February 13, 2025

Overview

We are excited to introduce the "Communicate" menu item in the Business Guidance System (BGS). This new feature provides an intuitive and visually rich Vitals Report, enabling businesses and their advisors to quickly assess key financial and operational metrics for their clients and provide a monthly summary report in the process.

The Vitals Report is designed to provide a high-level financial snapshot, helping users effectively communicate insights about a company's growth, profitability, and cash flow trends.

Key Features & Enhancements

Summary Insights

• Automatically generated financial summary highlighting key trends in revenue, net income, cash flow, and debt management.
• Provides a concise performance narrative for easy communication with stakeholders.

Is the Business Growing?

• 12-Month Cumulative Income chart displaying revenue trends over time.
• Revenue Growth % to track performance fluctuations.

What Months Are Most Profitable?

• Visual representation of net income trends by month.
• Identifies the most and least profitable months for improved financial planning.

How is the Company Performing Over Time?

• Total Revenue (MA 12) and Net Income (MA 12) graphs provide a moving average of revenue and income performance.
• Tracks long-term financial health.

How Many Days of Cash Do I Have?

• Days of Cash on Hand indicator to help businesses manage liquidity.
• Shows historical trends and forecasts potential risks.

How This Helps Your Business

• Improves financial communication by offering a clear, visually intuitive report.
• Saves time with automated insights instead of manual analysis.
• Helps advisors engage with clients by quickly identifying key trends and potential concerns.
• Enhances decision-making with data-driven financial storytelling.

How to Access

• Log into the Business Guidance System (BGS).
• Navigate to the new "Communicate" menu item.
• Select "Vitals Report" to view key financial insights.