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  • 这里那位大侠有set up Finance 部门KPI(Key Performance Indicator) 的经验吗？能给我点Ideas 吗？先谢谢了！ -chuanyue(穿越); 2008-9-25 (#22645@41)
    • Staff performance or financial performance? -toysrus(数独精); 2008-9-25 (#22649@41)
      • Thank you for your attention! Both! -chuanyue(穿越); 2008-9-25 (#22651@41)
        • Business economic KPI is easy to construct as being an accountant. -toysrus(数独精); 2008-9-25 {2275} (#22661@41)
          本文发表在 rolia.net 枫下论坛You might need to focus on the profitability (ROA, ROI, EVA...), efficiency (DSO, MII...), liquidity (quick, current ratios... and capitalization (D/E) aspects and use those business valuation ratios and tests as your financial performance indicator.

          As per financial staff performance, here is a list of examples I used before.

          1. Percent of late reports
          2. Percent of errors in reports
          3. Errors in input to Information Services
          4. Errors reported by outside auditors
          5. Percent of input errors detected
          6. Number of complaints by users
          7. Number of hours per week correcting or changing documents
          8. Number of complaints about inefficiencies or excessive paper
          9. Amount of time spent appraising / correcting input errors
          10. Payroll processing time
          11. Percent of errors in payroll
          12. Length of time to prepare and send a bill
          13. Length of time billed and not received
          14. Number of final accounting Jobs rerun
          15. Number of equipment sales miscoded
          16. Amount of intracompany accounting bill back activity
          17. Time spent correcting erroneous inputs
          18. Number of open items
          19. Percent of deviations from cash plan
          20. Percent discrepancy in Material Review Board (MRB) and line scrap reports
          21. Travel expense accounts processed in three days
          22. Percent of advances outstanding
          23. Percent data entry errors in accounts payable and general ledger
          24. Credit turnaround time
          25. Machine billing turnaround time
          26. Percent of shipments requiring more than one attempt to invoice
          27. Number of untimely supplier invoices processed
          28. Average number of days from receipt to processing
          29. Percent error in budget predictions
          30. Computer rerun time due to input errors
          31. Computer program change cost
          32. Percent of financial reports delivered on schedule
          33. Number of record errors per employee
          34. Percent of error free vouchers
          35. Percent of bills paid so company gets price break
          36. Percent of errors in checks
          37. Entry errors per week
          38. Number of errors found by outside auditors
          39. Number of errors in financial reports
          40. Percent of errors in travel advancement records
          41. Percent of errors in expense accounts detected by auditors

          Here is the link talking about how to build an effective KPI system.更多精彩文章及讨论，请光临枫下论坛 rolia.net
          • Sweet! -buickregal(Motion); 2008-9-25 (#22679@41)
          • Thank you very much for your input! Currently, I'm working on the financial performance KPI for our organization. You have provided me a guideline for that, I really appreciate that! -chuanyue(穿越); 2008-9-29 (#22930@41)
      • Since my mannager is looking for some KPIs to provide useful info to other departments, could you help me to determine some KPIs? Thanks a lot! -chuanyue(穿越); 2008-9-29 (#22931@41)
        • Tell me what department you need. Pleasure! -toysrus(数独精); 2008-9-29 (#22933@41)
          • Thank you very much for your quick response! -chuanyue(穿越); 2008-9-29 {471} (#22938@41)
            I just talked with my manager and what exactly he was looking for is using KPI to show our work load to other departments, help them understand what keeps us busy and use KPI to improve internal process. Since we have a complain about too many staff in our Finance department. The departments will be Marketing, Membership Services, IT, Operation, HR, ect. My manager is trying to set up KPI in our department first and then try to help other department do the samething.
            • Try Marketing Dept first. -toysrus(数独精); 2008-9-29 {1251} (#22945@41)
              本文发表在 rolia.net 枫下论坛Marketing KPI

              1. Percent of proposals submitted ahead of schedule
              2. Cost of sales per total costs
              3. Percent error in market forecasts
              4. Percent of proposals accepted
              5. Percent of quota attained
              6. Response time to customer inquiries
              7. Inquiries per $10,000 of advertisement
              8. Number of new customers
              9. Percent of repeat orders
              10. Percent of time customer expectations are identified
              11. Sales made per call
              12. Errors in orders
              13. Ratio of marketing expenses to sales
              14. Number of new business opportunities identified
              15. Errors per contract
              16. Percent of time customer expectation changes are identified before impact
              17. Man hours per $10,000 sales
              18. Percent reduction in residual inventory
              19. Percent of customers called as promised
              20. Percent of meetings starting on schedule
              21. Percent of changed orders
              22. Number of complimentary letters
              23. Percent of phone numbers correctly dialed
              24. Time required to turn in travel expense accounts
              25. Number of revisions to market requirement statements per month
              26. Percent of bids returned on schedule
              27. Percent of customer letters answered in two weeks
              28. Number of complaint reports received
              29. Percent of complaint reports answered in three days更多精彩文章及讨论，请光临枫下论坛 rolia.net
              • I guess I need the financial KPI and Internal Process KPI for Finance Department from my understanding. But thank you very much for your help. Could you give me more ideas on what exactly I want? Thanks again. -chuanyue(穿越); 2008-9-29 (#22946@41)
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