When you are an entrepreneur, freelancer or manager of a small structure, making the right decisions is not based on instinct... but on the right indicators.
That's where the KPI (Key Performance Indicators) : simple and concrete guidelines to know if your business is going in the right direction.
Monitoring your KPIs is not reporting for fun, it's stay in control, identify the points of friction and accelerate its growth.
Here are the essential indicators to monitor each month to manage your professional activity with clarity.
1. Sales (monthly and cumulative)
That is the base. You should be able to see at a glance:
💡 Tip: don't rely solely on invoices issued, but on payments actually received.
Beyond turnover, what matters is What you really have left.
The net margin allows you to know How much do you earn after paying your fixed and variable expenses.
Simplified formula:
Net margin = Income - (Fixed expenses + Variable expenses)
If your customers pay late, it has a direct impact on your cash flow.
To follow each month:
Solutions like Klark can help you visualize these flows and quickly identify pending payments through aggregation and tracking tools.
How much money do you have actually available today?
It is the vital indicator, the one who prevents you from discoveries, surprises or development bottlenecks.
A good account aggregation solution (like the one offered in the Klark cockpit) allows you to track all your balances in real time, regardless of your banking institution.
Follow your recurring and exceptional expenses allows you to:
Grouping all your cash outflows in the same management cockpit allows you to act quickly and effectively.
If you charge by the mission, by the package or by the time spent, you must follow:
It's what helps you anticipate your workload... and future earnings.
Having goals is good.
But following them every month is even better.
At the beginning of each month, write down your forecasts.
At the end of each month, compare them to the real one.
Adjust your strategy accordingly.
Monitoring your KPIs on a monthly basis is not reserved for large companies.
It is a simple and accessible steering routine for all, which allows:
- to make better decisions
- to remain in control of your finances
- to optimize its growth
And with tools like Klark, which centralize your data, aggregate your accounts and facilitate the monitoring of your activity, this rigor is becoming a real daily performance driver.
