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We've designed this quick scorecard around the 5 key elements that a financial management ecosystem should include. Our aim is to give you an insight into how your business stacks up compared to global best practice and highlight areas for improvement.

The Profit Metrics '5-Pillars' Financial Management Scorecard

1. Strategy

Is your Vision, Mission + strategic position clear and understood?
Yes No Unsure

Do you understand and regularly review SWOT?
Yes No Unsure

2. Budget

Does your Budget clearly calculate and explain how your business will fund it's strategic objectives for the upcoming 12 months?
Yes No Unsure

Do you prepare a bottom-up Budget and delegate responsibility holding people accountable?
Yes No Unsure

3. Reporting

Are your compliance Reports 'bulletproof' (ie. accurate and able to withstand scrutiny) and produced timely?
Yes No Unsure

Do your management Reports clearly explain performance relative to key drivers of the business?
Yes No Unsure

4. Cashflow

Is your Cash-flow forecasting reliable and predictable?
Yes No Unsure

Do you currently do 3-way forecasting (P+L, BS and Cashflow)?
yes no
unsure

5. Forecasting

Do you have visibility of your sales pipeline and reliably predict relative to who, what, how much and when?
Yes No Unsure

General

Is your business providing your family with the lifestyle you'd hoped, i.e. are you taking regular holidays, you're happy, never stressed or worried about cash and resting peacefully at night?
Yes No Unsure

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903/50 Clarence Street Sydney NSW 2000
0419 575 762
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What We Do

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The Profit Metrics '5-Pillars' Financial Management Scorecard

Where to Next...

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