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Customer Analysis Report
Introduction
Example Report
An example of the ‘Customer Analysis Report’ can be accessed here.
✦ 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
Financial leadership needs more than reporting
Indepth insights into business performance
From Data to Insights, to Decisions and Actions that Drive Results
Light-touch, high-impact advisory
Powerful tools to review, analyse, and predict financial data
VFD Pro connects securely to your favourite cloud accounting platform
VFD Pro supports business from Start-Up to Exit Valuation
A range of plans to provide tailored client support
Monitor, measure and forecast business performance
From Data to Insights, to Decisions and Actions that Drive Results
Strategic Support for Advisory Success
Guides, webinars and videos
Explore key elements of the VFD Pro application
Explore the key steps to making the most of VFD Pro
Did you know?
You can click the 'Live Chat' button in the bottom right of your screen to talk to our customer service team.
View past webinars
Did you know?
You can click the 'Live Chat' button in the bottom right of your screen to talk to our customer service team.
The Customer Analysis Report will help you become best friends with your client’s sales director / team by providing unparalleled clarity to clearly understand in near real time, what is happening in relation to New Customer Acquisition, Customer Attrition, trends in Average Transaction Value and Purchase Volumes and where the greatest risk lies in the existing customer base.
Typical Use: This is perfect for planning and analysis purposes, both to understand and extrapolate existing performance trends. The Customer Analysis Report is an ideal catalyst and enabler for discussion to identify and strategize the potential to acquire more of the ‘right’ profile of customers and to sell more to existing customers, whilst focusing attention on retention, up-selling and hence maximising lifetime customer value.
The Source of Revenue: Existing customers are, for most businesses their most valuable asset, because this is where all of the company’s income comes from. In most businesses, existing customers are a neglected and poorly understood asset. By using The Customer Analysis Report to help your client understand and take action to protect and nurture their number one asset, you further re-enforce the invaluable nature of the support and assistance you can provide

An example of the ‘Customer Analysis Report’ can be accessed here.
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.

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.

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.

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?”

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.

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.
