I have a very unique Monthly Confidence Package to show you today. One look at this example and you will see why it is such a killer tool for creating credibility and confidence in the people invested in your financial success.
The typical financial reporting package is just some basic financial statements that are less than insightful (and they look boring). You provide real insight for the user when you take a more strategic and thoughtful approach to serving them a package that screams credibility and insight (you have to put your Chef’s hat on). J
The example I will share with you is a package I prepared each month for company’s Board of Directors. We also provided it to lenders and potential investors (and it blew them away).
Here is what is included in the Confidence Package example:
1. A short memo that answers the question "What happened last month"
2. An interactive cash flow dashboard. You can mouse over the months on the left and the dashboard changes to show you the cash flow drivers for each period. (Try it)!
3. Actual results for the 5 to 7 key drivers of financial performance
4. Current month and year-to-date results vs. budget and prior year
5. Side-by-side view of actual and projected monthly results down to the cash flow level
This kind of monthly reporting package is a game changer when you are ready to show lenders and investors that you understand them and you understand the kind of information they want/need each month.
It Helps You and Your Company
It makes you look good.
It makes your company look good.
It helps you establish the credibility and trust you will need to gain access to growth capital.
I will talk about each component of the Confidence package in more detail in a series of blog posts over the next week or so.
Go take a look at it real quick so you are familiar with how it is setup. You’ll love it!
Send me an email and let me know what you think about the package.
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I like that package a lot. The dashboard is especially cool. I can see non-finance applications for the dashboard too. Thanks.
Tom Poorman
Posted by: Tpoorman | 08/06/2012 at 09:25 AM
Hi Tom.
Thank you for your positive feedback on the confidence package and the dashboard. You are right that there are lots of ways to use the power of a dashboard like that. It is a great way to convey information and insight.
Philip
Posted by: Philip Campbell | 08/06/2012 at 09:49 AM