Guides

Balanced Scorecard Internal Process Perspective

The balanced scorecard is standardized management methodology in a way that analyzes the organizational performances by using 4 different perspectives: financial, customer, internal processes and organizational learning perspectives. Each of these 4 perspectives together create a strategic framework by using cause and effect relationships among various perspectives. The internal process perspective deals with the measuring … Read more

Balanced Scorecard Financial Perspective

The financial view of your balanced scorecard financial perspective (measuring and managing financial results – revenue, profit, returns, etc.) customer perspective (strategies and tactics related to marketing, sales, CRM, etc.) internal process perspective (KPIs for managing the operations efficiently and effectively) learning and development perspective (developing sustainable organizational core competencies) The top of the balanced … Read more

Business Charts and Graphs Examples

As business professionals, we’re constantly seeking ways to streamline our workflows, enhance productivity, and uncover insights that drive informed decisions. Excel charts and graphs can be very helpful to improve our reporting, presentations and give us the business insight we need to make smart decisions. With the ever-increasing amount of data, it’s essential to leverage … Read more

HR Dashboard and Scorecard

Create HR Dashboard in Excel Do it your HR Scorecards by yourself or use the instant excel dashboard templates Simplify your HR reporting and analysis. Continuously track all human resources metrics, info, analysis, trends… on one page report. Executing well your strategy, outperforming your competitors, and achieving outstanding results can only be done by high … Read more

Sales Index: Calculation and Formula

The Sales Index is a crucial metric utilized by businesses to evaluate their sales performance over specific timeframes. It provides insights into trends, efficiencies, and overall market performance, enabling companies to make evidence-based decisions. Understanding the Sales Index is imperative for businesses seeking to enhance sales strategies, optimize operations, and drive revenue growth. Objectives of … Read more

How to Create Whale Curve in Excel: Free Excel Template Download

Introducing the Whale Curve: A Powerful Tool for Visualizing Customer Profitability Are you tired of drowning in a sea of customer data, struggling to identify the most profitable ones? Look no further! The Whale Curve is a game-changing chart that helps you visualize your customer profitability and make data-driven decisions. What is the Whale Curve? … Read more

Working Capital Management

Working capital is actually the difference between company’s current assets and current liabilities and it is a very important financial ratio showing the company’s liquidity and efficiency. The current assets (reported on the balance sheet) include cash, accounts receivable and prepaid expenses. On the other hand, current liabilities are paid either by the current assets … Read more

RFM Analysis

RFM is a database marketing technique originally developed and used in direct marketing and retail industry. This approach can be used in any industry to support marketing and sales decisions for developing marketing and sales strategies and tactics. RFM tool is used for analyzing customer behavior and identifying customer groups with similar behaviors. Different customer … Read more

Service Marketing: The Top 5 Elements in Marketing and Selling Services

The typical commodity product sellers from the past, today provide various services along with their physical products such as delivery, insurance, installation, warranties, ongoing support, customer service, etc. By doing that, they improve their physical offering and deliver better and more competitive customer experience and satisfaction. Marketing and selling services successfully requires organized approach focused … Read more