Your investment in VFD Pro is based on the level of reporting and financial insight you wish to deliver to each client.
The connection types available are:
- Grow & Exit: the full reporting suite, business growth models and valuation tools.
- Advise & Grow: the full reporting suite and business growth models.
- Advisor Lite: a selection of the performance and exception reports.
With a live account you also have unlimited access to:
- The 'Business Overview Report' which can be run for any client to help raise awareness of your reporting and support services.
- Trial connections which allow you to run a full set of reports for 30 days for business development purposes.
Advise & Grow
Grow & Exit
Business Intelligence Dashboard
Enhanced Performance Reports
|Business Overview Report||Included||Included||Included|
|Performance Analysis Report||Included||Included||Included|
|Performance Trend Report||Included||Included||Included|
|Board Summary Report||Included||Included|
|Board Detail Report||Included||Included|
|Customer Analysis Report||Included||Included|
|Marketing ROI Report||Included||Included|
|Supplier Analysis Report||Included||Included|
Opportunity Exception Reports
|Customer Exception Report||Included||Included||Included|
|Utilities Exception Report||Included||Included||Included|
|Telecoms Exception Report||Included||Included||Included|
Business Growth Advisory
|Business Growth Model||Included||Included||Included|
|Customer Targeting Model||Included||Included|
|Forecast Model (by Customer)||Included||Included|
|Forecast Model (by Nominal)||Included||Included|
|Performance vs Forecast Report||Included||Included|
|Business Data Model||Included||Included|
Exit Value Accelerator (EVA)
|Business Valuation Model||Included|
|Exit Planning Model||Included|
|Performance vs Plan||Included|
|Due Diligence Report||POA|
Tailor your monthly plan to suit each client
Your total number of connections determines the rate for each connection type.
- 10 clients on Grow & Exit, 40 clients on Advise & Grow and 150 on Advisor Lite = 200 connections.
- You would pay the 100-249 monthly rate for each connection.
No. of Clients
- The minimum monthly price for an unlimited number of clients on the Free or the Trial connection type, including the BI Dashboard, membership of the VFD Academy for ongoing technical training and support, and for one person* in the Practice Owners Peer Support Group is just £69. *Additional members in the Practice Owners Peer Support Group cost £69 per person.
- 'Grow & Exit' connection minimum 12 month contract.
- 'Advise & Grow' and 'Advisor Lite' connections provided on 1 month rolling basis. You can increase / decrease the number of connections at any time.
- Annual payment benefits from a 20% discount on the annualised monthly rates.
- All prices are subject to VAT.
Optional Advisory Services
Business Intelligence Dashboard
You can make a practice branded BI Dashboard available for client use for £30 per client per month (or £300 per client per annum).
Branded Demonstration Reports
Generated, uploaded to your portal and maintained with the latest changes and enhancements for £100 per month.
Create a practice branded portal: £250 initial configuration and then £25 per month.
VFD Pro Business Advisory Support & Training
Do your clients want more the 'just compliance'? We offer extensive training and support through the VFD Pro Academy.