Taking stock.
FROM SALES
What was sold, when, to whom, at what price Discounts given Returns and refunds
FROM FINANCE
Costs by category Payment timing Outstanding amounts
FROM CUSTOMERS
Who they are What they buy How often How they found you
FROM OPERATIONS
Time taken per job Stock movements Supplier performance Staff hours
FROM YOUR WEBSITE AND CHANNELS
Visitors, enquiries, and their sources
FROM COMMUNICATIONS
Enquiries received Response times Complaints and their reasons
WHAT MOST BUSINESSES ARE MISSING
The connection between them.
Sales recorded without the customer Enquiries recorded without the source Costs recorded without the job
WHAT THAT PREVENTS
Answering the questions that matter most.
WHAT TO FIX FIRST
The connections, not the volume.
