Comprehensive KPI Tracking & Financial Performance Metrics

For Fractional CFOs, reliable KPI tracking means more than maintaining dashboards—it’s about connecting the numbers to business strategy. At GenZed, we provide full visibility through tracking key metrics, including cash inflows/outflows, client billing cycles, project profitability, and recurring revenue streams.

Custom KPI Dashboard – Consolidates all critical metrics in one place for each client, with up-to-date visualisations.

Cash Flow Forecasting – Predict cash shortages or surpluses, ensuring CFOs can guide clients proactively.

Financial Performance Metrics – Tailored insights like EBITDA trends, client profitability, and liquidity ratios.

By leveraging our KPI dashboard, CFOs can confidently track KPIs and advise clients on growth strategies, cost optimisation, and operational improvements.

Our Approach to KPI Tracking & Cash Flow Management

Tracking the right metrics is the first step to understanding a client’s financial health. Our KPI dashboards consolidate data from multiple sources, enabling Fractional CFOs to monitor cash flow forecasts, track KPIs across portfolios, and respond proactively to changes.

Integrated KPI Dashboard
Up-to-date visuals make tracking key metrics effortless, showing trends, anomalies, and areas requiring attention.

Cash Flow Forecasting
Predict surpluses or shortages, helping CFOs provide forward-looking advice.

AI-Driven Insights
Automation identifies patterns in financial data, improving cash flow management and highlighting strategic opportunities.

By combining accurate data, tailored dashboards, and AI insights, CFOs can optimise client operations without getting bogged down in routine bookkeeping tasks.

Turning Data into Actionable Insights Across Industries

Fractional CFOs often manage clients in multiple sectors, each with unique cash flow cycles, revenue streams, and performance indicators. Our approach to tracking key metrics ensures every client’s financial health is visible and optimised.

Tech Startups
Rapid scaling and fluctuating cash flows make cash flow forecasting for tech firms vital. By monitoring monthly burn rates and subscription revenue metrics, we help CFOs anticipate funding gaps or identify opportunities to reinvest.

Marketing Agencies  & Creatives
Projects with variable timelines require precise cash flow management for Marketing Agencies and Creatives. We track KPIs such as client billing cycles, project profitability, and resource utilisation, ensuring agencies never face unexpected shortfalls.

Retail
Seasonal demand affects inventory and sales. Our KPI dashboard provides insights on sales velocity, stock turnover, and gross margin performance, enabling CFOs to optimise working capital.

Restaurants
Cash flow is often affected by variable factors like customer demand, food waste, and inventory turnover. Our services track sales trends, food cost percentages, and supplier payments, enabling restaurants to streamline operations and maintain profitability, even during slow seasons.

Recruitment Agencies
With client payments tied to successful placements and varying payment terms, recruitment agencies need accurate cash flow management to navigate payroll, commission structures, and candidate reimbursements. We track client payments, payroll cycles, and invoicing schedules, providing agencies with clarity and control over their financial position.

Professional Services & Consultancies
With recurring retainers and project-based work, CFOs benefit from tracking financial performance metrics like client utilisation, billable hours, and AR/ AP ratios to maintain healthy cash flow.

Across these industries, the challenge is the same: translating raw data into actionable insights that support client growth while keeping operational efficiency high.

Scaling KPI Tracking Across Multiple Client Portfolios

Managing several clients simultaneously is a core challenge for Fractional CFOs. Our services ensure tracking key metrics is simple, accurate, and actionable, even across diverse industries.

Portfolio Consolidation
Compare KPIs across multiple clients while retaining granular detail for each business.

Scenario Planning
Simulate cash flow changes, market shifts, or client growth to help CFOs make data-driven recommendations.

Standardised Reporting
Maintain consistency across client dashboards, allowing CFOs to quickly review financial performance metrics at a glance.

Scalable Service
Whether managing three clients or thirty, our systems adapt, supporting growth without additional overhead.

This approach ensures that Fractional CFOs can maintain precision while providing strategic guidance across every client engagement.