sageworks advanced features

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Advanced Features

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Page 1: Sageworks Advanced Features

Advanced Features

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Entering data manually

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Is so much fun…

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But Integration…

is awesome…

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Reliable private company data…

filtered by region…

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Line-by-line analysis…

Green = Top 20% Red = Bottom 20%

Financial Metric Company Data Recent 12 Months (488)

Distance from Industry

2010 (557)

2000-Present (5907)

Sales Growth 8.29% 2.51% 230% 3.47% 3.71%

Gross Profit Margin 35.05% 59.20% -41% 59.14% 58.77%

Net Profit Margin 11.33% 3.80% 199% 3.72% 3.78%

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Unique plain-language narrative…

Hint: it’s easy to understand…

PROFITS & PROFIT MARGIN A measure of whether the trends in profit are favorable for the company.

This company performed very well in the Profitability area last period and is doing almost as well this period. Although it has fallen by 9.74% this period, the company's net profit margin is still solid, both generally and relative to what competing firms are earning; this is the best measure of success in this area. Furthermore, the net profit margin has been strong for both periods analyzed, which is highlighted in the graph area of the report. Keep in mind that the net profit margin equals the cents of net profit being extracted from each sales dollar. No other statistic is more important than the net profit margin, which indicates how effectively a firm is managing its costs relative to its sales revenue.

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Dynamite visuals…

Hint: enhance your presentation…

This number indicates the percentage of sales revenue that is not paid out in direct costs (costs of sales). It is

an important statistic that can be used in business planning because it indicates how many cents of gross profit can be generated by each dollar of future sales.

Higher is normally better (the company is more efficient).

This is an important metric. In fact, over time, it is one of the more important barometers that we look at. It measures how many cents of profit the company is generating for every dollar it sells. Track it carefully

against industry competitors. This is a very important number in preparing forecasts. The higher the better.

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Now, the best part is…

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Total customization…

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Save as a Word document…

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Editas

youseefit…

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Create custom deliverables…

Hint: for any audience…

Sales Team Meeting

Average by Year (Number of Financial Statements)

Industry-Specific Metrics Recent 12 Months 2010 2009 All Years

Food Costs to Sales 31.90% (57) 31.80% (90) 31.20% (170) 30.50% (490)

Sales Per Seat $14,136.44 (22) $12,969.57 (38) $13,012.40 (79) $12,720.40 (232)

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end.