The CUBE Stage 2 Development
Stage 2 - Business Intelligence Predictive Analysis!
Data Collected:
Accounting Data- Xero API
Map accounts (P&L and balance sheet)
Profit & Loss Items as per The CUBE Projections
Create accounts in Xero (Push)
Red Flag notify when new account needs mapping
Balance Sheet Items as per David Eckersley Spreadsheet
Job Management Data - Tradify
Consultant Portal (White Label)
Subscription
Payment options
Payment - End User
Credit Card Only
Fixed Monthly Subscription - billed at the beginning of the month
Coupons
Free Month Trial
10% Discount
20% Discount
Payment - Consultant
Consultant sets up client
Consultant charges the client directly - they can bundle services into one invoice
CUBE charges consultant based on the total number of clients less there subscription due - as per below structure
Commission Payment Management
Structure
Consultant Portal Access - FOC
1 to 20 Users - 20% commission
21 to 50 Users - 35% commission
51 and above Users - 45% commission
Client management
Client settings
Email/SMS Notifications
User Set Up
Consultant & End User
Welcome to The CUBE email
Notification relating to individual user login information
Team Memebers
Address details
Team member mobile and email details
User Ongoing
System Upgrades
Performance notification
Automatic Notification - Red Flag Alerts
Alerts
Red Flag Under Target
Actual Sales Less v Target
Click here to review sales pipeline relating to number of quotes in system and number of jobs work in progress
Actual quotes and work in progress data from Tradify
Actual Gross Profit Less v Target
Click here to review actual pricing and margins
Click here to review actual job profitability
Actual job profitability from Tradify
TBC - Provide coaching advice pop up relating to managing materials, PO system, accurate quoting, correct pricing
Actual Productivity Less v Target
Click here to review individual productivity
Actual Productivity data from Tradify
Cash Flow Forecast in the red
Click here to review cash flow forecast
Time Frame
User Selects
Daily
Every two Days
Weekly
Consultant
Weekly
Consolidated Notification
All alerts contained in one email
Recieved same time of day
Session Action Plan Reminders
Reminders based on tasks that have not been ticked off to do list
Reminder 2 days before due date
Reminder day due
Sync with Calendar Option
Outlook
Have ability to update due date
Data
The CUBE
Consolidate Client Data
Individual Client Data
Consolidated Consultant Data
Individual Consultant Data
Benchmarking
TBC Create benchmarking reports based on consolidated client data
Multiple Users
Consultant Admin Panel
Admin Client User
Set user access
Multiple Individual Client Users
Receive Performance notifications
Assigned action plan tasks
Receive reminders
Consultancy Notes
Period Snapshot
Collect Required Data Based On Selected Time Period
Weekly
Fortnightly
Monthly
Quarterly
Session Notes Data Required
Data Auto Populated Prior to Session
Snapshot of high level performance - actual v target
Sales by work type
Gross profit by worktype
Labour % of income
Productivity - Billable hours
Net Profit % of Income
Where Has All My Profit Gone Summary
Session Notes Template
Content as stage in Pathway To Great Program
Add Comments
Notes added by consultant to record conversation and key points
Action Plan
Rolls on from session to session as actions added and actions ticked off
Add New task
Add task details
Add Due date
Assign Who
Send notification
Sync calendars - Google/Outlook
Next session date and time
Sync with calendars
Operating Performance Reporting CUBE
Where Has All My Profit Gone?
Source & Application of Funds
As per David Eckersley Scope
Actual v Target
Profit & Loss High level
Drill down into detail
Sales
Cost of Sale
Gross Profit
Investment Categories
Net Profit
Publish Reports
Selected Time Periods
Deployment of Investment - Effectiveness & Efficiency
Return on Capital Invested Ratio
Sales and profit mix
Compare work type income with work type gross profit
Analyse the relationship to volume and profit - taking into account billable hours by work type
Cash Flow
Forecast company cash flow
Rolling 3 month forecasting
Data Required
Sales targets
Sales Pipeline
Targets & Planned Investment
Planned investment - Line by line
Quotes and work in progress jobs/sales
Actual quotes and work in progress data from Tradify
Purchases
Purchases set up in Xero
Purchases data from Xero
Bank Balance
Bank Balance from Xero
Liabilities
BAS, Superannuation
Liabilities data from Xero
User to forecast bank incoming and outgoings
Forecast is then updated once invoice and purchase has been created
User Action Task - Must be updated weekly
Pricing & Productivity CUBE
Pricing Modelling
Required pricing and charge out rates
Required profit margins on direct costs
Productivity Modelling
Actual productivity per individual
Required Capacity v Actual Capacity
Required billable hours