Data Required Form – to be supplied by client:

• Calendar
• Customers
• Sales
• Sales Dissection
• Hours Business Open
• Cost of Goods Sold/Gross Profit
• Working Owners/Principals
• Employees
• Property/Space/Measurement
• Stock/Inventory
• Balance Sheet
• Expenses
• Profit and Loss
• Analysis of Purchases from Major Suppliers

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

• Sales
• Sales Dissection
• Customer Details
• Gross Profit Analysis
• Business Analysis
• Wages/Salaries Analysis
• Expenses Analysis
• Profitability Analysis
• Staff Analysis
• Supplier Analysis
• Productivity
• Ratio Analysis (Balance Sheet Items)
• Financial Analysis

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

• Sales per FTE Person
• Sales per Total Hours Worked
• Sales per Square Metre (excluding Internet sales)

Sources of enquiries:

• Newspaper Advertising
• Radio Advertising
• Facebook
• Pamphlet Drop
• Visitors to Store Conversion to Customers Percentage
• Phantom Customer Reports – Percentage of Problems

Templates available for use in Business Health Check Review for Clothing Retailer:

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