Driver-Based planning & KPI Models

Steer your marketing performance and make growth measurable

Translate your corporate strategy into clearly measurable financial goals
Identify the most important value drivers in your company
Increase efficiency through data-based management
Make strategic decisions based on real performance indicators

Get in touch with us today and tell us what you need.

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Why driver-based planning & KPI models make the difference

A strong driver-based model connects your data, processes, and goals into one planning framework. It helps you understand the key factors that drive your financial performance, improve your forecast, and strengthen your overall financial planning process.

Connect strategy with measurable KPIs

Link your strategic objectives to well-defined key performance indicators through driver-based planning. This planning approach helps you focusing on key business drivers, align your budget and forecast, and ensure your financial plan reflects real business performance.

Reveal your key business drivers

Use driver-based planning and modeling in Excel or Power BI to visualize key business drivers and operational drivers. A clear driver-based forecast links your financial model, budget, and forecast, giving business leaders faster, data-driven insights.

Keep every metric in sight

Track essential KPIs, metrics, and financial outcomes across your forecast and budget. A robust driver-based planning model helps you monitor customer retention, pricing, and margins in real time, so your FP&A team can adapt to market changes quickly.

Create unified reports across all levels

Build driver-based reports your FP&A and sales teams can trust. A single source of truth keeps every forecast and budget aligned across your organization.

Test and adjust scenario modeling with ease

Run quick scenario modeling to see how changes in your budget, forecast, or financial plan impact results. A flexible driver-based planning process helps your understand the impact of each input and adapt to changing market conditions.

Enable faster, driver-based forecast

When all your driver-based models and financial plans connect in one planning framework, decision-making becomes clear and confident. Use driver-based planning to see the impact of every action and help business leaders and your team to save time while improving financial forecasting.

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What We Deliver

Custom driver-based models for financial planning, revenue, margin, and cost control
Modeling in Excel and Power BI for dynamic forecasting and budgeting
Driver-based financial insights to track key business drivers and financial outcomes
Scenario modeling and sensitivity analysis to test key factors and improve financial results
Automated updates from different data sources for more accurate planning and budgeting
FP&A-ready reports designed for management, investors, and cross-functional teams to collaborate
Clear documentation of all inputs, assumptions, and actuals to maintain transparency

Who We Support with Our KPI Models

Mid-sized companies seeking a driver-based planning approach to improve their forecast and budget accuracy
Private equity–owned businesses and founders focused on measurable financial outcomes and growth
CFOs, controllers, and FP&A teams optimizing their financial planning and analysis and using driver-based models for better decision-making
Business leaders in the US and Germany leveraging data-driven insights and bilingual delivery for consistent financial performance

The way your performance driver-based model comes to life

The duration of each project depends on its individual scope and requirements and therefore cannot be generalized. The timeline below serves as an example to illustrate our approach and provide a better understanding of the typical phases. Your specific project schedule will be predefined together during the initial planning stage. From the first idea to a working driver-based model, our driver-based planning process is structured yet straightforward. We help you create a model that links drivers and financial outcomes, improving forecast accuracy and aligning your budget with real business activity.

Week 0 to 1:

Building a driver-based framework, map your business drivers, and set up the first financial plan

Week 1 to 2:

Building the modeling process, setting up customer cohorts and KPI logic, and creating the first dashboard drafts

Week 2 to 3:

Run scenario modeling, refine your budgeting and forecasting, and prepare analysis and reporting for review

Week 3 to 4:

Deliver dashboards, roll out your driver-based forecast, and enable your FP&A team’s success through training and support

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Lost in numbers? Discover what really matters

If your planning process still relies on manual inputs or disconnected data sources, it’s time to move toward driver-based planning.
We’ll help you identify key drivers and build a driver-based model that connects your budget, forecast, and financial model for real financial outcomes. Using driver-based planning work, you’ll gain clarity while focusing on key factors that drive profitability, customer retention, and growth helping your FP&A team make faster, data-driven decisions.

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The Technical Foundation of Your KPI Models

A solid driver-based financial foundation turns data into insight. Our driver-based planning models are transparent, auditable, and seamlessly integrated into your financial planning process.

Modeling and dashboards in Excel and Power BI, updated with historical data from your data sources
Automated budgeting and forecasting cycles that improve the accuracy of every financial plan
Role-based access and clear governance to help teams collaborate securely within an organization
Open model logic designed for audit and financial forecasting
Pin tiles or full dashboard sections and customize them as needed
Prioritized key operational drivers that keep focus on what truly impacts financial outcomes

Greater Clarity Through Precise Metrics

Identify key factors that have the strongest impact on your financial results from cost to growth
Use customer satisfaction as a strategic indicator for sustainable financial performance
Calculate the effects of price, volume, or cost of goods sold changes in real time to improve the accuracy of your driver-based forecast
Focus on the metrics that truly matter, not the noise of endless data sources
Understand the interplay between revenue drivers, margins, and operational drivers to see the impact of every decision
Gain clarity on which actions drive measurable financial outcomes and how to apply a driver-based approach to prioritize them effectively

Why Radial?

Big Four-level quality combined with the agility of a data-driven boutique
Leadership by former Big Four consultants, a bilingual team, and a private equity mindset focused on financial performance
Driver-based planning work that empowers you to own your planning and budgeting process and align drivers and financial metrics
Proactive communication and a structured planning approach ensuring financial results week after week

Find the Drivers Behind Your Success

If you’re still using manual inputs or separate data sources, it’s time to apply a driver-based planning approach. We help you identify key drivers and build a driver-based framework that connects your budget, forecast, and financial plan creating measurable financial outcomes.

With a driver-based forecast, you gain visibility into revenue drivers, customer acquisition, and customer retention, helping your FP&A team and business leaders adapt to changing market conditions.

Get in touch with us today and tell us what you need.

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Frequently Asked Questions

What is a KPI performance model?

A KPI performance model translates your key business drivers into actionable, measurable indicators. With this framework, you can manage sales, margins, costs, retention, or operations faster and with greater precision.

What types of KPI models exist?

KPI models can be grouped by their focus and area of application. Depending on your goals, organizational level, and data type, different approaches are used:

Strategic vs. Operational:

Strategic KPIs measure long-term business objectives such as growth, market share, or brand awareness.
Operational KPIs focus on short-term processes like conversion rates, production times, or return ratios.

Quantitative vs. Qualitative:

Quantitative KPIs are measurable and number-based, for example, revenue, gross margin, or cost ratios.
Qualitative KPIs capture less tangible factors such as customer satisfaction or employee engagement.

Input vs. Output:

Input KPIs reflect the resources invested such as budget, time, or personnel.
Output KPIs measure the results such as completed projects or generated revenue.

Functional:

Functional KPIs are tailored to specific business areas like sales, marketing, or finance, helping you manage each department effectively.

A well-balanced KPI model combines metrics from several of these categories creating a holistic view that connects strategy and execution.

How does it differ from traditional reporting tools?

In a driver-based model, you can see the cause-and-effect relationships behind your actions in real time. Traditional reporting often shows only outcomes driver-based modeling reveals why those results occur.

Which business models do you support?

We work across a wide range of industries from machinery and manufacturing to SaaS, project-based businesses, e-commerce, consumer goods, and industrial sectors. Our driver logic and KPI frameworks are always tailored to your specific business model.

Can you connect the model with our ERP or BI systems?

Yes. We ensure that data is automatically imported from your existing systems, saving time and reducing manual maintenance.

Do you provide training for driver-based planning work?

Absolutely. We guide you and your team through the entire process and provide documentation so you can confidently maintain and expand the models on your own.

Can additional KPIs or revenue drivers be added later?

Of course. Our models are built to be flexible, allowing you to integrate new performance indicators at any time.

How do you ensure data security?

We apply state-of-the-art encryption and access controls to protect all valuation data. Every model is stored securely, ensuring full compliance with international data protection standards.

What our customers say

Radial has helped us make great strides in our efforts to digitize financial reporting and increase transparency. I look forward to the next steps, in which we will once again be relying on Radial for support.

Thorsten Preiss, DETAX GmbH

Clarity Starts with the Right Objectives

Effective driver-based planning aligns your financial plan, forecast, and budget with clear key performance indicators. We help you identify key drivers and build a scalable financial model that improves financial outcomes and strengthens decision-making.

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