Professional training – Finance, Controlling & Law

Reporting & KPI Systems

Reporting & KPI Systems in 6 focused hours: Choosing meaningful key figures, KPI systems and balanced scorecard and Report design and visualisation – practical, with exercises and templates for your daily work.

Duration
6 hours, one session
Level
Intermediate
Format
Online or on-site
Language
German or English
Certificate
Certificate of attendance

Overview

“Reporting & KPI Systems” is a compact live course in the field of Finance, Controlling & Law. It centres on Choosing meaningful key figures, KPI systems and balanced scorecard and Report design and visualisation – explained with realistic examples and deepened in exercises you can transfer straight to your daily work.

Anyone who manages budgets, negotiates contracts or prepares figures for decisions needs a solid grasp of finance, controlling and legal frameworks without being a specialist. The Reporting & KPI Systems training conveys the necessary knowledge in a practical and understandable way, with calculation examples, patterns from everyday business and clear rules of thumb. We explain relationships, show typical sources of error and practise on realistic cases. Each course lasts one day and runs online or on site. The content serves professional orientation and does not replace individual legal or tax advice.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Focus areas of the course

Choosing meaningful key figuresKPI systems and balanced scorecardReport design and visualisationDashboards for decision makersData sources and data qualityReporting process and timeline

Who is this course for?

  • Specialists and managers without commercial training
  • Controllers, accountants and finance staff
  • Buyers, project and department heads
  • Founders, self-employed professionals and executive assistants

What you will be able to do

  • You know the key topics of Reporting & KPI Systems – Choosing meaningful key figures, KPI systems and balanced scorecard, Report design and visualisation, Dashboards for decision makers, Data sources and data quality and Reporting process and timeline – and can apply them in practice.
  • You understand the fundamentals of Reporting & KPI Systems and can classify technical terms with confidence.
  • You apply the main methods independently to simple practical cases.
  • You recognise typical risks and know when to involve specialists.
  • You present figures and facts clearly as a basis for decisions.

Course outline

Module 1 Fundamentals and terms for Reporting & KPI Systems
  • Placing Reporting & KPI Systems in the business context
  • Key terms explained clearly
  • Roles of business units, controlling and legal
  • Typical decision situations
Module 2 Focus areas: Reporting & KPI Systems
  • Choosing meaningful key figures
  • KPI systems and balanced scorecard
  • Report design and visualisation
  • Dashboards for decision makers
  • Data sources and data quality
  • Reporting process and timeline
Module 3 Methodology and calculations
  • Step-by-step derivation of the main methods
  • Calculation examples from everyday business
  • Key figures and what they tell you
  • Limits and assumptions of models
Module 4 Application in case studies
  • Case studies on Reporting & KPI Systems from different industries
  • Independent exercises with model solutions
  • Recognising typical errors and pitfalls
  • Templates and checklists for practice
Module 5 Communication and implementation
  • Preparing results for management and business units
  • Working with tax advisers, legal counsel and auditors
  • Documentation and traceability
  • Personal action plan for daily work
Module 6 Transfer to your daily work
  • Exercise based on a realistic case
  • Typical mistakes and how to avoid them
  • Checklist and templates to take away
  • Open questions, outlook and resources for further learning

Prerequisites

No prior knowledge is needed for introductory courses. For advanced courses, a grasp of accounting basics or the matching foundation course is helpful. Basic knowledge of the topic is helpful.

Technical requirements

Your own laptop with spreadsheet software; exercise files and case studies are provided digitally.

Dates & locations

For every location we suggest a date roughly four weeks ahead. Your preferred date is always possible.

  • Munich Wed, 16 December 2026 6 hrs Request
  • Salzburg Mon, 14 December 2026 6 hrs Request
  • Berlin Wed, 16 December 2026 6 hrs Request
  • Augsburg Thu, 10 December 2026 6 hrs Request
  • Hanover Wed, 16 December 2026 6 hrs Request
  • Bremen Fri, 11 December 2026 6 hrs Request
  • Stuttgart Mon, 14 December 2026 6 hrs Request
  • Kaiserslautern Thu, 10 December 2026 6 hrs Request
  • Online Mon, 14 December 2026 6 hrs Request

Frequently asked questions

Does Reporting & KPI Systems replace legal or tax advice?

No. The training provides understanding and orientation for working life. For binding advice on your specific case, for example on taxes or contracts, please consult a tax adviser or a lawyer.

Do I need commercial background for Reporting & KPI Systems?

Not for introductory courses. We explain terms from scratch and work through examples together. For advanced courses the course description states the required prior knowledge, and we are happy to help you choose the right starting point.

How much does “Reporting & KPI Systems” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 6 hours of live training with a trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. For every location we suggest a date roughly four weeks ahead. In the request form you can always describe your preferred date or period in free text – we check availability and get back to you within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run the course exclusively for your team.

Can the course be tailored to our team?

Yes. Tailor-made courses cost approx. €4,500 more, depending on the topic and by arrangement. We agree content, examples and exercises with you in advance.

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