Resources to Help You Stop the Profit Bleed in Your Company
Contents
Bid Management Tools
- Markup vs Margin Explained (PDF)
- Markup vs Margin Chart (PDF)
- Go Beyond Breakeven (PDF)
- How to Calculate Employee True Costs
Sales Management Tools
- The Sales Process Toolkit (PDF)
- Bidding, Close Rate, and Backlog Tracker (Excel) (PDF)
- What to Track in Sales (PDF)
Production Management Tools
Financial Management Tools
- Accounting Calendar (PDF) (Excel)
- Financial Management Key Feedback (PDF)
- Cash Needs Summary (Excel)
- How to Read Financial Statements (PDF)
- Budget Goal Sheet (PDF)
Business Health Assessment Tools
Bid Management Tools
Start increasing profits by knowing the right numbers to use in bidding and increasing your certainty in pricing
Markup vs Margin Explained (PDF)
This article will help you clearly understand the difference between these two terms. When you understand the difference between the two, you’ll be more strategic about how you do pricing to make a profit.
- Available at: suiterbusinessbuilders.com/markup-vs-margin/
Markup vs Margin Chart (PDF)
This chart will help you quickly see exactly how much you need to mark up to meet your desired margin.
- Available at: suiterbusinessbuilders.com/markup-vs-margin-chart
Go Beyond Breakeven (PDF)
Know the real cost of running your business, and how to ensure your pricing your projects to make a profit.
- Available at: suiterbusinessbuilders.com/go-beyond-breakeven/
How to Calculate Employee True Costs
Know the true burden cost of your employees. This resource is available through an associate of Vicki’s:
- Available at: www.buildyournumbers.com
Sales Management Tools
Close more jobs and become the preferred contractor every time by controlling the sales process, tracking results, and building trust
The Sales Process Toolkit (PDF)
This toolkit will help you get in control of the sales process, build trust with your prospect, and close more bids.
- Available at: suiterbusinessbuilders.com/the-sales-process-toolkit
Bidding, Close Rate and Backlog Tracker (PDF)
This tracking worksheet is designed to help you keep your finger on the pulse of your bidding volume and track your close rate effectiveness. It’s also a “crystal ball” that allows you to see if you will meet your revenue goals or not! Included with this is an instruction sheet explaining exactly how to use this tool.
What to Track in Sales (PDF)
Learn the few critical elements to track in sales to ensure you are going to meet your sales goals. This outline provides a list of the most critical feedback that will let you keep your finger on the pulse of sales results.
- Available at: suiterbusinessbuilders.com/what-to-track-in-sales
Production Management Tools
Control costs and your bottom line by using these tools to manage production effectiveness
Two Week Look Ahead Planner (PDF)
The Two Week Look Ahead will help you keep your finger on the pulse of projects, have your field staff stay in front of short term deadlines, and ultimately stop cost and schedule overruns – before they happen!
- Available at: suiterbusinessbuilders.com/two-week-look-ahead
Production Management Key Feedback (PDF)
Keep your finger on the pulse of production by knowing the key pieces of feedback to manage to that will let you have projects come in on time, and on budget. This outline gives not only what reports to look at, but what information in them to look for.
Financial Management Tools
Set goals, and get timely and accurate feedback to get more control over your bottom line
Accounting Calendar (PDF) (Excel)
Managing to an accounting calendar will ensure you’re getting feedback in a timely manner, thus giving you more control to preserve your profits. Included in this section is an example as well as an Excel sheet for creating your own calendar.
- Available at: suiterbusinessbuilders.com/accounting-calendar
Financial Management Key Feedback (PDF)
Knowing the critical feedback to manage in your finance department will help you keep your finger on the pulse of the financial health of your company. This outline gives not only what reports to look at, but what information in them to look for.
Cash Needs Summary (Excel)
Keep your finger on the pulse of cash each week by using this Cash Needs Summary worksheet. This summary will give you a big picture view of your cash sources and needs for the upcoming week.
- Available at: suiterbusinessbuilders.com/cash-needs-summary
How to Read Financial Statements (PDF)
Use your financial reports as a powerful management tool by knowing what key numbers to pay attention to. Using this outline will let you start to manage your company’s financial health in a whole new way.
Budget Goal Sheet (PDF)
Get a big picture view of your financial goals for the coming year and plan for the profits you want to make in your business using this Budget Goal Worksheet.
- Available at: suiterbusinessbuilders.com/budget-goal-sheet
Business Health Assessment Tools
Analyzing where your business is hemorrhaging, and stop the bleed by do using these simple tools to analyze your company’s financial health
Business Health Assessment (Excel)
The Business Health Score Worksheet will help identify your top areas that need improvement to stop the profit bleed in your business.
- Available at: suiterbusinessbuilders.com/business-health-assessment