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Performance Analysis Tools                            

 

DSBN and The Business Solutions Shop are pleased to offer a range of Performance Analysis tools designed specifically for busy small business owners making financial analysis and planning easier, quicker and delivering results that the business owner can use immediately.

 


 

The key business objective of Financial Performance Analysis and Planning is to determine, from existing business performance information, exactly how the commercial operation has been tracking over a defined period, and more importantly, what performance outcomes can be expected or predicted in the future from the current management activity and business initiatives.

 

These useful business tools will help you better understand the performance of your business.

  Note:  There are two versions - one basic tool for our members and for Premium Members with additional features and tools including direct access to the "Business Doctor".    

 

  Profit and Loss Performance Tutor

A financial performance learning exercise which will help you understand how the Profit and Loss figures from your business can be used to track performance over five years by developing key performance RATIOS. These ratios can be used to analyse the past and plan future performance targets.

 

 

 

  Six Month Profit and Loss Analysis

This exercise uses more detail over a more immediate active trading period (the last, or any, six month period) and involves more attention to expense details.  The outcome of analysis from this tool can be used to alter and improve current Profit and Loss trends in the next tool.

 

Business Target Generator

This simple tool allows you to generate a number of basic ‘what-if’ situations regarding operating profit.  The idea is that you can select a dollar value profit target for your business – a month, a quarter or a year – it is simply a specific period output.  By adding costs and gross margin, the level of sales required is generated, along with the breakeven sales point.

 

 

 

  Mark-Up versus Margin Calculator

This basic calculator allows you to input a unit cost price and then applies a range of ‘selected’ mark-up percentages to that unit price.  The selling price, profit margin and gross profit per unit are then calculated.

 

 

 

  Profit & Loss "What-If" Scenario Generator

This business performance tool has been designed to allow you to assess the current Profit and Loss performance of your operation, at any stage of the financial year, and determine whether, under current financial conditions, the P & L trends are likely to deliver an acceptable operating profit.  And if not, what will!

 

 

Sales Mix vs. Inventory Calculator

Many businesses that trade in a number of products often find that stock available for the best sellers is lower than desired while the lower volume products often suffer from inventory build up.  A consistent lack of balance between sales and stock is often a "double cash whammy"! - both from missed sales and having cash tied up in products that are selling slowly or not at all!  This tool is designed to be a 'product sales ratio/inventory mix calculator' which seeks to balance stock levels with actual sales, and allows a selected number of "weeks stock" to be generated - AND it shows the cash value of savings!

 

 

 

 

 

 

 

 

Not yet a Premium Member? 

Upgrade now to Premium Membership and access all the Performance Analysis tools and more!

 

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