rating per metric with documented failure reasons
- Reconciliation check between CRM reporting and finance numbers
- Management cadence review showing which metrics drive real decisions
- Recommended KPI framework with definitions and ownership per metric
What buyers ask before scoping.
How is this different from just building us better dashboards?
Dashboards built on untrusted metrics get ignored within a quarter, which is usually how the existing ones got where they are. This audit fixes the layer underneath: definitions, sources, and ownership. Dashboard and reporting design is a separate build engagement, and it goes dramatically better with this groundwork done.
Our CRM reports never match what finance says. Can you find out why?
That reconciliation is a core part of the audit. The cause is usually a stack of small issues: deals closed in the CRM but never invoiced, currency and date convention mismatches, pipeline edits after close, and revenue definitions that differ silently. We trace the discrepancy to its components and document each one with a fix.
How much of our team's time does this take?
Less than most audits. We need CRM and reporting access, one session with whoever owns reporting today, and short interviews with the leaders who consume the numbers. The tracing work happens on our side; your team's involvement is measured in hours, not days.
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Sounds like your situation?
30 minutes, your calendar, no slide deck. We tell you honestly whether this module fits.
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