Welcome Toour NEW Company Focus Data Input Form!

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Welcome toour NEW Company Focus Data Input Form!

Questions about the Company Focus Form? Click Here

1General Company Information / 2Tools & Practices / 3Financial Stats
4Budget Stats / 5Job Sweet Spots / 6Marketing & Sales Stats
7Owner/Employee Stats / 8Check your data here & Submit

Use the numbered menu above to navigate between pages

Click “Save and Continue Later” (at bottom of page) at any time to capture the data you have entered

Fields with a red*are required for final submission

Please enter data for Jan 1 – June 30, 2016

No other date ranges are available at this time.

General Company Information

Primary Member First Name
Last Name
Email
Company Name
Address(State / Province / Region)
Roundtables Group
Preparer First Name
Preparer Last Name

Financial Structure Information

Type of Entity* / Select One C Corp S Corp LLC Partnership Sole Proprietorship Other
End of Fiscal Year: / Select One January February March April May June July August September October November December
Method of Accounting* / Seslect One Completed Contract Cash Basis Accrual Accrual with Pctg of Completion
Accounting Software Used:* / Select One All Manual Records Excel or Other Spreadsheets QuickBooks for Contractors QuickBooks (Standard) QuickBooks Enterprise QuickBooks On-Line Peachtree Master Builder / SAGE Timberline BuildSoft ISS ComputerEase Other Software Package
Percentage of work sold using T&M or other Variable Pricing Method*
Percentage of work sold using Fixed Price Contracts*
(May include Allowances)

Continue to Tools and Practices

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2Tools & Practices

Tools & Practices

To make the most of my membership, I am accurately using these Tools and Practices

Roundtables Tools

Mark All Tools & Practices either Yes or No
You can easily change the individual items / Yes / No
Faithful Attendance at Meetings* / Yes / No
Accurately Completed Focus Package* / Yes / No
Detailed and Hellpful Company Summary Letter* / Yes / No
Wise Use of Your Time in the Spotlight* / Yes / No
Willingness To Make Stretch Commitments* / Yes / No
Expend Effort to Achieve Commitments* / Yes / No
Active and Regular Participation in Phone Group* / Yes / No
Active Participation in Meetings* / Yes / No
Quality of Help Extended to Others* / Yes / No
Stays Until the End of the Meeting – No Leaving Early!* / Yes / No

Roundtables Success Practices

Owner Review and Understands Financial Reports* / Yes / No
Percentage of Completion Accounting Used* / Yes / No
Estimates Categories Match COGS Categories (on the P&L)* / Yes / No
An Annual Budget in Place One Month Prior to Start of Fiscal Year* / Yes / No
Budget is Updated at Least Semi-Annually* / Yes / No
Accurate Estimating is Confirmed Through Job Cost Reports and Analysis* / Yes / No
At a Minimum, Job Autopsies for Jobs Over Budget* / Yes / No
Marketing Plan in Place and Used in the Company's Decision Making Process* / Yes / No

Continue to Financial Stats

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3Financial Stats

Financial Stats

Profit and Loss Report

Revenue

Revenue from Remodeling Operations*
Revenue from New Construction
Revenue from Commercial
Revenue from Other
Revenue from WIP
Total Revenue

Cost of Goods Sold

Direct Labor Wages*
Labor Burden
Materials*
Trade Contractors*
Job Cost Other*
Total Job Costs
Gross Profit

Expenses

Overhead*
Other Income
Other Expense
Net Profit
Revenue in Backlog*

Balance Sheet

Assets

Cash*
Accounts Receivable*
Underbillings
Other Current Assets*
Total Current Assets
Total Long-Term Assets*
Total Assets

Liabilities

Accounts Payable*
Overbillings
Other Current Liabilities*
Total Current Liabilities
Total Long Term Liabilities*
Total Liabilities
Total Equity

Continue to Budget Stats

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Hi, Rosetest

4Budget Stats

Budget Statistics

Enter Budget Statistics for the full year

Revenue

Remodeling Operations*
New Construction
Commercial
Other
Total Budgeted Revenue

Cost of Goods Sold

Estimated Job Cost %*

Expenses

Overhead (including Marketing)*
Budget Net Profit
Budget Net Profit %
Marketing Budget*

Continue to Job Sweet Spots

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5Job Sweet Spots

Job Sweet Spots Statistics

Jobs Under $15K

(Jobs Under $15K – Revenue from Jobs in the last 12 months)
(Jobs Under $15K – # of Jobs Completed Last 12 Months)
(Jobs under $15K – GP $ on Jobs Completed Last 12 Months)
(Jobs Under $15K – GP % on Jobs Completed in Last 12 Months)

Jobs $15K – $75K

(Jobs $15K & $75K – Revenue from Jobs in the last 12 months)
(Jobs $15K – $75K – # of Jobs Completed Last 12 Months)
(Jobs $15K – $75K – GP $ on Jobs Completed Last 12 Months)
(Jobs $15K – $75K – GP % on Jobs Completed Last 12 Months)

Jobs $75K – $250K

(Jobs $75K & $250K – Revenue from Jobs in the last 12 months)
(Jobs $75K – $250K- # of Jobs Completed Last 12 Months)
(Jobs $75K – $250K – GP $ on Jobs Completed Last 12 Months)
(Jobs $75 – $250K – GP % on Jobs Completed Last 12 Months)

Jobs Over $250K

(Jobs Over $250K – Revenue from Jobs in the last 12 months)
(Jobs Over $250K – # of Jobs Completed Last 12 Months)
(Jobs Over $250K – GP $ on Jobs Completed Last 12 Months)
(Jobs Over $250K – GP % on Jobs Completed Last 12 Months)

Job Sweet Spots Totals

Total Revenue from All Jobs Completed in Last 12 Months
Total Number of Jobs Completed in Last 12 Months
Total GP $ On Jobs Completed in Last 12 Months
Total GP % on Jobs Completed in Last 12 Months

Continue to Marketing & Sales Stats

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6Marketing & Sales Stats

Marketing and Sales Statistics

Marketing Dollars Spent*
Proactive Outbound Sales Calls
(This number is not included in calculations)
Referral Leads
Repeat Customer Leads
Media Advertising Leads
Internet / Website Leads
New Raw Leads – Other
Total Number of Raw Leads
Referral and Repeat Customers as a % of Total Leads

Sales Stats

Number of New Prospect Meetings
Number of Design Only Contracts (No Construction Included)
Number of Signed Contracts that include Construction
Potential Revenue Represented in Design
Percentage Design Contracts that Convert to Construction Contracts (if applicable)
GuildQuality Recommendation Rate (if applicable)
(Last Twelve Months as reported on your GuildQuality Account Dashboard)

Continue to Owner/Employee Stats

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7Owner/Employee Stats

Owner / Employee Statistics

Owner 1 Statistics

Owner 1: Hours Worked per Week*
(As Reported on P&L)
Owner 1: Satisfaction Level* / Fabulous
Pretty Good / Fair
Not So Hot / Why am I in this business?

Owner 2 Statistics

Owner 2: Hours Worked per Week*
(As Reported on P&L)
Owner 2: Satisfaction Level* / Fabulous
Pretty Good / Fair
Not So Hot / Why am I in this business?

Employee Statistics

Number of Full Time Equivalent Currently*
Please enter a value greater than or equal to1. (Including Owners)
Average Logevity of Current Full Time Equivalent*
(in years)
Number of Full Time Equivalent Overhead Staff*
Please enter a value greater than or equal to1. (Including Owners)

Continue to Check your Data and Submit

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Golden Triangle Check

Input the total Gross Profit % from your WIP Spreadsheet (column 16 or R) into the third text box. Your Gross Profit % from your P&L and the Sweet Spot have been automatically generated from the information on the previous pages.

If these three numbers differ by more than 2%, there may be an issue with your data. We recommend double-checking your numbers and seeing if there was an error when you input your information. If there continues to be an issue, troubleshoot your data using this tool on theSupport Page.

P&L GP %

Sweet Spot GP %

WIP Report GP %

/ Total from Column 16 (R) from WIP Report

8Check your data here & Submit

Head Back to 1 – General Company Information

Head Back to 2 – Tools & Practices

Head Back to 3 – Financial Stats

Head Back to 4 – Budget Stats

Head Back to 5 – Job Sweet Spots

Head Back to 6 – Marketing & Sales Stats

Head Back to 7 – Owner/Employee Stats

Here is the data we have so far:

finishcheck
monthdata
clientid
Client ID
Primary Member First Name
Last Name
Email
Company Name
Address
Roundtables Group
Financial Structure Information
Type of Entity
End of Fiscal Year:
Method of Accounting
Accounting Software Used:
Total Revenue
$0.00
Total Job Costs
$0.00
Total COGS %
0
Gross Profit
$0.00
Overhead as a % of Revenue
0
Net Profit
$0.00
Balance Sheet
Total Current Assets
$0.00
Total Assets
$0.00
Total Current Liabilities
$0.00
Total Liabilities
$0.00
Total Equity
$0.00
Total Budgeted Revenue
$0.00
Estimated Job Cost (Calculated)
$0.00
Budget Net Profit
$0.00
Budget Net Profit %
0
(U15) GP % on Jobs Completed in Last 12 Months
0
(15-75) GP % on Jobs Completed Last 12 Months
0
(75-250) GP % on Jobs Completed Last 12 Months
0
(O250) GP % on Jobs Completed Last 12 Months
0
Job Sweet Spots Totals
Total Revenue from All Jobs Completed in Last 12 Months
$0.00
Total Number of Jobs Completed in Last 12 Months
0
Total GP $ On Jobs Completed in Last 12 Months
$0.00
Total GP % on Jobs Completed in Last 12 Months
0
Total Number of Raw Leads
0
Referral and Repeat Customers as a % of Total Leads
0

Save and Continue Later