6Jun 2018
Jun 6, 2018

Performance Dashboards

Valuation Metrics & Performance Dashboard Elements – Rolling 12 Month Graphs

Today’s blog will introduce you to the 12-month rolling graphs and performance dashboard elements.

Rolling 12 Month Graphs

Year-to-Date (YTD) financial statements are almost useless until the 4th quarter. Almost all financial software programs have YTD as their standard. A much more effective tool is a 12-month rolling history which can also be used to create a 12-month budget monitor.

A 12-month rolling metric tracking system can work on most performance metrics. It works by adding up the 12 months data and then insert that data point monthly into a graph or other time basis. For example, if you have a 12-month rolling point and want to add this month (say June) then you add this June into the sum and remove last June’s number.

With a 12 month rolling metric any change in slope is significant because a current month replaces a past year month. Any change represents a change in the month’s activity rather than waiting for YTD to get to the 4th quarter.

Valuation – Performance Metric

It is recommended that a business valuation is done every two years. With my nine methods and calculations, it can be used as a metric for management performance.

  • Are the net assets improving?
  • Is the cash flow better?
  • What impact does that have on the market value method?

If the net cash flow is increasing, the statistically projected method will show a rise. I discuss these nine valuation concepts in my book. “Business Valuation Principles Made Easy with How to Increase Value Financially.”


Dale Richards Valuation Optimization Presentation with Dashboards was John’s Favorite. John Martin, Ohio gained many insights from the 3.5-hour presentation but will implement graphical dashboards first. He learned key business concepts from Dale Richards’ presentation on Business Valuation Principles – How to Increase Your Business Value, Financially, Operational and Strategically. May 2018, Cincinnati, Ohio.

Learn more about Business Valuation Principles by Dale S Richards http://a.co/cVsYyNN http://successbiznow.com/books/business-valuation-principles-by-dale-richards/



Preview Dales presentations: Watch Dale In Action Dale S. Richards specializes in management, marketing, operation optimization & business valuation consulting and is a 25+ year turnaround expert. He has implemented success concepts into results in 150+ companies. Dale is a Certified Valuation Analyst (CVA) with NACVA, a Vistage International CEO-Board Chair in Utah and a World and Vistage International Speaker. Visit www.successbiznow.com to learn more about Dale and business valuation services.

Comments: 0

Leave a Reply

Your email address will not be published. Required fields are marked *

three × 1 =

This site uses Akismet to reduce spam. Learn how your comment data is processed.