Checklist – SME KPIs

30 Business KPIs covering all areas of your business

Just because you’re an SME, and lack a large in-house IT department or a big consulting budget, don’t let that prevent you from getting the right information, at the right time.

Use this Top 30 SME KPIs list as a menu to set-up your own Simple Business Dashboard. Simply choose 8 really easy stats so you can start making informed decisions to drive up profit, unlock cash-flow, and improve the overall value of your business.

What the List Contains:

Download this Free checklist of SME KPIs to start creating your own Simple Reports and Dashboards – then quickly see exactly where and how to improve your business performance.
    • 10 Financial Indicators
    • 7 Business Performance Indicators
    • 7 Business Generation Indicators
    • 4 Employer/ee Indicators
    • 2 External Indicators

This gives you plenty of choice to be able to establish a basic business dashboard!

For more information see also 6 Steps to Choosing Effective KPIs

Here is what to do with this list:

  • Step 1 – Don’t use them all
  • Step 2 – Choose 8 and build the data collection and reporting of these top 8 into your weekly reporting routine. You can chop and change your SME KPIs every six months or so but focus on setting up and then stabilising a few at a time. For smaller SMEs the suggested break is as follows :
    1. Financial – choose three KPIs
    2. Performance – choose two KPIs
    3. Business Generation – choose one KPI
    4. People – choose one KPI
    5. Any other vital parameter – choose one KPI

    When deciding which 8 are the most important – make your choice of KPIs based on business strategy for profitable growth offset with reducing risks to the business.

  • Step 3 – If you are a big enough business to have departments then the Director’s ‘Top 8’ will reflect the above list ; however every department should also have its own top 8 which more heavily reflects their departmental focus.e.g. The sales department may have: Two Financial, Five Business Generation, One Performance, One People, and One measure for Market Environment.


I guarantee to support all my checklists (well, actually I guarantee ALL my work!). So, if your initial results when using this checklist aren’t quite what you hoped for then go ahead and get in touch.

If the issue is straightforward you will receive a response via email or if you prefer we can make a time and have a chat.