Profitability Pyramid Diagnostic

1

Current Annual Revenue (USD)* This field is required.

2

Does leadership receive accurate monthly financial statements within 10 business days that they trust enough to make decisions from?

YESNO

3

Can you clearly identify which customers, locations, service lines, or jobs are the most and least profitable?

YESNO

4

Do you maintain a rolling 13-week cash flow forecast that is updated regularly and used to anticipate cash needs?

YESNO

5

Does leadership review a weekly financial and operational flash report that identifies changes in gross margin, labor productivity, revenue, cash, and other critical KPIs before problems reach month-end?

YESNO

6

Do you measure whether labor productivity is improving or declining and quantify its impact on profitability?

YESNO

7

Do you know the true cost to serve each customer, job, or service line—and use that information when setting or adjusting pricing?

YESNO

8

Are billing errors, payroll corrections, rework, write-offs, and other recurring operational losses tracked and measured financially?

YESNO

9

When a significant profitability or operational issue is identified, is one person accountable for correcting it, with a measurable financial target and deadline?

YESNO

10

When recurring margin or operational problems occur, do you identify and correct the root cause rather than repeatedly treating the symptoms?

YESNO

11

As revenue grows, is the business generating greater profitability and operating leverage rather than proportionally higher overhead and complexity?

YESNO

12

Total Projected Margin Pickup

13

Margin %

14

Your Full Name* This field is required.

First Name

Last Name

15

Business Email Address* This field is required.

example@example.com