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Financial KPI Dashboards and Performance Scorecards

Executives are drowning in reports but starved of insight. This course teaches finance teams to select the financial and operational indicators that actually matter and present them in clear dashboards and scorecards that drive decisions. Participants define meaningful metrics, set targets and thresholds, and build simple, reliable dashboards suited to organisations that cannot rely on expensive analytics platforms.

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Register for this course

What you will be able to do

  • Select financial and operational KPIs aligned to strategy.
  • Define each metric clearly so it cannot be gamed or misread.
  • Set targets, thresholds and traffic light rules for performance.
  • Design dashboards and scorecards that highlight what needs attention.
  • Link financial KPIs to the actions that move them.
  • Maintain dashboards so they stay accurate and trusted over time.

Course outline

  1. 01From Data Overload to Decision Ready Insight
  2. 02Choosing the Right Financial KPIs
  3. 03Defining Metrics So They Cannot Be Gamed
  4. 04Targets, Thresholds and Traffic Lights
  5. 05Building a Balanced Scorecard
  6. 06Dashboard Design Principles
  7. 07Connecting KPIs to Management Action
  8. 08Keeping Dashboards Accurate and Trusted

Who should attend

Finance business partners, management accountants, analysts and managers responsible for performance reporting and dashboards.

Dates, venues and fees

DatesVenueDaysFeeCalendarRegister
14 to 15 Oct 2026Johannesburg2R10,000Register
15 to 16 Oct 2026Cape Town2R10,000Register
19 to 20 Oct 2026Durban2R10,000Register
20 to 21 Oct 2026Pretoria2R10,000Register
21 to 22 Oct 2026Windhoek2US$1,100Register
22 to 23 Oct 2026Gaborone2US$1,100Register
26 to 27 Oct 2026Maseru2US$1,100Register
27 to 28 Oct 2026Mbabane2US$1,100Register
28 to 29 Oct 2026Lusaka2US$1,100Register
29 to 30 Oct 2026Harare2US$1,100Register
2 to 3 Nov 2026Lilongwe2US$1,100Register
3 to 4 Nov 2026Blantyre2US$1,100Register
4 to 5 Nov 2026Mozambique2US$1,100Register
5 to 6 Nov 2026Nairobi2US$1,100Register
9 to 10 Nov 2026Dar es Salaam2US$1,100Register
10 to 11 Nov 2026Kigali2US$1,100Register
11 to 12 Nov 2026Kampala2US$1,100Register
12 to 13 Nov 2026Accra2US$1,100Register
16 to 17 Nov 2026Lagos2US$1,100Register
17 to 18 Nov 2026Cairo2US$1,100Register
18 to 19 Nov 2026Mauritius2US$1,100Register
19 to 20 Nov 2026Dubai2US$1,100Register
23 to 24 Nov 2026Online2US$900Register

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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