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Finance Metrics
The most important Finance metrics and KPIs. Learn about what metrics and KPIs are best for you, vote, and contribute your own.
Net Profit Margin
Net Profit Margin shows net profit as a percentage of total revenue. It gives the net profit earned for every dollar of revenue generated and is a good indicator of profitability and operating expense management.
Net Sales
Net Sales consists of gross sales less any discounting, products returns, or damaged products. It is an accurate measure of the amount of money brought in by a business.
New Accounts
New Accounts is the total count of new accounts created and includes free and paid accounts. This particular metric refers to new accounts you create as a business with a payment processing platform such as Stripe.
Non-Operating Expenses
Non-Operating Expenses is the sum of all expenses that are unrelated to core business operations. This includes interest payments, losses due to disposition of assets, reorganizing costs, and charges on obsolete goods or inventory. Non-Operating Expenses is usually non-recurring and does not include day-to-day business costs.
Open Opportunities (Weighted Revenue)
Open Opportunities (Weighted Revenue) is calculated by multiplying the expected revenue of a product or service by its estimated close rate to determine potential revenue. Open Weighted Revenue is a metric that helps businesses to determine the financial value of potential opportunities. It looks at opportunities from both a qualitative and quantitative perspective, taking into account the customer's readiness to buy, market demand, and external factors that may progress or delay the ability to close the deal.
Operating Expenses
Operating Expenses are the expenditures that are not directly associated with the production of goods and services. For example: Sales & Marketing costs, Administrative salaries, Research & development costs, as well as any other non-direct costs, are classified as operating expenses.
Out of Cash Date
Out of Cash Date gives you a rough estimate of when you will be out of cash. This metric is most often expressed as the number of months before Cash Out. This is a useful metric for CEOs and CFOs who are managing companies that are not profitable yet.
Payment Acceptance
Payment acceptance is the percentage of payments that are successful out of those payments that are attempted. In credit card language, this is often called the “authorization rate”. Failed payments are the menace of selling anything online and payment acceptance rates are significantly lower than buying something in-person.
Payment Dispute Rate
Payment Dispute Rate is the percentage of total successful payments that are disputed charges, both in the same period of time. Disputed payments, or chargebacks, are initiated by the cardholder's bank, and typically include a processing fee.
Payment Refund Rate
Payment Refund Rate is the percentage of total successful payments that consist of refunded charges in the same period of time. Though similar in outcome, Refunds are different from Chargebacks, which are involuntary refunds initiated from the cardholder's bank, and come with fees.
Payouts
Payouts measure the value of funds received from your payment processing platform into your bank account. You set a payout schedule with your payment processing platform, usually daily, weekly, or monthly.
Payroll Expenses
Payroll Expenses refers to the total cost associated with hiring and retaining employees and independent contractors on your payroll.