• Business Intelligence Consulting firm Analytixx by Amee Gil

    Business Health Assessment

    Created by Business Intelligence expert Amee Gil, this survey provides a quick check of your business's overall health across key areas such as financial management, operations, customer engagement, and strategic planning. The results offer insights into your business's current strengths and potential areas for improvement. However, please note that this assessment does not take into account your company’s strength relative to industry benchmarks, market competition, or other external factors that may influence long-term success. By completing the survey, you'll receive a score that reflects the health of your business in these key areas, along with a summary of how well you're performing overall.

  • Company Demographics

  • Answer Honestly for Accurate Results

    Please answer each question as honestly as possible and select the option that you can confidently verify as true. If you’ve never measured a particular metric or are unsure of the exact answer, choose "Unknown." This ensures the most accurate assessment of your business's health.

  • Financial Health

  • Emergency Fund: Does the business have an emergency fund to cover necessary operational costs?*
  • Profit Margin: What is the current profit margin of the business?*
  • Cash Flow & Burn Rate: How well is your business managing cash flow, considering operational expenses relative to revenue?*
  • Revenue Growth Rate: What is your year-over-year revenue growth percentage?*
  • Financial Forecasting: How accurate are your financial forecasts compared to actuals?
  • Debt-to-Equity Ratio: What is the business's debt-to-equity ratio?*

  • Operational Efficiency

  • Operational Costs: Are operational costs aligned with revenue?*
  • Employee Productivity: How would you rate employee productivity?*
  • Talent Retention & Development: How strong is your ability to retain top talent?*
  • Process Automation: To what extent are workflows/SOPs automated? Meaning they do not require human intervention.*
  • Supply Chain Resilience: How resilient is your supply chain to disruptions?*
  • Inventory (if applicable): What is the average inventory turnover rate?

  • Customer Relations & Market Position

  • Customer Retention: What is the customer retention rate?*
  • Customer Acquisition Cost: What is the cost to acquire a new customer?*
  • Net Promoter Score (NPS): How likely are your customers to recommend your business to others?*
  • Customer Lifetime Value (CLV): Have you calculated your customer lifetime value, and how is it trending?*
  • Market Share: How much of your target market do you serve?*

  • Technology

  • Technology Adoption: How would you describe the business's technology adoption?*
  • Cybersecurity: How comprehensive is your cybersecurity strategy?*
  • Data Strategy & Insights Implementation: Does the business use data-driven insights to inform decision-making and operations?*

  • Strategic Planning & Growth

  • Business Goals: Are there clear short- and long-term business goals?*
  • Growth Strategy: Is there a growth strategy in place?*
  • Risk Management: Does the business have a risk management plan (for economic, operational, or market risks)?*
  • Sustainability Initiatives: How integrated are sustainability and ESG (Environmental, Social, and Governance) factors into your core strategy?*
  • Should be Empty: