KPI & Driver-Based Performance Models
Turn strategy into actionable metrics with KPI and driver-based models. We map your revenue, cost, and value levers so teams can forecast, manage, and improve performance with clarity and speed.
Why KPI & driver-based performance models
- Link strategy to day-to-day metrics for faster decision making
- Visualize driver trees, unit economics, and cohort logic for actionable insight
- Track retention, churn, pricing, and margin at granular levels
- Support board, investor, and management reporting with consistent outputs
- Rapid refresh and scenario testing so teams can adjust in real time
What we deliver
- Custom driver trees for revenue, margin, and cost modeling
- Unit economics and cohort logic for subscription and recurring models
- Cohort, retention, and churn analysis for growth and downside protection
- KPI dashboard design in Excel and Power BI for fast refresh
- Performance reporting packs ready for board and investor review
- Model documentation with assumptions, inputs, and version control
- Scenario and sensitivity packs to test pricing, mix, and volume impact
- Integration with existing data systems, BI, and ERP for seamless updates
Our process and timeline
A project timeline for a typical project looks like the following:
- Week 0 to 1: Kickoff, business model mapping, driver workshop with key stakeholders
- Week 1 to 2: Model build, cohort and KPI logic, dashboard prototypes
- Week 2 to 3: Scenario, sensitivity and performance pack design, management review
- Week 3 to 4: Final model, dashboard rollout, user training and handover
The actual length depends on the scope and complexity of the project.
Tech enabled delivery
- Excel and Power BI modeling with secure data integration
- Automated dashboards and refresh schedules
- Role-based access and governance for data quality
- Audit-ready processes and transparent logic for fast adoption
Who we serve
- Mid cap companies focused on performance improvement
- Private Equity backed and founder-led businesses driving growth and margin
- CFOs, controllers, and FP&A teams seeking actionable daily metrics
- Germany and the United States with bilingual delivery
Case snapshot
Driver-based integrated planning model for mid cap asset
Preparation of a driver-based integrated financial model for a PE-owned manufacturer of frequency converters and energy storage solutions.
Very fast and professional support
Why Radial
- Big Four level rigor with boutique speed and attention
- Ex Big 4 leadership, bilingual team, and PE native ways of working
- Data first delivery with dashboards, models, and governance you can run
- Proactive communication, clear ownership, and weekly deliverables
Frequently Asked Questions
A dynamic model that turns key business levers into forecastable metrics. Teams use it to improve sales, margins, costs, retention, and operating rhythm faster.
Driver-based models show granular cause and effect, link actions to impact, and update in real time. Static reports only show outcomes, not the story behind them.
Manufacturing, subscription (SaaS), project business, E-Commerce, consumer goods, industrial goods and more. We tailor driver trees and KPI logic to your business.
Yes. We build secure connectors to automate data flows for fast refresh and fewer manual updates.
Yes. We deliver training sessions and clear documentation so teams can run, expand, and maintain the models with confidence.
Models and dashboards are designed to flex. New KPIs or drivers are easy to add as your priorities change.
We work within your Microsoft 365 tenant with role based access, logging, and audit trail. Data stays under your control.
