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 Resources
The following links provide free business articles, tips and resources for business analysis, performance management, and business reporting:

MARKETING &  SALES MANAGEMENT

Simple and Actionable Data Mining and Customer Segmentation with RFM

RFM is a simple to use and powerful data mining and customer segmentation methodology used in RFM for Excel - Data Mining and Customer Segmentation Software for Microsoft Excel...

Marketing Performance Metrics

A more significant amount of marketing manager concentration should be placed on a marketing organization’s efficiency and efficacy as a whole.  Among the specific marketing performance metrics categories are those which involve the contribution the marketing has on the customer acquisition rate, the performance share, the rate of adoption of new products and services, the average value of each order...

BCG Matrix Analysis

Tips on using the BCG Matrix. BCG Matrix also known as Growth - Share Matrix is a strategic tool for portfolio planning and analysis...

GE Matrix Analysis

Tips on using the GE Matrix. GE Matrix expands on the BCG Matrix by considering additional factors...

RFM Analysis

Tips on performing RFM Analysis. RFM (Recency, Frequency, Monetary) Analysis is a simple database marketing approach...

Ansoff Matrix

Tips on using the Ansoff Matrix. Simple tool for Business Growth Planning and Developing Products and Markets...

Sales Pipeline for Excel

Simplify your sales funnel and focus on your sales management...

Marketing Plan

Tips on developing your marketing plan. This article reviews the things you need to consider for your marketing plan...

Customer Segmentation

Tips on performing customer segmentation. How to divide your customer base into important customer segments...

Customer Retention

Tips on customer retention. Build your retention strategy and keep your profitable customers...

Product Life Cycle

Tips on understanding your product life cycle and developing appropriate growth strategy...

Measure Customer Profitability

Robert S. Kaplan explains how to use the balanced scorecard to measure customer profitability...

PERFORMANCE MANAGEMENT

Financial Statements Analysis with Financial Ratios

What are the key financial ratios for your business, do you know your industry financial ratios, benchmarks and standards, how to identify and measure your most important financial ratios without wasting time...

Call Center Metrics

The Most Important Call Center Metrics and Call Center KPI: Though the average call center manager will monitor over 25 call center KPI, this will usually only manage to generate a great deal more work for that individual, and will not lead to much in terms of improved performance and productivity for the department. The most successful world-class departments rely on only the five most important call center KPI, which are...

Getting to Know Management by Objectives (MBO)

Management by Objectives (MBO) is a form of goal definition within a business that allows the management and the rest of the employees to understand and agree on the same outcomes that need to be achieved by that business...

Business Performance Management

The nature of performance management can make it difficult to define as a specific activity, as it requires several different types of efforts and measures in order to practice it properly. Overall, it is a process that consists of the following in order to achieve a specific goal...

Activity Based Costing - ABC

Developing ABC Costing System and ABC Application for Excel. Tips on Activity Based Costing and Activity Based Management...

Chart Maker

MR Dashboard Chart Maker Software allows you to create Visual representation of your Excel Data (Charts, Maps and Gauges / Speedometers) and automatically with a click of a button create html pages to use them online and offline... 

Performance Management

Tips on developing effective performance management system...

Performance Metrics Development

Tips on performance metrics development. Simple approach from raw data to useful information...

Balanced Scorecard Reporting

All you need to know about the balanced scorecard and strategy maps development...

Business Chart

Business chart types and tips on when and how to use them for your business reporting...

Metrics

What is a metric? Define your business objectives and metrics...

Six Sigma

What is six sigma, approaches, methods and benefits for organizations...

Pareto Analysis

Pareto Principle also known as 80/20 rule can help you improve your strategic focus...

Break-Even Analysis

What are your business limits? Break-Even Analysis overview and applications...

Business Dashboard

What is a business dashboard and how business dashboards can help your overall business intelligence?

Keep Score: Financial Dashboard Reports for Small Businesses

How small businesses can use dashboard reporting to improve their business insight?

Mapping Your Board's Effectiveness

Improving board effectiveness by using balanced scorecard and strategy maps...

HR  MANAGEMENT

HR Management Software

Human Resources Management Software, Templates, Scorecards, Metrics, Dashboards, Tools and more... How to manage the everyday HR challenges and issues with the easy-to-use and professional HR Management Toolbox...

HR Metrics

Sample HR metrics and examples to help you with your HR reporting...

HR Productivity

Simple tips for improving your HR productivity...

Employee Performance Appraisal

Improving your employee performance appraisal by using tools to continuously track employee performances throughout the year...

Rewards System and Measurement

Developing employee performance measurement and employee reward system...

Employee Retention

The expense and risk of employee turnover require good employee retention strategies...

Employee Accountability

Employee accountability is key for any performance management system...

Recruiting

Tips and ideas on recruiting. Developing strategic recruiting plan...

Communication

Effective communication with your employees, tips and ideas to improve your communication...

Management Succession Plan

Developing management succession plan - tips and ideas to help you build successful plan...

Employee Attendance

Managing employee attendance - issues and management strategies...

 
  Download Free Templates
Regional Sales Chart – Allows you to compare business sales for three regions on one grouped excel chart.
Customer Lifetime Value Calculator
Customer Lifetime Value Calculator is easy to use tool for quick customer analysis. This tool allows you to calculate the Customer Lifetime Value, Customer Retention Rate, and Overall Customer Lifetime Value. You can perform what-if analysis to see how different variables will drive the Customer Lifetime Value and Profitability and plan business strategies for improvement
Competitive Alternative Map for Market Positioning
Competitive Alternative Map for Market Positioning allows you to rank your business and benchmark with your top competitors. You can type your key differentiators and analyze your competitive position in the marketplace. This is a very good exercise for analyzing and planning your strategy.
Supplier Comparison Chart
Supplier Comparison Chart is easy to use tool for purchasing, supply chain, and quality management professionals. Rank and visually compare suppliers on critical quality features. You can use the current quality drivers or type your own business specific drivers.

Income Statement Dashboard
5-year Income Statement Dashboard with visual indicators. Type your data and change categories to reflect your business. Analyze your financial data and print your reports.
SWOT Analysis Template
SWOT Analysis Word Template - Organize your SWOT information in this simple one-page SWOT Analysis template for Microsoft Word.
Break-Even Analysis Template
This excel break-even analysis chart creates chart with +/- 50% of the revenue you specify so you can see how sensitive is your business model / cost structure.
Go / No Go (GNG) Analysis Matrix
This template is a decision matrix for go / no go analysis generally used for risk management in strategy development, project management, and investments. The GNG matrix compares the advantages and disadvantages of go / no go alternative decisions.

  Sample Business Metrics
The following links provide examples of frequently used business metrics used in dashboard and business scorecard reporting:
Financial Metrics
Quality Tools
HR Dashboard
Marketing Metrics
Financial Dashboard
Quality Dashboard
HR Metrics
Marketing Dashboard
Healthcare Dashboard
  Contributors
HBS Working Knowledge
Excel4Marketing
Quality Management Tools
 

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