Key Performance Indicator Survey

Please allow us to be your strategic partner and business advisor by answering a few questions below to help us determine the appropriate level of support that could benefit your business.

Business Information

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* 1. What industry is your business in?

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* 2. What was your business’s average pre-COVID annual revenue? (average of 2017, 2018, 2019)

Under $2 million

$2 million - $9.9 million

$10 million - $24.9 million

$25 million - $99.9 million

$100 million or more

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* 3. What is your business’s expected post-COVID annual revenue? (average of 2022, 2023, 2024)

Under $2 million

$2 million - $9.9 million

$10 million - $24.9 million

$25 million - $99.9 million

$100 million or more

Industry Benchmarking

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* 4. Does your business use industry benchmarking data to help you understand your position in the marketplace?

Yes

If yes, what service do you subscribe to?

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* 5. Would you consider using Windes to calculate benchmarks and provide access to benchmarking data? This would include, but is not limited to, providing you with industry-specific data to allow you to compare your business's financial health and success to your competitors, companies of similar size, companies in your region, nationwide, and even internationally, if applicable.

Yes

Key Performance Indicators (Industry-specific)

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* 6. Does your business track Key Performance Indicators (KPIs) to measure strategic business outcomes?

Yes

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* 7. What KPIs are commonly evaluated in your industry to measure the success, growth, or financial health of businesses?

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* 8. Would you consider using Windes to assist your business with implementing a process to track KPIs? This would include, but is not limited to, providing you with your business’s actual, historical, and forecasted industry-specific performance metrics to allow you to make more informed business decisions.

Yes

Key Performance Indicators (Financial Analytics)

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* 9. How often does your business perform an internal financial statement analysis?

Never

Monthly

Quarterly

Annually

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* 10. Does your analysis include key financial ratios such as operating cash flow, working capital, current ratio, debt to equity, revenue vs. target, expenses vs. budget, accounts payable turnover, accounts receivable turnover, inventory turnover, return on equity, quick ratio, etc.?

A few of the above

Most of the above

All of the above

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* 11. Does your business use Financial Analytic Software to turn your accounting data into comprehensive financial intelligence, performance reporting, or dashboards?

Yes

If yes, what software do you use?

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* 12. Would you consider using Windes to assist your business with implementing Financial Analytic Software? This would include, but is not limited to, setting up a system to analyze your financial information; a system like this can digest infinite volumes of financial and accounting data to uncover trends allowing you to better predict and forecast your business operations to make more informed decisions.

Yes

Please enter any additional comments or questions.

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* 13. Please provide the following information so we may contact you to discuss if the services outlined above are something you and your business could benefit from.

Name

Company Name

Job Title/Role

Preferred Contact Method (Phone or Email)

Phone Number

Email Address

Best time to contact you