Gross Margin by ClientRecognized But Not Yet Implemented
Agency / Consulting / Professional Services
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KPI Recommendations
Tracking setup for Northstar Creative Studio — choose what to track or build a custom KPI.
Recommendations tuned for Agency, Marketing Agency, Professional Services, All Businesses.
Tell BookSmrt what you want to track
Use plain English — the KPI Builder turns your request into a trackable metric.
Recommended for this business
Prioritized for your profile from 368 reviewed CFO metrics.
Advertising as % of RevenueReady with a note
Common Expense Monitors
Cash Runway MonthsReady with a note
Universal CFO / Finance
Advertising Expense VarianceReady to track
Common Expense Monitors
Bank Fees Expense VarianceReady to track
Common Expense Monitors
Dues and Subscriptions Expense VarianceReady to track
Common Expense Monitors
Insurance Expense VarianceReady to track
Common Expense Monitors
Interest Expense Expense VarianceReady to track
Common Expense Monitors
Organized by business question
Explore metrics grouped around the questions owners actually ask.
Am I profitable?
Margin, net result, and cost-of-goods metrics.
Gross Margin by ClientRecognized But Not Yet Implemented
Agency / Consulting / Professional Services
Gross Margin %Ready with a note
Universal CFO / Finance
Gross Margin MixRecognized But Not Yet Implemented
Strategic / Board-Level
Is cash safe?
Runway, operating cash, and liquidity.
Cash Runway MonthsReady with a note
Universal CFO / Finance
Cash BalanceReady to track
Universal CFO / Finance
Cash ChangeRecognized But Not Yet Implemented
Universal CFO / Finance
Is revenue growing?
Sales, donations, and support trends.
Advertising as % of RevenueReady with a note
Common Expense Monitors
Billable RevenueRecognized But Not Yet Implemented
Agency / Consulting / Professional Services
Revenue by ClientRecognized But Not Yet Implemented
Agency / Consulting / Professional Services
Are expenses under control?
Payroll, program ratio, and expense ratios.
Advertising Expense VarianceReady to track
Common Expense Monitors
Advertising as % of RevenueReady with a note
Common Expense Monitors
Bank Fees Expense VarianceReady to track
Common Expense Monitors
Who owes us money?
Receivables, pledges, and aging.
AP AgingNeeds setup
Universal CFO / Finance
AR AgingNeeds setup
Universal CFO / Finance
AR Over 90 Days %Needs setup
Universal CFO / Finance
What do we owe?
Payables, vendors, and bills.
Budget Variance by VendorRecognized But Not Yet Implemented
Dimensional / Segment Analysis
Billable RevenueRecognized But Not Yet Implemented
Agency / Consulting / Professional Services
Top Vendors by SpendReady to track
Universal CFO / Finance
What should we clean up?
Refunds, fees, and data-quality KPIs.
Bank Fees Expense VarianceReady to track
Common Expense Monitors
Merchant Fees Expense VarianceReady to track
Common Expense Monitors
Professional Fees Expense VarianceReady to track
Common Expense Monitors
What should we track next?
Suggested additions not yet on your dashboard.
Average Hourly RateExternal data needed
Agency / Consulting / Professional Services
Average Project SizeRecognized But Not Yet Implemented
Agency / Consulting / Professional Services
BacklogExternal data needed
Agency / Consulting / Professional Services