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