{"id":17616,"date":"2021-04-29T08:48:16","date_gmt":"2021-04-29T15:48:16","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=17616"},"modified":"2025-08-08T05:30:36","modified_gmt":"2025-08-08T12:30:36","slug":"financial-kpis","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/financial-kpis\/","title":{"rendered":"10 Excellent Financial KPIs You Need To Track In 2026"},"content":{"rendered":"<p>Whether you\u2019re a massive corporation or a budding startup, every company needs to keep track of its <strong>finances.\u00a0<\/strong><\/p>\n<p>And while the finance world is highly unpredictable, one thing remains the same:<\/p>\n<p>As a CFO or business owner, you need to keep track of your organization\u2019s financial performance.<\/p>\n<p>This way, you\u2019ll be able to <strong>plan ahead <\/strong>and avoid losing money. \ud83d\udcb8<\/p>\n<p><em>But how do you do that?<\/em><\/p>\n<p>By using <strong>financial KPIs<\/strong>!<\/p>\n<p>In this article, we\u2019ll cover what financial KPIs are and highlight <a href=\"#1-10-financial-kpis-you-need-to-track-\">ten financial KPIs<\/a> that every business owner needs to track.<\/p>\n<div id=\"ub_table-of-contents-c541c59e-94a6-46ee-b766-5c832f6dd3c7\" class=\"ub_table-of-contents\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\">\n<div class=\"ub_table-of-contents-header-container\">\n<div class=\"ub_table-of-contents-header\">\n<div class=\"ub_table-of-contents-title\">This Article Contains:<\/div>\n<\/div>\n<\/div>\n<div class=\"ub_table-of-contents-extra-container\">\n<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/financial-kpis\/#0-what-are-financial-kpis\">What are Financial KPIs?<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/financial-kpis\/#1-10-financial-kpis-you-need-to-track-\">10 Financial KPIs You Need to Track\u00a0<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/financial-kpis\/#12-how-to-track-and-measure-kpis-with-clickup\">How to Track and Measure KPIs with ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/financial-kpis\/#20-faqs-about-financial-kpis-\">FAQs about Financial KPIs\u00a0<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/financial-kpis\/#25-closing-the-books-\">Closing the Books \ud83d\udcd7<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<p><em>Let\u2019s cash in on some KPIs! <\/em>\ud83d\udcb0<\/p>\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/clickup.com\/events\/vision-to-victory-summit?utm_source=iterable&amp;utm_medium=banner&amp;utm_campaign=bl-13-03-24-gl-v2v-on-demand-blog-banner&amp;utm_term=not-provided&amp;utm_content=v2voperationalexcellenceblogcta\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-147907\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/V2V-Operational-Excellence-Blog-CTA.png\" sizes=\"auto, (max-width: 744px) 100vw, 744px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/V2V-Operational-Excellence-Blog-CTA.png 744w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/V2V-Operational-Excellence-Blog-CTA-300x121.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/V2V-Operational-Excellence-Blog-CTA-700x282.png 700w\" alt=\"V2V Operational Excellence Blog CTA\" width=\"744\" height=\"300\" \/><\/a><\/figure>\n<h2 id=\"0-what-are-financial-kpis\" class=\"wp-block-heading\">What are Financial KPIs?<\/h2>\n<p>A <strong>K<\/strong>ey<strong> P<\/strong>erformance<strong> I<\/strong>ndicator (KPI) tracks how well your company performs in terms of achieving its<strong> core<\/strong> business <a href=\"https:\/\/clickup.com\/blog\/measurable-objectives\/\">objectives<\/a>.<\/p>\n<p><em>So when it comes to finances, what are your company\u2019s core objectives?<\/em><\/p>\n<p><em>Do you want to earn more <\/em><em>revenue<\/em><em> than you spend on <\/em><em>operating expenses<\/em><em>?<\/em><\/p>\n<p><em>Are you looking to increase your cash flow?\u00a0<\/em><\/p>\n<p><em>Or do you want a more diverse <\/em><em>revenue <\/em><em>source?<\/em><\/p>\n<p><strong>Financial key performance indicators<\/strong> track your company\u2019s<a href=\"https:\/\/clickup.com\/blog\/continuous-performance-management\/\"> performance<\/a> in achieving those goals.<\/p>\n<p>In a nutshell, financial KPIs illustrate your company\u2019s financial health and help you determine if your company will make a profit.<\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\">\n<div class=\"wp-block-embed__wrapper\"><iframe loading=\"lazy\" title=\"How to Set Effective KPIs | ClickUp Vlog\" src=\"https:\/\/www.youtube.com\/embed\/vmKC5d28i8s?start=47&amp;feature=oembed\" width=\"500\" height=\"281\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<\/figure>\n<p><strong><em>Not sure how KPIs differ from metrics?\u00a0<\/em><\/strong><\/p>\n<p><strong><em>Check out the <\/em><\/strong><a href=\"https:\/\/clickup.com\/blog\/kpi-metrics\/\"><strong><em>differences between KPIs and metrics<\/em><\/strong><\/a><strong><em>.<\/em><\/strong><\/p>\n<h2 id=\"1-10-financial-kpis-you-need-to-track-\" class=\"wp-block-heading\">10 Financial KPIs You Need to Track<\/h2>\n<p>Here are ten financial KPIs your finance team needs to invest in:<\/p>\n<h3 id=\"2-1-operating-cash-flow\" class=\"wp-block-heading\">1. Operating cash flow<\/h3>\n<p>Your<strong> operating cash flow<\/strong> is a finance KPI that measures the total cash generated by your company\u2019s day-to-day business operations.<\/p>\n<p>Here\u2019s how to calculate it:<\/p>\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17647\" style=\"width: 752px; height: 21px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image1-8.png\" sizes=\"auto, (max-width: 668px) 100vw, 668px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image1-8.png 668w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image1-8-300x9.png 300w\" alt=\"Operating cash flow\" width=\"668\" height=\"19\" \/><\/figure>\n<p>This KPI depicts your company\u2019s <a href=\"https:\/\/www.forbes.com\/sites\/forbesfinancecouncil\/2020\/03\/26\/dont-overlook-these-14-good-habits-for-financial-health\/?sh=1b85736329cc\" target=\"_blank\" rel=\"noreferrer noopener\">financial health<\/a>.<\/p>\n<p>It also determines if your company can maintain a positive cash flow or if you need external financing to handle all the expenses.<\/p>\n<p><strong><em>Note:<\/em><\/strong><em> when using this metric, it\u2019s a good idea to look at <\/em><a href=\"https:\/\/www.forbes.com\/sites\/louismosca\/2019\/06\/18\/key-performance-indicators-101-why-theyre-important\/?sh=4a2bfac72652\" target=\"_blank\" rel=\"noreferrer noopener\"><em>operational KPIs<\/em><\/a><em>, such as operating margin or operating profit, to understand the data better.<\/em><\/p>\n<h3 id=\"3-2-current-ratio\" class=\"wp-block-heading\">2. Current ratio<\/h3>\n<p>This KPI measures the ability of your company to pay off all its debts in one year.<\/p>\n<p>Here\u2019s how to calculate it:<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17650\" style=\"width: 324px; height: 43px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image2-6.png\" alt=\"current ratio\" width=\"261\" height=\"33\" \/><\/figure>\n<\/div>\n<p>A <strong>current ratio<\/strong> of less than 1.0 indicates that your company won\u2019t be able to deal with its financial obligations unless you<strong> increase <\/strong>your cash flow.<\/p>\n<p>And if it\u2019s between 1.3\u20135.0, good news!<\/p>\n<p>It indicates financial stability. \ud83d\ude0c<\/p>\n<p>A current ratio higher than 5 means that your company has a ton of cash (which is great), but it also means that the company is pretty much not doing anything<strong> useful <\/strong>with that money:<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17622\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image31-2.gif\" alt=\"two cartoon men shoveling money into a fire pit\" width=\"500\" height=\"378\" \/><\/figure>\n<\/div>\n<h3 id=\"4-3-net-profit\" class=\"wp-block-heading\">3. Net profit<\/h3>\n<p><strong>Net profit<\/strong> or net income measures the amount of money your company has <strong>after<\/strong> all expenses (interest, taxes, operating expenses, etc.) have been deducted from your total revenue.<\/p>\n<p>You can calculate it automatically with a <a href=\"https:\/\/www.timecamp.com\/resources\/pmc\/profit-margin-calculator\/\" target=\"_blank\" rel=\"noreferrer noopener\">profit calculator<\/a> or by using a simple formula to manually calculate this financial metric:<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17651\" style=\"width: 404px; height: 21px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image3-5.png\" sizes=\"auto, (max-width: 339px) 100vw, 339px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image3-5.png 339w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image3-5-300x16.png 300w\" alt=\"net profit\" width=\"339\" height=\"18\" \/><\/figure>\n<\/div>\n<p>A <strong>low <\/strong><strong>net income<\/strong> means that your company may be struggling with several factors, such as poor <a href=\"https:\/\/clickup.com\/blog\/resource-management\/\">resource management<\/a> or inefficient pricing models.<\/p>\n<p>On the other hand, a <strong>high <\/strong><strong>net income<\/strong> indicates that your company is performing well.<\/p>\n<h3 id=\"5-4-net-profit-margin\" class=\"wp-block-heading\">4. Net profit margin<\/h3>\n<p>This KPI measures the percentage of profit a company produces from its total revenue.<\/p>\n<p>Your net profit margin shows you the <strong>profitability<\/strong> of your business.<\/p>\n<p>Here\u2019s how to calculate it:<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17652\" style=\"width: 342px; height: 41px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image4-6.png\" alt=\"net profit margin\" width=\"280\" height=\"33\" \/><\/figure>\n<\/div>\n<h3 id=\"6-5-gross-profit-margin\" class=\"wp-block-heading\">5. Gross profit margin<\/h3>\n<p>This financial KPI measures the amount of money <strong>left over<\/strong> from revenue after deducting only the cost of goods sold.<\/p>\n<p>The gross profit margin or gross margin shows you if your company is financially healthy.<\/p>\n<p>Here\u2019s how to calculate it:<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17653\" style=\"width: 408px; height: 40px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image5-7.png\" sizes=\"auto, (max-width: 340px) 100vw, 340px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image5-7.png 340w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image5-7-300x29.png 300w\" alt=\"gross profit margin\" width=\"340\" height=\"33\" \/><\/figure>\n<\/div>\n<p>A <strong>high <\/strong><strong>gross profit<\/strong> <strong>margin <\/strong>means that your company can pay off all its operating expenses and still have money to invest in innovation and growth.<\/p>\n<p><em>You know what they say:<\/em><\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17623\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image19-3.gif\" alt=\"a man saying you spend money to make money\" width=\"498\" height=\"280\" \/><\/figure>\n<\/div>\n<h3 id=\"7-6-current-accounts-receivable-and-payable\" class=\"wp-block-heading\">6. Current accounts receivable and payable<\/h3>\n<p><strong>Current <\/strong><strong>accounts receivable<\/strong> is a KPI that measures the amount of money that debtors owe to your business.<\/p>\n<p>Here\u2019s how to calculate it:<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17654\" style=\"width: 631px; height: 48px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image6-8.png\" sizes=\"auto, (max-width: 541px) 100vw, 541px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image6-8.png 541w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image6-8-300x23.png 300w\" alt=\"current accounts receivable\" width=\"541\" height=\"41\" \/><\/figure>\n<\/div>\n<p>This performance indicator helps finance teams predict how much money is coming in and when.<\/p>\n<p>However, a high accounts receivables balance means that your debtors still owe you tons of money.<\/p>\n<p><em>Why is that a problem?<\/em><\/p>\n<p>If the outstanding amount has been there for a while, it means that your company might have a <strong>collection problem<\/strong> or can\u2019t handle long-term debtors.<\/p>\n<p>On the other hand, <strong>current accounts payable<\/strong> measures the amount of money your business owes to suppliers, banks, and creditors.<\/p>\n<p>Here\u2019s how to calculate it:<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17655\" style=\"width: 614px; height: 49px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image7-7.png\" sizes=\"auto, (max-width: 507px) 100vw, 507px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image7-7.png 507w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image7-7-300x24.png 300w\" alt=\"current accounts payable\" width=\"507\" height=\"41\" \/><\/figure>\n<\/div>\n<h3 id=\"8-7-working-capital\" class=\"wp-block-heading\">7. Working capital<\/h3>\n<p>Your <strong>working capital <\/strong>is the money that\u2019s readily available to meet your company\u2019s short-term needs.<\/p>\n<p>This KPI looks at your company\u2019s current financial position.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17624\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image24-4.gif\" alt=\"a man asking what is my current financial situation\" width=\"480\" height=\"366\" \/><\/figure>\n<\/div>\n<p>Working capital includes things like available cash, short-term investments, and current accounts receivable.<\/p>\n<p>That being said, this financial KPI indicates if your company has the <strong>available <\/strong>assets needed to settle short-term financial obligations.<\/p>\n<p>Here\u2019s how to calculate it:<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17656\" style=\"width: 479px; height: 23px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image8-7.png\" sizes=\"auto, (max-width: 420px) 100vw, 420px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image8-7.png 420w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image8-7-300x13.png 300w\" alt=\"working capital\" width=\"420\" height=\"18\" \/><\/figure>\n<\/div>\n<h3 id=\"9-8-customer-acquisition-cost\" class=\"wp-block-heading\">8. Customer acquisition cost<\/h3>\n<p>This finance KPI measures the amount of money and resources your company invests in securing new customers.<\/p>\n<p>It includes resources like:<\/p>\n<ul>\n<li>Advertising costs<\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/marketing-kpis\/\">Marketing<\/a> costs<\/li>\n<li>Creative costs<\/li>\n<li>Salaries<\/li>\n<\/ul>\n<p>Customer acquisition cost is a measure of a company\u2019s health.<\/p>\n<p>It\u2019s actually a very useful financial KPI to determine the future profitability of a business.<\/p>\n<p>Here\u2019s how to calculate it:<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17657\" style=\"width: 852px; height: 52px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image9-3.png\" sizes=\"auto, (max-width: 689px) 100vw, 689px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image9-3.png 689w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image9-3-300x18.png 300w\" alt=\"customer acquisition cost\" width=\"689\" height=\"41\" \/><\/figure>\n<\/div>\n<h3 id=\"10-9-debt-to-equity-ratio\" class=\"wp-block-heading\">9. Debt to equity ratio<\/h3>\n<p>This KPI measures how efficiently your company is using its shareholder investments.<\/p>\n<p>Here\u2019s how to calculate it:<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17658\" style=\"width: 393px; height: 51px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image10-6.png\" sizes=\"auto, (max-width: 327px) 100vw, 327px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image10-6.png 327w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image10-6-300x38.png 300w\" alt=\"debt to equity ratio\" width=\"327\" height=\"41\" \/><\/figure>\n<\/div>\n<p>A <strong>high debt to <\/strong><strong>equity ratio<\/strong> indicates that your company has been financing its growth with debt.<\/p>\n<p><em>The problem?\u00a0<\/em><\/p>\n<p>Your company might default on its loans if interest rates increase suddenly. <em>Yikes!<\/em><\/p>\n<p>On the other hand, a <strong>low debt to<\/strong><strong> equity ratio<\/strong> may indicate that your company is afraid to use its money to invest in growth opportunities.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17625\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image15-5.gif\" alt=\"a man saying scared money don't make money\" width=\"500\" height=\"280\" \/><\/figure>\n<\/div>\n<p><em>So what\u2019s a good debt to <\/em><em>equity ratio<\/em><em> to have?<\/em><\/p>\n<p>Usually, a debt to equity ratio below<strong> two<\/strong> is considered manageable.<\/p>\n<h3 id=\"11-10-revenue-growth-rate\" class=\"wp-block-heading\">10. Revenue growth rate<\/h3>\n<p>This financial KPI measures the increase and decrease in a company\u2019s <a href=\"https:\/\/clickup.com\/blog\/sales-enablement-kpis\/\">sales revenue<\/a> between two periods.<\/p>\n<p>Here\u2019s how to calculate it:<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17659\" style=\"width: 735px; height: 53px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image11-5.png\" sizes=\"auto, (max-width: 597px) 100vw, 597px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image11-5.png 597w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image11-5-300x21.png 300w\" alt=\"revenue growth rate\" width=\"597\" height=\"42\" \/><\/figure>\n<\/div>\n<p>If you\u2019re an innovative startup, it\u2019s a good idea to track this business metric.<\/p>\n<p><em>Why?<\/em><\/p>\n<p>A high revenue growth rate indicates that your company can expand, acquire new talent, and attract investors!<\/p>\n<p><strong><em>Interested in more examples? Here are <\/em><\/strong><a href=\"https:\/\/clickup.com\/blog\/kpi-examples\/\"><strong><em>50+ KPI examples and a template to track them.<\/em><\/strong><\/a><\/p>\n<h2 id=\"12-how-to-track-and-measure-kpis-with-clickup\" class=\"wp-block-heading\">How to Track and Measure KPIs with ClickUp<\/h2>\n<p>Thinking about tracking your financial goals using pen and paper?<\/p>\n<p>Or <a href=\"https:\/\/clickup.com\/blog\/excel-project-management\/\">Excel spreadsheets<\/a>, for that matter?<\/p>\n<p>Well, that\u2019s not gonna cut it!<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17626\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image17-7.gif\" alt=\"Home Simpson deposit check\" width=\"480\" height=\"362\" \/><\/figure>\n<\/div>\n<p><em>Why?<\/em><\/p>\n<p>Your pen and paper aren\u2019t gonna <a href=\"https:\/\/clickup.com\/blog\/automate-workflows\/\"><strong>automate<\/strong><\/a> and <strong>streamline<\/strong> processes for you.<\/p>\n<p>Additionally, you don\u2019t get powerful automated <a href=\"https:\/\/clickup.com\/blog\/best-reminder-apps\/\">reminders<\/a> or <a href=\"https:\/\/clickup.com\/blog\/goal-tracking-apps\/\">goal tracking<\/a> features with spreadsheets.<\/p>\n<p>Instead, all you need is <strong><a href=\"https:\/\/clickup.com\/blog\/kpi-software\/\">KPI management software<\/a><\/strong> like<a href=\"https:\/\/clickup.com\/?noRedirect=true\"> <strong>ClickUp<\/strong>.<\/a><\/p>\n<p>ClickUp helps you set strategic goals and track your progress towards core business objectives with ease.<\/p>\n<p><em>Don\u2019t worry, we\u2019ll put our money where our mouth is. <\/em>\ud83e\udd11<\/p>\n<p>Here\u2019s how ClickUp makes tracking financial KPIs a breeze:<\/p>\n<h3 id=\"13-1-goals-\" class=\"wp-block-heading\">1. <a href=\"https:\/\/clickup.com\/features\/goals\">Goals\u00a0<\/a><\/h3>\n<p>Since KPIs focus on key business objectives, you need to set a few goals first.<\/p>\n<p><strong>Goals <\/strong>in ClickUp are high-level containers that you can break down into smaller, quantifiable <a href=\"https:\/\/docs.clickup.com\/en\/articles\/2689199-goals\">Targets.<\/a><\/p>\n<p>Complete the smaller Targets, and you\u2019re on your way to nailing that Goal!<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17627\" style=\"width: 700px; height: 323px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image27-3-1400x645.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image27-3-1400x645.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image27-3-300x138.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image27-3-768x354.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image27-3-1536x707.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image27-3-700x322.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image27-3.png 1557w\" alt=\"target goals in ClickUp\" width=\"1400\" height=\"645\" \/><\/figure>\n<\/div>\n<p><em>Not sure if you\u2019re making progress?<\/em><\/p>\n<p>No worries. ClickUp tracks your goal progress in <strong>real-time<\/strong> to help you understand how close you\u2019re to achieving it.<\/p>\n<p>Each time you complete a target, your progress percentage increases automatically.<\/p>\n<p class=\"has-text-align-center\"><img decoding=\"async\" style=\"width: 960px;\" src=\"https:\/\/lh5.googleusercontent.com\/leVDvZ4-YVn_glGNQnTq8cqjqveX0c4ELhRlqXKZcR8Sv9T5-UoGkTn7dboNdlYr6B363yFwbWV1n-yIyOadh1u5lc4KGgd8qGp-HYitLfn_QYYzTOAefp6Qpcc-TM5JTE15XD84\" \/><\/p>\n<p>You can even choose from different Target types like:<\/p>\n<ul>\n<li><strong>Currency:<\/strong> manage your profit, expenses, and budgets<\/li>\n<li><strong>Numbers<\/strong>: numerical figures such as the average revenue generated from sales<\/li>\n<li><strong>Tasks:<\/strong> see if your accounting team is getting things done the <em>right way<\/em><\/li>\n<\/ul>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17631\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image21-2.gif\" alt=\"a man saying bye receipts\" width=\"220\" height=\"165\" \/><\/figure>\n<\/div>\n<p><strong><em>Explore <\/em><\/strong><a href=\"https:\/\/clickup.com\/blog\/how-to-use-clickup-to-set-goals-for-your-team\/\"><strong><em>how to use ClickUp to set moonshot goals for your team.<\/em><\/strong><\/a><\/p>\n<h3 id=\"14-2-dashboards-\" class=\"wp-block-heading\">2. <a href=\"https:\/\/clickup.com\/features\/dashboards\">Dashboards<\/a><\/h3>\n<p><a href=\"https:\/\/docs.clickup.com\/en\/articles\/3578082-dashboards\"><strong>Dashboards<\/strong><\/a> in ClickUp give you a high-level overview of everything that\u2019s going on with your finances.<\/p>\n<p>Manage your financial goals, track your spending, view your profits and budget allocations\u2026 Dashboards give you <strong>accurate insights <\/strong>into your financial performance so you can predict where your business will be in the future.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17629\" style=\"width: 804px; height: 399px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image18-2-1400x693.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image18-2-1400x693.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image18-2-300x149.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image18-2-768x380.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image18-2-1536x761.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image18-2-700x347.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image18-2.png 1862w\" alt=\"Dashboards in ClickUp\" width=\"1400\" height=\"693\" \/><\/figure>\n<\/div>\n<p>To get an even more detailed picture, you can add several <a href=\"https:\/\/docs.clickup.com\/en\/articles\/3625951-custom-widgets\"><strong>custom widgets<\/strong><\/a> to your financial KPI Dashboard, like:<\/p>\n<ul>\n<li><strong>Calculation:<\/strong> calculate numerical data like the recurring revenue rate<\/li>\n<li><strong>Line Chart:<\/strong> create a custom line chart to monitor your net and gross profit margins \ud83d\udcc8<\/li>\n<li><strong>Bar Chart:<\/strong> design custom bar charts to track your income, expenses, and profit \ud83d\udcca<\/li>\n<li><strong>Pie Chart:<\/strong> use a custom pie chart to map out your business\u2019s monthly expenses<\/li>\n<li><strong>Battery Chart: <\/strong>create a battery chart to represent your KPI metrics \ud83d\udd0b<\/li>\n<\/ul>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17632\" style=\"width: 682px; height: 321px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image28-2.png\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image28-2.png 1364w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image28-2-300x141.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image28-2-768x361.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image28-2-700x329.png 700w\" alt=\"Battery chart in ClickUp\" width=\"1364\" height=\"642\" \/><\/figure>\n<\/div>\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/general-ledger-templates\/\">General ledger templates<\/a><\/em><\/strong><\/p>\n<h3 id=\"15-3-reports\" class=\"wp-block-heading\">3. Reports<\/h3>\n<p>Just like how you have financial reports, you also need employee reports to see if your finance team is working towards your <a href=\"https:\/\/clickup.com\/blog\/kpi-reporting\/\">KPIs<\/a>.<\/p>\n<p>Fortunately, ClickUp lets you add<a href=\"https:\/\/docs.clickup.com\/en\/articles\/3625956-table-widgets\"> <strong>table widgets<\/strong><\/a> to your finance KPI Dashboard, like:<\/p>\n<ul>\n<li><strong>Completed Report: <\/strong>track the number of tasks completed by each teammate<\/li>\n<li><strong>Worked On: <\/strong>get insight into how many tasks each teammate worked on a specific day, week, or month<\/li>\n<li><strong>Workspace Points: <\/strong>gamify your financial tasks to make your financial processes even more engaging<\/li>\n<li><strong>Who\u2019s Behind: <\/strong>see which team members have uncleared notifications and overdue tasks<\/li>\n<\/ul>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17633\" style=\"width: 789px; height: 473px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image12-9-1400x839.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image12-9-1400x839.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image12-9-300x180.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image12-9-768x460.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image12-9-1536x921.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image12-9-700x420.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image12-9.png 1598w\" alt=\"table widgets in ClickUp\" width=\"1400\" height=\"839\" \/><\/figure>\n<\/div>\n<h3 id=\"16-4-calculations\" class=\"wp-block-heading\">4. Calculations<\/h3>\n<p><em>Say goodbye to your calculator because you can do the math right in ClickUp!<\/em><\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17634\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image13-8.gif\" alt=\"a man leaving the office\" width=\"320\" height=\"180\" \/><\/figure>\n<\/div>\n<p>ClickUp lets you perform powerful <a href=\"https:\/\/docs.clickup.com\/en\/articles\/3186193-column-calculations-in-list-table-views\">column calculations<\/a> using numerical data in your tasks. You can do this in the <a href=\"https:\/\/docs.clickup.com\/en\/articles\/895651-list-view\">List view<\/a> and <a href=\"https:\/\/clickup.com\/features\/table-view\">Table view<\/a>.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17635\" style=\"width: 677px; height: 652px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image23-2.png\" sizes=\"auto, (max-width: 755px) 100vw, 755px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image23-2.png 755w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image23-2-300x289.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image23-2-700x674.png 700w\" alt=\"column calculations in ClickUp\" width=\"755\" height=\"727\" \/><\/figure>\n<\/div>\n<p>Additionally, you can use <a href=\"https:\/\/docs.clickup.com\/en\/articles\/3840556-formula-fields\">formula fields<\/a> to calculate the cost of a new product order or the profit you made from sales.<\/p>\n<p>You can even calculate KPIs like working capital and customer acquisition costs quickly!<\/p>\n<p>This way, you\u2019ll have all your metrics lined up, <em>literally. <\/em>\ud83e\udd29<\/p>\n<h3 id=\"17-5-recurring-tasks-\" class=\"wp-block-heading\">5. <a href=\"https:\/\/clickup.com\/features\/recurring-tasks\">Recurring tasks<\/a><\/h3>\n<p>Set<strong> Recurring tasks<\/strong> for processes that you repeat daily, weekly, or even quarterly.<\/p>\n<p>For example, you can set a recurring task for quarterly tax filing deadlines or even invoice requests.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17636\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image22-3.gif\" alt=\"recurring tasks in ClickUp\" width=\"960\" height=\"498\" \/><\/figure>\n<\/div>\n<p><em>\u00a0Still not sold on the idea?<\/em><\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17638\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image29.gif\" alt=\"we have enough trouble paying bills\" width=\"480\" height=\"368\" \/><\/figure>\n<\/div>\n<p>Don\u2019t worry; you can even use recurring tasks to pay your bills!<\/p>\n<p>You\u2019ll get notified when payments are due and after paying the bill, simply mark it complete, and a new task will be automatically created for the following month.<\/p>\n<h3 id=\"18-6-custom-statuses-\" class=\"wp-block-heading\">6. <a href=\"https:\/\/clickup.com\/features\/custom-task-statuses\">Custom statuses<\/a><\/h3>\n<p>In most cases, tasks that involve money can\u2019t only be marked as \u201cdone\u201d or \u201cnot done.\u201d<\/p>\n<p>There are many different stages involved in the financial process, like invoicing, <a href=\"https:\/\/timeanalyticssoftware.com\/calculation-of-marginal-revenue-and-profit-margins-examples-downloads\/\" target=\"_blank\" rel=\"noreferrer noopener\">cost and revenue budgeting<\/a>, financial reporting, and more.<\/p>\n<p>That\u2019s why ClickUp lets you create your own custom statuses so you can see your progress the way you want to.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17639\" style=\"width: 700px; height: 560px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image32-1400x1119.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image32-1400x1119.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image32-300x240.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image32-768x614.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image32-1536x1228.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image32-700x560.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image32.png 1756w\" alt=\"custom statuses in ClickUp\" width=\"1400\" height=\"1119\" \/><\/figure>\n<\/div>\n<h3 id=\"19-7-templates-\" class=\"wp-block-heading\">7. <a href=\"https:\/\/clickup.com\/templates\">Templates<\/a><\/h3>\n<p><em>Familiar with moments like this?<\/em><\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17640\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image26-3.gif\" alt=\"a man paying bills on the phone \" width=\"499\" height=\"250\" \/><\/figure>\n<\/div>\n<p>We know, organizing invoices, collecting client info, and <a href=\"https:\/\/www.invoiceberry.com\/\">tracking invoices<\/a> can be time-consuming.<\/p>\n<p>Fortunately, <a href=\"https:\/\/clickup.com\/blog\/project-management-template\/\"><strong>templates<\/strong><\/a> in ClickUp can help you <a href=\"https:\/\/www.moneykey.com\/articles\/money-management-tips\/\" target=\"_blank\" rel=\"noreferrer noopener\">manage your income<\/a>, clients, sales, and more in seconds.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17641\" style=\"width: 495px; height: 525px;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image14-1.png\" sizes=\"auto, (max-width: 664px) 100vw, 664px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image14-1.png 664w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image14-1-283x300.png 283w\" alt=\"templates in ClickUp\" width=\"664\" height=\"704\" \/><\/figure>\n<\/div>\n<p>Here are some of the templates you get:<\/p>\n<ul>\n<li><a href=\"https:\/\/app.clickup.com\/signup?template=4389485\"><strong>Invoicing: <\/strong><\/a>keep track of all <a href=\"https:\/\/www.deskera.com\/blog\/invoice-types\/\">types of invoices<\/a><\/li>\n<li><a href=\"https:\/\/app.clickup.com\/signup?template=4389484\"><strong>Accounting:<\/strong><\/a> keep track of your accounts payable and accounts receivable<\/li>\n<li><a href=\"https:\/\/app.clickup.com\/signup?template=8425679\"><strong>Corporate Audits:<\/strong><\/a> streamline your audit planning<\/li>\n<li><a href=\"https:\/\/app.clickup.com\/signup?template=6356353\"><strong>Bookkeeping:<\/strong><\/a> manage your bookkeeping processes<\/li>\n<li><a href=\"https:\/\/app.clickup.com\/signup?template=4389487\"><strong>Onboarding:<\/strong><\/a> onboard new clients and collaborate with them with ease<\/li>\n<\/ul>\n<p><em>But this is just the start.<\/em><\/p>\n<p><strong><em>Read more on how ClickUp can help you with<\/em><\/strong><a href=\"https:\/\/clickup.com\/teams\/finance\"> <strong><em>finance<\/em><\/strong><strong><em> project management<\/em><\/strong><\/a><strong><em>.<\/em><\/strong><\/p>\n<h2 id=\"20-faqs-about-financial-kpis-\" class=\"wp-block-heading\">FAQs about Financial KPIs<\/h2>\n<p>Here are the answers to some burning financial KPI questions:<\/p>\n<h3 id=\"21-1-what-are-lagging-indicators\" class=\"wp-block-heading\">1. What are lagging indicators?<\/h3>\n<p><strong>Lagging indicators<\/strong> communicate events that have already happened. Some common examples are profit and revenue growth.<\/p>\n<p>Since lagging indicators confirm trends that are already in <strong>progress,<\/strong> they\u2019re incredibly useful when you\u2019re looking to sell or buy assets.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17642\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image20-4.gif\" alt=\"Patrick handing out free money \" width=\"480\" height=\"354\" \/><\/figure>\n<\/div>\n<h3 id=\"22-2-what-are-leading-indicators\" class=\"wp-block-heading\">2. What are leading indicators?<\/h3>\n<p><strong>Leading indicators<\/strong> are performance indicators that<strong> predict <\/strong>future events and trends in the economy. For example, the number of products you expect to be purchased by each customer.<\/p>\n<h3 id=\"23-3-what-are-quantitative-indicators\" class=\"wp-block-heading\">3. What are quantitative indicators?<\/h3>\n<p>These are indicators that can be measured by a number, percentage, or ratio.<\/p>\n<p>For example, your company\u2019s <a href=\"https:\/\/www.investopedia.com\/terms\/c\/conversion-rate.asp\" target=\"_blank\" rel=\"noreferrer noopener\">conversion rate<\/a> or<a href=\"https:\/\/www.investopedia.com\/terms\/o\/operatingmargin.asp\" target=\"_blank\" rel=\"noreferrer noopener\"> operating profit margin.<\/a><\/p>\n<h3 id=\"24-4-what-are-qualitative-indicators\" class=\"wp-block-heading\">4. What are qualitative indicators?<\/h3>\n<p><strong>Qualitative indicators<\/strong> are non-numerical factors (opinions or perceptions) that determine the progress made towards an objective.<\/p>\n<p>Qualitative indicators usually measure non financial KPIs like employee and customer satisfaction.<\/p>\n<h2 id=\"25-closing-the-books-\" class=\"wp-block-heading\">Closing the Books \ud83d\udcd7<\/h2>\n<p>Financial KPIs determine if your company is moving in the right direction to generate <strong>revenue<\/strong> and <strong>profit.<\/strong><\/p>\n<p>But choosing a few financial KPIs from our KPI library is just the first step.<\/p>\n<p><em>After all, do you simply say you want to make money and hope for the best?\u00a0<\/em><\/p>\n<p>To achieve your objectives successfully, you need to track and manage the KPIs you set.<\/p>\n<p>And to do that efficiently, you need ClickUp.<\/p>\n<p>From custom Dashboards that help you track your finances to <a href=\"https:\/\/docs.clickup.com\/en\/articles\/3840556-formula-fields\">formula fields<\/a> that let you perform calculations in a snap, ClickUp has E-V-E-R-Y-T-H-I-N-G you need to reach your KPIs.<\/p>\n<p><a href=\"https:\/\/clickup.com\/\">Get ClickUp for free today<\/a> to crush all your financial goals. \ud83d\udc4a<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17643\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/image30-1.gif\" alt=\"Drew Barrymore saying you're crushing it\" width=\"478\" height=\"266\" \/><\/figure>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Whether you\u2019re a massive corporation or a budding startup, every company needs to keep track of its finances.\u00a0 And while the finance world is highly unpredictable, one thing remains the same: As a CFO or business owner, you need to keep track of your organization\u2019s financial performance. This way, you\u2019ll be able to plan ahead [&hellip;]<\/p>\n","protected":false},"author":42,"featured_media":17617,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[760,765,312],"tags":[711],"class_list":["post-17616","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-goals","category-product","category-project-management","tag-financial-kpis"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/financial-KPIs.png","author_info":{"display_name":"Leila Cruz","author_link":"https:\/\/clickup.com\/blog\/author\/leila\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>10 Excellent Financial KPIs You Need To Track In 2026 | The ClickUp Blog<\/title>\n<meta name=\"description\" content=\"Interested in using financial KPIs? This article highlights ten finance KPIs you need to track today and the best tool for the job.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clickup.com\/blog\/financial-kpis\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"10 Excellent Financial KPIs You Need To Track In 2026 | The ClickUp Blog\" \/>\n<meta property=\"og:description\" content=\"Interested in using financial KPIs? This article highlights ten finance KPIs you need to track today and the best tool for the job.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clickup.com\/blog\/financial-kpis\/\" \/>\n<meta property=\"og:site_name\" content=\"The ClickUp Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/clickupprojectmanagement\" \/>\n<meta property=\"article:published_time\" content=\"2021-04-29T15:48:16+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-08T12:30:36+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/financial-KPIs.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1400\" \/>\n\t<meta property=\"og:image:height\" content=\"1050\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Leila Cruz\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@clickup\" \/>\n<meta name=\"twitter:site\" content=\"@clickup\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Leila Cruz\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"16 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/\"},\"author\":{\"name\":\"Leila Cruz\",\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/#\\\/schema\\\/person\\\/dcadc241293bc39de695a89f01cb6bc7\"},\"headline\":\"10 Excellent Financial KPIs You Need To Track In 2026\",\"datePublished\":\"2021-04-29T15:48:16+00:00\",\"dateModified\":\"2025-08-08T12:30:36+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/\"},\"wordCount\":2141,\"publisher\":{\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/clickup.com\\\/blog\\\/wp-content\\\/uploads\\\/2021\\\/04\\\/financial-KPIs.png\",\"keywords\":[\"financial kpis\"],\"articleSection\":[\"Goals\",\"Product\",\"Project Management\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/\",\"url\":\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/\",\"name\":\"10 Excellent Financial KPIs You Need To Track In 2026 | The ClickUp Blog\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/clickup.com\\\/blog\\\/wp-content\\\/uploads\\\/2021\\\/04\\\/financial-KPIs.png\",\"datePublished\":\"2021-04-29T15:48:16+00:00\",\"dateModified\":\"2025-08-08T12:30:36+00:00\",\"description\":\"Interested in using financial KPIs? This article highlights ten finance KPIs you need to track today and the best tool for the job.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/#primaryimage\",\"url\":\"https:\\\/\\\/clickup.com\\\/blog\\\/wp-content\\\/uploads\\\/2021\\\/04\\\/financial-KPIs.png\",\"contentUrl\":\"https:\\\/\\\/clickup.com\\\/blog\\\/wp-content\\\/uploads\\\/2021\\\/04\\\/financial-KPIs.png\",\"width\":1400,\"height\":1050,\"caption\":\"a piggy bank with money and a tv\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/financial-kpis\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/clickup.com\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Project Management\",\"item\":\"https:\\\/\\\/clickup.com\\\/blog\\\/project-management\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"10 Excellent Financial KPIs You Need To Track In 2026\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/clickup.com\\\/blog\\\/\",\"name\":\"The ClickUp Blog\",\"description\":\"The ClickUp Blog\",\"publisher\":{\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/clickup.com\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/#organization\",\"name\":\"ClickUp\",\"url\":\"https:\\\/\\\/clickup.com\\\/blog\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/clickup.com\\\/blog\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/logo-v3-clickup-light.jpg\",\"contentUrl\":\"https:\\\/\\\/clickup.com\\\/blog\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/logo-v3-clickup-light.jpg\",\"width\":503,\"height\":125,\"caption\":\"ClickUp\"},\"image\":{\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/clickupprojectmanagement\",\"https:\\\/\\\/x.com\\\/clickup\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/clickup-app\",\"https:\\\/\\\/en.wikipedia.org\\\/wiki\\\/ClickUp\",\"https:\\\/\\\/tiktok.com\\\/@clickup\",\"https:\\\/\\\/instagram.com\\\/clickup\",\"https:\\\/\\\/www.youtube.com\\\/@ClickUpProductivity\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/clickup.com\\\/blog\\\/#\\\/schema\\\/person\\\/dcadc241293bc39de695a89f01cb6bc7\",\"name\":\"Leila Cruz\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6f37c438fa903419929ebe4f890f5034b61999d58b4bffe5b23a8d112de25929?s=96&d=retro&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6f37c438fa903419929ebe4f890f5034b61999d58b4bffe5b23a8d112de25929?s=96&d=retro&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6f37c438fa903419929ebe4f890f5034b61999d58b4bffe5b23a8d112de25929?s=96&d=retro&r=g\",\"caption\":\"Leila Cruz\"},\"description\":\"Meet Leila, the Content Partnership Specialist at ClickUp! She's your guru for blogs on project management, work life, ClickUp templates, and productivity hacks, among many others. And with content collaborations with guest writers from reputable brands, she brings you a diverse range of topics and resources to help you crush it at work, no matter your role. In her free time, she loves exploring the outdoors with her two pups, trying new Trader Joe's items, and jamming to live music!\",\"sameAs\":[\"https:\\\/\\\/www.linkedin.com\\\/in\\\/leilacruz\\\/\"],\"url\":\"https:\\\/\\\/clickup.com\\\/blog\\\/author\\\/leila\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"10 Excellent Financial KPIs You Need To Track In 2026 | The ClickUp Blog","description":"Interested in using financial KPIs? This article highlights ten finance KPIs you need to track today and the best tool for the job.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/clickup.com\/blog\/financial-kpis\/","og_locale":"en_US","og_type":"article","og_title":"10 Excellent Financial KPIs You Need To Track In 2026 | The ClickUp Blog","og_description":"Interested in using financial KPIs? This article highlights ten finance KPIs you need to track today and the best tool for the job.","og_url":"https:\/\/clickup.com\/blog\/financial-kpis\/","og_site_name":"The ClickUp Blog","article_publisher":"https:\/\/www.facebook.com\/clickupprojectmanagement","article_published_time":"2021-04-29T15:48:16+00:00","article_modified_time":"2025-08-08T12:30:36+00:00","og_image":[{"width":1400,"height":1050,"url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/financial-KPIs.png","type":"image\/png"}],"author":"Leila Cruz","twitter_card":"summary_large_image","twitter_creator":"@clickup","twitter_site":"@clickup","twitter_misc":{"Written by":"Leila Cruz","Est. reading time":"16 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/clickup.com\/blog\/financial-kpis\/#article","isPartOf":{"@id":"https:\/\/clickup.com\/blog\/financial-kpis\/"},"author":{"name":"Leila Cruz","@id":"https:\/\/clickup.com\/blog\/#\/schema\/person\/dcadc241293bc39de695a89f01cb6bc7"},"headline":"10 Excellent Financial KPIs You Need To Track In 2026","datePublished":"2021-04-29T15:48:16+00:00","dateModified":"2025-08-08T12:30:36+00:00","mainEntityOfPage":{"@id":"https:\/\/clickup.com\/blog\/financial-kpis\/"},"wordCount":2141,"publisher":{"@id":"https:\/\/clickup.com\/blog\/#organization"},"image":{"@id":"https:\/\/clickup.com\/blog\/financial-kpis\/#primaryimage"},"thumbnailUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/financial-KPIs.png","keywords":["financial kpis"],"articleSection":["Goals","Product","Project Management"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/clickup.com\/blog\/financial-kpis\/","url":"https:\/\/clickup.com\/blog\/financial-kpis\/","name":"10 Excellent Financial KPIs You Need To Track In 2026 | The ClickUp Blog","isPartOf":{"@id":"https:\/\/clickup.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/clickup.com\/blog\/financial-kpis\/#primaryimage"},"image":{"@id":"https:\/\/clickup.com\/blog\/financial-kpis\/#primaryimage"},"thumbnailUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/financial-KPIs.png","datePublished":"2021-04-29T15:48:16+00:00","dateModified":"2025-08-08T12:30:36+00:00","description":"Interested in using financial KPIs? This article highlights ten finance KPIs you need to track today and the best tool for the job.","breadcrumb":{"@id":"https:\/\/clickup.com\/blog\/financial-kpis\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/clickup.com\/blog\/financial-kpis\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/clickup.com\/blog\/financial-kpis\/#primaryimage","url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/financial-KPIs.png","contentUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/financial-KPIs.png","width":1400,"height":1050,"caption":"a piggy bank with money and a tv"},{"@type":"BreadcrumbList","@id":"https:\/\/clickup.com\/blog\/financial-kpis\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/clickup.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Project Management","item":"https:\/\/clickup.com\/blog\/project-management\/"},{"@type":"ListItem","position":3,"name":"10 Excellent Financial KPIs You Need To Track In 2026"}]},{"@type":"WebSite","@id":"https:\/\/clickup.com\/blog\/#website","url":"https:\/\/clickup.com\/blog\/","name":"The ClickUp Blog","description":"The ClickUp Blog","publisher":{"@id":"https:\/\/clickup.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/clickup.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/clickup.com\/blog\/#organization","name":"ClickUp","url":"https:\/\/clickup.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg","contentUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg","width":503,"height":125,"caption":"ClickUp"},"image":{"@id":"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/clickupprojectmanagement","https:\/\/x.com\/clickup","https:\/\/www.linkedin.com\/company\/clickup-app","https:\/\/en.wikipedia.org\/wiki\/ClickUp","https:\/\/tiktok.com\/@clickup","https:\/\/instagram.com\/clickup","https:\/\/www.youtube.com\/@ClickUpProductivity"]},{"@type":"Person","@id":"https:\/\/clickup.com\/blog\/#\/schema\/person\/dcadc241293bc39de695a89f01cb6bc7","name":"Leila Cruz","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/6f37c438fa903419929ebe4f890f5034b61999d58b4bffe5b23a8d112de25929?s=96&d=retro&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/6f37c438fa903419929ebe4f890f5034b61999d58b4bffe5b23a8d112de25929?s=96&d=retro&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/6f37c438fa903419929ebe4f890f5034b61999d58b4bffe5b23a8d112de25929?s=96&d=retro&r=g","caption":"Leila Cruz"},"description":"Meet Leila, the Content Partnership Specialist at ClickUp! She's your guru for blogs on project management, work life, ClickUp templates, and productivity hacks, among many others. And with content collaborations with guest writers from reputable brands, she brings you a diverse range of topics and resources to help you crush it at work, no matter your role. In her free time, she loves exploring the outdoors with her two pups, trying new Trader Joe's items, and jamming to live music!","sameAs":["https:\/\/www.linkedin.com\/in\/leilacruz\/"],"url":"https:\/\/clickup.com\/blog\/author\/leila\/"}]}},"reading":["9"],"keywords":[["Goals","goals",760],["Product","product",765],["Project Management","project-management",312]],"redirect_params":{"product":"","department":""},"is_translated":"true","author_data":{"name":"Leila Cruz","link":"https:\/\/clickup.com\/blog\/author\/leila\/","image":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/Leila-Cruz-ClickUp-Marketing.jpg","position":"Content Partnership Specialist"},"category_data":{"name":"Goals","slug":"goals","term_id":760,"url":"https:\/\/clickup.com\/blog\/goals\/"},"hero_data":{"media_url":"","media_alt_text":"10 Excellent Financial KPIs You Need To Track In 2025","button":"","template_id":"","youtube_thumbnail_url":"","custom_button_text":"","custom_button_url":""},"featured_media_data":{"id":17617,"url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/04\/financial-KPIs.png","alt":"a piggy bank with money and a tv","mime_type":"image\/png","is_webm":false},"_links":{"self":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/17616","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/users\/42"}],"replies":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/comments?post=17616"}],"version-history":[{"count":31,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/17616\/revisions"}],"predecessor-version":[{"id":509826,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/17616\/revisions\/509826"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media\/17617"}],"wp:attachment":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media?parent=17616"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/categories?post=17616"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/tags?post=17616"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}