Intro to KPIs for FinTech

Geoff Charles
The Startup
Published in
4 min readJul 10, 2019

Define your Balance Scorecard

Defining, tracking and reporting on Key Performance Indicators (KPIs) is a critical process to review the health of a business. One common method to do so is the Balanced Scorecard (BSC) which organizes KPIs across 4 focus areas:

  1. Financial: How do our shareholders see us? This perspective views organizational financial performance and the use of financial resources.
  2. Customer: How do our customers see us? This perspective views organizational performance from the point of view the…

Geoff Charles
The Startup

I enjoy building products that try to make the world more equal. Head of Product @Ramp.