Simple KPI Targets and Traffic Light Report
Give owners one page that signals trouble early.
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Create a KPI traffic light report. KPIs, targets, and actuals: [KPI_DATA]. Thresholds for amber and red: [THRESHOLDS]. Owner's priorities: [PRIORITIES]. Produce a one-page report: KPI | Target | Actual | Variance (actual - target and percent) | Status (green within threshold, amber within the second threshold, red beyond) | Trend over three months | Comment. Compute variances with arithmetic. Add the three most important messages in plain language, the actions I propose with owners, and questions for the owner. Include a note on choosing a manageable number of KPIs (5 to 8), definitions, and a rule that red items always have an action. Use accessible indicators (words or shapes, not color alone). Provide a worked example row with numbers, the formula for variance, and a cell for the status word. Add the summary paragraph for the owner (80 words) and a rule that a KPI which is green for twelve months is reviewed for a more challenging target. Do not treat any result as final; each is an estimate resting on the inputs I gave. This does not replace accounting, tax, legal or investment advice from a professional. Check the conclusions with an accountant or financial adviser who practises in [JURISDICTION] before relying on them.
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