KPIs and strategic finance

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Strategic financeUnited Kingdom

The problem it solves

Most businesses track too many numbers, or the wrong ones. Revenue grows while margins shrink, marketing spend rises without anyone knowing what a customer costs to win, and prices are set by habit rather than analysis.

What it covers

  • Choosing a focused set of KPIs and defining them consistently
  • Unit economics such as margin per customer, acquisition cost and lifetime value
  • Product, customer and channel profitability
  • Pricing analysis and modelling
  • Dashboards that update from your systems
  • Business cases for major investments

Who it is for

Leadership teams in growing businesses that want a clearer link between strategy, day-to-day performance and the numbers.

Good to know in the UK

  • Financial planning and analysis (FP&A) sits between accounting, which records what happened, and strategy, which decides what to do next.
  • It works best when each KPI has an owner and a target, and the same small set is reviewed every month.

Questions to ask a provider

  • How do you decide which KPIs matter for us?
  • Will the dashboards update automatically?
  • Can the analysis connect to our forecast?

This is a plain-English summary for United Kingdom businesses. It is general information, not financial, tax or legal advice, and rules change: facts last checked 8 November 2026. Speak to a qualified adviser about your own situation.