Page 2 - Management Report Matrix Guide
P. 2
MANAGEMENT REPORT MATRIX FOR SERVICE BUSINESSES
In order to make data driven decisions, work backwards from the decisions. Then create reports that show the drivers of those decisions.
Where Should I Focus My TIME?
Am I
PRICING
My Jobs Right?
Which CLIENTS Should I Fire?
Where do I Invest my SALES & Marketing Dollars?
1 2
3 4
5 6 7 8 9 10 11 12
MANAGEMENT REPORTS
GF Company Scorecard P&L Budget Performance
Job Estimates vs. Actuals GF Sales Scorecard
P&L By Lead Source
P&L By Industry
Item Profitability GF People Scorecard P&L By Consultant P&L By Sales Rep.
X X
Job Profitability Summary P&L By Job
X X
X X
X
X
X
X
X
X
X
X X
X X X X
X X X
TIME
CLIENTS
How do I
Increase
PRODUCTIVITY?
PRICING PEOPLE SALES
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