Business Insights Scorecard

Get Your Score

The Business Insights Scorecard benchmarks your ability to attract customers, to efficiently deliver your products and services, and to generate a profitable regional business.

The Scorecard also identifies opportunities for accelerated growth.

There are only 40 quick-response questions which will take you 10-15 minutes to complete.

After submitting your answers, you will receive your own Scorecard results within the next 2 days. We will also set up a time to go through your Scorecard to interpret your results.

Question Title

* 1. Choose how you want your scorecard to look - Starburst or Bar Chart

Business Insights Scorecard - Star

Business Insights Scorecard - Bar

Question Title

* 2. Tell us about your business....

Your industry type: Manufacturing, Wholesale, Accommodation, Food, Construction, Transport & Storage, Retail, Professional Services, Education, etc?

Your Business name?

How many years have you owned this business?

Your name:

Question Title

* 3. Direction and Focus

	No, never.	Sometimes	More or less	Most of the time	Yes, always.
I have a clear vision of where my business is going and have written it out in detail.	I have a clear vision of where my business is going and have written it out in detail. No, never.	I have a clear vision of where my business is going and have written it out in detail. Sometimes	I have a clear vision of where my business is going and have written it out in detail. More or less	I have a clear vision of where my business is going and have written it out in detail. Most of the time	I have a clear vision of where my business is going and have written it out in detail. Yes, always.
We proudly display our mission, vision and culture statements on our walls.	We proudly display our mission, vision and culture statements on our walls. No, never.	We proudly display our mission, vision and culture statements on our walls. Sometimes	We proudly display our mission, vision and culture statements on our walls. More or less	We proudly display our mission, vision and culture statements on our walls. Most of the time	We proudly display our mission, vision and culture statements on our walls. Yes, always.
I have a formal written business plan which sets out its strategic objectives.	I have a formal written business plan which sets out its strategic objectives. No, never.	I have a formal written business plan which sets out its strategic objectives. Sometimes	I have a formal written business plan which sets out its strategic objectives. More or less	I have a formal written business plan which sets out its strategic objectives. Most of the time	I have a formal written business plan which sets out its strategic objectives. Yes, always.
The 90-day plan is reviewed weekly and updated quarterly.	The 90-day plan is reviewed weekly and updated quarterly. No, never.	The 90-day plan is reviewed weekly and updated quarterly. Sometimes	The 90-day plan is reviewed weekly and updated quarterly. More or less	The 90-day plan is reviewed weekly and updated quarterly. Most of the time	The 90-day plan is reviewed weekly and updated quarterly. Yes, always.
My business has the right allies to support me (Consultant, Accountant, Solicitor, Financial Planner, Finance and Insurance Agent ).	My business has the right allies to support me (Consultant, Accountant, Solicitor, Financial Planner, Finance and Insurance Agent ). No, never.	My business has the right allies to support me (Consultant, Accountant, Solicitor, Financial Planner, Finance and Insurance Agent ). Sometimes	My business has the right allies to support me (Consultant, Accountant, Solicitor, Financial Planner, Finance and Insurance Agent ). More or less	My business has the right allies to support me (Consultant, Accountant, Solicitor, Financial Planner, Finance and Insurance Agent ). Most of the time	My business has the right allies to support me (Consultant, Accountant, Solicitor, Financial Planner, Finance and Insurance Agent ). Yes, always.

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* 4. Getting the work in the door

	No, never	Sometimes	More or less	Most of the time	Yes, always
The business has found a niche for its product and no longer competes on price.	The business has found a niche for its product and no longer competes on price. No, never	The business has found a niche for its product and no longer competes on price. Sometimes	The business has found a niche for its product and no longer competes on price. More or less	The business has found a niche for its product and no longer competes on price. Most of the time	The business has found a niche for its product and no longer competes on price. Yes, always
We only advertise when we can test and measure the results. We do not advertise randomly.	We only advertise when we can test and measure the results. We do not advertise randomly. No, never	We only advertise when we can test and measure the results. We do not advertise randomly. Sometimes	We only advertise when we can test and measure the results. We do not advertise randomly. More or less	We only advertise when we can test and measure the results. We do not advertise randomly. Most of the time	We only advertise when we can test and measure the results. We do not advertise randomly. Yes, always
We use a checklist for every advertisement for formatting and measuring ROI.	We use a checklist for every advertisement for formatting and measuring ROI. No, never	We use a checklist for every advertisement for formatting and measuring ROI. Sometimes	We use a checklist for every advertisement for formatting and measuring ROI. More or less	We use a checklist for every advertisement for formatting and measuring ROI. Most of the time	We use a checklist for every advertisement for formatting and measuring ROI. Yes, always
We use at least 7 strategies to generate valuable word-of-mouth referrals.	We use at least 7 strategies to generate valuable word-of-mouth referrals. No, never	We use at least 7 strategies to generate valuable word-of-mouth referrals. Sometimes	We use at least 7 strategies to generate valuable word-of-mouth referrals. More or less	We use at least 7 strategies to generate valuable word-of-mouth referrals. Most of the time	We use at least 7 strategies to generate valuable word-of-mouth referrals. Yes, always
Competition: We conduct quarterly reviews of our competitors and their practices.	Competition: We conduct quarterly reviews of our competitors and their practices. No, never	Competition: We conduct quarterly reviews of our competitors and their practices. Sometimes	Competition: We conduct quarterly reviews of our competitors and their practices. More or less	Competition: We conduct quarterly reviews of our competitors and their practices. Most of the time	Competition: We conduct quarterly reviews of our competitors and their practices. Yes, always
We have a remarkable offer which compels customers to buy from us (and it's more than our customer service or a discounted price).	We have a remarkable offer which compels customers to buy from us (and it's more than our customer service or a discounted price). No, never	We have a remarkable offer which compels customers to buy from us (and it's more than our customer service or a discounted price). Sometimes	We have a remarkable offer which compels customers to buy from us (and it's more than our customer service or a discounted price). More or less	We have a remarkable offer which compels customers to buy from us (and it's more than our customer service or a discounted price). Most of the time	We have a remarkable offer which compels customers to buy from us (and it's more than our customer service or a discounted price). Yes, always
We track every lead, our client conversion rate and the number of transactions per client, continuously.	We track every lead, our client conversion rate and the number of transactions per client, continuously. No, never	We track every lead, our client conversion rate and the number of transactions per client, continuously. Sometimes	We track every lead, our client conversion rate and the number of transactions per client, continuously. More or less	We track every lead, our client conversion rate and the number of transactions per client, continuously. Most of the time	We track every lead, our client conversion rate and the number of transactions per client, continuously. Yes, always
Our team follow every step of our proven sales process and have a script at each step.	Our team follow every step of our proven sales process and have a script at each step. No, never	Our team follow every step of our proven sales process and have a script at each step. Sometimes	Our team follow every step of our proven sales process and have a script at each step. More or less	Our team follow every step of our proven sales process and have a script at each step. Most of the time	Our team follow every step of our proven sales process and have a script at each step. Yes, always
We educate our database at least once per month.	We educate our database at least once per month. No, never	We educate our database at least once per month. Sometimes	We educate our database at least once per month. More or less	We educate our database at least once per month. Most of the time	We educate our database at least once per month. Yes, always
We survey our clients regularly to determine how we can better serve them.	We survey our clients regularly to determine how we can better serve them. No, never	We survey our clients regularly to determine how we can better serve them. Sometimes	We survey our clients regularly to determine how we can better serve them. More or less	We survey our clients regularly to determine how we can better serve them. Most of the time	We survey our clients regularly to determine how we can better serve them. Yes, always
Our customers are at the centre of our advertising.	Our customers are at the centre of our advertising. No, never	Our customers are at the centre of our advertising. Sometimes	Our customers are at the centre of our advertising. More or less	Our customers are at the centre of our advertising. Most of the time	Our customers are at the centre of our advertising. Yes, always

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* 5. Getting the work done

	No, never.	Sometimes	More or less	Most of the time	Yes, always
My days are well planned and I have more time than I need to get things done.	My days are well planned and I have more time than I need to get things done. No, never.	My days are well planned and I have more time than I need to get things done. Sometimes	My days are well planned and I have more time than I need to get things done. More or less	My days are well planned and I have more time than I need to get things done. Most of the time	My days are well planned and I have more time than I need to get things done. Yes, always
I am putting aside funds regularly with which to become financially independent.	I am putting aside funds regularly with which to become financially independent. No, never.	I am putting aside funds regularly with which to become financially independent. Sometimes	I am putting aside funds regularly with which to become financially independent. More or less	I am putting aside funds regularly with which to become financially independent. Most of the time	I am putting aside funds regularly with which to become financially independent. Yes, always
I am happy with the amount of money I make from the business.	I am happy with the amount of money I make from the business. No, never.	I am happy with the amount of money I make from the business. Sometimes	I am happy with the amount of money I make from the business. More or less	I am happy with the amount of money I make from the business. Most of the time	I am happy with the amount of money I make from the business. Yes, always
I have invested time and money in formal business education in the last 12 months.	I have invested time and money in formal business education in the last 12 months. No, never.	I have invested time and money in formal business education in the last 12 months. Sometimes	I have invested time and money in formal business education in the last 12 months. More or less	I have invested time and money in formal business education in the last 12 months. Most of the time	I have invested time and money in formal business education in the last 12 months. Yes, always
I know who I will employ next, and have job descriptions and a recruitment process ready to go.	I know who I will employ next, and have job descriptions and a recruitment process ready to go. No, never.	I know who I will employ next, and have job descriptions and a recruitment process ready to go. Sometimes	I know who I will employ next, and have job descriptions and a recruitment process ready to go. More or less	I know who I will employ next, and have job descriptions and a recruitment process ready to go. Most of the time	I know who I will employ next, and have job descriptions and a recruitment process ready to go. Yes, always
Work in progress meetings are held weekly	Work in progress meetings are held weekly No, never.	Work in progress meetings are held weekly Sometimes	Work in progress meetings are held weekly More or less	Work in progress meetings are held weekly Most of the time	Work in progress meetings are held weekly Yes, always
We formally review the performance of our team and suppliers twice per year	We formally review the performance of our team and suppliers twice per year No, never.	We formally review the performance of our team and suppliers twice per year Sometimes	We formally review the performance of our team and suppliers twice per year More or less	We formally review the performance of our team and suppliers twice per year Most of the time	We formally review the performance of our team and suppliers twice per year Yes, always
Our termination and redundancy process follows Fair Work standards.	Our termination and redundancy process follows Fair Work standards. No, never.	Our termination and redundancy process follows Fair Work standards. Sometimes	Our termination and redundancy process follows Fair Work standards. More or less	Our termination and redundancy process follows Fair Work standards. Most of the time	Our termination and redundancy process follows Fair Work standards. Yes, always
Work is completed within time parameters to our standard and there is no re-work.	Work is completed within time parameters to our standard and there is no re-work. No, never.	Work is completed within time parameters to our standard and there is no re-work. Sometimes	Work is completed within time parameters to our standard and there is no re-work. More or less	Work is completed within time parameters to our standard and there is no re-work. Most of the time	Work is completed within time parameters to our standard and there is no re-work. Yes, always
There is a job description matrix for training, absences and long term succession planning.	There is a job description matrix for training, absences and long term succession planning. No, never.	There is a job description matrix for training, absences and long term succession planning. Sometimes	There is a job description matrix for training, absences and long term succession planning. More or less	There is a job description matrix for training, absences and long term succession planning. Most of the time	There is a job description matrix for training, absences and long term succession planning. Yes, always
We have a software inventory control system and POS.	We have a software inventory control system and POS. No, never.	We have a software inventory control system and POS. Sometimes	We have a software inventory control system and POS. More or less	We have a software inventory control system and POS. Most of the time	We have a software inventory control system and POS. Yes, always
No one area of the business is dependant on a single supplier.	No one area of the business is dependant on a single supplier. No, never.	No one area of the business is dependant on a single supplier. Sometimes	No one area of the business is dependant on a single supplier. More or less	No one area of the business is dependant on a single supplier. Most of the time	No one area of the business is dependant on a single supplier. Yes, always

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* 6. Keeping the cash on the way through.

	No, never	Sometimes	More or less	Most of the time	Yes, always
I know my gross profit margin on every sale.	I know my gross profit margin on every sale. No, never	I know my gross profit margin on every sale. Sometimes	I know my gross profit margin on every sale. More or less	I know my gross profit margin on every sale. Most of the time	I know my gross profit margin on every sale. Yes, always
I have a business model which shows me how I make money.	I have a business model which shows me how I make money. No, never	I have a business model which shows me how I make money. Sometimes	I have a business model which shows me how I make money. More or less	I have a business model which shows me how I make money. Most of the time	I have a business model which shows me how I make money. Yes, always
We renegotiate terms with suppliers annually.	We renegotiate terms with suppliers annually. No, never	We renegotiate terms with suppliers annually. Sometimes	We renegotiate terms with suppliers annually. More or less	We renegotiate terms with suppliers annually. Most of the time	We renegotiate terms with suppliers annually. Yes, always
We use sales checklists and ask for an upsell 100% of the time.	We use sales checklists and ask for an upsell 100% of the time. No, never	We use sales checklists and ask for an upsell 100% of the time. Sometimes	We use sales checklists and ask for an upsell 100% of the time. More or less	We use sales checklists and ask for an upsell 100% of the time. Most of the time	We use sales checklists and ask for an upsell 100% of the time. Yes, always
We use a debt collection process.	We use a debt collection process. No, never	We use a debt collection process. Sometimes	We use a debt collection process. More or less	We use a debt collection process. Most of the time	We use a debt collection process. Yes, always
We track inventory monthly and have implemented a dynamic ordering policy.	We track inventory monthly and have implemented a dynamic ordering policy. No, never	We track inventory monthly and have implemented a dynamic ordering policy. Sometimes	We track inventory monthly and have implemented a dynamic ordering policy. More or less	We track inventory monthly and have implemented a dynamic ordering policy. Most of the time	We track inventory monthly and have implemented a dynamic ordering policy. Yes, always
We have a cash flow forecast.	We have a cash flow forecast. No, never	We have a cash flow forecast. Sometimes	We have a cash flow forecast. More or less	We have a cash flow forecast. Most of the time	We have a cash flow forecast. Yes, always
I have a business dashboard I refer to each week.	I have a business dashboard I refer to each week. No, never	I have a business dashboard I refer to each week. Sometimes	I have a business dashboard I refer to each week. More or less	I have a business dashboard I refer to each week. Most of the time	I have a business dashboard I refer to each week. Yes, always
The business has an annual budget in writing from which to work.	The business has an annual budget in writing from which to work. No, never	The business has an annual budget in writing from which to work. Sometimes	The business has an annual budget in writing from which to work. More or less	The business has an annual budget in writing from which to work. Most of the time	The business has an annual budget in writing from which to work. Yes, always
I know my break-even.	I know my break-even. No, never	I know my break-even. Sometimes	I know my break-even. More or less	I know my break-even. Most of the time	I know my break-even. Yes, always
We monitor key ratios and key performance indicators at least monthly.	We monitor key ratios and key performance indicators at least monthly. No, never	We monitor key ratios and key performance indicators at least monthly. Sometimes	We monitor key ratios and key performance indicators at least monthly. More or less	We monitor key ratios and key performance indicators at least monthly. Most of the time	We monitor key ratios and key performance indicators at least monthly. Yes, always

Question Title

* 7. A few things about your business...

The number of full-time equivalents including yourself.

Estimated total annual revenue over the last 12 months.

Estimated number of customers over the last 12 months.

What is the one thing you want to achieve in the next 12 months?

What is the one business goal you want to achieve in the next 90 days?

Who, other than yourself, is included in the decision-making process?

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You will receive your Business Insights Scorecard in the next few days.