Module 1
BI, Decisions and Performance Questions
- Business intelligence as a decision capability
- Objectives, outcomes and drivers
- Measurement logic and information needs
- Users, decisions and reporting levels
Insight and Modelling
Business Intelligence, KPIs and Performance Analytics
Design measures, KPI systems and business-intelligence routines that connect operational evidence with objectives, accountability and action.
Course overview
Build performance analytics that explains what matters—not just what is easy to measure.
Business Intelligence, KPIs and Performance Analytics develops the capability to define meaningful measures, structure reporting and use performance evidence to support review and intervention.
Participants connect strategic objectives with drivers, KPIs, targets, data definitions, dashboards, variance analysis and performance-review routines.
The course treats BI as a management system that links evidence, accountability, interpretation and action rather than as a collection of reports.
Learning outcomes
What participants will be able to do.
- Build a measurement logic linking objectives, outcomes and drivers.
- Define KPIs with clear purpose, formula, frequency, owner and data source.
- Set targets and thresholds with appropriate context.
- Distinguish leading, lagging and diagnostic measures.
- Design reporting structures and scorecards for different management levels.
- Analyse trends, variance and performance drivers.
- Facilitate evidence-based performance review and action tracking.
- Establish KPI governance and continuous-improvement routines.
Who should attend
Designed for professionals who use data, analysis or evidence to improve decisions.
- BI and reporting professionals.
- Performance-management and strategy teams.
- Finance and FP&A professionals.
- Operations and service managers.
- Executives and managers responsible for scorecards and performance reviews.
Prerequisites
Professionally relevant and application-focused.
Participants should have experience using organisational measures or reports. Basic spreadsheet or BI familiarity is helpful.
Course structure
A five-Module journey from analytical understanding to workplace application.
The sequence may be delivered across five days or adapted to another approved format while preserving the learning outcomes and the five connected Modules.
Module 2
KPI Design and Measure Governance
- KPI definition and selection criteria
- Leading, lagging and diagnostic measures
- Formulas, denominators and data definitions
- Owners, targets, thresholds and review frequency
Module 3
Scorecards, Dashboards and Reporting Structures
- Strategic, tactical and operational views
- Scorecards and KPI hierarchies
- Trend, target and benchmark context
- Report design and management information packs
Module 4
Performance Analytics and Diagnosis
- Variance and trend analysis
- Segmentation and drill-down
- Driver analysis and root-cause questions
- Distinguishing signal from noise
Module 5
Performance Review, Action and Learning
- Performance-review operating rhythms
- Decision, action and accountability tracking
- KPI governance and change control
- Integrated performance case and improvement plan
Learning experience
Move from understanding to application, production and workplace value.
Understand
Connect concepts with business decisions
Clarify methods, assumptions, evidence requirements and the decision context before applying tools.
Apply
Work through realistic analytical cases
Use datasets, scenarios and decision questions to practise analytical judgement in context.
Produce
Create practical analytical outputs
Develop artefacts that can be adapted to reporting, modelling, governance or decision-support work.
Review
Challenge evidence and analytical choices
Use peer review, validation criteria and facilitated critique to improve analytical reasoning.
Transfer
Apply the learning at work
Identify how to adapt the methods to organisational data, decisions, systems and governance requirements.
Completion requirements
Demonstrate participation, application and professional judgement.
- Participate actively in case discussions, data exercises and analytical workshops.
- Complete the principal analytical or decision-support outputs assigned during the programme.
- Contribute to the integrated case, model, dashboard or application workshop.
- Complete knowledge checks and a workplace application or study plan.
Participant outputs
Leave with practical analytical artefacts.
- Performance-question framework.
- KPI definition catalogue.
- KPI tree or measurement map.
- Scorecard/dashboard specification.
- Performance-analysis worksheet.
- Performance-review and action-tracking design.
Delivery options
Select the learning format that fits your people and analytical environment.
Instructor-led
Live Classroom
Facilitated face-to-face learning with analytical cases, datasets, modelling tasks, discussion and immediate feedback.
Instructor-led
Live Virtual Classroom
Interactive online delivery using collaborative workspaces, data exercises, breakout analysis and guided model development.
Flexible
Blended Learning
A structured combination of preparation, live facilitation, applied assignments, analytical work and follow-up application.
Organisation-specific
Corporate and In-Company
Tailored delivery aligned with organisational datasets, measures, tools, governance, decisions and analytics maturity where appropriate.
Frequently asked questions
Course information and participation.
Is this course about BI software implementation?
No. It focuses on KPI, performance and decision design. Tool examples may be used, but platform configuration is not the central purpose.
How is a KPI different from a metric?
The course distinguishes measures that simply describe activity from a smaller set of indicators deliberately connected to objectives, accountability and decisions.
Does the course cover targets and thresholds?
Yes. Participants examine how targets, tolerances and comparisons should be defined and interpreted.
Can our KPI framework be reviewed during corporate delivery?
Yes. Approved organisational measures and dashboards can be used for practical critique and redesign.
Does completion provide professional certification?
The course develops BI, KPI and performance-analytics capability and may provide an INDENTRA course-completion record where applicable. It is not a third-party certification.
Take the next step
Build performance information that leads to better management action.
Discuss a course or tailored KPI and performance-analytics programme aligned with your organisation’s objectives, measures and review routines.