Client Priority 

Moved to top and removed from Recommend section. 

Changed “Bankruptcy Indicator Score” in top card and chart to Business Health Indicator. 

Updated Tool Tip page to reflect current report. 

Monthly Snapshot 

Removed BHI and BHI Trend from Health Check and added Profitability to prevent redundancy of information from Client Priority report. 

Updated Tool Tip page to reflect current report. 

Client Customer Analysis 

Changed question to reflect advisor pov. 

Client Vendor Analysis 

Changed question to reflect vendor pov. 

Removed Recommended AR Balance 

Predicted Revenue 

Added dotted line graphic to “Average of All Years” to offset single line legend limitation. 

Updated Tool Tip page to reflect current report. 

Projected Monthly Cashflow 

Created Projected Monthly Cashflow page 

Built page to reflect current style instead of blue theme. 

Uses SQL Server based data for actual customer and demo data instead of manufactured local spreadsheet data. 

Created and installed Tool Tip page to reflect current report 

Recommended AR Balance 

Added Recommended AR Balance to beginning of workbook. 

Created new AR Balance Tool Tip and installed to report. 

Fixed formatting of “MonthYear” field name to “Month Year” 

Updated formatting of currency values to “$###,###,###.##” for consistency. 

Cashflow Advisor 

Fixed formatting of “MonthYear” field name to “Month Year” 

Updated formatting of currency values to “$###,###,###.##” for consistency. 

AI Advisor Financial 

Updated “3 Month Trend” to “Monthly Trend” 

Updated graph to reflect more than 3 months to give a more substantial view of trend. 

Fixed Risk column calculations to reflect correct “High/Low” values. 

Fixed conditional formatting on font color to reflect green for low risk and red for high risk. 

Fixed formatting on numbers to reflect currency with “$” symbol, comma separators, and two-digit decimal. 

Fixed tool tip formatting for line points.