Tutorials

Never be blindfolded again

Click
Step
1

Click "Overview" in the "Home" tab, or in the main menu.

BizCompass provides you a dashboard with a complete performance overview of your business.

The data is divided into sections.

This is a yearly view of your revenue goals, actual revenue, and expenses.
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2

This is a yearly view of your revenue goals, actual revenue, and expenses.

You’ll also see your yearly up to date revenue and how you’re doing compared to your revenue goal year to date.

You should always strive to increase your revenue and meet your goals, and the rest of the dashboard will help you with that.

This is a yearly view of your profits, including your profit this month and your yearly cumulative profit.
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3

This is a yearly view of your profits, including your profit this month and your yearly cumulative profit.

This is the sum you get to take home. Watch your cashflow, as this is the number one reason businesses fail.

This is an analysis of your transactions.
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4

This is an analysis of your transactions.

It shows you how many transactions, you made this month so far, what your average transaction amount this month is, and what your average transaction amount this year is. Consistently increasing the number of transactions and the average transaction amount, is how you increase your revenues.

This is the total amount of payments due to be cleared this month.
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5

This is the total amount of payments due to be cleared this month.

Don’t allow debts to be overdue – get the money into your business on time, or you’ll miss your revenue goals.

This is an analysis of the sale and debt action cards opened this month.
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6

This is an analysis of the sale and debt action cards opened this month.

Here you’ll see how your marketing is doing – that is, how many prospects approached you this month and what was their monetary value.

This is an analysis of your customer’s source, both monthly and annually.
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7

This is an analysis of your customer’s source, both monthly and annually.

Here you can see which channels bring you the most customers, and focus on growing them.

This is an analysis of your sales funnel.
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8

This is an analysis of your sales funnel.

It shows you how many prospects approached your business this year, and how many of them were lost at some stage in the sales process. Use this data to identify which stages of your sales process needs to be improved to close more deals with your current prospects.

Remember – improving the sales process costs nothing and the increase in revenue is immediate. Closing more sales with your current prospects is the best way to increase revenue today!

Last but not least, this is an analysis of proposals sent late.
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9

Last but not least, this is an analysis of proposals sent late.

You should send prospects a proposal on the same day that you define their needs, to take full advantage of the momentum. When quoting and following-up, timing is everything. The next day might be a day too late.

Sign in and start your 30 days free trial right now!
Step
10

Sign in and start your 30 days free trial right now!

Don’t just take our word for it. Start using BizCompass today and see for yourself how easy and convenient it is to run your business in a way that gives you control, relaxation and increased profits.

During the free trial period you get access to everything. No holding back.