SUCCESS METRICS
A free tool from Success Metrics

Business Vital Signs Snapshot

Your first read on revenue, expenses, profit, and cash. Takes about 15 minutes, most of it just finding your numbers. Your numbers stay on your device while you work. If you choose to send yourself the summary report, we'll receive your name, email, and the summary numbers shown on this page — never anything sensitive. Don't enter account numbers, passwords, or tax IDs anywhere here; we'll never ask for them.

Step 1

Enter your numbers for the month

Fill in the amber fields. Everything else fills itself in. Round to the nearest dollar; estimates are fine.

Money coming in
Money going out
Cash
Step 2

Read your vital signs

Net profit
Healthy: above $0
Add your numbers
Profit margin
Healthy: 10% or higher
Add your numbers
Expense ratio
Healthy: under 90%
Add your numbers
Cash runway
Healthy: 3+ months
Add your numbers

Stable = healthy. Watch = keep an eye on it. Needs attention = look here first. This is calibration, not a grade.

What your snapshot is telling you

Enter your numbers above to get your read.

Step 3

One reading tells you where you are. The trend tells you where you're headed.

A snapshot is one set of vitals. Any nurse will tell you a single reading is just calibration; it's the trend, the same vitals taken month after month, that shows whether your business is getting healthier or quietly slipping. Success Metrics has courses, tools, and programs that help you calculate and record those trends, and just as important, what to do to improve them.

Enter your email and we'll send you a summary report of today's snapshot, plus a few options for what to do next based on what your vitals are saying.

Explore the courses & community Where we track the trends and work on them together.