Activity & Volume

Total number of transactions - past 12 months

Count of all completed customer purchases or jobs, not quotes or leads.

Total number of transactions - past 24 months

Same as above, covering the prior two years.

New clients acquired – past 12 months

Customers who bought from you for the first time in the last year.

Total unique clients served – past 12 months

Each customer counted once, even if they purchased multiple times.

How many locations do you have?

Not sure about any of the numbers above regarding activity & volume? Use this space to tell us what you’re unsure about or don’t currently track.

Revenue

Total revenue – past 12 months

All income collected before expenses.

Total revenue – past 24 months

All income collected over the last two years.

Total retail (non-service) revenue – past 12 months

Revenue from products sold, not services or labor.

Not sure about any of the numbers above regarding revenue? Use this space to tell us what you’re unsure about or don’t currently track.

Total material costs - past 12 months

Direct costs of goods or materials used to deliver your service or product.

Total labor costs - past 12 months

Wages, payroll taxes, benefits, and contractor payments related to delivery.

Total marketing spend

Advertising, promotions, agencies, software, and lead-generation costs.

Not sure about any of the numbers above regarding costs? Use this space to tell us what you’re unsure about or don’t currently track.

Current number of employees

Full-time and part-time team members, excluding owners.

First Name

Last Name

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