Finance Department KPI Tracking Workflow

Finance Department KPI Tracking Workflow

Automate performance tracking to align financial operations with business goals.

Why automate?

Tracking KPIs like DSO, working capital, close cycle time, and budget variance is critical for finance team performance—but spreadsheets slow down visibility. Cflow structures KPI data submissions from various teams and routes them for validation and aggregation. Dashboards and reports reflect real-time performance against targets.

Cflow Automation Benefits:

Standardized Metric Templates:

Ensure consistent submissions across functions for accurate comparisons.

Real-Time Approvals:

KPI data is validated by controllers before populating executive dashboards.

Target Alerts:

Notify stakeholders when KPIs deviate from expected thresholds.

Performance Trend Logs:

Track progress over time and use workflow insights to improve performance reviews.

Transform & streamline business processes with cloud BPM & workflow automation software.

Join 100k + Users Who Are Already Using Cflow

“I’m really impressed with the support provided by Cflow. There has never been a time when they have kept me waiting. A product that is simple to use and a team that is smart and extremely fast are factors that help me feel reassured and confident.”

Ronald Tibay

Ronald Tibay

Senior IT Manager @ NutriAsia, Inc

“The WFH environment during the COVID-19 pandemic made it clear how inefficient our processes were. Cflow allowed us to digitize paper forms with automated workflows. If you can envision a tool for an online workflow, it can be done in Cflow!”

Stephanie Duncan

Stephanie Duncan

Registrar @ Freed-Hardeman University

“We are extremely liking CFlow. So far any issues that we’ve had once we contacted support they were able to help us resolve the issue. This has helped us take a paper process and replace it, faster and more streamlined now for us.”

Bradley Wilkins

Bradley Wilkins

Director of Technology @Hazel Park School

Frequently Asked Questions

What is finance department KPI tracking?

A process to measure and analyze key performance indicators (KPIs) that reflect the financial health and efficiency of an organization.

What are the main challenges in finance KPI tracking?

Defining relevant metrics, ensuring data accuracy, and aligning KPIs with strategic goals.

How can institutions improve KPI tracking?

By implementing automated reporting dashboards, setting clear performance benchmarks, and reviewing KPIs regularly.

Recent Posts


Ready to get started?

Learn more about Cflow’s best features, how it can automate and be the most reliable Workflow Solution that could revolutionize your operations.