KNOW THE BUYER'S NUMBERS

Start with
their scoreboard.

Executives judge every project by revenue growth, profitability, and how well they use their assets. Enter a few years from a company's annual report. See what is moving, what each lever is worth, and who owns it.

Read an account

Public figures only. No company name is sent. Nothing is stored.

ACCOUNT SNAPSHOT

Enter the reported figures.

Use the income statement and balance sheet from the annual report (10-K or equivalent). Leave a cell blank when a figure is not reported.

Reported financials

Latest fiscal year Currency Amounts are in

Revenue is required for each year you include. Years must be consecutive. Balances are year-end values.

Compare with peers (optional)

Enter benchmark values you trust, such as a peer average from filings. The service does not verify them.

Benchmark source Revenue growth % Gross margin % Operating margin % Cost of revenue % of revenue SG&A % of revenue Days in inventory Days sales outstanding Days payables outstanding Fixed asset turnover (×)

Size the buyer's goal (optional)

Ask the buyer for their goal on one lever. Optionally compare it with your solution's modeled benefit from the business case.

Lever Buyer's goal (% or days) Your modeled benefit (same units as amounts)Per year for revenue and cost levers: a 36-month case total ÷ 3. Use extra revenue, not profit, for the revenue lever. One-time cash for day and asset levers. Benefit evidence

Only numbers, fiscal years, and fixed labels are sent.
No company name is needed.

Start with
their scoreboard.

Enter the reported figures.

Reported financials

Your talking points.

Observations to open with

Lever Values

The buyer's goal

Ask next

Read with care

Start withtheir scoreboard.

Enter the reported figures.

Reported financials

Your talking points.

Observations to open with

Lever Values

The buyer's goal

Ask next

Read with care

Start with
their scoreboard.