business Financial & Customer KPI Analysis

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MAT510_Assignment1Template_v21.xlsx
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Instructions

MAT510 Assignment 1 Template
Instructions: Use the data from the Assignment 1 data sheet (a separate document you can find in both Facebook (Files) and Blackboard (Assignments Tab)) to fill in the numbers in the yellow highlighted boxes (Assignment 1 Tab on this sheet). The KPIs will be automatically calculated. Please do not overwrite the formulas in the light orange cells. The KPI formulas are also listed for your reference. After you have completed all of the KPI calculations within the template, you will type your takeaways related to the computed KPIs from the both the Financial and Customer aspects of the business below the template (Assignment 1 Tab below calculations). Note: Choose three (3) of the five (5) financial KPIs for your takeaways and provide your rationale for choosing them. Next, Include a Business Summary (Business Summary tab) of what you found. Example: What do these KPI figures say about the business in terms of its strengths, weaknesses and areas of growth/opportunity? How does the company compare to the industry and/or prior year’s performance? What is most important for your audience to know & why? Your answer should be in complete sentences and should be at least 2 paragraphs in length. How to submit: When you’re done, save the file (using your name/initials in the file name) & submit the completed Template to Blackboard.

Assignment 1

Financial & Customer KPI Table/Analysis for CrushIt
KPI Table
No. Key Result Area Calculation for KPI Key Performance Indicators/ Result Industry Average Company Prior Year
1.         Financial
Revenue (enter figure below $million) - Total Costs (enter figure below $million) = Net Profit ($million)
Minus
Net Profit Enter Calculation This Line - = $19.0 MM $35.0 MM
Minus
Revenue - Costs of Goods Sold ($million) / Revenue ($million) = Gross Profit Margin ($million)
Divided by
Gross Profit Margin Enter Calculation This Line / = 59.0% 69.0%
Divided by
Total Liabilities ($million) / Total Equity ($million) = D/E Ratio
Divided by
D/E Ratio Enter Calculation This Line / = 1.5 2.4
Divided by
Current Assets ($million) / Current Liabilities ($million) = Working Capital Ratio
Divided by
Working Capital Ratio (Enter Calculation This Line) / = 1.2 0.8
Divided by
Current Price Per Share / Current Earnings Per Share = P/E Ratio
Divided by
P/E Ratio (Enter Calculation This Line) / = 15.0 16.6
Divided by
2.         Customers
% of Promoters - % of Detractors = NPS
Minus
NPS (Enter Calculation This Line) - 72.0% 80.7%
Minus
number of original customers at the end of period t / number of original customers at the beginning of period t = Customer Retention Rate
Divided by
Customer Retention Rate (Enter Calculation This Line) / = 87.0% 94.0%
Divided by
number of lost customers over period t / number of customers at the beginning of period t = Customer Turnover Rate
Divided by
Customer Turnover Rate (Enter Calculation This Line) / = 13.0% 6.0%
Divided by
Takeaways:
Financial:
     KPI 1 Takeaway:
        KPI 2 Takeaway:
      KPI 3 Takeaway:
Customers:
     KPI 1 Takeaway:
        KPI 2 Takeaway:
      KPI 3 Takeaway:

Business Summary

Type your Business Summary in the blue area below: