Financial Snapshot 1.0
The Financial Snapshot 1.0 is an excel (goggle sheets) tool for small businesses to manage and measure all aspects of their business and set and achieve goals based on their business model. It also includes 90 minutes of tutorial and walkthrough videos to break everything down for you. See below for a list of the different features of the product:
Budgeting- plan out the revenues and expenses for the year based on customized accounts specific to your business
Cash Flow Tracking- track performance up against your budget on a monthly basis for each account your create
Services Analysis- calculate the true costs of your service and analyze sales by varying the different inputs their usage rates for each service
Inventory & Product Analysis- track inventory and identify popular products to know your true breadwinners
Breakeven Analysis- know the sales levels you need to breakeven and reach certain profit levels to help set understandable and attainable goals
Marketing Planning- create a marketing schedule and calculate a budget and time commitment
Marketing Analysis- analyze your marketing effectiveness and CAC to project how many customers you will acquire over the next year
Loans/Receivables- track outstanding loans/receivables to know who you owe/who owes you and how much you owe/are owed
Net Worth- track and project your net worth over time based on your budgeted plan and actual performance
Investment Management- manage/rebalance your investments across multiple portfolios according to custom groupings
The Financial Snapshot 1.0 is an excel (goggle sheets) tool for small businesses to manage and measure all aspects of their business and set and achieve goals based on their business model. It also includes 90 minutes of tutorial and walkthrough videos to break everything down for you. See below for a list of the different features of the product:
Budgeting- plan out the revenues and expenses for the year based on customized accounts specific to your business
Cash Flow Tracking- track performance up against your budget on a monthly basis for each account your create
Services Analysis- calculate the true costs of your service and analyze sales by varying the different inputs their usage rates for each service
Inventory & Product Analysis- track inventory and identify popular products to know your true breadwinners
Breakeven Analysis- know the sales levels you need to breakeven and reach certain profit levels to help set understandable and attainable goals
Marketing Planning- create a marketing schedule and calculate a budget and time commitment
Marketing Analysis- analyze your marketing effectiveness and CAC to project how many customers you will acquire over the next year
Loans/Receivables- track outstanding loans/receivables to know who you owe/who owes you and how much you owe/are owed
Net Worth- track and project your net worth over time based on your budgeted plan and actual performance
Investment Management- manage/rebalance your investments across multiple portfolios according to custom groupings