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How to design leader visual cockpit? Sharing common methodology of multi industry

Index system design

Before building the leadership cockpit , The first is research 、 planning 、 Refining indicators , It is generally based on the index system of the whole company , The theme around the cockpit , List the core indicators and show .

But how to build an index system is also a knowledge , Enough for ten thousand words to narrate . The common method of index system construction is to build index system through scenario , Top down business drives the construction of indicator system , Therefore, it is necessary to do a good job in the construction of index system in specific scenarios , We need to select indicators first , And then use scientific methods to build the index system . The common method of selecting index is index grading method .

Index grading is mainly based on the strategic objectives of the enterprise 、 Organization and business processes are graded from top to bottom , Analyze the indicators layer by layer , There are mainly one kind of 、 Two category 、 Three types of .

A class of indicators : Corporate strategic indicators

An indicator used to measure the achievement of the company's overall objectives , They are mainly decision-making indicators , The use of such indicators usually serves the strategic decision-making level of the company .

The second kind of index : Business strategy level indicators

In order to achieve the goal of strategic targets , The company will dismantle the target to the business line or business group , And targeted to make a series of operational strategies , Business strategy indicators usually reflect the policy results, which are supportive indicators, and are also the core indicators of business lines or business groups .

Three types of indicators : Business performance indicators

Business execution indicators are usually the dismantling of business strategy indicators , Questions for locating business policy metrics . Business execution indicators are usually the most important indicators in the business process . According to the different objectives of each functional department , The indicators they focus on are also different . The use of business performance indicators can often guide the front-line operations or analysts to carry out their work , Content partial process index , It can quickly guide the front-line personnel to make corresponding actions .

According to this logic , The leadership cockpit is also usually divided into Strategic cockpit 、 Business analysis cockpit 、 Business operation cockpit .

When planning cockpit indicators , There are several principles to follow :

1、 In line with strategic objectives

Strategic importance of improving performance management , Strengthen the relationship between performance management and strategic planning , At the same time, we should integrate the important process and mechanism of performance management , Make the performance goals consistent up and down , Have enough resources to achieve performance goals .

2、 There are both outcome indicators and process indicators

Remove the outcome indicators , Such as sales 、 Besides financial indicators , In the course of business “ Process ” Indicators should also focus on Monitoring . For example, customer analytical indicators around performance 、 Product analysis index 、 Analytical indicators on supplier channels, etc , It also needs to be taken into account . Only in this way can the closed-loop analysis be ensured , See the problem at a glance , Making scientific decisions .

3、 Identify the causal relationship between the key indicators

One cockpit, one theme , There must be a relationship between indicators , The most common is causality , For example, in order to master the key performance indicators to achieve the strategic objectives , Leadership needs to understand the causal relationship between key indicators and strategic objectives .

According to the above method , Basically, we can plan out what indicators are needed for a closed-loop cockpit . But the specific indicators and data , In my experience , Different industries , Every company in the same industry is different , We need to see the demands of the managers from the research , More business experience .

Next, let's share the common indicators of leadership cockpit in various industries , Summarize the industry common scenarios , There may be some suggestions for reference !

Banking industry

Leading cockpit , In the bank also set foot in more is the president cockpit !

For the whole bank , Main concern : Profitability and shareholder returns 、 Business scale and structure indicators 、 Pricing of major products 、 Cost information 、 Asset quality .

For the company as a whole , And some retail 、 Financial market sector , Generally focus on profit and loss indicators and scale indicators .

  • Profit and loss indicators : Net income 、 Net non interest income 、 Liability profit 、 Responsibility cost 、 assets impairment loss
  • Scale indicators : Assets balance 、 Debt balance 、 The average daily deposit is 、 Loan balance
  • For the public 、 Microenterprise 、 retail 、 Credit card business , Pay attention to asset quality indicators .
  • Asset quality indicators : The balance of bad assets 、 Bad loan ratio 、 Provision balance 、 Provision coverage

Other details depend on the business of the bank , Corporate banking 、 Trading bank 、 Retail banks 、 Financial markets 、 Asset custody 、 Asset management ... Build a cockpit with a theme according to the specific business , Do profit analysis around it 、 Scale analysis 、 risk analysis 、 Peer analysis .

 How to design the index system of the leading cockpit ? Sharing common methodology of multi industry

 

Retail industry

The top management demands of the retail industry generally focus on the headquarters operation and the marketing department to monitor the overall business progress , And the regions 、 Monitoring management of stores or commodities .

  • Module classification : whole 、 Operation 、 Area 、 store 、 category
  • Indicators are usually : sales 、 Sales volume 、 Gross profit 、 Gross profit margin 、 Number of customers 、 Customer unit price 、 Number of stores 、 All stores sell

Around the business situation , The leader cockpit can be used as a regular physical examination report of the business status of the enterprise . The indicators mainly show the key indicators that affect the development of enterprises , Provide data support for the management to understand the current situation of enterprise operation .

Around performance , Top management and department leaders are most concerned about , The leader cockpit can show the current time point 、 Time dimension 、 Area / Store dimension and so on to show the performance in three dimensions , At the same time, we will show performance related indicators .

Store management , Most stores use large screens in battle , For front-line performance operations , Place in each area or store meeting room , From managers down to ordinary employees, you can see the real-time combat performance on the big screen , It can show the accumulated revenue of the store in real time , Or deep real-time analysis , Mining business detail nodes vertically to show the number of orders 、 Number of member orders 、 Gross profit margin 、 Achievement rate 、 Regional sales, etc , In addition, horizontal multi-dimensional comparison shows store ranking 、 Category ranking 、 Member growth trend, etc .

 How to design the index system of the leading cockpit ? Sharing common methodology of multi industry

 

 How to design the index system of the leading cockpit ? Sharing common methodology of multi industry

 

The insurance industry

Insurance company is a sales driven enterprise , Leaders at all levels in all business lines and departments will pay more attention to the sales of premium , their KPI The assessment usually revolves around the premium 、 Two aspects of manpower .

Business analysis (KPI) Management category

therefore , Big sales screens around performance are needed for every insurance company , Through the sales screen to understand the daily signing situation , Information announcement, etc , Help management monitor KPI The implementation of , Improve data reliability 、 validity , And motivate the business unit to complete KPI.

  • The indicators usually displayed are : Business achievement 、 Over the same period 、 Premium completion rate , Ranking analysis of insurance types , Customer renewal
 How to design the index system of the leading cockpit ? Sharing common methodology of multi industry

 

Risk control management

Digital risk management , Solvency risk 、 Insurance risk reporting 、 Market risk report 、 Credit risk reporting 、 Reputation risk reporting 、 Strategic risk reporting 、 Operational risk reporting and liquidity risk reporting and asset liability management Kanban 7 Big risk theme board , Clearly and clearly see the overall risk situation of the company from the perspective of management .

  • indicators : General ledger data and risk process data include, but are not limited to solvency ratios 、 Overall risk tolerance 、 Overall risk limits 、 Comprehensive cost rate 、 Loss ratio 、 Liquidity coverage 、 Return on investment .

Financial analysis

General financial situation : The overall display includes profits 、 income 、 The total cost 、IE Indicators including losses and combined costs , And it can drill down the function of single index .

Multi dimensional analysis of single financial indicators : Show one of the five indicators in the summary table , According to the nature of the business 、 channel 、 Multiple dimensions such as branch company and insurance type are used to analyze the single index , And realize the linkage among multiple dimensions .

Manufacturing industry

Overall operation 、 Marketing and sales will be concerned about , In addition, manufacturing will focus on productivity 、 To sell and store 、 Supply chain, etc .

Marketing performance

Help the company to master the progress of delivery and sales business in key links , Grasp the current situation of marketing in real time 、 Quickly find out the problems of the company's delivery and pure sales business 、 Follow up the key links of rectification in time , In order to ensure that the annual target of group delivery and pure sales is achieved .

The indicators are :

  • The sales side : sales 、 sales 、 Sales target achievement rate 、 Sales are up year on year ;
  • The shipping end : Shipment amount 、 Delivery volume 、 Delivery target 、 Delivery target achieved 、 Shipment increased year on year ;
  • Start with : The development task has been achieved 、 An agreement has been reached 、 The promotion task has been achieved 、 Academic tasks have been achieved ;
 How to design the index system of the leading cockpit ? Sharing common methodology of multi industry

 

Production efficiency

Production is the head of the manufacturing industry , Management of the company and its production base , There is often a need to regulate productivity , Including equipment 、 The productivity of the production line .

Grasp the comprehensive efficiency of production equipment , From availability 、 Expressiveness 、 The three aspects of quality index have an effect on the overall efficiency of the equipment OEE Decomposition and benchmarking with target values , On the month 、 Zhou 、 Daily trend analysis , Locate the reasons that affect the overall efficiency of the equipment , Find the problem and solve it , Improve the overall efficiency of the equipment .

  • The indicators are : Comprehensive efficiency of equipment OEE、 yield 、 Qualified output 、 Product qualification rate 、 Working hours 、 The rate of working hours 、 Fixed production rate 、 Average daily production rate 、 Performance efficiency .

Last , In the process of index decomposition , The rules are dead , Business is alive . Need to adjust measures to local conditions and time to do large screen index planning , So detailed scientific research is indispensable . After all, the leadership cockpit , Leaders have seen 、 Agree with 、 There's value ; Each department can cooperate with each other based on the cockpit , act with united strength , Task to complete 、 Make timely decisions , It's a real success !

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