Case Study

Service Company

Weekly Dashboard Compared to Goals

Opportunity: Owner requested Weekly Reporting on Sales and Labor compared to Goals for Three Business Segments.

Results:  Completed this Excel Template that pulled data from multiple sources into a one-page summary and added comparative statistics from prior year.

Case Study

SERVICE PROVIDER

Reporting Revenue Variances to Budget

Case Study

MANUFACTURER

Productivity Problems

Case Study

SERVICE COMPANY

Contractor Failed

Case Study

SERVICE COMPANY

Annual Budget, Cash Flow Projections

contact dave 

Can I get you on a path to financial health? Contact me to set up a free 2-hour assessment so I can hear more about your needs. Use the contact form below or call 317-670-8781.