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A La Carte Services

KPI Development & Performance Metrics Design

We specialize in helping organizations develop meaningful Key Performance Indicators (KPIs) that align directly with financial objectives, operational goals, and long-term strategy. Our approach focuses on practical, spreadsheet-based solutions—without requiring business intelligence platforms or complex software. Whether you're improving investor transparency, managing growth, or trying to turn raw data into actionable insight, we deliver practical, non-technical solutions that help you stay focused on the numbers that move your business forward.

Customized KPI Frameworks

Identify and define the right metrics for financial health, efficiency, profitability, and growth.

Excel-Based KPI Tracking Tools

Build structured, easy-to-use spreadsheets that update manually or with simple automation.

Metric Definitions & Targets

Establish clear calculations, benchmarks, and target ranges for each KPI.

Segmented Reporting

Organize KPIs by department, product line, project, or region for more targeted insights.

Monthly/Quarterly Review Templates

Provide repeatable templates for regular performance review and analysis.

Training & Documentation

Ensure internal teams can maintain and interpret the KPI tools confidently.

Ideal For

ï‚· Small to mid-sized businesses not ready for BI tools
ï‚· Teams that rely on Excel or Google Sheets for operations
ï‚· Organizations seeking clarity on what to measure and why
ï‚· Finance departments aiming to enhance reporting discipline

ï‚§ Integrations (Oracle, QBO, SAP)

CONTACT
LOCATION
HOURS

Email: diem@carpediemfin.com

Phone: 817-614-5265

Based in Dallas, TX 

Serving Clients Nationwide

Mon - Fri: 8am - 5pm

​​Saturday: Closed

​Sunday: Closed

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