This is the part almost everyone still does by hand. We want to understand the way you work today — where the numbers live, who pulls them together and, most of all, what you are trying to learn from them. That decides which reports we build and which ones we leave alone.
Name the exact file or system So we know what we are connecting to, not just the category.
Who puts it together?
— pick one — Me, the owner Manager or reception The accountant A family member Nobody, we do not really do it
How often do you look at it?
— pick one — Every day Once a week Once a month Only at tax time Almost never
How long does it take each time?
— pick one — Under 30 minutes 1–2 hours Half a day A full day or more No idea, it is never finished
How does the data get in?
— pick one — Typed in by hand Copy–paste between systems Export a file, then clean it up It syncs by itself A mix of all of these
Why do you track this — what question are you trying to answer?
What do you actually decide from these numbers? If the answer is “nothing yet”, write that — it is useful to know.
What would you like to see but cannot today?
Where do the numbers go wrong, or get out of date?
Optional — rough numbers are fine. We only ask so the reports can show real money instead of counts. Leave it empty if you would rather not.
Left after products —
