Questionnaire8 min · 15 questions

Your Business Financial Health Scorecard

This 15-question scorecard benchmarks your business across four key pillars: Profitability, Cash Flow, Reporting & Visibility, and Strategic Planning.

ProfitabilityCash FlowReporting & VisibilityStrategic Planning

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Pillar: Profitability

Question 1 of 15

Profitability

Your Business Financial Health Scorecard

Do you know your gross profit margin by product or service line?

Have you reviewed and optimised your pricing in the last 12 months?

Do you track and manage overhead costs against a budget?

Do you have a cash flow forecast for the next 90 days?

Are your debtor days under control (under 45 days)?

Do you have adequate cash reserves for unexpected expenses?

Do you receive monthly management accounts within 2 weeks of month end?

Do you have a dashboard of key financial metrics you review regularly?

Can you quickly identify which clients or products are most profitable?

Do you compare actuals to budget each month?

Do you have a documented 12-month financial plan?

Do you model different financial scenarios before making major decisions?

Are you on track to meet your financial goals for this year?

Do you have a clear exit or succession plan?

How would you rate your overall financial confidence as a business owner?