Performance vs Forecast
If you can’t measure you can’t manage. VFD Pro gives you and your team the ability to deliver highly detailed 3 Way Forecasting allowing you to deliver monthly or quarterly ‘Performance vs Forecast’ reporting for clients
Every business needs a plan, most need help because left to their own devices, most struggle and fail to develop a plan for themselves, or for their business, and in the words of Lewis Carroll.
If you don't know where you are going, any road will get you there.
Let’s face it, without your help most of your clients are probably going to struggle to put together a forecast and even those that do are unlikely to get to the point they can regularly report, review and refine their actual performance against plan.
VFD Pro does most of the hard work which allows you to work with clients to help them understand what they need, and plan for their future. As you work through the process your clients will realise how much more you can do to help them on their journey and doing so becomes easy…
Automated Analysis and Reporting provides pre-populated plans and forecast models.This gives you everything you need to deliver a comprehensive set of Management Information Reports and Analysis. For those clients who need more than a basic bookkeeping service, but don’t need full-time FD, your ability to deliver part-time FD services becomes a marriage made in heaven.
There are currently 4 Business Growth Advisory Models:
- Business Growth Model
- Customer Targeting Model
- Forecast and Funding Proposal Model
- Universal Forecast and Funding Proposal Model
Or join one of the upcoming Workshops:
Finding The Hidden Opportunites Hidden in Your Clients Financial Data