Business Health Check - Supermarkets

A product package to facilitate a detailed analysis of the performance of a supermarket.

About This Package

A product package to be used to analyse the performance of a supermarket across a wide range of business activities.
The completed documents will enable you to closely analyse the performance of the business and identify areas for improvement.

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Package Content

The Business Health Check – Supermarkets includes the following key components.

Business Health Check Report
Key Performance Indicators Report (information generated from the data entered by your client).
Templates of other tools to be used by accountants/business advisers to evaluate the performance of the supermarket.

Want To Know More?

The analysis of performance within a supermarket will reveal a range of key performance indicators that then can be utilised to compare the results in one month to the performance in previous months.

Data Required Form – to be supplied by client:

Calendar
Customers
Sales
Sales Dissection
Hours Business Operated
Cost of Goods Sold/Gross Profit
Working Owners/Principals
Employees
Property Space/Measurement
Stock Inventory
Balance Sheet
Expenses
Profit & Loss

A sample of some of the information that you will be able to evaluate for discussions with your client includes:

percentage of customers from various postcodes
new customers percentage to total
average sale new customers
shopping centre visitors percentage to customers
sources of enquiries
visitors to store conversion to customers percentage
gross profit percentage analysis on individual products
gross margin per square metre

Key Performance Indicators Report – Supermarkets (this is the report which is generated from the data entered via the “Data Required Form”):

Sales
Sales Dissection
Customer Details
Gross Profit Analysis
Business Analysis
Wages Analysis
Expense Analysis
Profitability Analysis
Staff Analysis
Supplier Analysis
Productivity
Ratio Analysis
Financial Analysis

You will also be able to utilise the detailed analysis on your client’s performance with information produced by various benchmarking organisations whereby you will be able to compare your client’s performance with other similar businesses.

Templates available for use in Business Health Check review for supermarkets:

Break Even Calculation
Working Capital Evaluation
Ratio Analysis
Benchmarking
Calculation of Future Maintainable Profit
Business Valuation
“What If” Scenarios – Sales Targets
Ratio Analysis Report
Business Health Check Report

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