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  1. Home
  2. Resources
  3. KPI Framework Guide
FrameworkInteractive Tool

KPI framework guide

Select, calculate, and operationalize the finance KPIs that actually drive decisions.

Built from Catalyst KPI reporting engagements

The Problem

Dashboards full of metrics without owners, thresholds, or escalation paths create activity without accountability. This tool helps you calculate core KPIs and identify the top priorities for the next 30 days.

Most KPI systems fail because metrics are chosen without owners, cadence, or thresholds. This interactive guide walks through core finance KPIs — gross margin, operating margin, runway, DSO, DPO, and current ratio — and generates priority actions based on your inputs.

What You Get

  • Core finance KPI calculator with margin, runway, and working-capital metrics
  • Priority action recommendations based on your operating profile
  • Practical thresholds for liquidity, margin, and collections discipline
  • Implementation-ready output for monthly KPI review cadence

Use This Tool Online

Complete the inputs below to generate your output directly on this page.

How It Works

1

Enter your financials

Add revenue, COGS, operating expenses, cash, AR/AP, and balance-sheet inputs.

2

Generate KPI output

Calculate margin, runway, DSO, DPO, and current ratio from your numbers.

3

Act on priorities

Review the top three recommended focus areas for the next 30 days.

Explore Related Services

KPI & Reporting Dashboards →Fractional CFO →

Want Help Putting This Into Practice?

Use the tool above, then schedule a consultation to build a customized implementation plan.

Schedule a Consultation

Executive Leadership

  • Fractional CFO
  • Fractional COO
  • Interim CFO
  • Interim COO
  • How We Work
  • All services

Finance & Operations

  • Financial Planning & Analysis
  • Cash Flow Management
  • Budgeting & Forecasting
  • KPI & Reporting Dashboards
  • Profitability & Margin Analysis
  • Strategic Finance Advisory
  • Fundraising & Investor Readiness
  • Revenue Cycle Optimization
  • Controller & Accounting Oversight
  • Finance Systems & ERP
  • AI-Powered Finance
  • AI-Enabled Bookkeeping

Who We Serve

  • Founder-Led Lower Middle Market
  • PE Portfolio Companies
  • Professional Services Firms
  • Established SMBs & Family Businesses
  • AI-Native & Technology
  • All sectors

Insights

  • Articles
  • Case Studies
  • Testimonials
  • Resource Library
  • FAQ

Company

  • About Catalyst
  • Brian Kostka (Founder)
  • Pricing & Engagement
  • Free Assessment
  • Contact

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