FI-001Finance & Commercial
Profit Improvement Toolkit
Turn profit improvement into a measured plan, not a blunt cost-cutting exercise
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Finance & Commercial
Margin, pricing, cash and commercial control tools for owners and managers.
16 toolkits in this category. Licences, prices and purchase options are shown on each toolkit's own page whenever online purchasing is open.
Finance & Commercial toolkits
Search within this category by toolkit code, title or promise.
Showing 16 of 16 toolkits
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- FI-002Finance & Commercial
Cash Flow Planner
See cash pressure early enough to act before it becomes urgent
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- FI-003Finance & Commercial
Pricing Toolkit
Make pricing decisions from value, cost and evidence rather than habit or fear
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- FI-004Finance & Commercial
Margin Improvement Planner
Improve realised margin without relying on revenue growth to hide leakage
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- FI-005Finance & Commercial
Credit Control Toolkit
Protect cash and customer relationships through clear, proportionate credit discipline
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- FI-006Finance & Commercial
Budget Planner
Build a budget that guides decisions throughout the year, not one that is filed away
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- FI-007Finance & Commercial
Financial KPI Dashboard
Focus financial reporting on the few measures that trigger better decisions
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- FI-008Finance & Commercial
Cost Reduction Toolkit
Remove cost deliberately without damaging the capability that earns revenue
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- FI-009Finance & Commercial
Commercial Review
Turn financial reporting into clear commercial decisions and owned action
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- FI-010Finance & Commercial
Profit Recovery Plan
Stabilise a material profit decline through fast, evidence-led recovery action
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- FI-011Finance & Commercial
Understanding Your Numbers Toolkit
Read a P&L and balance sheet with confidence, so every other financial decision starts on solid ground
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- FI-012Finance & Commercial
Break-Even and Unit Economics Toolkit
Know exactly how many units, sales or clients it takes to cover your costs, before you commit to more
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- FI-013Finance & Commercial
Capital Expenditure and Investment Decision Toolkit
Decide which investments actually earn their place in the business, not just the ones that feel exciting
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- FI-014Finance & Commercial
Business Funding and Debt Toolkit
Choose and manage funding on purpose, not just take whatever's offered first
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- FI-015Finance & Commercial
Financial Forecasting and Scenario Planning Toolkit
Plan for more than one version of the future, not just the one you're hoping for
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- FI-016Finance & Commercial
Exit and Valuation Readiness Toolkit
Build a business that's ready to be valued and sold on your terms, whenever that day comes
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