KPI scorecards and commercial performance management.
A fractional COO makes margin visible by line, customer and job, installs a scorecard of leading indicators and a monthly commercial review, and holds leaders to the corrective actions, working alongside the accountant rather than replacing them. See which numbers are moving before the month is over and know who owns the response. Ajility replaces lagging data with leading indicators that predict and protect performance.
- EngagementEmbedded fractional
- Typical horizonreviewed each quarter
- Best suited$3M to $30M founder-led
Where the operating problem shows up
These are the problems you can see in the week, not abstract symptoms on a slide.
- Revenue is growing, but margin is shrinking or inconsistent.
- Decisions are made based on lagging financial data.
- No clear leading indicators to predict future performance.
- Leaders lack commercial acumen or accountability for their P&L.
The operating structure Ajility installs
You get a practical way for the work to run, with clear owners and records your team can use.
- A leadership scorecard with 5 to 15 critical leading indicators.
- Department-level KPIs connected to company goals.
- Monthly commercial and financial review rhythms.
- Margin protection and operational efficiency tracking.
The operating rhythm for implementation
Ajility looks at how the business runs now, builds what is missing and works with your team until the new rhythm is usable.
Audit
Review current metrics, financial reporting and data hygiene.
Define
Identify the critical leading and lagging indicators that drive success.
Build
Create simple, accessible scorecards for the leadership team.
Review
Install the discipline of weekly metric reviews and corrective action.
Fractional COO service questions
What does the Ajility Performance & Commercial Discipline install cost?
- The full install is from $9,900 plus GST. It delivers a leadership scorecard of 5 to 15 leading indicators, department KPIs tied to company goals and a monthly commercial and financial review rhythm.
Is there a starter module?
- Yes. The Leadership Scorecard Build is from $4,500 plus GST and produces the scorecard and its reporting rhythm.
Does Ajility replace the accountant or bookkeeper?
- No. Ajility builds the operating view of performance, including leading indicators and margin tracking, and works alongside the existing finance function.
How quickly is there visibility?
- The KPI scorecard is usually live within the first month and reviewed monthly from that point. By the 90-day mark you can see the priorities, who owns them and which numbers are moving, then Ajility reviews progress with the leadership team.
How much does it cost to install job costing and margin reporting?
- Ajility installs it through the Performance & Commercial Discipline install, from $9,900 plus GST. Where it is not yet clear that commercial control is the main constraint, start with the Operating Diagnostic, from $3,600 plus GST.
Is a KPI scorecard a one-off project or ongoing work?
- Both. The build is one-off: Ajility's Leadership Scorecard Build is from $4,500 plus GST. Keeping it used is ongoing, through your own weekly meeting or a retainer with a fortnightly base from $3,900 per month plus GST.
What should be in a monthly management report for an SME?
- A useful pack covers the P&L against budget and forecast, gross margin by service line or customer, cash and the coming weeks' outlook, the leadership scorecard, progress on quarterly priorities and the decisions needed. Your accountant prepares the accounts; Ajility builds the review rhythm.
What should a board pack include for a small company?
- A short pack: a one-page scorecard, the P&L against budget and forecast, cash and the coming weeks' outlook, progress on quarterly priorities, key risks and the decisions sought. Ajility builds the reporting rhythm behind the pack.
What should a monthly commercial review meeting cover?
- Results against budget and forecast, margin by service line, customer or job, pricing and discount movements, cost and overhead trends, cash and debtors, then the corrective actions with an owner and date. It should take decisions, not just read reports.
How do I get my leadership team to own the numbers?
- Give every number on the scorecard one owner, have that owner report it in the weekly meeting, and connect department KPIs to company goals. Ownership grows when people present their own numbers and agree the corrective action themselves.
Operating insights on this work
- Operating Insight
From gut-feel to P&L visibility
Most founder-led SMEs run on gut-feel. Revenue is watched; gross margin, cost-to-serve and pricing are not. How to install P&L visibility and pricing discipline, and what it's worth.
Read From gut-feel to P&L visibility - Case Study
Thin margins, no control: installing project-level financial discipline in electrical contracting
A commercial and government electrical contractor was winning the work but couldn't see which jobs made money until it was too late to do anything about it. Here's how project-level financial discipline put control back in the business, and what it did to the margins.
Read Thin margins, no control: installing project-level financial discipline in electrical contracting
Related expertise: Pricing and revenue management, Project and commercial control and Procurement and supplier costs.
Related service lines
Ready to install this in your business?
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