The Finance Weekly

FEBRUARY 17, 2025

A business may see steady website traffic but struggle with low customer retention or declining sales. These indicators focus on important objectives and serve as benchmarks for long-term success. From HR and management to marketing and sales, KPIs support different business functions at a strategic level. What Are KPI Metrics?

Sales 52

Sales Numbers Analyzing Data Benchmarking 52

Future CFO

NOVEMBER 19, 2019

China lowered its new benchmark lending rate on Wednesday, in an attempt to give a boost to the slowing economy and reduce funding costs. This wasn’t the first time that the one-year LPR was lowered—it has been lowered thrice since it became the official lending benchmark in August. The PBOC injected a net 80 billion yuan ($25.68

Benchmarking 40

Benchmarking Financial Data Economics Banking 40

CFO News Room

FEBRUARY 6, 2022

million in January, as against net sales of $1.6 Inflows turned positive in January after a heavy sell-off by overseas investors in December due to quarter-end and last month of the calendar year. According to NSDL’s data, FPIs bought debt worth $571.65 billion in December.

Benchmarking 130

Benchmarking Treasury Securities Budgeting 130

PYMNTS

JANUARY 15, 2021

retail and food services sales for December 2020 fell 0.7 Retail trade sales dropped 0.3 Total sales for the 2020 calendar year were 0.6 Overall sales between October 2020 and December 2020 were up 4 percent from the same timeframe a year prior. retail sales were down 1.1 Retail trade sales were down 0.8

Sales 56

Sales Benchmarking Retail Accounting 56

Global Finance

MARCH 2, 2025

Now, we know from the academic literature that three years before the fraud, they tend to beat earnings benchmarks. You are going to make those sales, right? But eventually, theyll hit the limit, and then the only thing they can do is either come clean or go on to egregious misreporting. Youve got to look like youve got a future.

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

PYMNTS

DECEMBER 30, 2019

The index of pending home sales increased 1.2 The NAR Pending Home Sales Index (PHSI), which measures the number of purchase contracts signed, rose to 108.5. percent and pending home sales rose nationwide in all regions compared to 2018. percent and pending home sales rose nationwide in all regions compared to 2018.

Sales 54

Sales Marketing Benchmarking Construction 54

PYMNTS

JUNE 22, 2020

Sotheby’s held only online jewelry auctions during the lockdowns, which “set new benchmarks” for such sales, the auction house said, per a report in a trade publication. In fact, David Bennett , Sotheby’s worldwide jewelry chairman, told Reuters that the auction house had a “massive surge” in its online sales.

Sales 54

Sales Concentration Benchmarking Planning 54

PYMNTS

APRIL 15, 2020

Department of Commerce released its retail sales results for March, showing record-setting declines due to changes in consumer behavior and the COVID-19 lockdown. Overall sales fell 8.7 The retail sales figures are usually effective barometers by which retailers can benchmark inventory levels and predict future spend.

Numbers 52

Numbers Sales Retail Benchmarking 52

Global Finance

FEBRUARY 4, 2025

We focus on the entire product lifecycle, including sales, inventory, and trade payables. This benchmark is highly appreciated by our clients and allows us to identify the best solution for optimizing working capital for them.

Finance 59

Finance Benchmarking Banking Sales 59

CFO Talks

NOVEMBER 27, 2024

If sales improve by 5%, what does that mean for year-end profits? If sales in one region are down, engage the team in discussing potential causes—be it a competitor’s aggressive pricing or internal delays in delivery. Context—whether through benchmarking or comparisons—gives decision-makers the perspective they need.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership CFO Forecasting 52

Centage

DECEMBER 1, 2021

They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. To get a good cash flow projection, it’s important to: Start with sales. Manage every dollar. Review all of your cash outflows/payments. Produce scenario plans.

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

PYMNTS

SEPTEMBER 15, 2016

consumer is not as bulletproof or eager to spend as some observers thought, sales at U.S.-based The headline number, adjusted to exclude a slide in auto sales, was also down by 0.1 Sales declined in seven of the 12 categories tracked by the Commerce Department in addition to autos. In what may be a sign that the U.S.

Sales 46

Sales Retail Benchmarking Forecasting 46

Cube Software

MAY 11, 2023

Introduction to the percentage-of-sales method The percentage-of-sales method is a financial forecasting model to assess a company’s financial future by making financial forecasts based on monthly sales revenue and current sales data. The percentage-of-sales method works just like that.

Sales 52

Sales Financial Planning and Analysis (FP&A) Forecasting Accounting 52

Global Finance

APRIL 5, 2025

In the debt business, the bank posted a commanding 40% of Polish market transactions, having participated in the arrangement and placement of all the major bond deals in the local market, including all benchmark transactions for key domestic corporates. billion Brazilian reais (about $749 million). In the $18.25 Assets acquired included 1.4

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

PYMNTS

OCTOBER 1, 2020

It provides a performance score and benchmarks against industry best practices and provides customized recommendations to meet the challenge, Mastercard said. Fortunately, Cadore quickly pivoted her business to focus on online sales and partnerships with online retailers.

Benchmarking 104

Benchmarking Retail Securities Sales 104

Nerd's Eye View

MARCH 28, 2023

What's unique about Erica, though, is how she built a series of spreadsheet tools to measure the details of each step of her advisory firm’s marketing funnel, from lead generation to each meeting in the sales process to client onboarding and getting initial revenue for the firm… and then turned it into a series of tools that any advisory (..)

Marketing 98

Marketing Benchmarking Analyzing Data Strategic Planning 98

PYMNTS

JUNE 9, 2017

The fast casual segment of the restaurant industry is having a tough year so far with the latest edition of the BDO restaurant industry benchmarking update showing that sales through the first quarter of this year declined 2 percent in that category. increase in the first quarter after suffering a double-digit sales decline.

Sales 43

Sales Benchmarking Numbers Retail 43

CFO News Room

JANUARY 17, 2023

Even within an organization, every operation—risk and compliance, procurement and supply chain, production and operations, marketing and sales—has its own goals to meet. A retailer and a cement company don’t have the same needs or strategies. Industry and Ecosystem Transformations.

Benchmarking 130

Benchmarking Planning Compliance Sales 130

Adam Kae

MARCH 12, 2024

Today, let's dive into a game-changer that can truly revolutionize your sales strategy: the power of visible prices on your website. The Digital Marketing Landscape: Challenges and Opportunities Embracing Sales Strategy for Success Running a digital marketing agency is no walk in the park. You've just eliminated a barrier to entry.

Sales 52

Sales CFO Communication Benchmarking 52

PYMNTS

OCTOBER 26, 2020

Zillant , which works in B2B price optimization, price management and sales guidance software, is partnering with SAP on helping distributors get the most out of pricing and customer experiences, a press release says.

SAP 80

SAP Profit and Loss B2B Benchmarking 80

CFO News Room

FEBRUARY 3, 2022

The IBM PC launch turned out to be an unprecedented success, catapulting Microsoft’s gross sales to $55 million in 1983. Microsoft is a component in the big three benchmark indexes: Dow Jones Industrial Average (DJIA) , Standard and Poor’s 500 (S&P 500) , and the Nasdaq-100 index.

Benchmarking 130

Benchmarking Investments Marketing Sales 130

Barry Ritholtz

AUGUST 26, 2022

What he saw stunned him: The previous broker outsourced much of his asset management to third-party managers; Digging into the specifics he was gobsmacked by the details: Sub-$1m accounts charged 1.25% for a high turnover, actively managed SMA which lagged its benchmark by a few 100 basis points.

Concentration 141

Concentration Benchmarking Investments Accounting 141

VCFO

JUNE 23, 2022

Take a look at the following financial benchmarks implemented for vcfo clients, and consider how you can achieve similar results in your organization. After benchmarking against top performing competitors, it became clear that their average days of sales outstanding (DSO) at 53 days was 20 days higher than their nearest competitors.

Benchmarking 79

Benchmarking Sales Finance Economics 79

Centage

SEPTEMBER 5, 2023

To determine profit margins, companies subtract the total cost of providing a product or service from the sales price paid for the item by customers. Gross Profit Margin: Your gross profit margin is the amount of your sales revenue minus the cost of your goods. Different industries have different levels of profitability.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Benchmarking Budgeting Valuation 98

VCFO

JULY 12, 2022

These KPIs could include elements such as profitability, efficiency, inventory turnover, AR turnover, sales per employee, and more. These measures should also be compared against others that operate in your same industry and sales class and/or specific industry subsets (e.g., Optimize now.

Benchmarking 78

Benchmarking Restructuring Economics Technology 78

CFO News Room

DECEMBER 2, 2022

There was a realisation that if you wanted to change that growth trajectory, you needed external investment in order to invest in engineering, sales and marketing and so on,” says Frances. Profits made from any given year were immediately ploughed straight back into the business. . Measuring success. Frances’ power profile.

Technology 130

Technology CFO Benchmarking Numbers 130

PYMNTS

NOVEMBER 29, 2016

If breaking the $3 billion benchmark wasn’t indication enough, the International Council of Shopping Centers (ICSC) found that the data from this year’s Black Friday, as well as Thanksgiving, bode well for the remainder of the holiday shopping season. billion total, including $117 billion in online sales. Good news, retailers!

Sales 40

Sales Benchmarking Entertainment Retail 40

PYMNTS

OCTOBER 25, 2016

How poorly these department stores are doing shows up blazingly in a new eMarketer report, “Department Stores and Digital Commerce 2016: Trends and Benchmarks.” department store sales sat at $87.46 billion in terms of sales, despite Neiman Marcus, Nordstrom and Saks Fifth Avenue having the largest proportion of digital sales.

eCommerce 71

eCommerce Benchmarking Sales Retail 71

VCFO

SEPTEMBER 21, 2023

Whether the plan is a near term sale or a sale transaction in the distant future, proactively identifying and adopting the right strategies and activating the optimal value creation levers will result in the maximization of value and the accomplishment of owner overall financial objectives.

Valuation 84

Valuation Marketing Benchmarking CFO 84

Barry Ritholtz

DECEMBER 11, 2023

My back-to-work morning train WFH reads: • The Cybertruck Must Be Huge—or It Will Dig Tesla’s Grave : If Musk fulfils just 15 percent of Cybertruck preorders, it would equal the annual US truck sales of Toyota. If the polarizing EV flops, Tesla could be in big trouble. Sign up for our reads-only mailing list here.

Benchmarking 98

Benchmarking Investments Sales Planning 98

CFO Talks

JANUARY 30, 2025

“If sales are down, consider adjusting margins for key clients to gain trust and secure larger contracts in the future,” he suggested. He also stressed the importance of monitoring leading indicators, such as sales leads and inventory levels, to address issues before they impact financial performance. Where do you start?

Communication 52

Communication CFO Valuation Construction 52

PYMNTS

OCTOBER 29, 2019

Automatic Food Service (AFS) said it has seen a 45 percent increase in sales per route since going cashless with its vending machines and office coffee business. AFS installed USA Technologies ‘ Seed Pro, Seed Markets and Seed Office solutions to track its needs with one platform.

Sales 40

Sales Benchmarking Leverage Technology 40

PYMNTS

NOVEMBER 10, 2016

WBR Digital and eTail just released a new benchmarking report on retail omnichannel adoption. Compared to the previous year, 76 percent of businesses saw increased website traffic, and 56 percent saw increased customer retention by way of repeat sales. Here are some of the key findings.

Retail 70

Retail Benchmarking Investments Sales 70

Fpanda Club

JULY 24, 2022

However, firm’s competitors continue to make their investments, including innovation, which will probably put pressure on prices, sales volumes and market shares. Key metrics should then be benchmarked against the market and/or competitors to check whether they are realistic or not. which will be part of the allowable cost.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

CFO Talks

OCTOBER 3, 2024

Cash Handling Issues : Missing deposits, discrepancies between sales records and bank deposits, or unauthorised cash disbursements are red flags. Regular Reconciliations : Perform surprise cash counts and inventory checks and reconcile sales and deposit records frequently. Investigate any discrepancies promptly.

Invoicing 98

Invoicing Auditing Benchmarking Reconciliations 98

PYMNTS

JUNE 8, 2018

Clarity , a startup that offers small businesses (SMBs) a way to manage their data , announced plans for a token sale before its official launch. The company provides a platform for SMBs to manage their own data with added analytics, file sharing, benchmarking and third-party verification services. .”

Benchmarking 59

Benchmarking Sales Finance Startups 59

VCFO

MARCH 17, 2023

How much is being charged to cost of sales? What is the percentage of the cost of sales to revenue? A benchmark exercise can also provide insight here. direct labor and absorption rate – fixed, variable, and semi-variable overhead expenses), and All costs associated with preparing goods for sale (e.g.,

Manufacturing 70

Manufacturing Forecasting Profit and Loss Benchmarking 70