Stay Ahead: Key Numbers Every Small Business Should Track
Small businesses have a big advantage—they can adapt quickly to market changes. But success depends on staying informed and making fast, smart decisions when needed.
To keep your business on track, monitor these key financial and performance indicators regularly:
Daily Check-Ins
Weekly Insights
Monthly & Annual Planning
Use Your Data to Make Smarter Decisions! The right information at the right time can help you fix problems fast and seize new opportunities.
Need help understanding your numbers and using them to grow? Let’s talk!
To keep your business on track, monitor these key financial and performance indicators regularly:
Daily Check-Ins
- Bank Balances – Know exactly how much cash is available.
- Sales Data – Track total sales, best-selling products, and new customers.
Weekly Insights
- Gross Profit – Are you making enough after covering costs?
- Debtors Report – Who owes you money and for how long?
- Labour Productivity – Are staff hours spent efficiently?
- Financial Performance Statement – A snapshot of how the business is doing.
- Creditors Report – What does your business owe, and when is it due?
Monthly & Annual Planning
- Full Financial Reports – Review revenue, expenses, and profits against budget.
- Cashflow Forecasts – Predict upcoming income and expenses.
- Lost Customers Analysis – Who left, how much business they brought, and why they left.
- Big Sales Breakdown – Track major transactions to spot trends.
Use Your Data to Make Smarter Decisions! The right information at the right time can help you fix problems fast and seize new opportunities.
Need help understanding your numbers and using them to grow? Let’s talk!
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