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There is 1 module in this course
Setting goals is easy—measuring them well is what separates good teams from great ones. In this intermediate-level course, you’ll learn how to design and track key performance indicators (KPIs) that actually reflect business success. Using the SMART framework—Specific, Measurable, Achievable, Relevant, and Time-bound—you’ll transform broad financial goals into precise metrics that drive accountability.
Through practical examples, short videos, and hands-on exercises, you’ll define treasury KPIs that connect to real data sources and reporting cadences. You’ll also practice identifying weak or unsustainable KPIs and revising them for clarity and consistency. By the end, you’ll know how to build and maintain a simple performance-tracking sheet that keeps financial insights actionable, measurable, and aligned with strategy—an essential skill for analysts, finance interns, and performance managers alike.
Setting goals is easy—measuring them well is what separates good teams from great ones. In this intermediate-level course, you’ll learn how to design and track key performance indicators (KPIs) that actually reflect business success. Using the SMART framework—Specific, Measurable, Achievable, Relevant, and Time-bound—you’ll transform broad financial goals into precise metrics that drive accountability.
Through practical examples, short videos, and hands-on exercises, you’ll define treasury KPIs that connect to real data sources and reporting cadences. You’ll also practice identifying weak or unsustainable KPIs and revising them for clarity and consistency. By the end, you’ll know how to build and maintain a simple performance-tracking sheet that keeps financial insights actionable, measurable, and aligned with strategy—an essential skill for analysts, finance interns, and performance managers alike.
What's included
5 videos2 readings3 assignments
Show info about module content
5 videos•Total 22 minutes
Introduction and Welcome•2 minutes
Setting SMART KPIs: The Foundation of Success•6 minutes
Turning SMART Goals into Treasury KPIs•6 minutes
Interpreting KPI Data for Decision-Making•5 minutes
Congratulations and Continuous Learning Journey•3 minutes
2 readings•Total 20 minutes
Breaking Down SMART Goals in Finance•10 minutes
From Goals to Dashboards: Measuring What Matters•10 minutes
3 assignments•Total 55 minutes
Hands-on Activity: Brief Your Intern: Explain SMART Guidelines•15 minutes
Hands-on Activity: Enter KPIs into a Performance Sheet•15 minutes
Graded Quiz: Measure What You Manage•25 minutes
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Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.