MARGIN & METTLEBusiness Performance Operators
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The Margin & Mettle Scorecard.

Twelve plain statements about your numbers and your operating discipline. Answer honestly and you will see where to look first. It takes about three minutes.

Answer Yes, Partly, or No for each statement. Your answers stay in your browser. Nothing is sent or stored unless you choose to include your result in an inquiry.

Margin: the numbers

01 I know last month's profit margin without waiting on my accountant.
02 I know which services, memberships, or products make money after the cost to deliver them.
03 I know what I actually collect per customer or member after discounts and promotions.
04 I can tell whether last week's labor hours matched customer demand.
05 I know how many customers or members I lost last quarter, and the main reasons why.
06 In the past 12 months I changed a price or an offer based on numbers, not instinct.

Mettle: the discipline

07 My managers review the same short list of numbers every week.
08 Each important result in the business has one named owner.
09 The business runs to standard when I am away for a week.
10 Recurring problems get solved once, not re-solved every month.
11 New hires are trained from a documented standard, not from whoever is on shift.
12 I could explain to a lender or partner exactly what must be true before I add a location.