Financial Management KPIs


Track finances revenue and budget with Toucan


See how financial KPIs look in Toucan


To be a successful business you need to know about every dollar coming in and how best to spend it in order to grow your business. This means managing your finances and having an in-depth understating of cash flow, profit and loss. Being able to visualize all this data and gain enough accurate insights to make on-the-go decisions quickly. To be able to do this you need an analytics solution that can work in real-time. 


With the right analytics solution you can:

  • Identify the essential Key Performance Indicators (KPIs) to understand your financial situation, and

  • Visualize, interact with, and analyze your data to gain quick, actionable insights.

What are KPIs for effective financial management?


KPIs for finance departments are designed to gauge the optimal performance and success of a team's ability to efficiently utilize the budget and generate high ROI. Real-time KPI tracking helps finance teams identify negative (or positive) trends so they can be proactive and optimize their efforts. 


We've pre-built several applications with some of the marketing KPIs that our customers track (below) - check them out

Finance KPIs in action 

Finance Managers

Monitor your finances



  • Quick Ratio
  • Current Ratio
  • Working Capital
  • Account Payable Turnover
  • Cash Conversion Cycle (CCC)
  • Return on Equity (ROE)
  • Total Debt-to-Equity Ration
  • Gross Profit Margin
  • Net Profit Margin
  • Earning Per Share (EPS)
  • Operating Cash Flow/Expenses
  • Compound Average Growth Rate (CAGR)

Finance Department

Get your team on the same page


  • Net Present Value (NPV)
  • Future Value (FV)
  • Finance Report Error Rate
  • Reports Produced per Employee
  • Payback Period
  • Internal Rate of Return (IRR)
  • Total Debt-to-Asset Ration
  • Average Revenue Per Account
  • Interest Coverage Ratio
  • Time to Conduct Budget and Planning Process
  • Time to Close

General Finance Management

Improve your efficiency!


  • Return on Investment (ROI)
  • SQL-to-Customer Conversion Rate
  • Payroll Headcount Ratio
  • Sales Growth
  • Fixed Asset Turnover
  • Return on Assets (ROA)
  • Selling, General and Administrative Ratio (SGA)
  • Interest Coverage
  • Inventory Turnover
  • Budget Variance
  • Gross Burn Rate
CTA Template — Free Trial Finance Management