Value Proposition: The compliance KPI dashboard consolidates “Are we compliant?” into a single screen with evidence: Deadlines (VAT/WHT/CIT/Zakat) + E-invoicing Health + Close & Review KPIs → Status/Overdue → Evidence Links → Monthly Sign-off instead of tracking compliance through separate files that do not show overdue items and trends.

In 20 Seconds: What Will You Get?

• Tax Compliance KPIs: % of timely submitted declarations + % of timely payments + number of overdue items.
• Filing Pack Readiness: Is there Evidence/Pack for each period? (Yes/No) + Sign-off date.
• E-invoicing KPIs: Rate of field/QR errors in samples + number of open issues + average closure time.
• Month-End Close KPIs: Closing time, number of late manual entries, percentage of completed reconciliations.
• Audit/Review KPIs: Number of open observations, closure rate, average age of observation (CAPA aging).
• Overdue & Escalation: Overdue list with owner and escalation (Owner/RACI).
• Evidence Links: Link each KPI to its source/period file (Invoices/Declaration/Pack/Logs).

CTA related to deliverables: Receive KPI + Overdue + Evidence to provide a concise monthly compliance report to management with evidence links.

Suitable For

• Compliance/Risk for a unified view of compliance and delay risks.
• Financial Controller to monitor close + taxes + e-invoicing from the same screen.
• Internal Audit to identify recurring weaknesses (overdues/observations/data errors).

Not Suitable For

• Those seeking an automated dashboard without data feed (the template requires monthly/weekly data feed).
• A company that does not retain evidence/references (the dashboard will become numbers without evidence).

Without the Dashboard / With the Dashboard (Quick Comparison)

Before Use: 5 Symptoms

• No single number indicating % compliance with deadlines across taxes.
• E-invoicing errors recur with no KPI indicating defect level or closure time.
• Month-end closing takes long but the reason for delays is not measured (recs/JE late).
• Audit observations close slowly with no clear CAPA aging.
• Evidence is scattered in folders without links from the tracking dashboard.

Implementation Method (3 Steps)

Step 1: Define KPIs and Link Their Sources

• Identify the KPIs to be displayed (Taxes/Invoicing/Closing/Review) and define the calculation method for each KPI.
• Link each KPI to a data source: tax tracker, invoicing error log, close checklist, CAPA tracker.

Step 2: Periodic Updates

• Update due dates/status/references weekly or monthly as per the cycle.
• Update issues/capa/close KPIs monthly after closing.

Step 3: Issue a Monthly Approved Version

• Finalize the “Monthly compliance report” through sign-off.
• Archive the version and link it to the evidence file (Pack index) for the month.

Product Components

1. Tax KPIs — on-time filing/payment + overdue count.
2. E-invoicing KPIs — issues + error rate + closure time.
3. Close KPIs — close days + rec completion + late JEs.
4. Audit/CAPA KPIs — open items + aging + closure rate.
5. Overdue & Escalation — overdue list.
6. Evidence Links — evidence links.
7. Sign-off — reference version.

Delivery Contents

• Dashboard + KPI definitions.
• Trackers and evidence links.
• Monthly sign-off.

After Implementation

• Operationally: Overdues appear early with owner and escalation.
• Monitoring: Monthly compliance report with numbers and evidence.

FAQ

Can it be used for taxes only?

Yes, Tax KPIs can be activated only, hiding the closing/invoicing and review sections.

Does it require data from government portals?

No API integration is needed. It is sufficient to input submission/payment references and receipt links within the tracker.

Does it integrate with Tax Calendar and CAPA?

Yes, it consolidates outputs (Tax calendar/Pre-filing/CAPA) into one dashboard.

Ready to Display Compliance in One Dashboard?