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✦ VFD Mastery delivers 28 hours of verifiable CPD – mapped to ICAEW, ACCA & CIMA requirements.      ✦ CPD budgets at work: compliance, reporting, forecasting & exit planning – all covered in Mastery.      ✦ Turn financial data into growth decisions with VFD tools & training.    ✦ Helping businesses improve cash, profits & exit readiness.    ✦ Forecasting, reporting, valuation – practical tools to run and grow your business

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Business Overview Report

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Introduction

The Business Overview Report is a simple yet incredibly detailed two-page overview of business performance, trends, and growth drivers over the last two years, detailing sales, margins, overheads, net profit and net worth.

Looking into the future: In addition to history, The Business Overview Report provides a concise summary of the key drivers of revenue and the underlying trends with regards customer retention and customer acquisition and their impact, as well tracking the Current Ratio, Debtor Days, Creditor Days, Cash Movement and more.

Picture of the front cover of the Business Overview Report, a two-page summary of the key performance indicators for the financial management and direction of a business.

So What? Guide

The So What? Guide for the Business Overview Report can be found here

Business Overview So What? Guide

Example Report

An example of the ‘Business Overview Report’ can be accessed here.

Business Overview Report

Report Overview

Page 1 Explanation

Page 2 Explanation

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Table of Contents

VFD Pro in 6 steps

Help more clients survive, thrive, scale and exit successfully

VFD Pro gives accountants and advisors a structured way to support clients beyond compliance, from simple performance insight through to growth, planning and exit conversations.

VFD Pro helps you view clients at portfolio level, so you can quickly see where attention may be needed. Instead of looking at one client at a time, you can start with a clearer view of your whole client base.

Know who to speak to, and why

CORE Insights highlights potential risks and opportunities across your client base, with suggested discussion points for each client. The aim is to help you prioritise your time and focus on the conversations that matter most.

Give every client a clearer view of performance

The Business Overview gives clients a simple, accessible view of performance and key trends. It helps turn financial data into something easier to explain, understand and discuss.

Turn reports into better client conversations

VFD Pro is designed to support future-focused discussions, not just produce reports. It helps you move from “what happened?” to “what does this mean?” and “what should we do next?”

Support clients in different ways

Not every client needs the same level of support. VFD Pro helps you start with education and performance insight, then build towards financial control, planning, growth and exit support where appropriate.

Explore VFD Pro with your own clients

Connect data where appropriate, review the insight, and see how VFD Pro could help you identify priorities and start more valuable client conversations.

VFD connects directly with : Xero. QuickBooks, and a range of accounting platforms.