CFO News Room

DECEMBER 2, 2022

There was a realisation that if you wanted to change that growth trajectory, you needed external investment in order to invest in engineering, sales and marketing and so on,” says Frances. When you come into a new business, it’s very difficult to stand by the numbers unless you get really involved in the details.” . Measuring success.

Technology 130

Technology CFO Benchmarking Auditing 130

PYMNTS

SEPTEMBER 15, 2016

consumer is not as bulletproof or eager to spend as some observers thought, sales at U.S.-based percent as measured against July numbers, which represents the first actual decline in five months and comes after a revised 0.1 percent number just reported is worse than the 0.1 Conversely, food and beverage store sales gained 0.3

Sales 46

Sales Retail Benchmarking Forecasting 46

PYMNTS

OCTOBER 29, 2019

Automatic Food Service (AFS) said it has seen a 45 percent increase in sales per route since going cashless with its vending machines and office coffee business. AFS installed USA Technologies ‘ Seed Pro, Seed Markets and Seed Office solutions to track its needs with one platform.

Sales 40

Sales Benchmarking Leverage Technology 40

Centage

DECEMBER 1, 2021

If your board asked you to run new numbers based on fresh assumptions, it took you days or weeks to create a new set of reports. They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. Manage every dollar.

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

VCFO

JUNE 23, 2022

Take a look at the following financial benchmarks implemented for vcfo clients, and consider how you can achieve similar results in your organization. After benchmarking against top performing competitors, it became clear that their average days of sales outstanding (DSO) at 53 days was 20 days higher than their nearest competitors.

Benchmarking 82

Benchmarking Sales Finance Economics 82

PYMNTS

JUNE 9, 2017

The fast casual segment of the restaurant industry is having a tough year so far with the latest edition of the BDO restaurant industry benchmarking update showing that sales through the first quarter of this year declined 2 percent in that category. increase in the first quarter after suffering a double-digit sales decline.

Sales 43

Sales Benchmarking Numbers Retail 43

CFO Share

JANUARY 26, 2024

Consider industry benchmarks or standards to ensure alignment. These risk misunderstanding and a feeling of “I don’t trust the numbers.” By contrast, revenue per employee is directly influenced by sales and staffing decisions. Gourmet restaurants focus on Avg. The metric should be simple and easily understood by everyone.

Foreign Exchange 52

Foreign Exchange Concentration Benchmarking Prioritization 52

Future CFO

DECEMBER 21, 2023

Declining profitability: For example, are your sales lower or your cost of goods sold higher? Cash flow and liquidity problems: Are your fixed costs or interest payments creeping up, or do you have a high number or amount of customer overdue payments? The company advised organisations to keep an eye on the following warning signs.

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

Nerd's Eye View

MARCH 28, 2023

What's unique about Erica, though, is how she built a series of spreadsheet tools to measure the details of each step of her advisory firm’s marketing funnel, from lead generation to each meeting in the sales process to client onboarding and getting initial revenue for the firm… and then turned it into a series of tools that any advisory (..)

Marketing 73

Marketing Benchmarking Analyzing Data Strategic Planning 73

The Charity CFO

MARCH 22, 2024

In addition to identifying KPIs, you’ll need to establish benchmarks for success. After choosing KPIs and their benchmarks, you can start incorporating data insights into strategic planning. You can use data to help track the outcomes of your programs, such as participant numbers or revenue.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Centage

SEPTEMBER 5, 2023

To determine profit margins, companies subtract the total cost of providing a product or service from the sales price paid for the item by customers. Gross Profit Margin: Your gross profit margin is the amount of your sales revenue minus the cost of your goods. Then divide that by your revenue.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 52

Fpanda Club

JULY 24, 2022

As for these distant years the level of uncertainty is very high while the level of precision is low, terminal value is calculated based on the numbers of the last projected year, therefore it accumulates and magnifies all the errors in assumptions made for the first years of the model. which will be part of the allowable cost.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

The Finance Weekly

NOVEMBER 27, 2023

This measure aids in predicting future profits and establishing profitability goals and benchmarks. Accounts Receivable Turnover Ratio Your accounts receivable turnover ratio indicates how efficiently you collect cash from credit sales. Calculation: Net credit sales ÷ average accounts receivable = Accounts Receivable Turnover Ratio 5.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

VCFO

AUGUST 9, 2023

Utilization Utilization is calculated by dividing the total number of hours employees worked on billable projects (Direct Labor) by their total hours available (Total Labor). They can be trended over time, compared to budget, and often benchmarked against industry comps. All have their place. Discount a big job… see what that does.

General Ledger 83

General Ledger Benchmarking Leverage Budgeting 83

Fpanda Club

APRIL 18, 2022

To become better business partners FP&A practitioners should be creative, but it is not an easy task with a financial mindset traditionally focused on numbers, correct calculations and cause-and-effect relationship. Key questions to ask and the example of SWOT analysis are represented in the illustrations below.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Creative CFP

AUGUST 11, 2020

These seven core cash drivers are: Sales growth, Gross margin, Operating expenditure percentage, Accounts receivable days, Inventory days, Accounts payable days, and Net capital spending. It is a temperature check of the overall health of your business, although the numbers are just one tool in the analytical process. ?

Investments 52

Investments Accounts Payable Benchmarking Cash Flow Forecasting 52

VCFO

JANUARY 27, 2022

Since our formation in 1996, vcfo has helped our clients through a number of booms and busts (.com, In an inflationary environment, if you provide your customers credit terms, intentionally or not, you are making a sale in today’s dollars that will result in you being paid with less valuable dollars at a later date.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

PYMNTS

OCTOBER 20, 2020

The STR Report is the Smith Travel Research benchmarking tool that measures and compares data from like hotels. . He added that the numbers show there is “no material behavioral change to travel patterns. The industry’s key metrics were up the week ending Oct. Once restrictions ease, travel recovers.”. percent over 2019. percent.

Benchmarking 52

Benchmarking Economics Sales Retail 52

Future CFO

APRIL 21, 2021

While technology and software companies continue to dominate, this year’s ranking saw a breakout performance by pharma, with nine companies ranked (three times the number in 2020), a third of them making their first appearance there, according to the report.

Benchmarking 52

Benchmarking Sales Investments Planning 52

PYMNTS

OCTOBER 25, 2016

How poorly these department stores are doing shows up blazingly in a new eMarketer report, “Department Stores and Digital Commerce 2016: Trends and Benchmarks.” department store sales sat at $87.46 Just last year, that number was down almost a third to $60.65 2015 and Jan. percent to Bon-Ton at 6.9 According to U.S.

eCommerce 71

eCommerce Benchmarking Sales Retail 71

Spreadym

JUNE 13, 2023

In the chart of accounts, each account is assigned a unique code or number and is categorized into various groups or categories. Account Codes or Numbers: Each account in the chart of accounts is assigned a unique code or number. Consistency: Maintain consistency in account naming conventions and numbering systems.

Accounting 52

Accounting Financial Analysis Compliance Benchmarking 52

Collectiv

JUNE 13, 2023

Marketing Dashboard Report on campaign conversion rates, new volunteer signups, total conversions per channel, and event ticket sales. Fundraising Donor Dashboard Show donor lifetime value, average gift amount, donor retention, and the number of significant donations.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

PYMNTS

MARCH 7, 2016

Checkout conversion is such an important benchmark because, as Shrauger explained, not only does it represent a better consumer experience, but if the same conversion rates on mobile and online were seen in-store it would be starting – painting a very clear picture for merchants.

Sales 41

Sales Benchmarking Numbers eCommerce 41

PYMNTS

OCTOBER 28, 2019

The options contract is going to be based on Bakkt’s benchmark Monthly Bitcoin Futures. Bakkt recently announced it was going to introduce a regulated options contract for bitcoin futures at the end of the year. Bakkt recently hit a futures milestone: 1,179 contracts. Analysts said current market volatility has helped the increase.

Benchmarking 41

Benchmarking Securities Finance Sales 41

PYMNTS

NOVEMBER 29, 2016

In terms of online shopping, Google’s data show that Black Friday had the highest number mobile shopping searches of any day during Thanksgiving week, with Thanksgiving Day coming in a close second with searches peaking at 8 p.m. Black Friday sales blew past the $3 billion benchmark for the first in history this year.

Benchmarking 56

Benchmarking Sales Retail Numbers 56

VCFO

MARCH 2, 2023

They add foresight that shows what will happen if the current course is maintained and raise decisions that need to be made, beyond just interpreting the numbers. These can be developed using competitor benchmark data for the firm. While revenue and project profitability are rather self-explanatory, utilization is not as clear.

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

PYMNTS

APRIL 3, 2018

Finally, with the Fed keeping the benchmark interest rate at zero, the interest rate on auto loans dipped to all-time lows, particularly for prime customers. After nearly a decade of holding the rate at basically zero, the Federal Reserve has raised the benchmark interest rate six times in the last three years. Beyond the Benchmark.

Benchmarking 40

Benchmarking Finance Sales Economics 40

PYMNTS

SEPTEMBER 16, 2016

Justice Department’s demand for $14 billion from Deutsche Bank concerning claims related to sales of mortgage-backed securities. A disappointing economic report for August, weak retail sales and industrial production and slower job growth are expected to prevent the Fed from increasing interest rates at least until December.

Benchmarking 65

Benchmarking Restructuring Forecasting Treasury 65

PYMNTS

OCTOBER 18, 2016

And surprisingly, a number of retailers are missing the boat when it comes to digital gifting. The First Number — 10. The genesis of that, answered Gilbert, stems from the in-store experience with physical cards and SKU numbers that did not have a variable cost structure. “On Unless retailers make it hard. Then, There’s 82.

Retail 70

Retail Benchmarking Numbers Sales 70

PYMNTS

JULY 21, 2017

Retailers are working hard to not only adjust but also enhance the approach to securing and maintaining sales. Between 2015 to 2016, consumer expectations for multiple purchase options grew from 61 percent up to 74 percent according to Retail Systems Research’s 2016 Customer Experience/Unified Commerce Benchmark Survey.

Retail 54

Retail Benchmarking Advertising Sales 54

PYMNTS

MAY 24, 2016

Retail earnings may have long been looked upon as a benchmark for measuring the growth of the economy but not anymore. The shift in calibration comes as signs of weakening sales in the earnings reports of numerous major retailers were counteracted by the U.S An example of which, he pointed out, is Walmart, which posted positive growth.

Retail 41

Retail Math Benchmarking eCommerce 41

PYMNTS

APRIL 27, 2016

iPhone Sales — And Slowdowns. But the big news, as all of the headlines have blasted, is that Apple’s iPhone sales took a hit this quarter. Cook explained that the dip had a lot to do with the overwhelming number of customers who upgraded to the iPhone 6/6s when those models first came out, so way more then means way fewer now.

Benchmarking 42

Benchmarking Sales CFO Numbers 42

PYMNTS

MARCH 31, 2016

To back up these numbers, Amazon Home Services has expanded from an initial four markets to its current 30 metro coverage areas, and the overall services offered have also ballooned to 1,200.

Benchmarking 40

Benchmarking Retail Sales Numbers 40

PYMNTS

JUNE 7, 2019

11 (notice those numbers) and has become a benchmark for online and mobile commerce, along with the digital payments ecosystems that continue to grow in China. The country’s annual Singles’ Day is a marketing event supposedly rooted in the pride that many Chinese consumers take in being single. It takes place on Nov.

Retail 53

Retail Benchmarking Sales Numbers 53

PYMNTS

NOVEMBER 2, 2020

Today, grocery accounts for 56 percent of Walmart’s net sales, as spend in key retail sectors such as home furnishings, apparel, electronics, sporting goods and toys is consistently shifting Amazon’s way. By the numbers, retail takes a little less than a third (30.8 In Q2, Walmart sales in the category were largely flat (from $3.4

Healthcare 98

Healthcare Retail Sales Pharmaceutical 98

PYMNTS

JUNE 18, 2018

percent across the board so far this year, and, with the exception of fast casual, so are same-store sales. In 2017, prepared foods and meal kits sold in grocery stores accounted for $35 billion in sales and are expected to grow at a rate 5x that of traditional restaurants, according to NPD. Profits are reported down too.

Benchmarking 47

Benchmarking Accounting Sales Leverage 47

PYMNTS

MAY 22, 2017

Q1 marked the grocer’s sixth consecutive quarter of declining comp sales, according to Progressive Grocer , and Supermarket News said that net earnings plummeted by 30.3 While the number of transactions may be down, the average basket size is up, according to a press release by Whole Foods Market ’s investor relations department.

Benchmarking 40

Benchmarking Restructuring CFO Sales 40