Eight financial KPIs every business owner should track monthly

You don't need dozens of reports. These eight numbers, reviewed monthly, tell most of the story.

1. 1Revenue — and its growth versus the same month last year.
2. 2Gross margin % — is your pricing still covering direct costs?
3. 3Operating expenses as % of revenue — are overheads growing faster than sales?
4. 4Net profit % — what you actually keep.
5. 5Cash balance and runway — how many months of fixed costs your cash covers.
6. 6Days sales outstanding (DSO) — how long customers take to pay.
7. 7Inventory days — how long stock sits before it sells.
8. 8Top customer concentration — the share of revenue from your largest client.

Making them useful

• Put them on one page, with a target and last month's figure beside each.
• Look at trends over six to twelve months, not one month alone.
• Agree one action for any number moving the wrong way.

Our financial reporting service builds this dashboard from your books every month.