Page 3 - Management Report Matrix Guide

MANAGEMENT REPORTS are different from traditional financial reports because they help managers make “data-driven” decisions.
In the best-run companies, the accounting department’s job is to provide managers with unit economic reports that show their most profitable clients, projects and services. They slice and dice the data based on the way the company is organized and the decisions leaders have to make, so it’s easier to see how their decisions impact profitability.
Most CEOs and business owners are familiar with the basic financial reports they should be getting monthly, but many are less familiar with the kinds of management reports available that could help their businesses increase profits and improve cash flow.
THE REPORTS
We’ve developed a list of the Key Performance Indicators (KPIs) and QuickBooks reports you need at your fingertips. You’ll see why each report is important and learn the actions you can take to help improve performance, profitability and growth.
THE DECISIONS
There are many decisions Business Owners and CEOs have to make. In this guide, we cover the five big decisions for every business:
Where should I focus my time?
Are we pricing our projects right?
Which clients or products should I fire?
Where do we invest sales and marketing dollars?
How do I increase the productivity of our people?
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