Archives: Resources

Non-Financial KPI Model

Introduction The Non-Financial KPI Model is available on the ‘Advise & Grow’ and ‘Grow & Exit’ connection types. Introduction Typically, only using financial KPIs means that you’re internally focused and probably concentrating more on the short term rather than the long term, because you’re focusing on where you came from. Non-financial KPIs won’t represent the […]

Target Exit Value Performance vs Forecast Report

The Target Exit Value Performance vs Forecast Report is generated from the Exit Planning Forecast and Funding Proposal Model to provide your client with an up-to-date performance overview that reports on actual performance compared to forecast performance in the period, plus current and projected valuation. Typical Use: This is the key report that makes up […]

Exit Planning Forecast and Funding Proposal Model

The Exit Planning Forecast and Funding Proposal Model is automatically pre-populated with the last 2 years trading data. This allows you to work through the process of forecasting with projected balance sheet and working capital assumptions to create an incredibly detailed forecast, including the projected valuation using a blended combination of up to 7 different […]

EVA Business Valuation Model

The EVA Business Valuation Model converts a process that is typically more akin to an ‘art form’ into a ‘mathematical science’ where all the assumptions can be clearly identified, justified, and agreed. There are seven potential valuation models, some may be relevant to a greater or lesser extend depending on the buyer’s objectives and constraints, […]

Opportunity Exception Reports

Opportunity Exception Reports are only generated when specific conditions are identified in your client’s financial data, so these ‘Management by Exception’ reports give you the opportunity to truly exceed your client’s expectations by helping them identify and capitalise on opportunities that most businesses totally miss. Typical Use: There are typically three ways you can use […]

Forecast & Funding Proposal Model (Nominal)

Introduction Sample Model To access the ‘Forecast & Funding Proposal Model (Nominal)’ please request a free trial of the VFD Pro platform – click here. The model is available within the ‘Demo Reports’ area of your VFD Pro portal. Model Overview Introduction Historical Performance Sales Forecast Cost of Sales Forecast Overheads Forecast Balance Sheet Assumptions General […]

Client Discussion Model

Introduction So What? Guide The So What? Guide for the Client Discussion Model can be found here. Example Model To access the ‘Client Discussion Model’ please request a free trial of the VFD Pro platform – click here. The model is available within the ‘Demo Reports’ area of your VFD Pro portal. Report Overview Below is […]

Client Segmentation Model

Introduction Example Model To access the ‘Client Segmentation Model’ please request a free trial of the VFD Pro platform – click here. The model is available within the ‘Demo Reports’ area of your VFD Pro portal.

Board Report

Introduction Example Report An example of the ‘Board Summary’ can be accessed on the link below. Report Overview Introduction Financial Scorecard P&L Performance Balance Sheet Performance

Board Summary Report

Introduction Example Report An example of the ‘Board Summary Report’ can be accessed on the link below. Report Overview Introduction Financial Scorecard P&L Performance Balance Sheet Performance

Marketing ROI Report

Introduction Example Report An example of the ‘Marketing ROI Report’ can be accessed here. Report Overview Customer Analysis Marketing Return on Investment

Performance Trend Report

Introduction Example Report An example of the ‘Performance Trend Report’ can be accessed here. Report Overview Performance Trend Report (Introduction) Performance Trend Report (Revenue & Customer Analysis) Performance Trend Report (Margin, Profit & Balance Sheet Analysis)

Business Data Model

Introduction The Business Data Model is a useful source of management information to answer just about every financial question your client could ever ask. Anything that is not an integral part of one of the many reports and models detailed above, can be found in the Business Data Model. This is also the source of […]

CAMPARI Lending Framework

The CAMPARI lending framework (Character, Ability, Margin, Purpose, Amount, Repayment, Insurance) is widely used as a health-check for businesses when approaching a bank for lending. Helpful structure if you are applying for loans / funding. You will need a ‘business plan’, this framework is used by many lenders.

Forecast & Funding Proposal Model (Customer)

Introduction Sample Model To access the ‘Forecast & Funding Proposal Model (Customer)’ please request a free trial of the VFD Pro platform – click here. The model is available within the ‘Demo Reports’ area of your VFD Pro portal. Model Overview Introduction Historical Performance Sales Forecast Cost of Sales Forecast Overheads Forecast Balance Sheet Assumptions General […]

Funding Proposal Model

Introduction Example Model To access the ‘Funding Proposal Model’ please request a free trial of the VFD Pro platform – click here. The model is available within the ‘Demo Reports’ area of your VFD Pro portal. Guidance Notes The links below allow you to download the user guide for this section and supporting presentation slides. Completion […]

Performance Analysis Report

Introduction Example Report An example of the ‘Performance Analysis Report’ can be accessed here. Report Overview Introduction If You Only Read One Thing… Executive Summary Revenue Analysis Customer Analysis Revenue Channel Performance Margin Analysis Overhead Analysis Profit Analysis Forecast Extrapolation Balance Sheet Analysis

Customer Targeting Model

Introduction Example Model To access the ‘Customer Targeting Model’ please request a free trial of the VFD Pro platform – click here. The model is available within the ‘Demo Reports’ area of your VFD Pro portal. Model Overview Part1 Part 2 Part 3

Supplier Analysis Report

Introduction Example Report An example of the ‘Supplier Analysis Report’ can be accessed here. Report Overview Introduction Key Supplier Performance Detailed Supplier Performance

Customer Analysis Report

Introduction Example Report An example of the ‘Customer Analysis Report’ can be accessed here. Report Overview Key Customer Performance Indicators Detailed Customer Performance

Business Growth Model

Introduction Example Model To access the ‘Business Growth Model’ please request a free trial of the VFD Pro platform – click here. The model is available within the ‘Demo Reports’ area of your VFD Pro portal. Model Overview Introduction Growth Assumptions Business Growth Model

Utilities Exception Report

Business utility costs are completely different to the domestic market and the scope to make savings are unbelievable.  The utility suppliers are regulated, but the brokers you clients buy from are not, and 80% of businesses never bother to shop around this is an easy ‘quick win’ for you and your client. Too Much, Too […]

Customer Exception Report

The Customer Exception Report:  Analysing transactions to identify new customers acquired, customers lost and the underlying trend over time, you can identify those whose client base is in decline.  The sooner the problem is identified, the sooner they can start to do something about it. Sample Report Customer Analysis Scenario Modelling Marketing Effectiveness Additional Resources […]

Management Report

Introduction Example Report An example of the ‘Management Report’ can be accessed here. Report Overview Part 1 Part 2 Part 3

Business Overview Report

Introduction So What? Guide The So What? Guide for the Business Overview Report can be found here Example Report An example of the ‘Business Overview Report’ can be accessed here. Report Overview Page 1 Explanation Page 2 Explanation