Barry Ritholtz

APRIL 11, 2024

In the 1960 and 70s, Merrill Lynch was bullish on America – they set their sales staff loose trying to sell the American dream to upper-middle class households. Whatever gains they had over the benchmark were soon consumed by their relatively high costs. That powered the decades-long boom that came after the war.

Benchmarking 140

Benchmarking Marketing Investments Securities 140

PYMNTS

APRIL 15, 2020

Department of Commerce released its retail sales results for March, showing record-setting declines due to changes in consumer behavior and the COVID-19 lockdown. Overall sales fell 8.7 The retail sales figures are usually effective barometers by which retailers can benchmark inventory levels and predict future spend.

Numbers 52

Numbers Sales Retail Benchmarking 52

PYMNTS

JUNE 22, 2020

Sotheby’s held only online jewelry auctions during the lockdowns, which “set new benchmarks” for such sales, the auction house said, per a report in a trade publication. In fact, David Bennett , Sotheby’s worldwide jewelry chairman, told Reuters that the auction house had a “massive surge” in its online sales.

Sales 54

Sales Concentration Benchmarking Planning 54

PYMNTS

DECEMBER 30, 2019

The index of pending home sales increased 1.2 The NAR Pending Home Sales Index (PHSI), which measures the number of purchase contracts signed, rose to 108.5. percent and pending home sales rose nationwide in all regions compared to 2018. percent and pending home sales rose nationwide in all regions compared to 2018.

Sales 54

Sales Marketing Benchmarking Construction 54

Nerd's Eye View

APRIL 18, 2024

For over a decade, the financial advice industry has been bracing for an "any-minute-now" tsunami of advisor retirements and concomitant sales of financial planning practices. Which begs the question, to what extent should an advisory firm owner discount the sale price of their firm for a next-gen successor?

Planning 52

Planning Valuation Benchmarking Sales 52

CFO News

MAY 19, 2023

The higher payout was driven by increased earnings on forex sales throughout the year, higher interest income due to lending through various windows as the benchmark repo rate climbed, and recommendations from the Bimal Jalan committee.

Benchmarking 52

Benchmarking Sales Accounting Banking 52

CFO News Room

FEBRUARY 6, 2022

million in January, as against net sales of $1.6 Inflows turned positive in January after a heavy sell-off by overseas investors in December due to quarter-end and last month of the calendar year. According to NSDL’s data, FPIs bought debt worth $571.65 billion in December.

Benchmarking 130

Benchmarking Treasury Securities Budgeting 130

VCFO

SEPTEMBER 21, 2023

Whether the plan is a near term sale or a sale transaction in the distant future, proactively identifying and adopting the right strategies and activating the optimal value creation levers will result in the maximization of value and the accomplishment of owner overall financial objectives.

Valuation 87

Valuation Marketing Benchmarking CFO 87

PYMNTS

NOVEMBER 1, 2019

Cyber Monday is expected to set a new benchmark as well, as the largest-growing online shopping day of the year. billion in sales, which is an increase of 18.9 Sales on Thanksgiving Day are expected to go up by 19.5 percent, with a sales generation of $4.4 It’s expected to see $9.4 percent year over year. and 11 p.m.

Sales 40

Sales Benchmarking Retail Technology 40

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

PYMNTS

SEPTEMBER 15, 2016

consumer is not as bulletproof or eager to spend as some observers thought, sales at U.S.-based The headline number, adjusted to exclude a slide in auto sales, was also down by 0.1 Sales declined in seven of the 12 categories tracked by the Commerce Department in addition to autos. In what may be a sign that the U.S.

Sales 46

Sales Retail Benchmarking Forecasting 46

PYMNTS

DECEMBER 4, 2020

Morgan Chase said that brisk Black Friday and Cyber Monday sales are likely indicators of a record-breaking eCommerce holiday shopping season. Black Friday sales stretched across the entire month of November as retailers launched special deals as early as Nov.

Forecasting 115

Forecasting Benchmarking eCommerce Treasury 115

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. Different industries have different levels of profitability.

Financial Planning and Analysis (FP&A) 98

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

VCFO

JULY 12, 2022

These KPIs could include elements such as profitability, efficiency, inventory turnover, AR turnover, sales per employee, and more. These measures should also be compared against others that operate in your same industry and sales class and/or specific industry subsets (e.g., Optimize now.

Benchmarking 81

Benchmarking Restructuring Economics Technology 81

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

Centage

DECEMBER 1, 2021

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. To get a good cash flow projection, it’s important to: Start with sales. Manage every dollar. Review all of your cash outflows/payments. Produce scenario plans.

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

CFO News Room

JANUARY 17, 2023

Even within an organization, every operation—risk and compliance, procurement and supply chain, production and operations, marketing and sales—has its own goals to meet. A retailer and a cement company don’t have the same needs or strategies. Industry and Ecosystem Transformations.

Benchmarking 130

Benchmarking Planning Compliance Sales 130

PYMNTS

NOVEMBER 29, 2016

If breaking the $3 billion benchmark wasn’t indication enough, the International Council of Shopping Centers (ICSC) found that the data from this year’s Black Friday, as well as Thanksgiving, bode well for the remainder of the holiday shopping season. billion total, including $117 billion in online sales. Good news, retailers!

Sales 40

Sales Benchmarking Entertainment Retail 40

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. Using data insights from the ads, you can determine which was more effective for increasing ticket sales or donations.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 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 74

Marketing Benchmarking Analyzing Data Strategic Planning 74

Spreadym

JUNE 29, 2023

Set revenue targets Based on the organization's goals, market conditions, and industry benchmarks, establish realistic revenue targets for the planning period. This may include identifying new markets, expanding product offerings, optimizing pricing strategies, improving customer retention, or enhancing sales and marketing efforts.

Planning 52

Planning Forecasting Benchmarking Communication 52

Future CFO

DECEMBER 21, 2023

Declining profitability: For example, are your sales lower or your cost of goods sold higher? Check out our business liquidity calculator to assess how your liquidity could evolve depending on external factors such as a drop in sales, payments delays or one-off losses. Operating margins: Are they becoming thinner?

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

Boston Startup CFO

APRIL 12, 2024

Through meticulous analysis of your historical financial data and current business operations, we will develop accurate and reliable cash flow projections, enabling you to make informed decisions, anticipate potential cash shortfalls, and implement effective strategies to maintain optimal liquidity and financial stability for your business.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

Spreadym

JULY 26, 2023

Factors may include changes in market conditions, pricing, production costs, sales volume, or unexpected events. Revenue Optimization: Favorable revenue variances can highlight successful sales and marketing strategies or unexpected increases in demand. It includes items like administrative expenses, utilities, or rent.

Budgeting 52

Budgeting Benchmarking Forecasting Strategic Planning 52

PYMNTS

OCTOBER 26, 2020

Zillant , which works in B2B price optimization, price management and sales guidance software, is partnering with SAP on helping distributors get the most out of pricing and customer experiences, a press release says.

SAP 80

SAP Profit and Loss B2B Benchmarking 80

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. Profits made from any given year were immediately ploughed straight back into the business. . Measuring success. Frances’ power profile.

Technology 130

Technology CFO Benchmarking Auditing 130

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. Different industries have different levels of profitability.

Financial Planning and Analysis (FP&A) 52

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

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

CFO News Room

FEBRUARY 3, 2022

The IBM PC launch turned out to be an unprecedented success, catapulting Microsoft’s gross sales to $55 million in 1983. Microsoft is a component in the big three benchmark indexes: Dow Jones Industrial Average (DJIA) , Standard and Poor’s 500 (S&P 500) , and the Nasdaq-100 index.

Benchmarking 130

Benchmarking Investments Marketing Sales 130

Barry Ritholtz

SEPTEMBER 20, 2022

thru the company’s sale to Yahoo; angel investor Etsy + Tumblr. Most pros can’t beat the market: Only 3 of passed 20 years did a majority of pros best their benchmarks. He co-founded 5 companies; was President of del.icio.us Source: TKer. Sign up for our reads-only mailing list here.

Benchmarking 113

Benchmarking Education Securities Banking 113

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. What can sales growth tell you? Sales growth is a measurement of the rate of change in sales from one comparable accounting period to the next.

Investments 52

Investments Accounts Payable Benchmarking Cash Flow Forecasting 52

CFO Share

JANUARY 26, 2024

Consider industry benchmarks or standards to ensure alignment. By contrast, revenue per employee is directly influenced by sales and staffing decisions. Select one key metric for each area of your business plan – typically sales, marketing, operations, talent management, and capital management. Gourmet restaurants focus on Avg.

Foreign Exchange 52

Foreign Exchange Concentration Benchmarking Prioritization 52

PYMNTS

OCTOBER 1, 2020

It provides a performance score and benchmarks against industry best practices and provides customized recommendations to meet the challenge, Mastercard said. Fortunately, Cadore quickly pivoted her business to focus on online sales and partnerships with online retailers.

Benchmarking 104

Benchmarking Retail Securities Sales 104

VCFO

JANUARY 27, 2022

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. Benchmark employee compensation to competitors and across industries. Another option might be retention bonuses.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

Fpanda Club

JULY 24, 2022

However, firm’s competitors continue to make their investments, including innovation, which will probably put pressure on prices, sales volumes and market shares. Key metrics should then be benchmarked against the market and/or competitors to check whether they are realistic or not. 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

Spreadym

SEPTEMBER 19, 2023

They serve as a benchmark against which actual performance is measured, and any deviations from the budget may require approval or justification. Driver-Based Budgeting: Identify key drivers or variables that significantly impact your business's financial performance, such as sales volume, customer acquisition, or production output.

Budgeting 59

Budgeting Forecasting Cash Flow Forecasting Benchmarking 59