Financial and Revenue Intelligence Toolkit

By Zuar, Inc.Analytics

About Financial and Revenue Intelligence Toolkit

Understand your business performance with this finance & revenue toolkit.

Zuar built this toolkit from their experience with CPG and Retail customers. Connect with them to learn more about their industry-specific services.

Strategic Forecast Summary: Order detail, detail for the last 12 months + Opportunity detail for the next 12 months

YTD Growth Watch: Order detail, starting from the beginning of the prior year.

Inventory Planning

YTD Growth Watch: where deep details about growth across key sectors of your business enable you to optimize how your organization operates.
Answer Key Business Questions ✅ What is YTD revenue now, plus YOY and MoM? ✅ What is current and forecasted revenue across business sectors? ✅ What customers are driving growth and which are at risk?
Answer MORE Key Business Questions! ✅ How the sales and orders from each customer are expected to change? ✅ What are the inventory stock levels, plus future projections? ✅ How much revenue is at risk from depleted stock levels?
Strategic Growth Forecast: where you can see the relationship between orders and revenue growth, and provide more accurate and data-driven sales forecasts to your leadership.
Monitor and Improve KPIs ✅ Revenue YTD ($) ✅ Change in Revenue Over Prior Period (%) ✅ Change in Sales ($ and %) ✅ Change in Orders (PO Count and %) ✅ Change in Average Order Size ($/PO and %) ✅ Change in Order Frequency (Days Between Orders)
Monitor and Improve MORE KPIs! ✅ Current Inventory in Units ✅ Replenishment Rate in Units/Month ✅ Sales Forecast in Units/Month ✅ Revenue at Risk Due to Stock Shortages ✅ Projected Ending Supply and Balance Over Time ✅ Months of Stock at Current ROS
Inventory Supply Planner: where you can make sure that inventory stock levels will enable your revenue goals.

Free.