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The AOS Firm KPI Dashboard & Financial Toolkit provides a simple, professional framework for tracking the key performance indicators that matter most. Designed specifically for architecture and engineering firms, this customizable Excel-based dashboard helps owners, principals, and practice leaders understand the financial health of their business and identify opportunities for improvement before problems arise.
Whether you're managing a small practice or a growing multidisciplinary firm, this toolkit provides the structure needed to monitor performance, improve accountability, and make more informed decisions.
Track Key Metrics Including:
Net Revenue
Profit Margin
Labor Utilization
Effective Multiplier
Net Multiplier
Backlog
Revenue per Employee
Projected Workload
Accounts Receivable
Work-in-Progress
Direct Labor Ratio
Overhead Rate
Breakeven Multiplier
Monthly and Quarterly Trends
Included in the Toolkit:
Executive KPI Dashboard
Monthly Financial Review Worksheet
Annual KPI Scorecard
Utilization Tracking Dashboard
Backlog and Workload Forecasting Tool
Financial Metric Definitions Guide
KPI Benchmark Reference Sheet
Implementation and Setup Instructions
Who It's For:
Firm Owners
Principals
Managing Directors
CFOs and Controllers
Studio Leaders
Project Managers
Emerging Firm Owners
Why AOS?
Developed from real-world experience leading architecture and engineering practices, the AOS Firm KPI Dashboard transforms complex financial information into actionable insights. Spend less time building spreadsheets and more time leading your firm with confidence.
Build a stronger, more profitable practice—one metric at a time.
The AOS Firm KPI Dashboard & Financial Toolkit provides a simple, professional framework for tracking the key performance indicators that matter most. Designed specifically for architecture and engineering firms, this customizable Excel-based dashboard helps owners, principals, and practice leaders understand the financial health of their business and identify opportunities for improvement before problems arise.
Whether you're managing a small practice or a growing multidisciplinary firm, this toolkit provides the structure needed to monitor performance, improve accountability, and make more informed decisions.
Track Key Metrics Including:
Net Revenue
Profit Margin
Labor Utilization
Effective Multiplier
Net Multiplier
Backlog
Revenue per Employee
Projected Workload
Accounts Receivable
Work-in-Progress
Direct Labor Ratio
Overhead Rate
Breakeven Multiplier
Monthly and Quarterly Trends
Included in the Toolkit:
Executive KPI Dashboard
Monthly Financial Review Worksheet
Annual KPI Scorecard
Utilization Tracking Dashboard
Backlog and Workload Forecasting Tool
Financial Metric Definitions Guide
KPI Benchmark Reference Sheet
Implementation and Setup Instructions
Who It's For:
Firm Owners
Principals
Managing Directors
CFOs and Controllers
Studio Leaders
Project Managers
Emerging Firm Owners
Why AOS?
Developed from real-world experience leading architecture and engineering practices, the AOS Firm KPI Dashboard transforms complex financial information into actionable insights. Spend less time building spreadsheets and more time leading your firm with confidence.
Build a stronger, more profitable practice—one metric at a time.