See how data-ready your business really is

Yes, we track margin by product/service regularly.

We have some idea, but not tracked consistently.

Not really, we mostly look at total sales.

Score

Yes, we have clear customer profitability data.

We can guess based on sales volume, not profit.

Data comes from multiple Excel files or systems.

It’s mostly manual work across different files.


Often, we realize only after the problem hits.

Yes, we set clear budgets and track actuals vs forecast regularly.

We create budgets occasionally but don’t track results closely.

No, we don’t have a formal budget or forecast process.

Mostly reactive, we see it after month-end.

Some idea, but not linked to actual revenue.

We have clear segments and track performance.

Some segmentation, but not used in decisions.

Yes, we analyze such relationships regularly.

Sometimes, when there’s a problem to solve.

Very confident, it’s integrated and verified.

Not very, we rely on different Excel versions.