Team Development 07 – Analysing & Reporting Performance

Overview

This module is designed to help finance team members identify the key metrics needed to manage performance effectively and translate them into impactful KPIs for dashboards, scorecards, and board reports. You’ll learn how to go beyond historical financial reporting by incorporating non-financial and forward-looking data that supports timely decision-making. The course will guide you through developing balanced KPIs, capturing and analysing relevant data, and using proven techniques to deliver insightful, action-oriented reports that drive business performance.

Learning Objectives:

After completion of this course, participants will be able to:

  • Design winning KPIs
  • Analyse and interpret data
  • Confidently support other departments across your business with timely and relevant reports that drive decision-making and help deliver your strategic objectives.

Lessons:

Lesson 1: Designing winning KPIs

Explore how to set effective KPIs that align with your business strategy, track progress toward goals, and drive performance improvements.

Lesson 2: Big Data

Discover how finance can drive value from Big Data by funding key initiatives, capturing insights, and using dashboards to support smarter business decisions.

Lesson 3: Analyse data

Learn how finance teams can use data analysis to uncover insights, improve decision-making, and deliver real-time reports—starting with the right KPIs and analysis techniques.

Lesson 4: Reporting performance

Learn how to turn data into insight through effective reporting, impactful dashboards, balanced scorecards, and board packs—ensuring clarity, alignment, and a single version of the truth.

Additional Information

CPE Credit/CPD Hours: 2.2

Field of Study: Finance

No prerequisite knowledge is required to be successful in this course.

No advance preparation is required.

Program Level: Basic

Delivery Method: QAS Self Study

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