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How our clients turn data into decisions
Numbers do not lie. When a company understands its real Sales Margin and has a reliable analytical P&L, decisions change and results follow.
These are some examples of how we help business owners gain control, peace of mind and profitability.
Sales Margin varied constantly for no clear reason. We had no control — every month the P&L was a mystery, and it was a very difficult period, full of stress, doubt and anxiety. The accounting P&L could not explain what was happening in production, there were constant variances, and decisions were made without a clear view of the real impact.
The firm was doing well, but without a real numerical view of profitability per client and with an extremely heavy workload. Some major clients were consuming enormous amounts of time and generating greater losses than intuition suggested. A simple system was needed to capture time rigorously and turn it into decisions.
When we arrived, David — the manager and owner — did not have a Dashboard that allowed him to understand the current situation and evolution of his company by integrating:
The company was growing at a good pace, but David felt he needed to take control and bring order before moving to the next phase with confidence and without burning himself out in the process.
His priority was clear: knowing the profitability and cash flow of each project at any given moment. With around 40 projects in progress on average and durations between 4 and 24 months, he needed to: