Business Health Check - Supermarkets

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

About This Package

Gold Silver
  • 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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