Business Health Evaluation

Financials & KPIs Evaluation

Do you know your numbers well enough to manage them? Answer sixteen questions on margin, pricing, cash flow, collections, and more, and get a specific next step for every one. No pass or fail, and nothing you enter is saved.

Put It to Work

How to Use Your Results

This evaluation looks at how well you know and manage the numbers that decide whether your business is healthy. There are no right or wrong scores, only a starting point.

Read Your Breakdown

Start With Three

Your tier is the headline. Your sixteen scores show which numbers you manage well and which you're still guessing at.

Pick the three areas under Where to Focus First and take one small step on each this month. Don't try to fix everything at once.

Know Your Big Three

Bring Your Accountant In

If you track nothing else, learn your gross margin, average ticket, and close rate. Calculate each one for last month this week.

Take your results to your accountant or bookkeeper and ask what to tackle first. They know your books and can check the numbers.

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Want help turning your results into a plan? See how Contractor Partnerships works.

This evaluation is for learning and planning. It is not legal, financial, or professional advice. Employment rules vary by state, so check with your HR advisor or your state's labor laws before changing pay, scheduling, hiring, or discipline practices.