Apr 12, 2021
In episode 352 of Financially Simple, Justin looks at the main indicators used for tracking finances in a business.
When it comes to KPIs, KRIs and PIs of finance there are many different items that can be tracked to measure the progress and growth of a business. In this episode, Justin goes over the main indicators explaining why they are the most important to his business, Heritage Investors.
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02:53 - KPIs, KRIs and PIs of Finance
05:33 - The Main Indicators: Revenue vs. Forecast
08:42 - Profit Margin Percentage
11:05 - Unique KPIs Particular to Heritage Investors
12:07 - The Top Five Indicators for Heritage Investors
21:05 - Summary
Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.