Metrics Management – Dashboards, Performance Tools, and Open-Book Management

Overview

Metrics only add value when they are communicated clearly and used consistently. This session focuses on dashboards, performance management tools, and open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail, and how transparency and trust improve performance. The session emphasizes visualization, communication, and using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points and keep things entertaining.

Highlights

• Business Performance Management (BPM) concepts and tools
• Designing effective dashboards and scorecards
• Using color, visuals, and layout to improve understanding
• Common reporting and dashboard failures
• Asking the right questions: what happened, why, and what’s next
• Open-book management principles and requirements
• Linking metrics to incentives and behavior
• Building trust through transparency and clarity

Prerequisites

None

Designed For

Executives and Business Leaders

Objectives

• Learning how dashboards work
• Explore Management Tools

Preparation

None

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).