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The 2 Minute KPI Health Check
Your Business Context
1. Industry
Select your industry...
Law Firm
Healthcare/Medical Practice
Professional Services
Membership Organization
Other
2. Annual Revenue
Select revenue range...
Under $5M
$5M - $15M
$15M - $30M
$30M - $50M
Over $50M
3. Who reviews business metrics? (Select all that apply)
Owner/Partner
CFO/Controller
Operations Manager
Department Heads
No one regularly
Current Metrics Reality
4. What metrics do you track? (Select all that apply)
Revenue/Sales
Profit Margin
Cash Flow
Customer Acquisition Cost
Customer Retention/Churn
Employee Utilization/Billable Hours
Project/Matter Profitability
Client Satisfaction/NPS
We don't track much beyond revenue
5. How do you view your metrics?
Select method...
Excel spreadsheets emailed around
Accounting software reports (QuickBooks, etc.)
Paid dashboard tool
Printed reports in meetings
We ask our bookkeeper/accountant
6. How often do you review business metrics?
Select frequency...
Daily
Weekly
Monthly
Quarterly
Only when there's a problem
7. How long does it take to get the numbers you need?
Select timeframe...
Minutes (we have dashboards)
Hours (someone has to pull reports)
Days (waiting on multiple people)
Weeks (major effort)
Not sure, seems to take forever
8. On a scale of 1-5, how much do you trust your numbers?
Select trust level...
1 - Not at all (often find errors)
2 - Somewhat skeptical
3 - Mostly trust them
4 - Pretty confident
5 - Complete confidence
Decision Impact
9. What's your biggest frustration with current metrics?
Select frustration...
Takes too long to get answers
Numbers don't match between reports
Can't drill down to understand why
Too many reports, can't find what matters
Don't know what we should be tracking
Data is accurate but not actionable
10. In the last 30 days, have your metrics changed a business decision?
Select answer...
Yes, we acted on what the data showed
Sort of, data confirmed what we already knew
No, we made decisions based on gut feel
Not sure / Can't recall
11. What business question do you wish you could answer right now? (Optional)
12. Email (required for results)
Get My KPI Health Score