Business Overview Report Two page performance overview Welcome
Business Overview Report Two page performance overview
Welcome Presenter Name Position YOUR LOGO © VFD Pro Ltd, 2020
Business Overview Report Lag Measures: Your History vs Lead Measures: Your Future The minimum information you need to run a business. © VFD Pro Ltd, 2020
Agenda Introduction to how we can help you improve your results Business Overview Report • The Last Month, Quarter and Year (Lag Indicators) • Key Underlying Trends (Lead Indicators) • Profit vs. Cash Movement What Next Q&A © VFD Pro Ltd, 2020
Business Overview Report Two page report providing invaluable insight into: • Understanding Your Sales, Margin, Overheads, Profit and Net Worth • Your Key Business Drivers • Your Debtor and Creditor Days • Your Cash Movement © VFD Pro Ltd, 2020
Business Overview Report © VFD Pro Ltd, 2020
Overview – This Year vs Last Year Description of profit movement: How much the profit increased or decreased in the last 12 months Broken down by: • Impact of Sales • Margin • Overheads © VFD Pro Ltd, 2020
Sales – This Year vs Last Year What has happened with Sales: • Movement in the last month, quarter, year. • 12 month rolling average • Quarterly variance © VFD Pro Ltd, 2020
Gross Margin – This Year vs Last Year What has happened to Gross Margin: • Movement in the last month, quarter, year. • 12 month rolling average • Quarterly variance © VFD Pro Ltd, 2020
Overheads – This Year vs Last Year What has happened to Overheads: • Movement in the last month, quarter, year. • 12 month rolling average • Quarterly variance © VFD Pro Ltd, 2020
Profit – This Year vs Last Year What has happened to your Net Profit: • Movement in the last month, quarter, year. • 12 month rolling average • Quarterly variance © VFD Pro Ltd, 2020
Net Worth – This Year vs Last Year What has happened to your Net Worth: • Movement in the last month, quarter, year. • 12 month rolling average • Year on Year variance © VFD Pro Ltd, 2020
Sales Drivers – This Year vs Last Year Sales = Transactions x Average Transaction Value: • The last 12 months vs the preceding 12 months • Impact variance in number of transactions has • Impact on salesvariance in average value has on sales © VFD Pro Ltd, 2020
Customer Drivers – This Year vs Last Year Customer Acquisition and Customer Retention: • Impact of the rate of Customer Acquisition • Impact of the rate of Customer Retention © VFD Pro Ltd, 2020
Profit Generating Months in profit vs loss making months: • Performance this year vs last © VFD Pro Ltd, 2020
Current Ratio, Debtor Days and Creditor Days Key Business Ratio and Cash Optimisation Metrics: • Current Ratio movement year on year • Debtor Days and movement year on • Creditor Days and movement year on year © VFD Pro Ltd, 2020
Cash Movement Profitability vs Cash Movement: © VFD Pro Ltd, 2020
Business Overview Report © VFD Pro Ltd, 2020
ANY QUESTIONS
Recap Introduction to how we can help you improve your results Business Overview Report • The Last Month, Quarter and Year (Lag Indicators) • Key Underlying Trends (Lead Indicators) • Profit vs. Cash Movement What Next Q&A © VFD Pro Ltd, 2020
You Really Have Three Options 1. Do Nothing You now know how 2. Generate your own management information 3. Engage professional support Focus on what you do best © VFD Pro Ltd, 2020
Complimentary Financial Opportunity Analysis and Report
“Always deliver more than expected” Larry Page (Co-founder of Google)
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