For SMEs (small and medium businesses)
What's really driving your business?
You already know your business. The fourth sheet answers the questions underneath it, whichever ones matter to you.
Questions like:
- Which jobs actually make money?MoneyExample →
- Will cash cover payroll next month?CashExample →
- Which deliveries run late, and why?OperationsExample →
- How long do customers wait for a callback?CustomersExample →
- Where is overtime creeping up, and why?PeopleExample →
- What does it cost to win a customer?MoneyExample →
- Which products and services are growing?GrowthExample →
- Got a different question?Ask me →
No data to hand over yet? I'll help you set up the processes and frameworks to start capturing it, then build the reporting on top.
Example reports
What each question looks like, answered.
Built on sample data for invented businesses, with every number's workings, 24 months of history, and Excel, PDF and PowerPoint downloads.
Featured: Which products and services are growing?
What does it cost to win a customer?
$162 per new customer in September: 47 new customers from $7,600 of marketing.
Open the report →Which jobs actually make money?
Jobs made a 36.1% gross margin in September: maintenance contracts the most (59.5%), installations the least (27.0%).
Open the report →Which products and services are growing?
Year to date, trades revenue is up 26.5% and services up 77.1% on the same period last year.
Open the report →Will cash cover payroll next month?
Yes: $53,846 forecast in the bank after the 15 October pay run, the tightest in October.
Open the report →How long do customers wait for a callback?
48.7% called back within 2 working hours in September (target 80.0%); median wait 122 working minutes.
Open the report →Where is overtime creeping up, and why?
Overtime was 6.2% of ordinary hours in September (target under 5.0%), up from 3.0% a year earlier.
Open the report →
Charts made with HTML, CSS and JavaScript, coded by hand · numbers prepared in Python
Contact
The fourth sheet, without the full-time hire.
For SMEs and not-for-profits that want what a seasoned finance professional does, without hiring one. No new systems and no major IT project: I work from the spreadsheets and systems you already have. Book a free 20-minute numbers check and I'll tell you what's possible.
Prefer email? nathan@thefourthsheet.com.au LinkedIn TBC